Highmark Custom Ad Builder User Manual

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1 Highmark Custom Ad Builder User Manual

2 Table of Contents Introduction Navigation Placing an Order... 7 Material Customization Delivery Options Print & Ship Print & Mail Payment Details Page Checkout Page Confirmation s Saving and Loading Drafts

3 Accessing the *New* Highmark Custom Ad Builder Highmark is excited to offer new capabilities to you! You can now personalize CMS approved marketing materials in addition to ordering enrollment kits like you do today. All you need to do is log on to the Highmark Medicare Producer Portal and click on the New Business tab shown below: Ensure that the Medicare tab is selected and then simply click on the Enrollment Kit Supplies on the left hand navigation: 3

4 Once you click on the Enrollment Kit Supplies link you will be directed to the HeeterPRO site and see the page shown below: The two products that are enabled for Highmark agents are ShopPRO (green) and FulfillPRO (purple). ShopPRO provides access for Highmark agents to the new Highmark Custom Ad Builder, while FulfillPRO is the rebranded Enrollment Kit Supplies portal you are already familiar with using. This user manual covers how to order items from ShopPRO (Highmark Custom Ad Builder). 4

5 Navigation Upon clicking on the ShopPRO icon, you will be presented with the page below: Navigation of the site to access CMS approved materials is easy. Simply click on the category tabs circled above. After selecting a category, you will be shown the region(s) you have access to as shown below: 5

6 Clicking on a region will result in all available materials for that region being displayed (see below). If at any point you want to return to the first page, click on the Highmark logo in the top left corner of the page. 6

7 Placing an Order Once the material you are interested in ordering is displayed, click the Order button next to the appropriate material to start the ordering process. Once the order process is started, you will be asked to review the artwork. This is to ensure that the base art on the selected material is correct and to confirm that the correct product has been selected. An example of the Review Artwork step is shown below: To confirm the product selection, press the Continue button to move to the material customization section. 7

8 Material Customization Each material has a number of customization options that are available to you. These differ depending on the material you select. Some examples of customization pages are shown below: Please note that the contact information included in your ShopPRO profile will be used to prepopulate the customizable fields. If any information needs to be changed, it can be done directly in the customization field or by updating the information stored in your ShopPRO profile. 8

9 In some cases, you will be asked for a cobranding logo. Logos uploaded to the ShopPRO for this purpose should use the rules below: DPI Dimensions : 300 (min) : 2.25 wide x 1.25 tall If a logo supplied is larger than the dimensions above, the logo is made to fit into the available area. If smaller than the area allocated for the cobranding logo, the logo is not increased in size but instead is printed as supplied. 9

10 Delivery Options Depending on the material you have selected, up to three delivery options may be shown. Delivery Option Print & Ship Print & Mail me a PDF Description Upon approval, all products are printed, packaged and shipped to the delivery address supplied Upon approval, the product is mailed to the recipients within the supplied mailing distribution list Upon approval, a Hi-res PDF of the product is ed to the recipient Print & Ship When selecting Print & Ship, you will be presented with two additional pages within the wizard. The first defines the number of copies to be printed. Please note that the Delivery Date is a minimum of 4 business days from the Highmark approval date. If you require the material quicker than this, please call your Highmark General Agency. The second page defines where the material should be delivered. Both pages are shown below: 10

11 11

12 Print & Mail When selecting a material that is Print & Mail capable, you will be prompted to upload a CSV file containing the mailing list. The mailing list that is uploaded must follow a strict comma delimited CSV format. To ensure that the list uploaded is in the correct format, you will be given a chance to download a blank CSV file with the correct format from the wizard page below: Press the Download button to obtain the CSV file. The file will look like the blank file below: Fname Lname Address1 Address2 City State Zip Once you have built your mailing list, save the Excel file in CSV (Comma Delimited) format. 12

13 You can upload the mailing list from the next page in the wizard shown below. This page also allows you to select the mail date. Please note that all mail requests, depending on size, are sent via Standard mail. Depending on the region of the country you are mailing to, the delivery window is 3-8 days. 13

14 Payment Details Page Once all the customization and delivery options have been entered, you are presented with the Payment Details page below: The Payment Details page will include estimated production costs, which consists of printing and postage charges. If applicable, the Summary of Charges includes estimated postage based on First Class postage (full rate). Total postage is calculated once the order is approved and depends on quantity and quality of data. Rates can be as low as $0.23 per piece depending on quantity. 14

15 Please note that once your order is approved by Highmark, you will be notified via of the exact charges required for payment. Upon clicking on the link in the , a page similar to the one below will display with a total charge amount. Click on the "Submit Payment" button above to enter your payment information for processing. Once payment is received the order will be placed into production. 15

16 Checkout Page Once you reviewed the estimated charges on the Payment Details page and click "Final Review", you are presented with the Checkout and Proofing page below: You can scroll through the proofs using the buttons highlighted above. Once you have confirmed the material is correct, click the Submit button and your order will be submitted to Highmark for approval. 16

17 Confirmation s You will be sent a confirmation to the address defined in the customization section of the wizard, along with a PDF attachment showing a proof of the material. An example of the you will receive is shown below: Clicking on the Show Order Details link will take you to a page showing the detail of the order and the approval status. All orders must be approved by Highmark. Once approved, you will receive an additional confirming your approved order, as shown below: 17

18 At this point, the order will be produced and delivered. If an order has been submitted, the material will be delivered to the address entered in the customization wizard in a high resolution PDF format. 18

19 Saving and Loading Drafts At any point during the order process, you can save a draft of the material. This draft feature is also automatic every time you move from one page to the next. To force a Draft save, click the button highlighted below. To load old drafts, click on the Drafts link in the upper left of the web page. Upon selecting, you will be presented with a list of all active drafts and the time the draft was last saved (see below). Select the appropriate draft and continue working on customizing your material. 19

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