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  • EMAIL MARKETING
    • GROUPS >
      • Manage Groups >
        • Archive
        • Export Group
        • Search Groups / Profiles >
          • Merge Profile
        • Seed List
        • Edit Profile
        • Standard Profile Fields
        • User Defined Fields (UDFs) >
          • Group Config
        • Subscriber Count
      • Add Group
      • Add Emails
      • FILTERS >
        • Smart Filters
        • Custom Filters
        • Copy Filter
      • IMPORT DATA >
        • Manual Import
        • API Import
        • FTP Import
      • SUPPRESSION >
        • PERSONALIZATION >
          • CodeSnippets
          • PURLs
        • Group Suppression Types
        • Opt-out Levels
        • Opt-out Preference
        • Master Suppression
        • Suppression Reasons
        • Error/Bounce Messages
    • Content / Messages >
      • MANAGE CONTENT >
        • Create Content >
          • WYSIWYG Editor. >
            • ALT Text for Images
            • Encoded URLs
            • RSS Feed
          • Design Templates >
            • Responsive Design
          • HTML Upload
          • Preheader Text
      • MANAGE MESSAGES >
        • Create Message >
          • Message Template Categories
        • Dynamic Tags
        • Link Source >
          • Link Alias
        • Message Types
        • Message Type Priority
    • Folders
    • BLASTS / REPORTING >
      • BLASTS >
        • Campaign Types >
          • Quick Test Blast
        • Set Up Blast >
          • Blast Fields
          • DEFINE RECIPIENTS >
            • Select Group(s)
            • Select Suppress Group(s)
            • Using Filters
          • DEFINE MESSAGE >
            • Blast Envelope >
              • Adding / Editing Blast Envelopes
              • Emojis in Subject Lines
            • Dynamic Personalization
          • Social Integration Options
          • Message Summary
          • SCHEDULE / SEND >
            • Tracking Options
            • Opt-out Preference
            • Google Image Cache Buster
            • Schedule Report
            • Email Preview
            • Schedule Blast
        • TRIGGERED EMAILS >
          • Message Triggers >
            • Use Case for Message Triggers
          • Smart Segment Filters
        • Campaign Item Templates
        • Manage Campaigns
      • REPORTING >
        • Report Categories
        • BLAST REPORTS >
          • A/B Summary Report
          • Blast Reporting
          • Campaign Report Definitions
          • Blast Report Samples
          • Campaign Statistics Report
          • Champion Audit Report
          • Click-Through Reports
          • Delivery Report
          • Emails Delivered by Percentage Report
          • Email Fatigue Report
          • Email Performance by Domain
          • Email Preview Report
          • How Opens are Tracked
          • Individual Blast Report
          • Link Report
          • Performance by Day & Time Report
          • Top Evangelists Report
          • Undeliverable Report
          • Unsubscribe Reason Report
        • GROUP REPORTS >
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          • Click Report (Advertiser Click)
          • Campaign Item (Blast) Statistics Report
          • Group Attribute Report
          • Group Statistics Report
          • List Size Over Time Report
          • Master Suppression Source Report
          • Subscriber On/Off Report
          • Flash Report
        • Scheduled Reports
        • TRACKING & ANALYTICS >
          • Conversion Tracking
          • Google Analytics >
            • Google Analytics Domain Selection
          • Omniture Tracking
          • Topic Codes
    • ADMIN / CHANNEL MGMT >
      • Landing Pages >
        • Subscription Management Page
        • Unsubscribe Landing Page
        • Forward to a Friend Landing Page
        • Report Abuse Landing Page
        • Update Email Landing Page
        • Search Email
        • Change Email Address
        • Custom Unsubscribe Page
      • Salesforce Integration
      • Message Threshold
      • Gateway
    • EMAIL RESOURCES >
      • Email Marketing API
      • EMAIL BEST PRACTICES >
        • Advanced List Hygiene
        • Anti-Spam Legislation >
          • UNITED STATES
          • CANADA
          • EUROPE >
            • E-Privacy Directive
            • DPA: Data Protection Act
          • Legislation by Country
        • Email Client Support
        • Email Design Basics
        • Elements of an Engaging Email
        • Best Practices to Improve Email Campaign Performance
        • Supported Languages
        • What to Test for Best Results
        • Whitelisting
        • 5 Basics to Maintaining Email Reputation
        • 5 Tips for Mobile Friendly Email Design
      • DELIVERABILITY >
        • Deliverability Terms
        • Best Practices for Deliverability
        • KM Deliverability Services
        • SPAM >
          • Anti-Spam Legislation
          • SPAM Trigger Words
          • SPAM Avoidance Tips
          • Spam Scoring
      • DIGITAL EDITIONS >
        • Digital Edition Requirements
  • MARKETING AUTOMATION
    • Marketing Automation Overview >
      • Define Your Goal
      • Logging In
      • Home Screen Navigation
      • Add New Automation >
        • Building Automation >
          • Automation Controls
          • Automation Canvas
          • Control Properties
  • FORM DESIGNER
    • Form Designer Introduction
    • Logging In
    • Form Home Page
    • Adding A New Form >
      • Initial Set Up >
        • Auto-Submit Form
      • Form Properties
      • Subscriber Login
      • CSS/Styles
      • Form Controls >
        • Querystrings
      • Rules
      • Notifications
      • 3rd Party Output
      • Double Opt-In
      • Summary
  • UAD
    • Dashboard
    • AUDIENCE VIEWS >
      • Consensus
      • Recency
      • Product
      • Cross Product
      • Record
      • Brand
    • Sales View
    • Markets >
      • Creating Markets
      • Market Comparison
      • Market Use Case Example
    • FILTERS >
      • Standard Filters >
        • Circulation Filter
        • Activity Filter
        • Adhoc Filter
        • Saved Filters
        • Reading Filter Results
        • DOWNLOAD / EXPORT >
          • Data Masking
          • Download/Export Records
          • Download Template Setup
      • UAD REPORTING >
        • CrossTab Report
        • Demographic Reports >
          • Product Report - Pubcode
        • Geographic Reports
        • Company View
        • Email View
      • View Filters
      • Scheduled Export
      • Filter Comparison
      • Filter Category
      • Filter Segmentation
      • Question Category
    • CAMPAIGNS >
      • View Campaigns
      • Campaign Comparison
    • TOOLS >
      • GeoCoding
      • Summary Report
      • Record View Setup
      • Brand Setup
      • User Brand Setup
      • Download Template Setup
      • Merge Subscriber
      • CrossTab Report Setup
      • UserData Mask Setup
      • Custom Scoring
    • UAD RESOURCES >
      • UAD API Documentation
      • Merge/ Purge Process
      • Settings for Opening Docs in Excel
      • USE CASE EXAMPLES >
        • Click Criteria
        • Date Created - Adhoc
        • Deliver Integrated Data to Advertisers
        • Demographic Comparison-Consensus vs Recent Data
        • Email and Website Behavior
        • Event Attendance Analysis
        • GeoLocation-Event Planning
        • Highest Clicked Topic
        • Job Title [Function]
        • Nth Query
        • Product Count - Adhoc
        • Product Cross-Engagement
        • Subscriber Score
        • Topic Interest
        • URL Clicks
  • AMS
    • AMS >
      • SUBSCRIBER RECORDS >
        • Search Records
        • Edit Records
        • Unsubscribe/Reactivate
        • Free/Paid
        • New Record
        • Potential Match
        • Add/Remove Records
        • View Batch History
      • AMS REPORTING >
        • Reporting Tool
        • Report Builder
        • AMS Report Examples
      • OPEN / CLOSE IMPORTS >
        • Open/Close
        • AMS Filters >
          • Creating Filters
          • Save Filters
        • Imports
        • File Validator
        • File Mapper Wizard
        • File Status
        • Edit File Mapping
        • Add Remove
        • Issue Splits
        • Complimentary Imports
      • Wave Mailings
      • Logging Out
      • AMS RESOURCES >
        • Code Sheet Viewer
        • Append/Update Process
        • Record Removal Process
  • DATA COMPARE
    • Navigating Data Compare
    • Add A New File
    • Mapping Columns
    • View Downloads
    • UAD Examples
  • DOMAIN TRACKING
    • Domain Tracking 101 >
      • Additional Data Points
      • How Domains are Tracked
      • GDPR Features for Domain Tracking
  • RESOURCES
    • GDPR Resources >
      • ECN/UAD/AMS File Imports/Exports/APIs
    • Additional Premier Training >
      • Training Checklist
      • Training Methodology
    • CLIENT IMPLEMENTATION >
      • Email Account Structure Guidelines
      • Dimension Mapping
      • System Maintenance
      • Product Inventory
    • Client Webinars
    • Glossary
    • Single Sign-On >
      • Best Practices
      • Admin Roles Defined
      • User Permission Glossary
      • User Role Types >
        • Predefined Customer Roles >
          • EMAIL ROLES
      • Navigating Accounts
      • Edit Your Profile
      • Users - View, Edit & Add
      • Roles - Creating & Customizing
    • Manage Preferences
    • Product Release >
      • Release Notes, December 2018
      • Feature Release 09/21/18
      • May 2017 Product Release
      • February 2017 Product Release
      • November 2016 Product Release
      • October 2016 Product Release
      • September 2016 Release
      • August 2016 Product Release
      • June 2016 Product Release
      • Feb 2016 Product Release
      • 2014-2015 Product Releases
    • Supported Browsers
  • SUPPORT
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kmLearning Center

Category Summary Report

  • This report identifies the type of record in the file – either qualified or un-qualified. It is an overview of the type of records included in the subscription file.
  • When a subscriber record comes in, it is coded as to the type of record that it is. The subscriber information is based on Audit standards and the list of codes is below.
    10 - Individual Qualified Free Subscriber
    11 - Bulk Qualified Free Subscriber
    17 - Individual Free Association Subscriber
    20 - Individual Qualified Paid
    21 - Bulk Qualified Paid
    22 - Group Qualified Paid
    23 - Gift Qualified Paid
    24 - Subscribing Donor/Single Qual Paid
    25 - Subscribing Donor/Bulk Qual Paid
    27 - Association Individual
    28 - Association Bulk
    29 - Association Group
    30 - Individual Non Qualified Paid
    31 - Bulk Non Qualified Paid
    32 - Group Non Qualified Paid
    33 - Gift Non Qualified Paid
    34 - Subscribing Donor/Single Non Qualified Paid
    35 - Subscribing Donor/Bulk Non Qualified Paid
    50 - Individual Non Qualified
    51 - Bulk Non Qualified
    52 - Individual Office Non Qualified
    53 - Bulk Office Non Qualified
    54 - Exchange Non Qualified
    55 - Complimentary Individual Non Qualified
    56 - Complimentary Bulk Non Qualified
    57 - Seed Names
    58 - Seed Names
    61 - Advertiser Individual
    62 - Advertiser Bulk
    63 - Agency Individual
    64 - Agency Bulk
    70 - Verified Prospect
    71 - Unverified Prospect
    72 - Expired Associate
    74 - Black List
  • The report displays a count by each code and then a subtotal for each of the categories (Qualified Non-Paid, Qualified Paid, Non-Qualified Non-Paid, Non-Qualified Paid, and Inactive Records).  In addition, There is an overall total count for all codes.
  • One use case for this report is to remove the filters (highlight within the cat code box or highlight cat code = 70) and run the report to get the verified prospect (code 70) count.  These are the records that could be added to the sub file to receive the subscription. These are the “add bank” records, so they are not currently getting the subscription, but the publisher could choose to add them so they get the subscription.
  • The publisher can use this report to see how many qualified vs non-qualified records there are, as well as how many paid vs non-paid records. 
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Below is the same report, but with the category and cat code filters removed to get all records for the title. It shows a breakout of all records that are included for the publication, which includes 25,036 verified prospects that are available in the “add bank” and records from this category code could be added to get the subscription. Records from the verified prospects could also be removed if the publisher does not want to approve certain records to get the subscription.
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