Planet Press: Advanced Techniques

Report
Planet Press:
Advanced Techniques
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Welcome
Connect Conference 2013
This is an exciting opportunity
for everyone involved.
The benefits go beyond just training
and education—collaborate with
your peers and inspire others around you.
educate • collaborate • inspire
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Planet Press is a powerful tool that provides
endless customization to your businesses
workflow.
This presentation will explore more advanced
techniques of enhancing your brand, improving
customer-facing document delivery, and
optimizing your business flow.
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Videos and Other Resources
• DDMS Training Videos:
http://www.ecisolutions.com/
getplanetpress/vid/default.ht
m
• Objectif Lune
Resource Center &
Knowledgebase:
http://www.objectiflune.com/
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Agenda
• PlanetPress Designer
– Enhance document appearance based on conditions
• PlanetPress Configuration
– Customize printing and emailing workflows
• Troubleshooting Techniques
– Common issues and resolutions
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Sample Data
• Sample Data
– The raw text file passed from DDMS to Planet
Press
– Drives nearly all aspects of Planet Press
– Required for troubleshooting, designing, and
creating complex processes
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Designer
• Load sample data
• True/false basic text conditions
–
–
–
–
Example: Add 10% off HEW items coupon
Example: Add coupon to last page
Other examples you are using now
Designer vs. Configuration
• Advanced conditions
– Red (right-clickable) text
– Combine 2 or more basic conditions
• Barcodes/QR
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Configuration
• Load sample data
• Basic text conditions
• Archive / Email reports and documents for
salespeople (Dedicated print-to-email printers)
• Customize email messages/Add additional
attachment flyer
• Red (right-clickable) text
– System variables, data locations, etc.
• Send to Folder plugin for .TXT files
*Great for troubleshooting
and designing!
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Planet Press: Advanced Techniques
Troubleshooting Printing Issues
• Service Console
– Errors: Printers not paused/Cannot get exclusive access to
spool file/etc.
• Always follow printer path flow:
TBL Config > TBL Server > Input Printer > PP > Physical Output
Printer
• Clear stuck jobs in print spooler
– C:\Windows\System32\Spool\Printers
• If hosted - restart VPN
• If not hosted
– Restart PP services
– Restart PP machine (and DDMS server)
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Troubleshooting Display Issues
• Troubleshooting Steps
– Add Folder Output to .TXT file on printer process
having the issue
– Print / Email the job as normal
– Load the sample data into the designer and review
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Additional Ideas & Integration
Planet Press Professional Service Offerings:
• RouteTrak Signatures on Invoices
• Attach Invoices to Statements
• Labels
• AP Checks
• PDF Archive Workflows
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Recap
 PlanetPress Designer
 PlanetPress Configuration
 Troubleshooting Techniques
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
Session Survey
Don’t forget to turn in your session
survey for a chance to win a
$250 gift certificate
Surveys can be turned in at the Conference
Registration in the Trinity Foyer or in the
Lab located in the Pegasus Ballroom
(both located on the lobby level)
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Planet Press: Advanced Techniques
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Customer Service & Support
Contact Information
• Support
– 800-366-4778
– Monday – Friday
– 7AM-7PM CST
• Training
– 800-959-3367 Option 5
– [email protected]
utions.com
– Virtual Class Training
– One on One Training
– Onsite Training
– New KnowledgeBase is
available!
https://support.ecisolutions.com
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