Kumon Template Checklist (updated 10.18.22)

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Template Number(s)

Is this HTML/Email/ Newsletter?

Yes (This is an HTML/ Email or Newsletter)No (This is a template that the clients can order)

Has this been sent through Email on Acid?

Yes and I have a Acid test linkNo

Enter Email on Acid Test Link:

Is this a newsletter?

Yes this is a newsletterNo

Is the send from email address configured to be noreply-newsletter@e.kumon.com? (Only applies to newsletters)

Yes NoN/A

Is the send from email address configured to be email@e.kumon.com? (Does not apply to newsletters)

yesno

Is this a Milestone Email?

Yes this is a Milestone EmailNo

Is the Month a customizable field on the form? (for Milestone Emails only)

YesNo

Is this a French email?

Yes this is a French emailNo

Do you have a linked English version without the customizable variables within the HTML?

YesNo

Are there any blank blueprint fields hanging out on the customization form?

Yes. (Please remove them)No

Does the email contain student specific data as variables? For example, "Jane" has "343" points. 

Yes this contains student specific dataNo

If this does contain student specific data, can you confirm that the Force Duplicity toggle is turned to yes?

yes No

Has the updated sample PNG been uploaded to the email template?

YesNo

Has a HTML and PDF version been created for the Newsletter?

Yes (Confirm with Liz G if unknown)No

Are the NLCs for this newsletter set-up so the region is only Test, US HQ-Test, and Vya? (On the 1st of each month, the PDF and newsletter will be made live to all US Regions)

YesNo

Is this Customizable

Yes it's CustomizableNo It's Non-Customizable

What type of Asset is this?

A-frameBannerBusiness CardCouponEnvelopeFlyer/ Activity SheetsLetterheadPostcardPosterPrint Ads/ Web AdsPromotional ItemPromotional Kit Window Cling/PosterStationeryWindow ClingYard Sign

If this is a Staff Stationery item is the billing setup this way?

Yes  NoN/A

Does the coupon offer a 1up version for print for 3up version for PDF? (Example 26646)

YesNo (this was requested to be a pdf only which is setup as a 3up)No (this was requested to be a print only item which is setup as a 1up)

Is a Center included in the customization?

Yes the center is includedNo

Does the read-only field above the center information fields say "Center information is not editable." instead of "read-only"?

Yes, it says "not editable"NoN/A

Is the Center field setup to say "Select a Center" and the type set to FI Auto-Fill (search) (Example 26642)? 

Yes No, This includes and employees name and needs to use Group Member Autofill No, this is a staff item and uses group member fill and global fields.

Is user contact information included in this template?

Yes contact information is includedNo

Is the Contact field setup to say "Select a Contact" and he type set to Group Member Auto-Fill? (Example 26695)

Yes No

Is the Senders Name and Email customizable?

Yes, those fields have been added for the end users to customizeNo, the name and email adr is not selectable and built into the template N/A

If this is a Half size flyer is it setup as a 1up for print and 2up for pdf? (Example template 26644)  

Yes this is setup as a 1up for print and 2up for pdfNo this is a full size flyer

Are there alternatives used for this piece?

Yes there are alternativesNo

Do you have thumbnails for all of the alternatives?

Yes I have thumnailsNo (Ask prepress to make thumbnails)

Are the images setup like this? (Example template 26646)

Yes             No

If this is a campaign or kit, is there a specific due date, or should these be produced within a specific turn time? Reach out to Account Manager if these details have not been provided.

Yes, the dates have been added to the campaignNo, a message has been sent to Roni to request additional informationN/A

Did you setup the template categories to US HQ - Test and Vya Test for the line of business? 

YesNo

Is this item being printed?

Yes this is being printedNo this is not a print item

Has the resizing tool been added? (This does not go on Facebook or Instagram items)

The Resizing tool is setup like this. No they requested not to use it on this pieceN/A (This is a Facebook or Instagram item)

Is this an EDDM Postcard?

Yes this is an EDDMNo

If this is a new EDDM, did you check with Ken/Ryan that the art is approved by post office for mailing?

YesNo, artwork needs changesNot an EDDM

Is this postcard a WinBack or Discontinued postcard?

Yes,  Only checkmark mail - User list. If 6x4, choose postcard postage table. If 9x6.25, choose 1st class presort postage tableNoN/A

If the postcard is NOT a winback or discontinued postcard is the postcard setup this way?

Yes, If 9x6.25 - checkmark mail - user list, purchased lists,  and EDDM. Ensure postage table is 1st class and EDDM Postage table is EDDM. (note there are two postage tables you have to configure)Yes, if 6x4 - checkmark mail - user list and purchased list. Choose postcard postage tableN/A

Please check the Kumon tab on the naming convention spreadsheet (Make sure to right click on the link to open in a new tab) to ensure that the template name, description, and key terms are similar to the examples.

DoneNo, the client asked for something differentN/A

Is the template connected to the correct CPT?

YesNo

Please confirm on the Kumon Tab on the Pricing Guide(Make sure to right click on the link to open in a new tab) that the pricing and specs match. 

Yes, pricing is correctNo, pricing is different for this itemN/A

Please confirm on the Postage rules & shipping rules (Make sure to right click on the link to open in a new tab) sheet that the postage and handling is correct. 

Yes, Postage & Handling are correctNo, Postage & Handling are different for this itemN/A

If this is a new vendor, can you confirm that the vendor settings are correct? (Ex: shipping vendor, outsource vs internal, etc.)

Yes, this is a new vendor and settings are correctYes, this is a new vendor but not sure about settings - reaching out to manager to confirmN/A, not a new vendor

For stationery items, does it say "stationery" in the template SKU & in the print description in the service codes? 

YesNot a stationery item

Is a QR code included?

YesNo

Is there an if/then asking if they want to include the QR code or not, with the default set to 'No'?

YesNoN/A

Is the field set up as a REQUIRED 'Image (User Library)' with the hint text saying "If you do not have an image to select, please contact support."

YesN/A

If this is a new template have you checked the box next to the date and changed the date to the current date? 

Yes NoN/A

Does the subject line match what's in the request?

YesN/A

If the template requires order approval, is it set to POST ORDER approval?

YesDoesn't require approval

If this is a vinyl banner or yard sign, it should be available as print and PDF (per Liz S. 5.20.20)

Available as both print & PDFN/A

If this is an envelope or letterhead is it setup this way?

Yes No, they asked for something differentN/A

Is this being produced by Murray? 

NoYes check to make sure that the requirements below are being followed 

For Murray produced items, please include this text in the template description: For questions about this product, please contact Murray Promotions at info@murraypromotions.com or (859) 356-2228.

Yes this is addedN/A

For Quarterly Promotional Kit templates that include a poster and window cling, are inventory items set up for both items mimicking the previous quarters inventory items? Please also ensure they are attached to the template.

YesNo

Is it in a campaign that mimics the set up of the previous quarters campaign? Make sure the in-market, enrollment, and ship dates are updated according to the CSR.

Yes it is in a campaign and the dates have been updated according to Liz S./RoniNo

Is the template set up with the 28x28 - Kumon box with a weight of 2 lbs?
Found by clicking 'manage boxes'

YesNo, something different was requested this time

Be sure the Ignore Opt Outs toggle is OFF, unless this is a regulatory/mandatory item that is required to be sent to recipients regardless of their opt out status with Vya. (click here for more info)

This is OFFCSR advised this be ON

For banners, posters, and clings 11x17 and larger (NOT on foamcore), is "pack by" set to "rolled"?

Yes this is set to "rolled"N/A this is not one of the above items