Contact Zone:Presort Tutorial

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The following steps will guide you in the basic usage of Presort for Contact Zone.

Component Settings

Navigate to Tools > Melissa Data Settings > Components > Presort

Set up the Presort Component Settings. See Component Settings.

Add Component

To add Presort to your project, drag the component onto the Data Flow screen. This will snap the Presort Component into your workflow space.

Connect Input

Select a data flow source to be your input data. Many formats can be used as Sources, including Excel files, flat files or Access Input data sources. Connect this data source to the Presort Component by dragging the arrow from your data flow source to the Presort Component.

Configure Component

Double click the Presort Component to bring up the interface.

Mail Type Tab

Set the following:

Post Office of Mailing

Location of the the post office you will mail from.

Mail Class

Choose whether First Class or Standard.

Sample Size Weight

Input the number of pieces, their thickness, and weight.

Piece Dimensions

Dimensions (in inches) of your mail.

Mailer Tab

Set the following:

Permit Holder

Here you input all of the mailers personal information.

Mailing Agent

If needed, input the mailer agent information.

Prepared For

Here you input all of the mailers personal information.

Reports Tab

Set the following:

Move Method

Select which move method you will use, and input your CASS date.

Select Fields Tab

From the drop-down menus for each field, choose what is passed through from the input step.

Sorting Options

Set the following:

Sortation Options

Choose what type of sortation that will be used.

Postage Type

Choose which postage type will be used on the mailing.

Click OK to finish defining the Presort Component Step.

Connect Output

Add data destinations for the downstream output. Connect the respective output filter pin to the output destination.

Save Settings

Click File and select Save as to save the project.

Run Project

Now, the project is ready to run. It is possible to observe in real time as records flow from your input source through the Presort Component and pipe output source depending on the filtering options.