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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.

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Planet Press: Advanced Techniques

ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.

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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

WelcomeConnect Conference 2013

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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.

Planet Press: Advanced Techniques

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• DDMS Training Videos: • Objectif Lune Resource Center & Knowledgebase:

http://www.objectiflune.com/

http://www.ecisolutions.com/getplanetpress/vid/default.htm

Videos and Other ResourcesPlanet Press: Advanced Techniques

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• PlanetPress Designer – Enhance document appearance based on conditions

• PlanetPress Configuration– Customize printing and emailing workflows

• Troubleshooting Techniques– Common issues and resolutions

AgendaPlanet Press: Advanced Techniques

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• 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

Sample DataPlanet Press: Advanced Techniques

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• 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

DesignerPlanet Press: Advanced Techniques

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• 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!

ConfigurationPlanet Press: Advanced Techniques

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• 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)

Troubleshooting Printing IssuesPlanet Press: Advanced Techniques

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• 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

Troubleshooting Display IssuesPlanet Press: Advanced Techniques

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Planet Press Professional Service Offerings:• RouteTrak Signatures on Invoices• Attach Invoices to Statements• Labels• AP Checks• PDF Archive Workflows

Additional Ideas & IntegrationPlanet Press: Advanced Techniques

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PlanetPress Designer

PlanetPress Configuration

Troubleshooting Techniques

RecapPlanet Press: Advanced Techniques

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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)

Planet Press: Advanced TechniquesSession Survey

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Planet Press: Advanced Techniques

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• Support– 800-366-4778– Monday – Friday– 7AM-7PM CST

• Training– 800-959-3367 Option 5– Professional.services@ecisol

utions.com– Virtual Class Training– One on One Training– Onsite Training– New KnowledgeBase is

available!

Customer Service & SupportContact Information

https://support.ecisolutions.com