rr donnelley custompoint 8 0 ordering quick reference ... · page 1 of 9 09.04.2015 rr donnelley...

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RR Donnelley CustomPoint 8.0 Ordering Quick Reference Guide for Anthem Anthem ASSOCIATE Login Using Single Sign On:

https://saml.anthem.com/affwebservices/public/saml2sso?SMASSERTIONREF=QUERY&SPID=rrd.saml2.sp&RelayState=https://sso.custompoint.rrd.com/sp/ACS.saml2

You can also find the CustomPoint SSO link on the Marketing Materials & Programs home page. Click RR Donnelley in the top menu.

1. In the User ID field, type your US Domain ID – the same one you use to get into your computer every morning.

2. In the Password field, type your password – the same one you use to get into your computer every morning.

If you are already a registered user, you’ll be able to use the site immediately. The first time you use single sign on you will be taken to the registration screen. Please fill in any blanks and then you can continue your order process. You will not have to do this after the first time. If you are a new user, after clicking the single sign on link you will be taken to a self registration screen. Once you complete this information you will need to wait for your setup to be finalized. You will receive an email once you are ready to order.

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FOR EXTERNAL IU65 and Small Group West BROKERS/AGENTS via the Broker portal and Producer Toolbox:

1. Go to the appropriate website for your state:

anthem.com (All other states)

anthem.com/ca (CA)

bcbsga.com (GA)

empireblue.com (NY)

2. Click the Producers link at the top of the home page to find the Producer Toolbox. Enter your username

and password. Click Login.

3. Select Sales & Training.

4. Under 2016 Materials, select the link that is appropriate for you. Your role determines the links that

present here.

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SEARCHING FOR AN ITEM

You have a few options to find the item(s) you need to order.

1) When you hover over the Catalogs menu option with your mouse, you will see all the catalogs available

to you.

or

2) Enter in the search criteria into the search box. Simply enter a partial item number or item description

and hit Enter for fast order entry search results.

You can drill further by choosing a sub category on your left.

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By hovering over the item in the catalog, you can quickly view more information about the item, such as

Pricing and Availability. Items can also be added directly to your cart from this view.

CUSTOMIZING ITEMS

Once you have clicked Customize, you will see the beginning of the customization for the piece. At the top is a

History box. You can search for previous orders by using the drop down to look for recent orders or click on

Advanced Search to search for older orders.

Alternate viewing options allow you to see

the item list based on viewing preferences:

• View allows you to see items in

icon, table or text formats.

• Sort By allows you to sort items by

item number or description

• Show allows you to limit the

number of items shown on the

screen and allows you to page

through items.

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You will now see “Customization Steps” on the left hand side. This shows you the steps required to complete

the customization of this piece and allows you to quickly click and move back to a previous screen if needed.

PROOFING

• Each screen must be completed in the sequence

defined for the item.

• As each step is completed, the breadcrumb link

for that screen will become active. This allows

you to navigate back to a step quickly vs the

previous back button that moved through

screens in sequence one‐by‐one.

• If you navigate back to an earlier step and make

a change impacting the business rules

associated with the item, you may be required

to re‐complete subsequent steps.

• You have more options to choose from

to view soft proofs of the item.

• Items with digital libraries or

uploads documents for insertion

points default to Small image

proofs

• All other items default to

Medium image proofs

• Click on View PDF Proof to see a full

PDF of the item.

• Prior to adding the item to the cart, you

are now required to check a disclaimer

statement to acknowledge that the

proof has been reviewed and you agree

to the standard Terms and Conditions.

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ORDERING

As you add items to the shopping cart, you’ll be prompted with this shopping preference pop‐up window.

• Click Save Choice as Preference and you won’t be prompted again.

• Do not click the Save Choice as Preference and you will be prompted to make this choice each time

you add an item to the cart.

In the shopping cart, use the drop down for “Output” to select the type of delivery needed. If you need to

modify the document, click on Edit Custom Doc. To add other items, click Continue Shopping or click on the

Catalogs menu (or one of the categories listed within the Catalog). You can also perform a Universal Item

Search. Click Update Cart for updated pricing & availability. Select Check Out to proceed with the order to

completion.

Additional Cart Options are available via a dropdown list.

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Next, you will select your ship to address(es).

A more condensed Order Summary screen shows the details of an order prior to submission. You can expand

or collapse to display some of those details based on viewing preference.

Be sure to click Submit Order when complete.

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After submitting your order, a confirmation screen appears.

Orders/order requests will have a link to Print this Order Confirmation.

If you need to Print, you will need to make the following setting adjustment:

Click Print. Select your Adobe PDF printer. Click on Preferences or Properties.

On the Adobe PDF Settings tab, uncheck the option 'Rely on system fonts only; do not use document fonts.'

Click OK to close the dialog box.

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More information about the categories:

Below is the complete category list, however, you will only see categories that are relevant to your user profile.

Doing Business with Us... ‐ Materials include capabilities, Applications and Forms, Group Administrator Manuals and Underwriting Guidelines, Government Programs, Health Care Reform and General Information.

Health and Wellness ‐ Fliers, brochures and other collateral from 24/7 NurseLine, to plan‐specific wellness calendars, to general wellness topics.

Specialty ‐ Are you assisting a broker cross sell specialty products, or helping others find information on their specialty benefits? Choose the type of specialty product you are looking for to help narrow your search.

Pharmacy ‐ You'll find everything things like Express Scripts, Inc. Home Delivery Order Forms, drug lists and other helpful pharmacy benefit materials.

Web Tools and Resources ‐ Materials that promote our online tools, the BlueCard program or our transparency resources.

Health Plans and Products ‐ Benefit plan comparisons for employers and brokers or summaries of features and summaries of benefits for members enrolled in our health plans and products are found here. You will also find both legacy materials for our traditional plans and products, as well as information on Chamber plans and our new Health Insurance Marketplace (exchange) plans and products.

Program and Plan Notifications ‐ Federal, state or county program notifications or health plan changes sent to our members, including HIPAA and other mandated notices.

Directories ‐ electronic or printed copies of the latest provider directory Enrollment Materials ‐ Materials to support the New Open Enrollment experience, post‐enrollment

Welcome Digmag plus legacy open enrollment support materials like the traditional Open Enrollment books, custom Open Enrollment books and post‐enrollment books. This category also includes the upload feature for benefit summaries.

Promotional Items (Restricted) ‐ Health plan‐branded giveaways for your next health fair, recruiting event or client visit.

Business Stationery ‐ Envelopes, folders, letterhead or notecards for general business purposes or to support a client meeting.

Hispanic Initiative (Restricted) ‐ Materials to support our Hispanic Growth Initiative. Upload Documents ‐ Do you want to upload a flier or brochure to print on demand? You'll find the

formats available for upload here.

Need help? Please contact [email protected].