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October 19, 2009

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Thinking Digital (Part 2)

Convergent Technologies towards TransPromo

by Ricky Muñoz

 

This is part two of my series on Personalization, and here I’ll cover a few more aspects that are a more technical in nature that tell you about databases and how they can be used to create a single print job where everything piece is unique. More importantly, we should consider the growing trend towards Transactional Promotional printing (TRANSPROMO) – the inclusion of high quality full color marketing messages directly into a statement based on database information.

Variable data printing works with databases, that is, it uses information from files to create pages using software designed for the purpose. This allows you to create a page that can change on each piece and make unique documents that speak to individuals rather than a single piece that everyone reads.

Studies have shown that including even a little bit of personal data in the piece can dramatically increase the response from the reader, and lead to better results from direct mail campaigns. By adding more information, you also increase the interest of the reader so it pays the marketer back with a lower cost per response. This is an important point to consider, since your prints will always cost more by adding a process than normal. There is a table at the end of this piece that helps illustrate this, but let’s discuss databases first.

What is a database anyway?

What is a database anyway? We often hear this term, and in many industries, databases are the lifeblood of their businesses. Banking, Finance, Insurance, Transportation – you name it – are all dependent on good databases, in fact, these businesses cannot function in the modern world without them.

Databases are collections of information. They are organized like tables in which the first line of information contain headings for all the data underneath such as “First Name”, “Last Name”, “Address” and so forth. The first three mentioned are probably all you may need much of the time if you are doing direct mail, but you can also see other information in these such as “Gender/Sex”, “Age”, “Birth Date”, “Educational Attainment” or even seemingly irrelevant information such as “Favorite Sport.” These headings are important since it gives us a way to understand the information. More importantly, they also allow us to sort and search the data effectively so that mere information can be analyzed and turned into useful information and knowledge.

An excel sheet can be a starting point for understanding this. Spreadsheets can be set up with the first row of a table containing header names, and the rest of the columns the information to be used. In fact, it’s fairly easy to convert database information into spreadsheets. It’s important to understand though that you cannot break this structure without the information becoming garbage, and spreadsheets are notoriously easy to change (they are an analysis tool after all) so this is not the best possible way to store information reliably.

For databases to be secure, some sort of database software is necessary to make sure that the information is preserved and organized. There are a number of these available such as those from Oracle, but many firms such as Microsoft and IBM also offer their own versions of these. We won’t get into details here, but it’s important to bear in mind that you may have to understand these more if you will be dealing with more complex data.

It starts with the right software

So can a commercial printer take advantage of these information sources in order to create variable information printing? Of course, but here’s the important thing, you will need software, and it won’t be something off the rack that you can just load into a PC. But the good news is that this can come pre-configured with most digital front ends of a digital printer.

EFI’s Fiery systems, for example, usually include these as an option for their lower end systems. The free version, called FreeForm, while more than sufficient for simple information, cannot handle the much larger amounts of data that can accompany a real serious database, and it lacks the programming tools to best take advantage of these.

Again, I won’t go into details, but the software will have to allow for data streams coming from more complex systems, but you should look out for an alphabet soup of acronyms like AFP, IPDS, LPDS and others. It’s best to ask the vendor on what software you will need in order to process these. There is a whole world of database software that has up to now had no relevance to graphic arts firms, and understanding these will be critical to entering into true database driven variable data printing.

But don’t forget design

More important is your choice of design tools. These should be able to assist you in setting up a variable data job without extensive programming, and yet allow for programming to take place if you want to increase the number of database sourced decisions and logic to make truly compelling pages.

Printshop Mail from Atlas Software does this fairly well. From here you can take advantage of both drag and drop ease of design, as well as create small scripts for decision making for image and text-based optional data. This is still fairly low-level however as it cannot allow for full-scripting (little programs to manage prints) and in order to do this, a bigger investment in coding will have to be necessary. Again, your printer vendor should be able to help you in making the decision on design tools, as well as help get you started on these.

One tool already very popular for a number of years in the U.S. and Europe is Darwin from Creo. This allows you to do your variable information printing from directly inside a design application such as Adobe InDesign or Quark Express, something that many graphic designers like since they are already familiar with these tools, and also because Darwin provides a higher level of scriptability than PrintShop Mail. But this will only work with Creo Spire servers, so when considering this alternative, it will be important to ask your vendor if they support this.

The one piece of software though that is making huge waves is XMPie. This suite of tools allows a designer to not only produce compelling graphics via Adobe InDesign plug-ins, but can also generate dynamic Internet content as well as send emails and SMS. This allows for entire promotional campaigns to be mapped out and executed automatically both in print and electronically. XMPie Is very marketing oriented should be able to provide you with a new set of applications your customers will find useful. There is a standalone version of this called uDirect which does not need InDesign as a base platform and may be used for printing only, and this may be a very good introduction to this software.

But none of these are Transpromo yet since transactional database printing brings in a whole new spectrum of software tools which require some programming knowledge but almost no design knowledge – Trans-Promo.

So are you finally going to tell us about TransPromo?

Okay, let’s finally tackle this hot topic: Transpromo. Old style statements of account, we all know these because we get several every month, used to be the sole preserve of IT Departments and their favorite Service Bureaus. Yes I italicized that for a reason, we are going to get into a problem of nomenclature with this convergence – since we in the Graphic Arts tend to think of that term as Pre-press. In the wonderful world of databases however the term applies to digital printing services specializing in statement printing. Who gets to keep the term? I say let’s drop it altogether and just call any digital printer a Digital Printer. Now what  was that question again?

Transpromo links graphic arts and databases by providing high quality graphics right into a statement of account. Why? I hear you asking – because we actually read statements of account, not always in detail but we look at the bottom number at least – a very important one – “Amount Due.” Compare this to your usual marketing promotional flyer – we may or may not look at it depending on how attractive/ friendly/ compelling the message is. And the fact that it’s now available in color certainly helps. This has created a new medium for advertisers to place product messages in a compelling format with sure eyeball capture. And more importantly, they can now strategize towards better product placement by choosing the product or image based on database information.

This sounds easy in principle, and technically it is, but the difficult part will be in strategizing an approach to best make use of the technology so that the supposed gains from the higher printing costs can be realized for the advertiser. Yes, it will boil down to a higher cost per print in exchange for advertising space and you and the advertising manager will have to justify this to prospects. So always bear the phrase “cost per response” in mind when initiating discussions – and be ready to be able to explain how variable imaging can lead to more targeted demographic groups.

What Printing System then?

What about what printing system to use? Is this important? In fact, almost any digital press should be capable of delivering variable information prints, and you decision in this regard will boil down to making sure that your digital press can handle the information being pumped out by the databases. So it will be important to consider those systems that can handle this information either pre-installed or as an options upgrade. As well you will have to calculate the volume of potential prints as well as security issues when dealing with databases that contain sensitive information. There is a whole sub-industry associated with IT that already does this effectively so learning their business of planning a partnership with one may be necessary.

There are however two broad categories of printing systems that you should be aware of both for monochrome and color, and not surprisingly this is something similar to regular commercial offset.

Cut Sheet or Continuous Feed?

And in case you haven’t figured it out be continuous we mean the equivalent of “Web Offset.” I sometimes use the word Web when describing these to commercial printers but I prefer the acronym CF (let’s get something back to IT for giving up ‘Service Bureau’ shall we?) So CF printers use longs streams of paper just like web offset as opposed to sheets of paper.

There are advantages to one method over the other, but like web offset, CF really shines where you must have a lower cost per print as well as higher speeds. This is at the expense though of acquisition cost (they are much more expensive) as well as that for converting equipment you will need (cut sheet may go directly into mailing envelopes) and this investment will have to be factored-in when calculating a true ROI. As a rule, you will have to look into print volumes in the millions in order to justify a CF system whereas cut sheet can look at numbers of around a million prints per month.

Is there a magic bullet?

Is there a magic bullet that makes this easier? No, but the knowledge you will need is not hard to come by, and most vendors will be very happy to teach you about this. It’s important to consider a vendor with expertise on this matter and this will always be a primary consideration beyond equipment and software performance – and there will be fewer fallback opportunities once the decision is made, so choose your supplier wisely.


Mr. Ricky Munoz is a graphic arts consultant and marketing communications officer for Fuji Xerox Philippines, Inc. He is currently a trustee of the Philippine Printing Technical Foundation. ricky.munoz@phl.fujixerox.com