Choice Store Client Form

Platform Customizations

Open date of storefront

Close date of storefront

What do you want your Splash page text to say? (A splash page includes messaging can welcome users to the storefront, instruct them how to select their item and check out, provide any timeline details such as when they can expect to receive their gift, and any other details you would like your audience to know.)

Logo for header of storefront: Provide a png of your institution or company logo**

**Instructions for image upload:

Preferred aspect ratio for this image is 1:1.
Recommended size is 200 x 200px.
Required image format is .png with a transparent background.
Max file size is 10mb

Theme colors: Text and buttons can be matched according to HEX color, please provide your PMS or HEX colors.

**Instructions for image upload.

If your store will include 3 items: Preferred aspect ratio for this image is 4:1. Recommended size is 1920 x 480px. This layout works only for 3 items.
If your store will include more than 3 items: Preferred aspect ratio for this image is 16:9. Recommended size is 1920 x 1080px. This layout works for any number of items.
Keep your images at a high resolution without going over 2mb to avoid blurriness and slow load times.
Keep the focal point in the center of the image and avoid placing important information in the corners or edges to prevent cropping on different screen sizes.
Avoid having text as part of your image, it may get warped on different screen sizes.
A step and repeat pattern is recommended as this works best for both desktop and mobile viewing.
Design services are available for creating a banner.

Images for items: We will provide mockups for each item. Photography of items is available at an additional cost of $50 once items are received at the fulfillment center. Are mockups or photographs preferred?

Selection of Mockups Photographs - $50 charge

Provide text for the order confirmation message. This message is customizable and will be included in the order confirmation email sent to individuals after they place an order. Our default text is: ”You're all set! Thank you for selecting your item. You can expect to receive it within the next 2 weeks”, if edits are needed, describe those below.

What email would you like listed as the shop contact for users to reach out with any questions?

Are there further instructions regarding help and resources that you would like listed on the splash page? This is a pop up that appears when the user opens the link.

We can add in optional questions during the checkout process. Are there any questions you’d like to be added? For example: Fill in your Student ID number.

What security options are important and preferred for the store? Check all that apply.

Limit to single checkout per email Limit to one item per checkout Limit checkouts to valid email domains such as a university email We can send checkout lists for review before mailing, if preferred

Products and Fulfillment

What items would you like listed in the store? We recommend 3 items, but can accommodate any number of items for individuals to choose from. Our client strategists are happy to make recommendations, please note any ideas or categories you have in mind.

What is the total number of individuals who will have access to the store? This can be an estimate. Your client strategist can help you make recommendations on the number of items to order based on your population estimate.

Inventory levels: What would you prefer to happen if we run out of an item while the store is open?

Option 1: We can remove an item from the storefront when the inventory is depleted. You will be notified when an item is removed from the store. Option 2: We can place a supplemental order (at least minimum quantity for that item) when inventory is becoming low for an item. You will be notified and asked for approval before a supplemental order is placed.

Packaging: Your Client Strategist will advise on best packaging options based on item/items in storefront. Custom or blank packaging options are available.

Would you like to add an insert card to be shipped with the item? We recommend this option to remind students, donors, etc. why they are receiving an item. It can also be helpful to add next steps or a QR code for actional requests. A 4x6 is a standard insert card size but other options are available. We can also insert other pieces like a custom sticker sheet.

Yes No Want to add other printed materials

Our Choice Store mailings are fulfilled and mailed on a determined schedule such as weekly or bi-weekly. Do you have a preference on how often we fulfill orders?

Our reporting cadence matches the predetermined fulfillment schedule and will be communicated in Excel format. For example if your mailings go out once a week, then you will receive a report once per week. If needed, your Client Strategist will be in touch on predetermining a schedule.

Do you wish to approve the report before any packages are mailed? A prompt approval is requested to avoid any delays.

Yes No

Associated costs:

Item costs and setup fees
Standard Choice Store Setup: $250 (upgraded stores are an additional cost)
Fulfillment cost: Quoted based on quantity, items, and packaging
Inventory cost: $100 per month or based on quantity of items
Postage costs to individuals: Estimate to be provided based on packaging and weight of each package.
Shipping cost for extra items remaining at end of project: Based on amount of remaining items.
Optional photography of items: $50

Invoicing:

Product, packaging, inventory, and fulfillment is invoiced after items have been produced.
Postage to be invoiced separately once per month for all drops during that month, for the duration of the project.
For projects over $50,000 half of total will be invoiced upon moving forward with the project and the remainder will be invoiced when the first mailing is sent out.

Anything else you need to tell us?

Variable Data Best Practices

At the quoting stage of your project, please let us know how many fields of variable data your piece will have as this can affect pricing.
Data should be provided to us as an Excel spreadsheet with only the applicable data included.
Verbiage for variable data fields on artwork file should match up exactly with data fields on spreadsheet.
Spacing on artwork must allow for longest data entries. We recommend that your designer tests this in advance to confirm that the fields in the design can fit your longest pieces of data.

We are happy to mail using a client’s USPS non-profit number. Here are a few best practices for this to go smoothly. Let our team know up front on the project so we can make sure to get the information we need right away.

While our mail house does prefer to use their permit number for the mailing, we can use the client’s permit, If using their permit number, ensure there is enough postage to cover the mailing.

The information we need to in order to use a client’s nonprofit number includes the following:

CRID (customer registration ID)
Non-Profit Authorization Number (with USPS, not their nonprofit number for the university)
Non-profit indicia
Return address that is on file with USPS for the non-profit authorization number
Permit number

Formatting the Mailing List

Our account team will advise on specific requirements for your project’s mailing list. We generally recommend these best practices to format the mailing list:

Send your data in a spreadsheet, saving it in the comma-separated values (CSV) format
International addresses must be separated from domestic addresses
Domestic addresses should at least contain data fields for “first name”, “last name”, “address 1”, “address 2”, “city”, “state” and “ZIP code”