Retailers Cooperative Advertising Policy


John Wiley & Sons, Inc., (“JWS”) is pleased to offer a cooperative advertising allowance (“CAA”) to our retail customers. These policies pertain to all frontlist and backlist titles published by JWS, except where noted below. The retailer must have authorization from the appropriate JWS representative with a signed JWS CAA Program Contract before an ad or promotion is scheduled. You must maintain good credit standing during the year and respond promptly to credit communications—otherwise, approval for claims for CAA funds may be withheld until your credit standing is improved. JWS reserves the right to amend this policy at any time.

How CAA Funds May Be Earned:

The JWS cooperative advertising plan year runs May 1 through April 30. (“Plan Year”)
Funds may be earned using either direct or indirect purchases of JWS products. Funds are calculated in the following way:

  • Direct Purchases:
    • Trade Titles--5% of the net purchases for all JWS titles purchased directly from JWS during the current plan year (May 1 through April 30).
    • Professional Titles--2% of the net purchases for all JWS titles purchased directly from JWS during the current plan year (May 1 through April 30).
  • Indirect Purchases:
    • Trade Titles--5% of the net purchases for all JWS titles purchased from the designated wholesaler account during the current plan year (May 1 through April 30).
    • Professional Titles--2% of the net purchases for all JWS titles purchased from the designated wholesaler account during the current plan year (May 1 through April 30).

For the indirect purchases option, the account (or wholesalers on behalf of the account) must provide appropriate documentation in order for the funds to be made available. CAA funds will be calculated for indirect purchases using 50% of the SRP as the unit cost.

Net purchases are defined as gross purchases less returns (and any advance deductions by the retailer representing future returns). Retail accounts claiming CAA funds on the basis of indirect purchases (i.e., wholesalers) may only claim them from non-affiliated third party companies.

Exclusions—The following products will be excluded from the calculation of any cooperative advertising funds:

  • Wiley Print-on-Demand
  • Merck
  • Proprietary Publishing

Designated Titles—JWS reserves the right to supplement CAA funds with designated title CAA funds; your JWS sales representative will announce such supplements.

How CAA Funds May Be Spent:

JWS encourages retailers to spend CAA funds on creative and reasonable promotions designed to reach consumers. You should work with your JWS sales representative to develop and approve these promotions. All promotional activity using CAA funds must include signed approval of the appropriate JWS representative, which must also include completion of the JWS CAA Program contract. In general, CAA funds are used for advertisements through newspapers, brochures, magazines, radio and television, store catalogs, and other similar media. In addition, these funds may be used in direct mail, website promotions, in-store and product placement (i.e., endcaps, table promotions, top shelf, etc.) promotions, publicity events, and special autographing promotions. Any promotional redemption fees, promotional administration fees, additional packaging or bundling costs must also be funded using the retailer’s CAA funds. Proper use of JWS’s trademarks and trade dress is mandatory in order to qualify for CAA funds. Please contact JWS’s Legal Review with any questions about usage.

Minimum Advertised Pricing:

While retailers are free to charge whatever price they wish for our titles, CAA funds may not be used to advertise or promote a retail price more than 50% below JWS’s stated cover price. JWS reserves the right to make exceptions to this as announced by your JWS sales representative.

When CAA Funds May Be Spent:

Promotional activity using plan year CAA funds must be completed no later than April 30 for that plan year. If a retailer had a negative balance at the end of the prior plan year, that negative balance will be carried over and applied to the CAA funds available in the new plan year. However, no unused funds from a prior plan year may be carried forward for use in the next plan year.

Submitting CAA Claims/CAA Program Reimbursement:

Appropriate documentation must be submitted as proof of advertising and total cost within 60 days of the run date/end date of the promotion/advertisement. For in store marketing, the claim must be accompanied with a copy of the paid bill from the production source or the value of the promotion must be pre-approved. This claim must include a listing of each JWS title individually with ISBNs and the portion assigned to each ISBN as well as a representative photograph of the promotional activities. For print ads, the claim must be accompanied by a full-page tear sheet of each ad and the publication’s invoice showing the retailer’s actual net space costs at the local rate, including rebates. For catalogs, etc., the claim must be accompanied by a copy of the actual catalog and the retailer’s statement as to the number of catalogs and the actual net cost of the advertisement of the book within. For online advertising, a printed copy of the page view must be submitted with the claim. For radio and TV ads, the station invoice must be enclosed, showing the length of each commercial, its cost, and the total cost at retailer’s lowest contract rates less all discounts. Each script must be attached and must bear the ANA/RAB documentation for radio or the ANA/TVB documentation for television, with the signature of the station official.

After all of the applicable documentation is received for an approved claim, you will be promptly credited up to 100% of the actual net time or space costs of the advertisement/promotion, not to exceed the maximum CAA funds accrued, for eligible titles only. Documentation for a claim must be made no later than 60 days following completion of the promotional activity. Any documentation received after that date will no longer be accepted for reimbursement. Reimbursement will be in the form of an issued credit that references the CAA Program Contract number. All invoices that do not reference the CAA Program Contract number will not be credited. No deductions may be made from invoices or statements.

Submit all documentation to:
John Wiley & Sons, Inc.
Attn: Cooperative Advertising Department
111 River Street
Hoboken, NJ 07030

Download a PDF version of this Retailers Cooperative Advertising Policy, which also includes our Cooperative Advertising Allowance Program Retailer Agreement.