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Efficient Acquisition List Processing Workflow for Direct Marketing

This guide outlines a detailed process for handling acquisition lists in direct marketing campaigns. Learn about source codes, data import, payment processing, and best practices for efficiency.

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Efficient Acquisition List Processing Workflow for Direct Marketing

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  1. February 2013Direct Marketing – Acquisition List Processing

  2. Situation • Detailed source codes provides detailed analysis • Source codes can comprise • Campaign reference (e.g. appeal type and year) • List reference ( purchased list / list co-op / list swap ) • Pack reference • Can have many combinations ( e.g. 8 lists x 8 packs = 64 codes) • Cannot commit contact to thankQ until they donate • Processing a donation from a contact in a list means • Find the contact in Data Import, Right Click to create the contact, then enter payment details (identifying the source code), etc. etc. • When busy during an appeal – it becomes time critical (staff costs)

  3. Proposed Workflow

  4. Best Efficiencies • Load List into Data Import (with source code set) • Holding Pen (so not committed to thankQ) • Output List to send to Mail House • *** The Data Import – Barcode ID is used for later processing *** • Donation Arrives • Scan barcode (specific Data Import Barcode ID) • Then…

  5. thankQ Processing • Opens payment form • Fills in contact name, address, phone etc. AND source code • Showing possible dupes - can pick to set the contact if dupe exists • Enter payment amount and details • Ok to payment • Creates contact (if not a dupe) • Creates payment • Cross references the contact in data import holding to these • Big time saving…

  6. Screenshots

  7. Data Import – Load your List • Load Excel Spreadsheet of contacts on your List

  8. Data Import – View Details

  9. Mail House (or in house)

  10. Scanned Barcode

  11. Process Complete • Contact Created • Payment Created • Had to add payment amount • Had to add payment references (e.g. BSB, Account No.) • Finish using normal procedures (for batching and thankyou letters) • PS. Could have used a Cheque Scanner for the BSB and Account No.. • Shepard Centre will receive patch in April to test, general release in May.

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