thank. Q Technical Conference February 2013 Direct Marketing – Acquisition List Processing
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 thank. Q 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. When busy during an appeal – it becomes time critical (staff costs)
Would you like to know more? Contact: Proposed Workflow
Best Efficiencies ● ● Load List into Data Import (with source code set) ● Holding Pen (so not committed to thank. Q) 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…
thank. Q 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…
Screenshots
Data Import – Load your List ● Load Excel Spreadsheet of contacts on your List
Data Import – View Details
Mail House (or in house)
Scanned Barcode
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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