1 / 11

February 2013 Direct Marketing – Acquisition List Processing

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

vkasper
Télécharger la présentation

February 2013 Direct Marketing – Acquisition List Processing

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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.

More Related