thankQ Technical Conference
February 2013
Direct Marketing – Acquisition List Processing
Situation
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Detailed source codes provides detailed analysis
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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)
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Cannot commit contact to thankQ until they donate
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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.
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When busy during an appeal – it becomes time critical (staff costs)
Would you like to know more?
Contact:
Proposed Workflow
Best Efficiencies
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Load List into Data Import (with source code set)
● Holding Pen (so not committed to thankQ)
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Output List to send to Mail House
● *** The Data Import – Barcode ID is used for later processing ***
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Donation Arrives
● Scan barcode (specific Data Import Barcode ID)
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Then…
thankQ Processing
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Opens payment form
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Fills in contact name, address, phone etc. AND source code
● Showing possible dupes - can pick to set the contact if dupe exists
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Enter payment amount and details
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Ok to payment
● Creates contact (if not a dupe)
● Creates payment
● Cross references the contact in data import holding to these
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Big time saving…
Screenshots
Data Import – Load your List
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Load Excel Spreadsheet of contacts on your List
Data Import – View Details
Mail House (or in house)
Scanned Barcode
Process Complete
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Contact Created
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Payment Created
● Had to add payment amount
● Had to add payment references (e.g. BSB, Account No.)
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Finish using normal procedures (for batching and thankyou letters)
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PS. Could have used a Cheque Scanner for the BSB and Account No..
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Shepard Centre will receive patch in April to test, general release in May.