thankQ 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 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)

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 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…

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…

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.