How do I export and complete my Direct Response Plan?

Overview 

Exporting your Direct Response Plan allows you to implement your campaign with external vendors or platforms and finalize your planning process. 

Step 1: Review your plan 

1. Navigate to the final Review step in your plan creation process 

2. Check all aspects of the plan in the read-only format provided 

3. Use the Edit buttons to return to specific sections if changes are needed 

4. Ensure all segments, budgets, and other details are accurate 

Step 2: Update the plan status 

1. Change the status to one of the following: 

1. Ready to Approve 

2. Approved 

2. This helps track where plans are in your workflow process 

Step 3: Export a sample file (optional) 

1. If you want to review your data before finalizing, click "Export" 

2. This generates a sample file without completing your plan 

3. Review the exported data and make any necessary adjustments to your plan 

Step 4: Export and complete your plan 

1. When ready for final export, click "Export and Complete" 

2. You'll see an option to mark all included contacts as "Mailed" 

1. Check this box if you plan to mail everyone included in the export 

2. Leave it unchecked if you'll use a matchback file later 

3. Confirm your choice to finalize the export 

Step 5: Access your exported files 

1. A pop-up window will show where your export files are available 

2. Download these files for use with your vendors or platforms 

Step 6: Understand post-completion options 

1. After completion, most input fields in the plan are permanently locked 

2. Some values may still be changed later, such as Cost 

3. Use these final records for performance tracking and reporting