How do I perform a Direct Response Plan mail matchback?

Overview 

A mail matchback updates your database to reflect which contacts received a mail piece, enabling accurate tracking and reporting. 

Step 1: Prepare your matchback file 

1. Start with your exported Direct Response Plan file 

2. Delete rows for contacts who were excluded from the mailing 

3. Format your file to include three columns: VANID, Subsegment ID, and the date the mailing was sent out 

Step 2: Upload your file 

1. Open "Bulk Upload Wizard" from the Sidebar 

2. Select "Load data with VANID" 

3. Upload your prepared matchback file 

Step 3: Apply the matchback 

1. Open the "Apply New Mapping" drawer 

2. Select "Apply Direct Response" 

3. In the pop-up window, select "Direct Mail Matchback" for the Data Type 

4. Apply values for the Subsegment ID and the Date mailed (enter a value for all records or choose a column from your file) 

5. Select "Next" to complete the process 

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