How do I use the Bulk Upload Wizard for matchbacks?

Overview 

The Bulk Upload Wizard is the tool you'll use to process your matchback file and update contact records in your database. 

Step 1: Access the Bulk Upload Wizard 

1. Open the Sidebar navigation menu 

2. Select "Bulk Upload Wizard" 

3. You'll see the Bulk Upload interface 

Step 2: Select the correct upload type 

1. On the Bulk Upload page, select "Load data with VANID" 

2. This ensures the system will match records using the VANID field in your file 

3. Follow the prompts to upload your prepared matchback file 

Step 3: Apply Direct Response mapping 

1. After uploading your file, locate and open the "Apply New Mapping" drawer 

2. Select "Apply Direct Response" from the options 

3. You'll see a pop-up window with additional configuration options 

Step 4: Configure the matchback settings 

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

2. Specify which columns in your file contain the Subsegment ID and Date mailed information 

1. You can either apply a single value to all records 

2. Or choose specific columns from your file that contain this data 

3. Select "Next" to process the matchback 

Step 5: Complete the process 

1. The system will update all contacts in your file as "Mailed" if their SubsegmentID matches the original export 

2. Wait for confirmation that the process has completed 

3. Your database now accurately reflects which contacts received the mailing 

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