Getting Started
To perform a Direct Response Plan mail matchback, you'll need your exported Direct Response Plan file, which includes a "Direct Response Plan subsegment ID" column. This unique SubsegmentID ties each contact record to both the Direct Response Plan and their specific segment within that plan. Access the matchback feature through the Bulk Upload Wizard found on the Sidebar.
Feature Details
The Direct Response Plan mail matchback feature allows you to accurately track which contacts actually received a mail piece after your Direct Response Plan is complete. While all contacts in your audience are initially marked as "Mailed" when you complete a Direct Response Plan, this feature lets you update records if some contacts were ultimately excluded from the mailing. This is valuable when budget concerns, list hygiene issues, or other factors result in removing certain contacts from your final mailing. Using the matchback preserves the selection history of all contacts in your original plan while ensuring only those who actually received mail are marked as "Mailed" in your database.
Feature Navigation
Read more about specific actions:
- How do I perform a Direct Response Plan mail matchback?
- How do I create a matchback file?
- How do I use the Bulk Upload Wizard for matchbacks?
Tracking Your Success / Reporting
Performing a mail matchback ensures your reporting data accurately reflects your actual mailing activity. This precision helps you track campaign performance metrics, response rates, and ROI calculations based on the correct universe of mailed contacts. With accurate mailing records, your response rates and conversion metrics will better reflect your campaign's true performance.
What's Next?
The following articles provide step-by-step instructions for common tasks related to Direct Response Plan mail matchbacks. Select the specific action you want to perform to learn more.