Saving and Using Lists

What Is A List

A list is the result of a query that has been run against the M.O.M. customer database. It consists of those names of those customers and/or prospects whose order and customer information match the criteria established by the include and exclude statements of the query. Once a list is saved, it can be used for a variety of purposes both within the List Management Module as well as in the Main M.O.M. System.

See Also

List Management Queries - Creating and Modifying

List Management Module Main Tool Bar and Action Bar Menu

Current Query and List Details

Working with Lists

Saving a List

Press SAVE and enter the name for the list.

Note: M.O.M. uses Total Count as the criteria for saving lists. Once a list is saved, it can be used to create Telemarketing Calls with the Telemarketing Option. It can also be used to purge the customer names from the M.O.M. database with the Database Purge Module. List Management for Windows saves the list using the name that you assign, but also assigns another name with a .DBS extension. These names are a set of 8 numbers. To view and/or print a .DBS file name for a list that you have saved, use the Listing of Saved Queries and Lists function on the Main Tool Bar.

Deleting a List

Press DELETE.

Printing Labels for a List

On the Tool Bar, press to display the Print Labels screen. This screen lets you select sorting options, label options, etc. for printing.

Note: M.O.M. uses Total Count as the criteria for printing labels.

Mail/Merging a Standard Customer Notice with a List

On the Tool Bar, press and select the notice to be sent.

Exporting a List

M.O.M. enables you to export a list to disk for use by an outside service bureau, letter shop, or for rental.

On the Tool Bar, press to display the Export a List screen. This screen lets you select the specific pieces of customer information to be included in the export.

Note: M.O.M. uses Net Count as the criteria for exporting lists.

Graphing a List

The counts of customers, units sold, gross sales, and number of orders can be graphed against other information in your M.O.M. system.

On the Tool Bar, press to display the Graphing Screen for Reports to select the information and create a graph of the list.

Other List Utilities

Performing an Nth Name Sampling

An Nth Name Sample of a list is a smaller subset of the list taken as a random selection of the complete list.

On the Tool Bar, press to display the Nth Name Sampling screen.

Note: Once a list is sampled, the resulting Nth Name sample can be saved as its own list under its own name.

Incrementing the Mailing Counter for a List

Each time a list of customers is used, it is a good idea to increment the "Number of Mailings" field for each name on the list. The mailing counter helps you track how many times a customer has been "mailed to" without responding. At some point, you can create a list of inactive customers by selecting by Mailing Counter. This list can then be purged using the Database Purge Module to eliminated inactive customers permanently from your customer database.

To increment the mailing counter for a list, press on the Tool Bar.

"Scrubbing" a List - Deduping and Removing Bad Addresses

Although M.O.M.'s customer search utility in the Main System usually prevents duplicates from being entered in your M.O.M. system, occasionally duplicates do occur. In addition, incomplete addresses (missing a last name, street address, city or ZIP code) may also occur. The process of "scrubbing" a list in the List Management Module removes duplicate names and incomplete addresses from the current list.

To dedupe the current list, press on the Tool Bar.

Address Correction and Validation

This option opens the Address Correction and Validation screen. You can then validate addresses on your saved list.

Processing a List for National Change of Address (NCOA )

The United States Post Office maintains a master database of all changes of address for the past six (6) months. As a service to direct marketers, they provide a service to enable you to update your own mailing list with their change of address information. You can prepare your list for NCOA processing using the M.O.M. List Management Module.

Note: When you process your list with the USPS for NCOA, the list is also processed for Coding Accuracy Support System (CASS) requirements.

To prepare a list for NCOA processing

1. Select FILE on the List Management Action Bar.

2. On the FILE menu, select NCOA Processing to display the NCOA Processing screen.

3. Select "Create Disk for NCOA Processing With Names on Defined List" and follow the instructions for loading diskettes.

When the disks are complete, you can take them to your local USPS for NCOA processing.

To load NCOA changes back to M.O.M.

After the USPS completes your NCOA processing for you, load the changes back to your M.O.M. customer database.

1. Select FILE on the List Management Action Bar.

2. On the FILE menu, select NCOA Processing to display the NCOA Processing screen.

3. Select "Read Disks Returned from NCOA And Update Address Information " and follow the instructions for loading diskettes.

CASS Processing a List Using ACCUMAIL

The United States Postal Service (USPS) requires that each mailing that you do be certified as compliant with the Coding Accuracy Support System (CASS). When an address is CASS certified, it means that it has the 9-digit ZIP Code plus the 3-digit delivery point code in bar code format on the address label. M.O.M. supports a direct link to Group One's Accumail CASS database to enable you to add any of the missing codes and CASS certify each address in a list created in List Management before printing labels or exporting to a mailing service.

Note: To use this option, you must have a copy of the current quarter Accumail CD-ROM database (June 97 or later) installed in the CD-ROM drive on the workstation on which you are working. To purchase a copy of Accumail, contact Dydacomp Sales at 800-858-3666.

To CASS Certify using Accumail,

1. Select FILE on the List Management Action Bar.

2. On the FILE menu, select CASS Processing Using Accumail to display the CASS Processing screen.

3. If you want to standardize addresses in conformance with USPS standardization requirements (for example, Drive becomes DR, Road becomes RD, etc.), select the STANDARDIZE ALL ADDRESSES OPTION.

4. To print the CASS report to accompany your mailing when delivered to the USPS, select the PRINT CASS FORM 3553 OPTION. If you do select to print the report, enter a TITLE FOR REPORT and the PRINT TO destination.

5. Press PROCESS to begin the CASS processing using the Accumail CD-ROM database.

6. When processing is complete, you can view the results on screen before selecting to update each customer file with the CASS information.