In the process of improving our direct mail campaign tracking, I found out that a significant portion of the constituents I send to our mail house are not in their final list of addressees because of NCOA updates and deletions. But for our past few campaigns, I've been using my final list to create promotions on the records of the people who receive the mailings. This difference in the final list I send and the final list the mail house uses to send our letters can create some inaccuracies in our tracking: response rate and response rate among specific audience categories being the primarily affected reports.
Now that I have an accurate list of those constituents mailed the letters, how do I update the promotion so the count reflects the "actual" number and constituents rather than the original information.
Is there a way I can delete the promotion from only certain records? Or update the list without affecting those records that have already responded and therefore have a transaction under that source and appeal?
Thanks!
Josh
Jumping in five years later because I have the exact same question! Specifically looking for how to delete promotions on certain records. The only way I can figure is to use the Delete Promotions and Sources utility to remove all promotions from a source, and then repromote the source using an updated list. I've never used the utility so I'm not sure if this is how it's supposed to work.
Hi Lynette - I asked support this exact question last month and was told: "There is not a way to add/delete a promotion from a specific record. There is a utility that can delete promotions for those that currently have them associated using a standard utility found here. But this would remove it from all records." Not the answer I was hoping for but wanted to pass it along to you.
Melissa, thank you so much for sharing. Not the answer I was hoping for either, but the one I expected.