Hi
We are looking to test two packages in our upcoming direct mail solicitation and I am wondering how other organizations track their testing. My initial thought on how to track the different test packages was to break each segment (which has its own source code) into two segments (each with their own source code). However, the problem with doing it that way, is that there is no way to easily see just how the test package performed vs how the traditional package performed - we would need to remember which source codes were test and which were not and run reports on those specific source codes. We also would not have an easy way of looking at each segment as a whole.
Does anyone have a better way of tracking this?
Thanks
Jess Levy
San Francisco Opera
I’m actually having the same problem with some Direct Mail packages we’re working on as well.
What I’ve decided is to first promote each segment as normal, regardless of the package type. Then, I’ve created lists for everyone who is receiving each package type, regardless of segment.
For reporting, I plan on using the Revenue by Source and Appeal canned report, using each list to compare the results for each segment by the package type. So you can look at each report to get the total for each package type or run the report without the lists to see the overall campaign status.
Does that make sense? Happy to chat more if you have any questions.
Marisa Perry
Manager, Friends of Roundabout
Roundabout Theatre Company
231 West 39th Street, Suite 1200
New York, New York 10018
212.719.9393 ext. 324
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