List Maintenance

The Directions Customer List Management System is designed to enable the marketing department to perform various list selections from names, addresses, and historical buying information. The list system has been designed to be as flexible as possible to accommodate customer and prospect selection under a variety of criteria.

The list selection screen provides for multiple choices to be made at each pass on the names file. Each choice will restrict some names from being selected. For example, selections  can be made from only the states in the Midwest, or only specific zip codes, etc. The number of names meeting the selection criteria is displayed at the end of each selection pass. When the correct number of names  have been selected, labels may be printed, a tape may be produced, or eMails may be sent to the selected names.

Part of the installation effort involves converting your existing names to the list selection format. We will convert all existing names to the new list selection format and  process them through a duplicate identification program. A listing of all possible duplicates will be reviewed online and the file may be purged of these duplicate names.

DIRECTIONS includes entry and update of current information into the names file. After the converted names file has been purged, current order information is added to the names  file. If the customer has previously ordered, the current order will be added to existing buyer information. If this is the first order for a customer, his name will be added to the customer database.

Catalog requests are processed through the catalog request system producing name labels for each type or request and updating statistical ad code information. These names are then  added to the database to be available for the next list selection.