Setting up the brochure mailing

The brochure mailing will use many different segments. Each segment will become a source code.

Open the segmentation job for this mailing and click the Segments tab. Your display may look like the following example:

Example: Segments list

Set up six segments.

The first segment is called Exclude - Current Registrants. It includes a query that produces a list of people who are already registered for the conference. By creating this first segment, XYZ will be able to use this job repeatedly.

The Execution Order determines the order in which records will be selected. A loyal member has probably:

■    Registered for this year's event

■    Attended last year's and prior years

■    Renewed their membership so they're an active member

Therefore, attach all of the segments to the job except the first. Duplicates in the file will be checked automatically to make sure that a record is only selected once. 

■    Select everyone who has registered for the event (don't mail them).

■    Of the records left in the database, select everyone who registered last year. That segment is the first source code and are also the most likely people to respond this year

■    Of the records left in the database, select everyone who registered the year before last. That segment is the second source code and are the second-most likely to respond this year

■    Of the records left in the database, select everyone who attended two years ago. That segment is the third source code.

■    Continue with the remaining segments.