Direct Mail (Liz)

BULK DIRECT MAIL CHECKLIST

Here’s a video showing the process Bulk Direct Mail Example

Upload Process

• After inputting the Zip+4, you are going to input the headers as you normally would.

  • Next, if it's a High School, remove all the seniors from the file. 

    • The most efficient way is to Sort by Grade, select the Seniors and hit the “delete” button in your keyboard. 

    • **If it's not a highschool no need to delete any grades**

    • REMOVE RECORDS WITH NO ADDRESS

    • Click Save

• You are then going to scroll to the bottom and find the population. The number of the last Data set minus 1 will be the most accurate population.

  • This accounts for the header row

• Next you will navigate to Bulk/Direct UG Env Mail

  • Find the Account number + school and input the population in the columns titled Confirmed Data Quantity

• Once you input the population, right click and select Comment

  • Type Liz Goblick and assign her to the comment

    • This will notify her to complete the mailers for this school

• Next, put the file (8-23-22 12345678 Direct Mail_Zip+4 (without seniors) on Drive

  • Link to the Folder: https://drive.google.com/drive/folders/1yMQV-n8-AYC4lkkelOfblLHrHaFO-36Y?usp=sharing 

• Mark it off in Data Chase

******These are 2022-2023 Documents so you will need to talk to Liz Goblick and get shared on the sheets for next year!