How To Create Your Direct Mail Appeal in NXT

The time has come to generate your DM Appeal using Dataro’s machine learning models. In this example, we’re going to assume a planned campaign size of 5,000 donors.

Required Propensities

• Dataro DM Appeal Rank
• Dataro DM Appeal >$500 Rank

Creating your DM Appeal List

1. In RE NXT, go to the Lists → Constituents → Build a New List. 
2. Select ‘Show all of them’. This creates a list of all your donors.
3. Use the ‘Filter’ function to narrow down your list. Dataro’s propensities are stored using “Custom Fields”. Select ‘Dataro DM Appeal Rank’ AND ‘Dataro DM Appeal >$500 Rank’
4. In this example, we’re running an appeal for 5,000 donors. Using Dataro DM Appeal Rank, select everyone whose rank is less than or equal to 5,000.
5. Sometimes a donor may be unlikely to give, but, if they do give, may give a larger gift. To try to capture these edge cases, we supplement our query with Dataro DM Appeal >$500 Rank. This should be 10% of the list size. So in this case we will also select everyone whose Dataro DM Appeal >$500 Rank is less than or equal to 500.
6. Select ‘Finish’.
7. Now you can apply your normal exclusions, like removing donors with invalid addresses or who have opted out of DM communications. Here we have removed ‘Do Not Mail’, ‘Do Not Solicit’, and ‘Autumn Mailing Only’. Of course, you will have others.
8. Applying exclusions will likely reduce your list size below your target of 5,000. So we ‘top up’ the list by selecting the next highest ranked donors. In this case, if the number of donors after exclusions is less than our target list size, we can increase the list size by adjusting our query to include the best 7,000 Dataro DM Appeal Rank and best 700 to Dataro DM Appal >$500 Rank donors. Now the list is the correct size.
9. Follow all your normal steps, like adding additional columns and exporting to Excel.
10. Save this list, so you can use it as a template whenever you run a DM appeal.