Direct Mail Appeals Playbook
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      1. Dataro Help Centre
      2. Appeals HQ
      3. Direct Mail Appeals Playbook

      Building a Simple Direct Mail Appeal Audience in Dataro

      Objective: Select the best donors to include in your direct mail appeal for the optimal net return.

      Step 1: Determine your campaign size

      Finding your ideal campaign size is easy with Dataro's Campaign Size Suggestions, which automatically calculate and segment the best audience for a high ROI appeal.

      • Go to Donors & Audiences -> Campaign Size Suggestions
      • Select the ‘DM Appeal’ Campaign Size Suggestion. This is the maximum Dataro DM Appeal Rank that Dataro recommends you include for the best net return.

      Read more about how Campaign Size Suggestions are calculated here.

      Step 2: Create your DM Appeal Audience 


      Option 1: Using Dataro’s recommended campaign size
      • From Campaign Size Suggestions, click the recommended Campaign Size. This takes you to a pre-filtered Direct Mail Appeals Audience using the recommended size.
      • Click ‘Columns’ to add or remove columns from your Audience
      • Click ‘Edit Filters’ to refine your list by apply additional filters
      • Click ‘Save filters’ to save any refinements you make
      Option 2: Creating your own audience using Dataro’s ranks and scores.
      To learn more about using Dataro’s ranks and scores, check out this article. 
      • Go to Donors & Audiences -> Audience Builder
      • Click ‘Columns’ to add or remove columns from your Audience
        • Add ‘Mail Appeal Rank’, ‘Mail Appeal Score’, and ‘Ask Amount’
      • Click ‘Filter’ to customize your list
      • Click ‘Add a filter’ to display the list of filters
      • Select ‘Mail Appeal’ under the ‘Ranking’ sub-heading in ‘Donor attributes’
      • Change the ‘Operator’ to ‘Lower than or equal to’
      • Set the value to your desired list size. This should be the maximum Mail Appeal Ranking you want to include (e.g. the recommended campaign size suggestion). 
        • Your filter should now say ‘Donor with Mail Appeal Ranking lower than or equal to X (e.g. 7300)’.
      • Click ‘add filter’ to refine your list by applying additional filters or click “add an ‘or’” to add a new filter group
      • Check the ‘List Overview’ column to see how many contacts match your filters
      • Click ‘Save filters’ to return to the audience

      Ready to add advanced customizations to your list and launch your campaign? Check out the next article in this playbook: Advanced Direct Mail Audience Building in Dataro.