Finder Files

With finder files, you can keep rented and exchanged names and addresses separate from your house file until those recipients make a donation. A finder file is a list of names provided by a list vendor who assigns a finder number to each name in the list based on the range you reserved for the effort.

This is the common workflow for finder files:

• Create list segments based on non-imported acquisition lists that specify the vendor and rental and/or exchange quantities.

• Create a direct marketing effort.

• Add list segments to the marketing effort. Assign to each segment the source code provided to the vendor.

• Reserve the range of finder numbers provided to the vendor.

• Activate the marketing effort.

• From the Finder files area in Marketing and Communications, import the finder file from the vendor. The Finder File Import process imports the list of recipients and their assigned finder numbers, and validates that the finder numbers fall within the range reserved for the marketing effort. The program also matches the source code for each person in the file to the source codes assigned to the list segments. After the import, the list segment counts display the number of records included from the finder file.