Add Lists

List files can be purchased or rented from third-party vendors, created internally, or acquired through trade with other organizations. To accurately report on list performance, you must associate a list with a vendor when you add it.

After those people start to give gifts, you will need to refresh the marketing effort to see any results. When you refresh the marketing effort, a “matchback” occurs. The matchback attempts to match the finder numbers on the gift records with the finder numbers in each segment in your marketing effort. If the codes match, those gifts are counted as responders to the appropriate segment. Because you can also use the gift record to identify the constituent who gave the gift, by extension the constituent is also associated with the segment.

In order for a gift from a new constituent via a vendor-managed list to match a marketing effort segment, the gift must include a matching appeal ID, marketing effort ID, and source code. Gifts from constituents who are not in the marketing effort that include the appeal ID and marketing effort ID are considered Indirect Responses. Gifts from constituents who are not in the marketing effort that contain only the appeal ID are considered Unresolved Responses.

The name of the list is the only information required to add a new list.