Merge / Purge
Combine multiple sources and identify duplicate records. Apply agreed individual, household, or address-level matching rules and source priorities to determine which records to retain.
Direct mail data services
Give your next mailing a stronger starting point. We clean, update, merge, and organize your records so your campaign begins with a file prepared for the job.
Experienced data support for agencies, printers, mail houses, and businesses.
Illustrative workflow. Services and output requirements are agreed for each project.
Data quality matters
Outdated addresses, duplicate names, and inconsistent file layouts can create avoidable costs and production delays. Good preparation helps identify those issues before your list reaches the next stage.
We work through the details with you: which records to retain, which to exclude, how to handle overlapping sources, and what your printer or mail house needs to receive.
Mailing & data processing
Choose the services your file needs. We establish the scope around its condition, the campaign rules, and your delivery requirements.
Combine multiple sources and identify duplicate records. Apply agreed individual, household, or address-level matching rules and source priorities to determine which records to retain.
Standardize address fields and use CASS/DPV processing to assess address information. Identify records that need attention and apply ZIP+4 coding where available.
Match mailing records against change-of-address information and update qualifying matches. Review processing results and exceptions as part of preparing the final file.
Apply your campaign criteria, source priorities, and exclusion files. Use the fields you provide to build the audience and retain the record that best fits your mailing rules.
Bring differently structured files into a consistent layout. Standardize field names and formats, preserve needed identifiers, and prepare the output to agreed specifications.
When mailing and response files are supplied, match results back to the campaign. Compare source groups or selections to help inform future mailing decisions.
The right record matters
When several records represent the same customer or household, the choice of which one to keep can affect your campaign. We clarify those priorities before processing.
A clear path to the final file
Confirm your source files, selection criteria, duplicate priorities, suppression requirements, deadline, and output specifications.
Apply the agreed cleansing, move updates, matching, and selections. Review counts and flag questions that need resolution.
Provide the final file in the agreed layout, along with the processing counts and relevant notes needed for the next stage.
Built around the next step
We can work from your printer or mail house's data specifications, so the final file is organized for their workflow.
Before processing, we confirm the required fields, file format, selection rules, and any identifiers that need to carry through to production.
Before you send a file
CSV, Excel, and delimited text are common starting points. If your files come from a different system or use an older layout, let us know so we can review the format before agreeing on the project.
Yes. We can combine source files, identify overlaps, and apply agreed priorities and suppression rules. Keeping source identifiers makes it easier to understand how records move through processing.
Yes. Source priority, available purchase information, and other supplied fields can guide the decision. We clarify the rules and the treatment of missing values before processing.
It uses change-of-address information to identify qualifying matches and update those records. A match is not available for every move or every input record, so results and exceptions need to be considered alongside other address-quality checks.
Yes. Provide the relevant exclusion file and explain how it should be matched. We confirm the matching criteria and how the exclusions should be reflected in the final output.
Timing and pricing depend on file volume, condition, requested services, selection complexity, and output requirements. Share your deadline and project details so we can confirm a scope and quote.
This service focuses on the data preparation behind the mailing. We can coordinate file requirements with your printer or mail house; printing, postage, and mailing arrangements are confirmed separately.
Let's prepare your next mailing
A brief description of your lists, record counts, and mailing goals is a useful place to start.