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Results are only as good as the data that creates them. In today’s market, it’s more important than ever to make the most of every fundraising campaign you conduct. And it all starts with the quality of your data. Put simply: better data now means better results later. That’s why at PIDI, we see merge/purge and data hygiene services as an opportunity to deliver added value by helping you maximize your dollars and improve your response rates. We use the most advanced duplicate detection software in combination with our merge/purge experts who partner with you to optimize processing and tailor the job to your specific needs. All merge/purge services are not created equal. PIDI specializes in providing sophisticated and customized merge/purge services for donor acquisition efforts, as well as data hygiene services for house files. No list is ever too large or too complex for us to handle. More importantly, by listening to what our clients really want from their merge/purge provider, we created a superior process that delivers actionable information for even your most complex campaigns. 
- All lists are pre-processed using custom programming to clean up and standardize list data.
- When a model is being applied to a list, we’ll validate the provided names to meet the model criteria BEFORE the merge is run so you can re-order if necessary.
- Merge/purge information is available 24 hours a day through a secure online connection, making analysis of the progress and results of a merge easier.
- Our staff will work directly with your brokers and consultants developing custom reports, and making sure your instructions are followed to the letter.
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If you’re one of our database management clients, our services are even more comprehensive: - House eliminator files are pulled hours or days (not weeks) prior to the merge, providing the most up to date version of your donors for elimination from prospect lists.
- NCOA data is automatically uploaded into the database, delivering near-instant access to updated addresses.
- Finder/matchback files are loaded to improve data entry efficiency.
- Results from the mailing can be connected to results from the merge providing live realtime list performance for analysis and future mailings.
PIDI’s merge/purge services include: - De-duplicating house and prospect names
- Processing names through CASS Standardization and NCOA processing
- Eliminating or reducing name duplication by analyzing top interacting lists
- Analyzing the crossover between your outside lists and your current customers to identify and promote to high- and low-affinity prospects
- Identifying which lists are providing the highest number of unique names
- Identifying online and retail transactions linked to direct mail promotions
- Running sample scenarios
A focus on continuous improvement. Our clients will tell you that our data hygiene and merge/purge services are a “secret weapon” in helping them fully leverage their limited resources. With each merge/purge, you’ll receive a comprehensive set of reports for analysis that provide greater visibility into your data so you can continue to refine your efforts for better and better results.
PIDI’s merge/purge reporting tools include: - Executive summary
- Input list summary
- List quality
- List duplicates
- List-by-list match
- Multi-list hits
- Duplicate records sampling
- Output file
- Output counts by state and SCF (Sectional Center Facility)
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