Basic Criteria

Figure 7-8

Residential Model: A code to indicate whether the property is residential based on individual zip codes and values. “Y” = yes, “N” or blank = no.

Homestead Exempt: This field will be set with a “Y” if the owner has qualified for a Homeowner/Homestead exemption.

Remove Opt-out Mail Records: A “Y” represents a record where the property owner has contacted the DMA (i.e. Direct Marketing Association) and has asked not to be contacted by mail for solicitation.

Remove Opt-out Phone Records: A “Y” represents a record where the property owner has contacted the DMA (i.e. Direct Marketing Association) and has asked not to be contacted by phone for solicitation.

Include Phone Numbers Only: This option is used to append the phone number of the property owner.

Other Options

Date of Mailing: Users can select a date of mailing. This option is useful because it will add or remove addresses within the target selection based on post office seasonality or deactivation flags.

Are you mailing First Class?: Checking this option automatically excludes Simplified Routes and MFDU Drop Dwelling Types. Un-checking this does not automatically check the Simplified Routes and MFDU Drop Dwelling Types. Users would still have to make these selections on the Target Demographics tab.

Exclude College Addresses?: College addresses have seasonality flags for whether students will be available at an address at certain times. Students can deactivate their college address during summer vacation for example. When creating a list, users can choose to not send to College Addresses at any time. This is typically beneficial during college breaks since there may not be anybody at those addresses at that time.

Keycode: Users can assign key codes to orders which allow them to combine more than one list in the same order. This option can make payment of lists more convenient.

Run Stop: The Run Stop option is used to set a maximum amount of records extracted to the data file. Unlike the Feather option where users can choose which routes to remove from their list, this option will output just the amount of addresses specified. Anything after that amount on the list will not be included in the data file.