Viewing List Counts and Analysis

To view a list analysis:

1.    From the toolbar, select Marketing & Communication > List Maintenance.
The Marketing and Communication List Maintenance search screen displays, as shown below.
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2.    Enter the search criteria for your desired list and click Search.

3.    Select your list from the results grid.
The List Information screen displays.

Note.pngThis screen will display different options depending on the creation method defined during creation.

4.    Select List Counts and Analysis as shown below.

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The List Counts and Analysis screen appears, as shown below.
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5.    The List Counts link displays first by default listing read-only information.

6.    Click List Analysis.
The List Analysis filters display, as shown below.
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7.    Enter the filter criteria to calculate your results.

8.    Click Calculate Results.
The Results section displays the calculated information, as shown below.
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Screen Element Description

List Counts
List Deleted Read only. Indicates that the list has been purged.
Deleted Read only. Displays the date the list was purged.
Deleted by Read only. Displays the user name for the user who purged the list.

List Analysis
List Code Link. Defaults to the current list code. Personify assigns a list code to a specific group of customers and prospects. The list code helps in determining if a person from a specific list responds to a specific appeal. Personify utilizes the list code to perform an ad-hoc analysis of the results from one or more lists.
Subsystem Link. The subsystem involved in the ad-hoc analysis. Personify filters the analysis by subsystem in case a restriction on the market code to a specific subsystem exists.
Record Type Link. This filters the customer database table by the type of record.
Market Code Link. The market code involved in the ad-hoc analysis. Personify uses market codes in all of the order system screens to record responses to specific list codes. For a closer analysis, you can have market codes that have nothing to do with lists but at the same time use a structure to allow capturing of a list code with a market code. The market code can also be restricted to a subsystem or a particular product.
Customer Class Link. This filters records against the customer database table for a specific customer class.
Customer Status Link. This filters records against the customer database table by the status of the customer.
Date Range Drop-down. This filters the ad-hoc analysis to a date range.
Calculate Results Button. Based on the selection criteria entered into the filters, Personify calculates the number of responses, number of orders, and dollar amount.
Responses Read only. Displays the number of contact tracking records, as well as the number of active orders from the order_detail table.
Orders Read only. Displays the number of active orders from the order_detail table.
Total Amount Read only. Displays the total base amount for active orders from the order_detail table.
List Cost Read only. Displays the list cost fetched from mkt_list_mater.list_cost for the list.
List Effectiveness Read only. Displays (Orders / Number of people on the list) *100.