Lecture on "Using the Consumer Append Plus Tool"

Introduction

• Focus on the Consumer Append Plus tool.
• There are four steps to using the tool.

Step 1: Importing Your File

• Must import CSV files.
  • Convert Excel to CSV easily via "File > Save As > CSV".
• Address fields need to be separated into columns: street, city, state, zip code.
• Import file by drag and drop or click to upload.

Step 2: Mapping the Fields

• Purpose: Specify which fields are for matching purposes.
• System attempts to map fields but review for accuracy:
  • Common fields: first name, last name, address, city, state, zip.
• Do not recommend using property address; use mailing address for better match rates.
• Fill rate column indicates completeness of data.

Step 3: Choosing Output Attributes

• Decide between household or individual level matching.
  • Household level: Finds alternative associated names.
  • Individual level: Matches only with the specific name.
• Choose additional data to append: postal address, emails, phone numbers.
  • Emails count towards match limit; evaluate necessity.
  • Phone numbers: Best, multiple, or mobile options.
• Match rate estimates provided during selection.

Step 4: Organizing and Running the File

• Files are organized in projects/folders.
• Files run on servers, multiple can be run simultaneously.

Checking Usage

• Monitor usage via the left-hand menu.
• Visual bar indicates usage limit and status.
• Match rate and file specifics available for review.

Suppression and Opt-Out

• Suppress previously run phone numbers to avoid duplicates.
• Import suppression lists for ongoing suppression of contact data.

Help and Support

• Accessible via help section and support form.
• Provides written instructions, searchable.
• Option to submit inquiries for support team assistance.

Q&A Highlights

• Source of data: Variety of public, proprietary, and partner sources.
• Reach can skip trace LLCs with adjustments in expectations.
• Accuracy varies; industry standards for phones (50-60%) and emails (75%).
• Does not pre-check against the do not call list; recommended to check before dialing.

Conclusion

• Use support tools as needed.
• Thank you and enjoy using Reach.