How to Use Analyze360® Prospect Lists Across 5 Key Campaign Channels

Once you’ve built a prospect list in Analyze360, what comes next?

This guide shows exactly how to activate those leads using five proven outreach paths:

For each channel, you’ll get:

• When to use it
• How to export and prepare your data
• Step-by-step setup on a trusted platform
• Typical costs and performance benchmarks
• Tips to boost results using segmentation

Whether you’re new to marketing or already have a team in place, this guide will help you turn your data into results—confidently and efficiently.

📍 If you just finished a demo and are wondering, “Okay, how do I actually use this?”, start here.

Pre-Campaign Checklist: What to Do Before You Launch

Before activating any campaign, make sure the essentials are in place. Skipping these steps can lead to poor performance or deliverability issues down the line.

1. Generate your prospect list: Use the “Get More Prospects” tool or the Analyze Assistant to define your audience. Choose filters based on demographics, geography, lifestyle traits, or similarity to a previous list.

2. Append missing emails (if needed): If your list lacks email addresses, use the built-in Email Append Service to fill the gaps. This expands your reach and unlocks email and social media channels.

3. Export a clean .CSV file: Make sure your file is properly formatted with labeled fields like First Name, Last Name, Email, Phone, Address, and Zip Code. Refer to the CSV tips in the user manual to avoid upload issues.

4. Define your campaign goal: Be clear on what you’re trying to achieve:

• Awareness (brand visibility)
• Engagement (clicks, replies, shares)
• Conversion (sales, sign-ups, donations)
• Reactivation (lapsed customers or donors)

5. Match the right channels to your goal: Each outreach method serves a different purpose. Choose the best fit—or combine them—for stronger results:

• Email for nurture and engagement
• Phone for high-touch outreach
• Social media for visibility and retargeting
• Direct mail for local saturation or older audiences

Once you’ve checked all five boxes, you’re ready to launch with confidence. In the next section, we’ll walk through each campaign path step-by-step—starting with direct mail.

Five Real-World Campaign Execution Channels

Once you’ve built a cleaned, segmented prospect list in Analyze360, there are five proven ways to turn that data into results. The sections that follow walk through each one—direct mail, email, phone outreach, social media, text messaging, and post-campaign reanalysis—with specific instructions, platforms, and tips.

Whether you’re starting from scratch or adding to an existing marketing plan, you’ll find clear, actionable paths for each channel.

Platform interfaces and feature sets may change over time. Always refer to the provider’s official documentation for the most current instructions and capabilities before launching your campaign.

DIRECT MAIL CAMPAIGNS

Best For: Local reach, high-value offers, older demographics, and digital-triggered retargeting
Key Platforms: USPS Every Door Direct Mail® (EDDM), PostcardMania (full service), PebblePost (Programmatic Direct Mail)
Typical Cost: $0.25–$0.55 per piece (traditional mail); PDM campaigns see significantly higher ROI
Response Benchmarks: ~4–6% for EDDM; higher conversion lift (150–300%) when combined with PebblePost PDM and digital ads

USPS EDDM® (Every Door Direct Mail)

Use Case: ZIP-route campaigns without needing a mailing list

Steps:

1. Run an NCOA (National Change of Address) update before doing a mailing.
2. Visit USPS.com → access the EDDM tool → enter ZIP codes or addresses → select full carrier routes (no partial routes)
3. Filter by demographic segments if needed; ensure route totals meet USPS minimums
4. Design compliant mailpiece: size between 6.125″–12″ × 11.5″–15″, thickness ≥ 0.007″, weight ≤ 3.3 oz; include EDDM indicia in specific layout zone
5. Schedule drop-off date (up to 30 days ahead). Choose Retail (≤5,000 pieces/ZIP/day, no permit) or BMEU (permit required, larger batch)
6. Print and bundle mail: packs of 50–100, max 6″ height; affix facing slips and PS Form 3587
7. Deliver to designated USPS location (post office or BMEU)
8. Track responses using QR codes, campaign URLs, or phone tracking (USPS offers no delivery visibility)

Tips:

• Run mid-week drops (Tuesday–Thursday) for higher engagement
• Embed attribution tools (PURLs, QR codes, phone numbers) for ROI tracking

PostcardMania — Full-Service Campaigns

Use Case: Turnkey campaign support—from list processing to USPS drop

Steps:

1. Run an NCOA (National Change of Address) update before doing a mailing.
2. Upload your Analyze360 prospect list or request a mailing list via their portal
3. Choose or design postcard templates; upload artwork (PDF with bleed guidelines), add campaign copy and CTA
4. Approve digital proof and confirm mailing options (Standard vs. First-Class delivery). Pay online.
5. PostcardMania handles printing, bundling, postage payment, and shipment to USPS.
6. Receive campaign dashboard access—view schedule, online follow-up tools, and response metrics

Tips:

• Include tracked URLs or offer codes to measure conversions
• Use integrated online ads (e.g., ESB follow-up) via PostcardMania for multi-channel attribution

PebblePost — Programmatic Direct Mail (PDM)

Use Case: Mail triggered by digital behaviors like site visits, cart abandonment, or lookalike modeling

Steps:

1. Run an NCOA (National Change of Address) update before doing a mailing.
2. Integrate PebblePost via tag manager (e.g. Adobe Launch) or connect third-party CRM/Google Analytics audiences
3. Define campaign logic (triggers): website visits, abandoned carts, lookalike segments, or behavioral filters
4. Upload creative templates or use dynamic design modules. Set campaign parameters (frequency caps, suppression, offer timing)
5. PebblePost prints and mails personalized postcards within ~12–24 hours after trigger, via zip-specific print hubs
6. Monitor responses via match-back analytics: control group lift, conversion tracking, database suppression optimization

Tips:

• Use short, visually driven creative with tracked CTA links or QR codes
• Enable frequency controls to reduce oversaturation
• Suppress mailers to existing customers or non-eligible cohorts to optimize spend

Direct Mail Platform Comparison Table

EMAIL CAMPAIGNS

Use Case: Low‑cost nurture and engagement of segmented audiences
Top Platforms: Constant Contact, Mailchimp, Klaviyo
Typical Cost: $12–$100/month
Response Benchmarks: ~15–25% open rate, 1–5% click‑through rate

Constant Contact — Step‑by‑Step Instructions

1. Append Emails in Analyze360: Use the Email Append tool to enrich your prospect list, then export it as a clean .csv with labeled fields (e.g., Email, First Name, Last Name, Zip).

2. Log Into Constant Contact and Upload Contacts:

• Go to Contacts in the left navigation bar.\
• Click Add Contacts → select Upload File.

3. Map Fields and Import:

• Upload your .csv file.
• Map each column to the correct field (Email, First Name, etc.).
• Agree to Constant Contact’s permission terms.
• Choose or create a list to assign the imported contacts.
• Click Import to complete.

4. Tag Contacts for Segmentation (Optional): Apply tags based on lifestyle interests or campaign relevance—e.g., “DIY Cluster,” “High Score Donors”—to enable precise targeting in future campaigns.

5. Create and Design Your Email:

• Navigate to Campaigns (or click Create → Email).
• Select a template or start from scratch.
• Use lifestyle-based messaging and include one clear CTA (e.g., “Book a Free Estimate”).

6. Preview and Test:

• Use the Preview and Test Send tools to review layout and deliverability.
• Make sure your domain authentication (SPF/DKIM) is properly set up to avoid spam filters.

7. Schedule or Send Your Campaign:

• Choose to Send Now or schedule it for a future date and time.
• Enable resend to non-openers if available on your plan.

8. Monitor Performance: Go to Reports → select your campaign to view metrics such as open rate, click-through rate, bounces, unsubscribes, and resend performance.

Tips for Better Results

• Use tags and list segmentation to tailor messaging by lifestyle cluster.
• Stick to one clear CTA per email.
• Resend to non-openers 48–72 hours later to improve reach.
• Avoid purchased lists—use enriched, permissioned data only.
• Preview across devices to ensure mobile compatibility.

Mailchimp — Step‑by‑Step Instructions

1. Export prospect CSV from Analyze360.
2. Log into Mailchimp → go to Audience → choose existing audience (or Manage Audiences to create one) upload CSV → continue.
3. Review mapping: match columns for Email, First Name, Last Name, custom tags or groups → continue tagging and grouping as needed
4. Confirm marketing permissions and import.
5. Navigate to Campaigns → click Create Campaign → choose Email campaign
6. Set campaign details: name, recipients (audience or segment), subject line, from address.
7. Use drag‑and‑drop template editor to design the email.
8. Preview/test emails; verify tracking parameters are enabled.
9. Schedule or send email; consider send time across time zones.
10. Once sent, view campaign report for open rate, click rate, unsubscribes

Tips:

• Use tags or groups created during import to segment.
• Ensure your domain is authenticated (SPF/DKIM) to reduce spam risk

Klaviyo — Step‑by‑Step Instructions

1. Append emails in Analyze360, then export CSV.
2. In Klaviyo, navigate to Lists & Segments → create a new list (e.g. “Analyze360 Prospects”) or use an existing one.
3. Select the list → click Manage List → choose Import Contacts → upload CSV and map the fields (Email, First Name, etc.) tation variables are included during mapping.
4. Go to Campaigns → click Create Campaign → choose Email, give it a name → click Continue
5. Add recipients: select the list or segment(s), optionally exclude recent senders or non‑openers.
6. Compose: choose or build a template in the editor; insert lifestyle cluster personalization and a clear CTA.
7. Set tracking preferences (UTM tracking as needed).
8. Schedule campaign — either fixed time, gradual send, or use Smart Send Time if eligible; you can also set “determine recipients at send time” for latest list snapshot
9. Review targeting and send settings, then Schedule or Send Now.
10. After launch, monitor results in Klaviyo analytics: open rate, clicks, unsubscribes, conversions.

Tips:

• Exclude recent campaign recipients or unengaged users.
• Leverage Smart Send Time if available to optimize engagement.

Email Campaign Best Practices

• Always append missing emails for maximum reach.
• Make sure your CSV is formatted according to platform-specific guidelines (e.g., no semicolons, correct headers)
• Tag or segment by lifestyle cluster to target messaging effectively.
• Use preview and testing tools to verify personalization and rendering.
• Set up domain authentication in Mailchimp and Constant Contact to avoid delivery issues.
• Monitor performance metrics and consider a re‑engagement send to non‑openers 2–3 days later.

Email Platform Comparison Table

PHONE OUTREACH CAMPAIGNS

Use Case: High-touch engagement—fundraising, political outreach, surveys, or donor follow-up
Key Platforms: CallHub, PhoneBurner, RingCentral
Typical Cost: $0.10–$0.25 per call or $149+/mo plan
Benchmark Metrics: Pickup rates ~6–12%; conversion 2–5% on qualified calls

CallHub — Step‑by‑Step Instructions

1. Import Contacts

• Create a CSV with fields: First Name, Last Name, Contact Number, Mobile Number, Email, etc.
• Go to Contacts → click Import Contacts → upload CSV.
• Map phone/mobile/email columns correctly and confirm country code (+1 for US).
• Once imported, schedule list availability; you’ll receive email confirmation.

2. Set Up a Contact List

• Navigate to Contact Lists → click Create Contact List → name list → import contacts into it via bulk or manually.

3. Create a Call Center Campaign

• Go to Create → select Call Center Campaign.
• Assign agents and list(s) to the campaign.
• Add or edit your Script: linear or branched, with scripts and drop‑down questions.
• Define Disposition Buttons (e.g., Left Message, Callback, No Answer).
• Enable retries and set intervals if needed.

4. Configure Dialer & Caller ID

• Choose your dialer type: Power, Preview, Predictive, or Autodialer.
• Optionally enable Dynamic Caller ID to match prospect regional numbers.

5. Launch Campaign

• Once scheduled, agents can click Join Campaign.
• During calls, follow the script, set call dispositions, add tags, and save notes.
• Click Save and Next to continue dialing.

6. Monitor Reporting

• View metrics: call outcomes, pickup rate, agent performance.
• Export data as needed; tags and dispositions aid segmentation.

PhoneBurner — Step‑by‑Step Instructions

1. Import Contacts

• Drag and drop CSV or Excel file (.csv or .xlsx) from Analyze360 exports.
• Preview data and map columns; optional save-as-template for future imports.
• Handle duplicates and DNC flags during import.

2. Organize Contacts

• Tag contacts and set up Saved Searches (e.g. “High Score Prospects”).
• Use search filters by tag, custom criteria, or last call date.

3. Create Dialing Sets and Dispositions

• Navigate to Settings → Dispositions.
• Create a dialing set with defined buttons (e.g., “Left voicemail”, “Connected”, “Bad number”).
• Configure tag automation: apply or remove tags on dispositions for phased calling.

4. Start a Dial Session

• Select saved search → “Begin Dial Session” → choose dialing set.
• Calls are automatically dialed; after each, disposition button saves outcome and advances contact in process.

5. Monitor & Iterate

• Post‑session, review call logs, note performance, and use tags to move contacts into follow-up groups or drip scripts.

RingCentral Instructions

Use Case: One-to-one follow-up or sales rep dialing from integrated CRM; not suited for high-volume call campaigns.

How to Use:

1. Integrate RingCentral with a CRM like Salesforce or HubSpot
2. Use CRM to filter prospects (e.g., from an Analyze360 list uploaded to the CRM)
3. Reps manually call each contact from the CRM via RingCentral click-to-call
4. Log call outcomes within the CRM
5. Use RingCentral analytics for basic activity reports (e.g., number of calls, duration)

Limitations:

• No native campaign dialer or predictive calling
• No contact queueing or branching scripts
• Best suited for one-on-one follow-up, not for political or donor outreach at scale

Phone Platforms Comparison Table

Tips for Better Phone Campaigns

• Prioritize contacts using Analyze360 OVERALL_SCORE or relevant clusters.
• Always include a voicemail script in your campaign.
• Combine calls with follow-up texts or emails—CallHub supports both.
• Use tagging to segment next-phase outreach (callbacks, transfers).
• Call during appropriate hours (typically 9am–7pm local time).

SOCIAL MEDIA CUSTOM AUDIENCES

Use Case: Awareness, retargeting, and lookalike audience marketing using uploaded Analyze360 prospect lists
Top Platforms: Facebook/Instagram (Meta) Ads, LinkedIn Ads, Google Ads (Customer Match + similar audiences)
Typical Cost: $5–$15 CPM, $1–$5 CPC
Response Benchmark: ~0.5–1.5% click-through rate

Facebook & Instagram (Meta Ads Manager)

Use Case: Upload Analyze360 CSV to create Custom Audiences, then extend to lookalikes or retarget.

Steps:

1. Export your prospect list from Analyze360 with identifiers: email, phone, or both.
2. In Facebook Ads Manager → navigate to Audiences → click Create Audience → select Custom Audience → choose Customer List
3. Upload your CSV or paste data directly. Format appropriately (emails, phones per Meta template). Optionally include customer value for optimized targeting.
4. Name your audience and provide a description for clarity. Click Create Audience.
5. (Optional) Build a Lookalike Audience based on your seed custom audience; Meta recommends using a seed of at least 1,000 users.
6. Create a campaign using Ads Manager:

• Select custom or lookalike audience in targeting
• Set campaign objective (traffic, conversions, awareness)
• Add ad creatives aligned with lifestyle clusters

7. Launch campaign and monitor key metrics: CTR, conversions, CPC, frequency.

Tips:

• Use both email and phone identifiers to boost match rate.
• Regularly refresh Custom Audiences by re-uploading new CSVs.
• Maintain list size (≥ 20 users); Meta may require 100+ per region.

LinkedIn Ads

Use Case: B2B or professional targeting with high-intent custom audiences.

Steps:

1. Export CSV: include email addresses and company/industry info.
2. In LinkedIn Campaign Manager → go to Account Assets → select Matched Audiences → upload List Upload.
3. Confirm file formatting (typically emails). Match rate depends on users’ profile data.
4. After processing, create a campaign:

• Choose audience type (Exact match, account-based, CRM list)
• Set budget and ad format (e.g., single image, carousel)
• Publish campaign and monitor metrics: CTR, CPC, conversion.

Tips:

• Include company or job title fields for better professional targeting.
• Re-upload updated contact list to keep audience fresh.

Google Ads — Customer Match

Use Case: Target users via search, YouTube, Gmail, or Display by uploading email/phone lists.

Steps:

1. Export prospect CSV: email/phone data, optionally with name for better match.
2. In Google Ads → go to Audiences → select Customer Lists → create new audience.
3. Upload the file following Google’s formatting guidelines.
4. Choose match targeting: Search, YouTube, Gmail, Display.
5. (Optional) Use Similar Audiences to expand reach based on custom list.
6. Build and launch campaign using selected audience segments. Track performance metrics: clicks, conversions, cost-per-acquisition.

Tips:

• Enable remarketing and search network matching.
• Re-upload at regular intervals to refresh matching and data accuracy.

Social Media Comparison Table

TEXT MESSAGE FUNDRAISING

Best For: Urgent, high-engagement fundraising, event reminders, quick calls to action
Key Platforms: Twilio, EZ Texting, MobileCause
Typical Cost: $0.02–$0.05 per message
Response Benchmark: ~10-20% conversion rate for donation campaigns

SMS fundraising is a powerful tool for nonprofits, offering high engagement and quick response rates. Here’s how to effectively launch SMS campaigns using three prominent platforms:

Twilio SMS Campaign Setup

Use Case: Customizable, scalable SMS solutions ideal for developers and organizations with technical resources.

Steps:

1. Sign Up for Twilio: Visit Twilio.com → Create an account and verify your email and phone number.
2. Obtain Account SID and Auth Token: Access your Twilio Console to retrieve your Account SID and Auth Token.
3. Purchase a Twilio Phone Number; Go to Phone Numbers → Click Buy a Number → Choose a number with SMS capabilities.
4. Set Up Messaging Service: Go to Messaging Services → Click Create new Messaging Service → Add the purchased phone number.
5. Configure Messaging Application: Use the Programmable Messaging API in your preferred coding environment to send SMS messages to your contacts.
6. Monitor Campaign Performance: Use Usage Records in the Twilio Console to track message delivery, responses, and engagement.

Tips:

• Use Attribution Tools like custom URLs and keywords to track campaign success.
• Automate follow-ups and thank-you messages to increase engagement.

EZ Texting SMS Campaign Setup

Use Case: Easy-to-use platform suitable for nonprofits and small businesses.

Steps:

1. Sign Up for EZ Texting: Visit EZ Texting → Create an account and log into your dashboard.
2. Import Contacts: Navigate to Contacts → Click Import Contacts → Upload your contact list in CSV format.
3. Create a New Campaign: Go to the Campaigns tab → Click Create New Campaign → Select Text Campaign.
4. Compose Your Message: Enter your message content. Use personalization tokens (e.g., first name) to make the message more engaging.
5. Schedule or Send Immediately: Choose to Send Now or Schedule for a later time.
6. Track Campaign Performance: After sending, go to Reports to monitor delivery rates, responses, and engagement.

Tips:

• Use Personalization Tokens for higher engagement.
• Set up Automated Reminders or thank-you messages for ongoing donor interaction.

MobileCause SMS Campaign Setup

Use Case: Full-service fundraising platform with integrated SMS capabilities, ideal for nonprofits.

Steps:

1. Sign Up for MobileCause: Visit MobileCause → Create an account and log into your dashboard.
2. Set Up Text-to-Give: Go to Campaigns → Click Create New Campaign → Select Text-to-Give → Configure your keyword and short code.
3. Customize Your Donation Page: Design a mobile-friendly donation page with your branding, donation amounts, and recurring donation options.
4. Promote Your Campaign: Share your text-to-give keyword across email, social media, and print materials. Encourage supporters to text the keyword to donate.
5. Track and Analyze Donations: Use the Reports section to monitor real-time donations, donor engagement, and campaign success.

Tips:

• Use Short Codes and Keywords to simplify the donation process.
• Promote your campaign across multiple channels for maximum reach.

SMS Platform Comparison Table

LOOP BACK: Upload to Analyze360 for Reanalysis

Use Case: Identify traits of responders, build high-performing lookalikes, or refine messaging and channel strategy for your next campaign.

How to Execute:

1. Export Campaign Results: Export a CSV file from your campaign platform that includes either:

• Only responders
• Or the full list with a labeled outcome column (e.g., “Clicked,” “Donated,” “No Response”)

2. Upload to Analyze360

• Go to Upload a Dataset in your Analyze360 dashboard
• Upload your CSV with clearly labeled columns
• Check “Build summary and full sociometrics reports for this dataset”
• Submit the file and wait for confirmation that processing is complete

3. View Appended Consumer Data

• Open the dataset to view newly added columns showing demographic, behavioral, and lifestyle attributes appended automatically during processing

4. Run Sociometrics Analysis

• Navigate to Reports → Full Sociometrics
• Use your outcome column (e.g., “Clicked”) to run differential analysis and identify traits that distinguish responders from non-responders

5. Build Next Prospect List

• Use key traits from your top-performing segments as filters in Get More Prospects or the Analyze Assistant
• Generate a new list that reflects your best responders for the next campaign

Tips for Best Results

• Label outcomes clearly in your CSV (e.g., “Responded=1”)
• Maintain all original contact identifiers (name, email, phone, zip)
• Re-run this process after each major campaign to refine targeting and creative strategy
• Use differential analysis to identify motivators, blockers, and segment-level performance patterns

Sample Campaign Strategies by Industry

These are real-world campaign patterns customers have used to activate Analyze360 data across different verticals. Use them as a starting point or adapt them to your audience and objectives.