How do I stop duplicate mailouts quickly?

Add a dedupe check at ingestion and pause records that match above a confidence threshold. Use name+address or phone checks, flag high confidence matches for auto-merge, and route ambiguous matches to human review to prevent duplicate postcards.

What is a master profile and why does it matter?

A master profile is the single unified customer record used by marketing, billing and field ops. It ensures mail sends honor consent, service history, and the canonical address so campaigns are accurate and auditable.

Which dedupe methods should I use first?

Start with deterministic rules like exact email or account ID matches, then run probabilistic matching that scores name and address variants. Keep a merge score to drive auto-merges and review routing.

What merge thresholds do you recommend?

Recommended example thresholds: score >= 0.92 auto-merge; 0.75 to 0.92 hold for human review; score < 0.75 create a new contact. Adjust thresholds based on pilot results.

Which tools are good for small operations?

Use ServiceTitan or Jobber for job data, HubSpot or a CRM for leads, Google Sheets for initial maps, Make or Zapier for low-code automations, PostcardMania for mail vendors, and AWS Lambda or Python when you need custom scoring or scale.

How do I keep merges auditable and compliant?

Log every merge decision in an immutable audit trail with fields like merged_by, event_id, review_status and timestamp. Route lower confidence matches to a review queue and document access or deletion requests to comply with data subject rights.

What KPIs should I track to measure impact?

Track duplication rate, merge success rate, time-to-merge, mail-piece ROI, opt-out rate and data freshness. Use dashboards to show trends and rollout progress at a glance.

What are the first practical steps to implement this playbook?

Map sources and pick a single source of truth; add real-time dedupe at ingestion; schedule nightly consolidation with scoring; route merges through an auditable workflow; feed the master profile to direct-mail automation; pilot a campaign and measure ROI.

Browse Articles with the topic of "real world automation moments automated customer reactivation"

Q: Which tools are good for small operations?

Use ServiceTitan or Jobber for job data, HubSpot or a CRM for leads, Google Sheets for initial maps, Make or Zapier for low-code automations, PostcardMania for mail vendors, and AWS Lambda or Python when you need custom scoring or scale.

Q: How do I keep merges auditable and compliant?

Log every merge decision in an immutable audit trail with fields like merged_by, event_id, review_status and timestamp. Route lower confidence matches to a review queue and document access or deletion requests to comply with data subject rights.

Q: What KPIs should I track to measure impact?

Track duplication rate, merge success rate, time-to-merge, mail-piece ROI, opt-out rate and data freshness. Use dashboards to show trends and rollout progress at a glance.

Q: What are the first practical steps to implement this playbook?

Map sources and pick a single source of truth; add real-time dedupe at ingestion; schedule nightly consolidation with scoring; route merges through an auditable workflow; feed the master profile to direct-mail automation; pilot a campaign and measure ROI.

Showcases workflows that re-engage inactive customers automatically through personalized marketing triggers using CRM data, email campaigns, or printed direct mail.

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