What is the recommended pilot length and scope?

Run a two-week pilot or until 100 postcards are sent. Use a simple control test (50 control, 50 mail) and log every event with timestamp and source to get measurable wins fast.

How should we map systems and assign owners?

Write one line per system listing exact field names and the owner (eg CRM: owner, api_key, customerID). Assign one owner per field who records export paths, approves auditor access, and maintains a changelog.

What event fields are required for direct-mail integration?

Keep events small. Core fields include customerID (canonical CRM id), serviceDate, lifecycleStage, and mail_template_id. Also log source system and timestamp.

How do we handle delivery failures and retries?

On failed addresses log EVT_DR_FAILED, retry once automatically, then notify the owner. Implement retries with Make, Zapier, or an AWS Lambda worker and call the vendor status endpoint after 72 hours if no delivery receipt.

Which metrics should we track to prove impact?

Track latency (minutes from event to analytics), accuracy (%) of customerID matches, and uplift (%) calculated as (bookings_mail - bookings_control)/bookings_control * 100. Always trace lead->mail->booking.

What are the scaling thresholds to add channels?

Scale when uplift >= 10% and latency <= 60 minutes sustained for two full weeks. Then enable SMS and email using the same event pipeline and continue auditing exports.

How should exports and audits be handled?

Produce a weekly scorecard (date,event_count,mail_sent,deliveries_confirmed,bookings,notes), export CSV to an audit bucket, and retain raw exports at least 90 days. Include timestamps, source system, owner, and checksum for integrity checks.

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Q: How should exports and audits be handled?

Produce a weekly scorecard (date,event_count,mail_sent,deliveries_confirmed,bookings,notes), export CSV to an audit bucket, and retain raw exports at least 90 days. Include timestamps, source system, owner, and checksum for integrity checks.

Explains how limited or hidden data export features create lock-in, and how open APIs and automation tools restore transparency and access to complete business information.

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Urgent Field Fix: Hands‑On Steps to Force Triggers, Stop Missed Follow‑Ups and Reconnect CRM‑Mail

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How to Run an Urgent Integration Audit: Stabilize CRM Connections and Produce Exportable Truth Logs

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Precision Campaign Launch Audit: Step-by-Step Tracking, Integration & Data Ownership Playbook for Automation and Service Teams

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