---

Marketing

Selecting Guests ...

• Based on attendance history in prior years
  • Automatically excludes guest names provided by 'hosted' groups
  • Soliciting hosted group individuals is not proper
  • Unless individual gives permission to be added to mailing list
• Show emails, internal ID, telephones plus address information

Filtering Attendance History ...

• Search and gather guests based on attendance history
• Select only specific programs by program type, program titles, words in titles, presenter, and dates
  • Select sponsored programs only, specific sponsored programs, only Private Retreatants, or both
• Skip if no mailing address

Collecting Results ...

• Visually review list of names
  • Export to Excel for further editing if required
• Automatically eliminates 'exact' duplicates (but not similar records)
  • Use the Guest Validation tool to discover 'almost' duplicate records
  • 'Bob Smith' and 'Robert Smith' may be the same person - combine these records into one

NCOA Validation and data collection ervices ...

• Export to NCOA service to validate addresses
  • To get discounted postal rates - US Postal service requires NCOA validation within 31 days of any mailing
• Send file to 'data collection' service to see if email addresses exist
  • Update internal tables with any revised changes or new information

Exporting ...

• Create mailing labels for internal processing
• Send a 'csv' file to your mail processor - automatically
  • Will munch through 40,500 guests and 107,800 reservations in seconds to find the 3,800 guests matching your requirements

---