
Running multiple databases? Want to update your clients? Need to send information to your clients to remain compliant? Not sure where to start?
If this sounds like you, read on. Here are a few quick tips on how to clean up and manage that database.
Make a decision
Decide what information you need to collect and where you are going to keep it.
Some businesses use a range of platforms, so clients can be entered into a number of systems. Decide on which one you will be using as your main client database and ensure that is capturing the information you need.
Instead of seeing your database in terms of columns and rows, see it is a powerful business tool and constantly consider new data fields to add, new segments and new customer lead opportunities.
Identify duplicates
Duplicates are inevitable. So proactively check your data on a regular basis and eliminate duplicates as they occur.
Of course, you need to delete with caution. So check both records, determine which has the most correct data and then act accordingly. If you find that you have different addresses for the same name, give the customer a quick call to confirm their details – they’ll appreciate the effort.
Spring clean throughout the year
It’s always a good time to look at the data you’re collecting and gathering information that will make your next marketing campaign more effective than your last. Here’s a list of the basic fields you’ll want to include or add to your database:
- Title (Mr/Mrs/Miss/Ms) – Adding a title to a name lets you create professional communications and ensures you know the gender of each customer.
- First Name – Separate this field from Last Name for ease of data cleansing and so you can write personal salutations in your email or direct mail campaigns.
- Last Name
- Business Name – include this field if you’re in a business-to-business industry.
- Position – By knowing who you’re talking to within each company, you can tailor your communications accordingly.
- Mailing Address and/or Postal Address – Depending on what’s relevant to your business and your communication plans.
- Daytime Phone Number, Evening Phone Number – Again, you’ll want to include these fields if they’re relevant.
- Mobile Number – If you include a Daytime Phone Number field, there’s a good chance customers will give you their mobile number. If you want to be more specific, you can ask for Work Number, Home Number and Mobile Number.
- Email Address – It’s important to collect email addresses if you want to send quick messages or send email newsletters.
If you have fields in your database that you never use, get rid of them.
Getting more value from your database and your customers
In addition to the required data fields above, you can ask for extra information that will help you segment customers, provide you with free research and let you better personalise marketing campaigns.
- Birthday – If you obtain customer birth dates, you can send birthday cards or special offers.
- Where Did You Hear About Us? – Ask this question and you’ll find out which of your advertising/referral channels is working best for you.
Keep an eye on your customers addresses to see where they live or work – you might be able to tailor your advertising with more personal messages and offers. Do you know which football team they follow, or which code for that matter? Get them involved in your Footy Tips competition.
Send anniversary notes or reminders to encourage customers to visit or purchase again.
You’ll want to record the date you entered each customer in your database for longevity and loyalty purposes. You’ll also want to keep track of the dates you communicate with each customer so you don’t overdo it or lose contact.
Go directly to the source once a year
The best way to confirm or establish customer information is obviously to get it from the customers themselves. Once a year, send out an email or direct mail asking customers to correct their details and/or provide you with more information. It’s a good opportunity to remind them about your services. You can offer an incentive for their time or use the communication as a tell-a-friend tool to build your database further.
Always get permission
The Spam Act 2003 as a number of requirements in relation to is a little vague but if you follow these three steps you should be fine:
- Recipients of your message must give consent to receive emails from you;
- You must provide identification of your business contact details; and
- You must provide a working unsubscribe link.
If a customer doesn’t want you to communicate with them any longer, flag your database immediately.
Check out the attached link for further information. Key Elements Spam Act
I hope these tips can help but if you have any questions, please drop us an email margaret@emporiamanagement.com.au , there is no obligation and we hope to help you develop your business communications.