List, Offer, Copy - Still As Valid Today As It Was 50 Years Ago

Direct marketing is often called a game of dollarssave some money.
- getting the basics down and understandingThe Offer
where to put in the time, money and effortYou've got good data, good names in sufficient
where it will do the most good and return thequantity, and clean, accurate addresses, it's time
results you need. Success is often a matter of ato focus on what you're selling. The offer is the
fraction of a percent response, which canheart of the direct mail piece. A carefully crafted
represent thousands of dollars in sales.offer can make or break a mail piece's response
Properly aligned priorities and careful execution willrate, but not the whole program. The phrasing
yield profit, misplaced effort and sloppiness inand framing of that offer needs careful
execution can cost you. If you keep the basicconsideration.
priority for effort at List, Offer, Copy, Design,It should be compelling, not easily obtained
your direct mail has the best chance for success.elsewhere, priced well, relevant to the recipient,
This long-held tenet of direct mail success is justeasy to understand and fulfill quickly, not overly
as valid today as it was in the 50s, despite all thecomplicated, and engage the audience. A tall order
technological advances, postal regulations,for a few sentences, but that's where the magic
automation schemes, computer models and morehappens. Offers should be tested just as
that have been introduced since then. Therigorously as lists. There are likely fewer variables
following shows you the basics and why they arewith offer tests - there are only so many ways
still important.to price a product or service profitably - but how
The List's the Thingit is framed or presented has almost endless
The best product in the world, described invariation.
flowing, persuasive prose in a beautiful packageConfusion leads to "no response" from the
will not sell if it is presented to the wrongaudience, so keep it straight and simple as
audience, period. The list of recipients is the keypossible. Test price only, test premiums, test
to moving units, triggering responses, filling seats,combinations or bundles of products, test FREE
and making money. Put the greatest effort intosamples offers, test "'til forbid" offers (Record
choosing, culling, maintaining, updating, specifying,clubs raised this to high art in the 80s with "Buy
selecting, aggregating, deduping, merge/purgingone, get 12 more for a penny for the rest of the
your list, and your response rate will reflect it.year unless you cancel" types of offers), test as
Clean accurate data is the bedrock of amany as you think reasonable to whittle that
successful program, driving not only your initialoffer down to its most crystalline, efficient,
mailing, but dictating your remail schedule, youreffective best.
test results, your fulfillment order, your list rental"Copy" Does Not Involve Toner
program, and more. Without clean data, you mayNow you know who the product is suited to,
as well toss 30% of your materials in the trash,under what circumstances they will purchase it (or
that's certainly where they will end up anyway.attend it, or select it, or vote for it, whatever the
Selection is the basic starting point - the moredesired response is). Now it's time to figure out
you know about the product or service, thewhat aspect of the product really lights up the
better you can select the list. Your testingboards, what angle to approach the audience
program will direct your list selection to a greatregarding the product, and what benefits and
degree, but if you're just starting out and have nofeatures will make it move off the shelf.
test data, that's the place to start. Test lists areCopy should be a persuasive description of the
small segments of much larger lists that on theirbenefits to the buyer of the product or service,
surface seem to fit the customer profile you'vepriced so that it almost appears too good to be
developed as part of product development. Smalltrue, seemingly so enticing that the buyer can't
segments of many lists that fit the profile will giveseem to do without it. Copy, be it long, short,
you the response data needed to narrow downpoetic or workmanlike, is the grease that lets the
the list of lists to those that actually fit thedirect mail engine turn smoothly right to a
customer profile adequately to mail in volume.response - it drives the reader to the desired
Testingaction, either buy, register, attend, mail back,
If you are only testing lists, mail the same piece,enter, provide information, or dial.
with the same offer, copy, design, timing andCopy should be tested if you're promoting a new
other elements fixed, to the small segments andproduct, rebranding an existing product, have
the list data should be the only variable. Read thisminimal data or purchasing history for the
response data approximately 3 weeks after dropaudience, or are trying a totally new package.
date, and you'll know which lists really work andCopy length might also drive a format test, just
which ones don't. Once that data is in, reviewfor the sheer space needed for some of the long
your segment descriptions, and match them backcopy, a letter package might be required to
up to your response data, see if there is acontain it, as opposed to the more popular
common theme among the respondents thatpostcard, with its limited real estate but bold
may not have been anticipated.colors and low cost.
Lists that don't pull well at all, the lower 25%, canTalk To Me!
be safely dropped for the moment. Lists in theCopy should speak directly to the recipient -
middle 50% should be examined carefully, and thesounds obvious, but you'd be surprised how often
selection criteria aligned more closely with those inwhen reviewing packages, the copy only contains
the top 25%. The top 25% can be mailed inthe directive tense "you" in the last line, if that.
volume. That top 25% represent the set ofSpeak to the reader and they will put themselves
characteristics that you want to emulate forin the listening position and process your copy as
future mailings, providing the offer and copy don'tif you were speaking to them. Make sure all your
change.copy answers the questions for the reader,
For non-profits, this universe from which to select"What's in it for me?", and it will sell. Copy that is
your tests is usually pretty strongly defined,benefit-laden, sings smoothly to the reader, offers
composed of either members, potential membersundeniable benefit after compelling benefit and
or some peripheral group in or around yourputs a couple of "early closers" in there is very
industry. Publications, member lists from affiliatedlikely to pull well - all the ingredients are there. All
or peripheral organizations, meeting or tradeshowother things being equal, good tight copy will
attendees, customer lists from affiliate membersout-pull sloppy, flaccid prose every time.
all offer fresher data to test than your houseA word about length - there are no real "rules"
prospect list, and there are many options beyondabout copy - except if it works, use it. Copy
those to investigate. If your program is brandshould be long enough to tell the tale to the
new and you're starting from scratch, tryreader, and not a word longer. If it takes you two
anything that seems reasonable - yourpages to wax poetic about the latest sewage
assumptions are not as valid as actual test dataeradication technique using industrial solvents, so
(see related article on research data).be it. If you test it against stronger, shorter copy
Once you've assembled a set of data-validatedand it loses - dump it! It's that simple.
characteristics from your list test, have someCopy is a subjective element, much like design,
reliable selection criteria, and a realistic universewhere everyone has an opinion, and in most
from which to draw the continuing working lists,cases each is just as valid as the next. If your
the search is on to locate new lists that matchpackage has been tested extensively enough that
those criteria as closely as possible. Get creativeyou can test a single word choice to make a
when sleuthing out where those might comedefinitive call, you've got other things to worry
from.about - don't waste time arguing, put something in
If money is tight (when isn't it?) you can offer tothe mail!
swap lists with other interested parties. You canDesign - Last But Not Least
negotiate partial swaps, ask for a net nameLastly, the design of the package, and its
arrangements with larger list sources are viableimportance to the response rate, should be
once you've formed a relationship with them, anddiscussed. Design gets more time spent compared
there are a number of other approaches toto the effect on response than any other
procuring lists at less than full rate. All they can doelement. Sometimes this is for the reason
is say "No."mentioned above about copy - it's subjective and
You've cobbled together a set of lists you feel willeverybody has a way they envision the piece
work based on your test data, now it's time tolooking. The only hard and fast rule about design
make it efficient to mail. The Merge/Purgefor direct marketing is that it function properly. Is
process is the one that not only allows you tothe postcard insides printed right side up? Does
mail only one piece per name, but the results ofthe response device fit easily into the reply
the purge according to priorities you set tells youenvelope? It has to function.
where your "good" sources of lists are, howIt also should be producible by machinery
much cross-over there is between list sources,currently available in mail production facilities. There
who really supplies the majority of your "new"are as many formats as there are imaginative
names, and a lot of other useful data. Be suremarketers out there, and any or all of them could
you work closely with your data processing housework under the right circumstances - the only
to achieve the merge/purge results you want.way to truly know which one is best is to . . . you
Clean It Upguessed it, test! Test a letter versus a self-mailer,
Now that you have a reliable, efficient collection ofversus a magalog, versus a postcard, versus a
the right number of names based on your testcard in a deck, versus a dimensional, versus a
data, it's time to do some cleaning. Good data isdoormat (no longer postal legal). Test odd shapes,
not only the right names, but involves addresstest multiple pieces versus just one.
hygiene, salutation and gender correction, updatedSince we mentioned in the beginning that direct
mailing addresses, zip-plus-four appending andmail is a numbers game, here's where good
other list cleaning chores, most of which can bedesign can earn its stripes. Mail the most
done electronically through data processingexpensive package and test each element,
software.removing each and remailing until the response
All this is done to be sure your carefully designed,drops. The fewest pieces that doesn't negatively
well-written piece reaches its destination. Your mailaffect response is the winner - you want to test
house will likely offer a number of list hygienethe Cadillac initially, and scale back 'til you're mailing
options, or know of a data processing companythe VW beetle in mass quantities. Good design
that can perform these functions, at a pershouldn't be noticeable, it should just work to
thousand rate. Take advantage of as many asconvey the message the copy is proposing.
you feel you need to get your data squeakyNow you have your priorities aligned with success
clean. At the very least, address standardization,- list, offer, copy, design. Focus on your direct mail
genderization, NCOA (National Change of Address)in priority order, and your packages will be lean,
update, zip+4, and postal presort should betight, effective and profitable. That's what we're
applied, to help boost your postal discount andall shootin' for! Enjoy!