Tracking Direct Mail using LeadsRx

1. Ensure that you are passing form or sales data from conversions to LeadsRx (via our API).  If you are not passing unique information about your visitors through an online conversion, there will not be any matches with the uploaded direct mail data.
2. Choose a unique identifier to match data. Options include email address, phone number, full physical address (see requirements below), or client-side account or user ID.
3. Organize data in the required CSV format. For a sample file, click here.
4. Complete a touchpoint upload with your CSV file.

Physical address requirements

If you are matching based on physical address, it’s important to use a full address. These tips below will help ensure your matching is successful:

• Use the same abbreviations the user might use when completing a form or another conversion point. (For example, “Street” and “ST” will not match. “SE” and “Southeast” will not match.)
• Zip codes that begin with a 0 (zero) may be stripped from a Microsoft Excel spreadsheet,resulting in a 4-digit zip code.
• Zip codes can sometimes include the “+4” suffix. These will only match user-provided data if the user provides this same +4 suffix.
• We recommend that if your only unique identifier is physical address, that you use a standard address formatting system, provided by the US Postal Service.
• Our algorithm for matching removes all spaces and special characters such as apostrophes, periods, dashes, etc. This helps attain a higher match rate.