Utilizing Microsoft Excel to Manage Mailing Lists

Published: 11th July 2011
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Do you actively manage customer or mailing lists? If so, your biggest concern is maintaining accurate address data. Wrong or incomplete addresses will ultimately price you time and revenue. To deal with this you need software that can speedily and very easily import address information by zip code and locate invalid entries. It need to offer proper spelling of both city and state, and fill in missing entries as nicely. If the software also has the capacity to analyze address information and identify prime consumers, it can be a key tool in planning and carrying out your marketing campaigns.

A large number of marketers keep customer data in a spreadsheet such as Microsoft Excel. Excel is an exceptional application for storing address lists, with features that permit the import and export of information in just about each imaginable format. What's missing is a way to simply tap into a source for address information and facts along with the capability to validate and analyze the information.


Initial and foremost you need to have access to a current database of zip codes, along the capability to update it easily. Most zip code data vendors just offer the simple data in the form of a Microsoft Access database, text file, or Microsoft Excel spreadsheet. You can surely import this data into Excel or cut and paste it into your mailing list, which can be a especially time consuming method.

A significantly less complicated approach is to use an Excel "add-in" that supports "custom functions" to link to the zip code database. "Add-ins" run as part of Excel so there is no additional software to load. "Custom functions", also referred to as User Defined Functions (UDFs), perform complex calculations or tasks (such as information importing). They are utilised in cell formulas just like the standard Excel functions SUM, AVERAGE, LOOKUP, etc.

For example, custom functions can take a long list of zip codes in Excel and automatically return city, state and other demographic information and facts from a database. This capability can be utilised to swiftly check the accuracy of addresses. A frequent error in address or mailing lists is a misspelled or mismatched city or state for a given zip code. In this case, you can use custom functions to import the correct city and state names directly into Excel. Then add effortless worksheet formulas to check for discrepancies between the given and imported data, and flag any errors that happen. If your list includes missing zip codes, you can also use a reverse zip code custom function to return the zip code for a given city and state.


Yet another widespread difficulty is that leading zeros can be dropped when zip codes are entered in Excel. This can be prevented by changing cell formatting to text prior to the data is imported. But if you've already created your list, just use a custom function to automatically return valid 5 digit zip codes from the database, with all leading zeroes intact.

Custom functions are perfect for processing long lists of addresses. There is no require to enter a new formula manually for every item in your list. Just enter a single formula that includes the custom function and a reference to the initial zip code. Then copy this formula down your entire list - outcomes for thousands of addresses can be returned in seconds. This is a large benefit over transferring information 1-by-one from the Post Office internet internet site or other zip code software.

Custom functions can offer a number of several kinds of data. They can be utilized to calculate distances between zip codes or zip codes within a given radius. Even key demographic info such as income, population or home values can be supplied by way of custom functions. This data enables marketers to better identify and target the buyers most likely to buy their product or service.

From checking the accuracy of mailing lists to acquiring the most out of your advertising efforts, Excel custom functions can be valuable tools whenever you want zip code-based details.

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Source: http://ronniebell2.articlealley.com/utilizing-microsoft-excel-to-manage-mailing-lists-2310308.html


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