How to Maintain Your Housefile

Successful list maintenance initiatives ensure that you have a methodology in place to properly identify duplicate customer records. In many instances, when customers first purchase from a catalog, they’re assigned unique identification or account numbers, which can be used when accessing a customer’s account. When a customer makes a repeat purchase, access the same record. Don’t assign a new customer number to a previous purchaser, as that could result in file duplicates causing several problems, including unintentionally sending multiple mail pieces to a customer and/or being unable to get a true snapshot of a consolidated customer profile.