Overview
Follow this guide to learn how to generate and interpret the Mailable Households Count Report in SCOUT. This report identifies households within your location trade areas that meet your selected demographic and segmentation criteria. You’ll also learn how to configure report settings, understand each component of the Excel output, and prepare your requested household counts for contact list licensing. By the end of the article, you’ll know how to run the report, customize filters, and use the output to support targeted marketing campaigns.
Outputs Available: Microsoft Excel
Mailable Households Count Report
Report Purpose:
The purpose of this report is to provide you with a count of mailable households in your location trade areas that meet criteria you select. You may work with your client account representative to license contact lists for these mailable households for marketing campaign execution.
How to Use This Report:
Right-click anywhere on the map and select the “Mailable Households Count Report”. The report will pull household counts for your user-defined criteria for all your open locations.
The counts report and subsequent contact list rental will exclude any of your customers/patients from the most recent 2-year period.
The Excel output provides you with the ability to enter desired counts of households for mailing by location in combination with visuals of total counts across the open network.
User Selections:
Title: Insert title of report to be run.
Core Segments: Select desired level of core segmentation for the report, based on the primary, secondary, and tertiary segments in your primary customer/patient profile.
Note: if you have more than one customer/patient profile, the report will draw from your primary profile.
Custom Trade Area? (checkbox): Select this checkbox to use a custom drive-time trade area size for trade areas around your current locations, then type the desired size in the next question below. Leave this unchecked to use actual trade areas for your network loaded to SCOUT.
Custom Trade Area (input): If the custom trade area selection box is checked, enter the drive-time value to be used for the counts report. Values here will be ignored if the checkbox is not selected.
Minimum Age: If desired, insert a desired minimum age. The report pulls age for the head of household. Note: you cannot enter an age below 19. The default setting is age 19.
Maximum Age: If desired, insert a desired maximum age. The report pulls age for the head of household. The default setting is age 100.
Presence of Children: If desired, you may filter on households with or without the presence of children (or neither – N/A).
Income: If desired, you may filter households on various desired income levels (or no income filter – N/A).
Excel File Output Contents:
Tab 1: “Overall”
The counts report identifies counts of households within the listed trade areas around each location in network. Counts are reported on both total levels as well as incremental drivetimes, all grouped by core level of segmentation.
Do not edit anything on this tab.
Tab 2: “Order Form”
The total available counts at each location reflect the sum of households captured at the user-defined settings.
Enter the desired count of households for your contact list rental in column ‘E’, directly to the right of ‘Total Available’.
Do not edit anything else on this tab.
Tab 3: “Settings”
Each field represents the different user-defined settings utilized for the report as a reference, and is needed to order contact list rentals for marketing campaigns.
CID: Your Buxton client ID
CORE: Level of core designation requested
SEGMENTS: All segments pulled for consideration
TA_TYPE: Type of trade area utilized (either actual or custom)
TA: Average trade area utilized
MIN_AGE: Minimum age restriction
MAX_AGE: Maximum age restriction
POC: Presence of children restriction
INCOM: Income restriction
RUN_DATE: Date of report
Do not edit anything on this tab or results will differ from the counts shown.
Once you’ve reviewed your counts output and order form, connect with your client representative to license contact lists (names and mailing addresses).