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Mailable Households Count Report

Learn how to identify mailable households within your trade areas, configure household criteria, and use the report output to request contact lists for marketing campaigns.

Written by Sam Randall

Overview

The Mailable Households Count Report identifies the number of households within your location trade areas that meet criteria you define in SCOUT. Use the report to estimate the number of households available for targeted marketing campaigns based on characteristics such as core segmentation, age, presence of children, and income.

The Microsoft Excel output provides household counts for each location and allows you to specify the number of households you would like to include in a contact list. After reviewing the results, work with your Buxton client representative to license the corresponding names and mailing addresses for campaign execution.

Important: The Mailable Households Count Report and subsequent contact list rental exclude existing customers or patients from the most recent two-year period.

  • 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.

A screenshot of a survey

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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).

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