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User Guide - Experian Intact guide.pdf · 2020-04-01 · cleansing service for B2C organisations....
Transcript of User Guide - Experian Intact guide.pdf · 2020-04-01 · cleansing service for B2C organisations....
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Experian IntactPure and simple data cleansingA step by step user guide
In today’s service-led and increasingly competitive times,
keeping in touch with existing customers and reaching
new prospects has never been more important.
However, consumer lifestyle and business changes cause
data to decay on a daily basis, resulting in inaccurate
and out of date data, and creating financial, branding
and regulatory risks for organisations.
How can Experian Intact help your business?
Experian Intact provides a user-friendly online data
cleansing service for B2C organisations. Users have
24/7 online access to Experian Intact and do not need
to have any specific technical knowledge of data
processing/cleansing or databases. The service can be
accessed directly from the user’s desktop using the
internet and does not require system configuration or
set-up in advance.
Why are our services right for your
organisation?
Experian Intact has helped organisations to:
• Reduce marketing campaign costs
• Improve profitability and maximise customer
relationships
• Ensure compliance with industry data regulations
Experian Intact provides access to a comprehensive
range of industry data, including Experian unique files
such as Absolute Movers and Absolute Contacts,
delivers a FREE data audit and a choice of data integrity
services to meet the changing needs of your business.
Your step by step user guide
Registration
To enable you to start using Experian Intact you need to
register your user details first.
Complete the user details on the registration page on
the Experian Intact website and we will then send you an
email confirming your login user name and password.
Start using Intact
Go to the main home page on the website and click
on the login box on the right hand side of the page.
Enter your username and password and the main
menu page will now appear showing the 5 simple
steps to cleaner data.
Just like internet banking everything you do from
here is totally secure; nobody else can see or access
your data.
Forgotten your password? Don’t worry just contactus on +353 1 6614808 and we’ll email youanother one
This booklet will guide you through Experian Intact's five
simple steps to online data cleansing.
Step 1. Submit file
Select the file from your computer that you wish to clean
by clicking on the browse button. We will then ask you a
few simple questions about your file. Click NEXT and
Intact will begin the secure file transfer. At this point,
a screen will appear that illustrates the progress of your file
transfer to Experian Intact. Whilst this is happening you are
not able to progress onto the next screen.
Give your job a name, check your email address is correct
and then click NEXT. When a confirmation message
appears, simply click OK.
Once the file has been received by Experian Intact,
you will receive an email detailing the next stage
of the process.
Step 2. Define data
Once you have received the email from Experian Intact confirming
that your file has been transferred successfully, click on the link
within the email or go back to the Experian Intact home page and
log into Experian Intact as per the previous instructions.
Once you are in the Experian Intact main menu, click on step 2
‘Define Data’ and select the relevant job name.
Experian Intact may have attempted to locate the key name,
address and telephone details within your file. In this instance,
please check that Experian Intact has identified these correctly.
If any are incorrect you can change them by selecting fields from
the drop down lists.
For example, you can specify whether the name details on your
file are all contained within one field or separated out into
multiple fields.
If Experian Intact has not defined where the key contact elements
are within the file, please allocate the name, address and
telephone number elements to fields using the drop down lists.
If you have telephone numbers as well, allocate these fields to the
correct drop down boxes as you did for the name and address
information. When you have completed this information, click on
the NEXT button. This final page will show the list of data fields
that will not be used as part of the Experian Intact data cleaning
process. Check that these are ok and click NEXT.
You have now finished defining how your data looks.
Don’t worry, although these fields are not used as part of the
data cleaning process, they will be returned back to you on the
cleansed file.
If you have any problems completing this step,please contact our helpdesk on +353 1 6614808
Experian Intact Audit
Step 3. Review your audit
You can expect to receive an email from Experian
Intact containing your data audit once processing is
complete. This email will provide you with useful
information about the quality of your data, and
provides you with the opportunity to review the
results and decide which services you should
apply to your file.
Step 4. Select services
Now that you have reviewed the information within the
data audit, you can select which services you wish to
apply to your data.
Login to the Experian Intact service and click on Step 4
‘Select services’ on the main menu page. First you
need to decide which type of file you would like
Experian Intact to return to you:
• Net File
• Mail File
• All File
Most users select the NET file option.
Please select whether you wish to purchase the
Postaim appending service or the data cleansing
service. Click on refresh costs and the page will
update to display the total charges relating to the
services that you have selected.
This stage provides you withinformation regarding thequality of the data withinyour file. This information isall free of charge.
Don’t worry if you download yourcleansed file and realise that youhave selected the incorrectformat, you have the option todownload the cleansed file in adifferent format within 7 days ofthe data cleansing process
Step 5. Download file
Finally you just need to specify the type of file that you
want Experian Intact to return to you.
Experian Intact will return a text file, which is .ZIP
compressed for speed. You can also choose to
password protect your file at this stage.
Click NEXT when you are happy with your download
file settings. You will now see the total cost. If any of
the details are incorrect use the BACK button to
change them.
When you are happy, click FINISH. Experian Intact will
then start to create your cleansed file in the format
that you have selected.
Once Experian Intact has created your output file, you
will receive an email titled ‘download ready for
retrieval’. To download your cleansed file click on the
link in the email or login and select step 5 ‘Download
cleansed file’ from the main menu.
Select the cleansed file for the job that you want
to download.
How to pay
Only at this stage will you be asked to
enter your payment details. Payment is
usually by credit card. However, if you
want to open an account and be invoiced
every month, please call +353 1 6614808.
You will now be able to see your results by
either opening the file or downloading it
to your computer.
Job history and current status
Check the status of your current jobs, and
view the Job history of completed jobs by
clicking on the Job history and current
status option.
Clean
Verify and update contact information such as
name and address to ensure personal information
is complete and accurate, and that direct
marketing communications are deliverable.
Validate
Validate that an individual is present at an address
and telephone contact details are correct to ensure
that your direct marketing campaigns reach the
intended recipient.
Suppress
Identify and remove individuals/businesses that cannot
or will not respond, thereby reducing wasted mailing
costs and avoiding causing consumer annoyance.
Enhance
Use additional demographic, lifestyle and business
information to gain a better insight into consumer
behaviour and ensure your communication is relevant.
Intact Services Overview
www.experianintact.iewww.experianmarketing.ie
Why wait?
Obtain a FREE DATA AUDIT today at www.experianintact.ie
Alternatively, for further information call: +353 1 6614808
or email: [email protected]
Experian Marketing
Services Ireland Ltd
Renaissance House
22 Windsor Place
Lower Pembroke Street
Dublin 2
Ireland
T: +353 1 6614808
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