078 » One Excel Trick That Will Get You Better Returns on Your Direct Mail Campaigns » Joe McCall
Summary: Ok, so I get this question all the time: “In Excel, I have my current mailing list and my new mailing list. How do I cull out the old addresses that I’ve already sent letters to so that I am left with only the new addresses?” I do this in Excel with a formula called VLOOKUP. It helps me compare the addresses on both spreadsheets to find the new additions to my mailing list. By the way, it can be used on any criteria that you set, not just addresses. It’s a great way to help you stay in the proverbial strike zone when it comes to your direct mail campaigns. Watch and enjoy: What's inside: 00:35 – I have two lists. How do I compare the information in each? 01:15 – You have a friend in the Help menu 03:00 – Getting down to brass tacks 07:18 – Getting rid of the stuff that you don’t need 09:20 - Recap Tweetables: This video will save you time and improve your direct mail campaigns. [Click to Tweet] Don’t let deals slip through your fingers. Keep your direct mailing list up-to-date with this easy trick. [Click to Tweet] Not an Excel guru? No worries. Find out how to get new leads with a few touches of a button. [Click to Tweet] Mentioned in this episode: Because of the personal data in the spreadsheets, we cannot upload them here to the website. Also, the formulas would not work for you after you downloaded the spreadsheets. But I can copy and paste the formulas here: =VLOOKUP(AN10,'[old list.xlsx]Sheet1'!$B$2:$B$9461,1,FALSE) =IF(AO3=AN3,"Yes","No") Transcription: Download episode transcript in PDF format here... Joe: Hey everybody. Joe McCall here. Alex and I were just online on Skype a minute ago and we're going to record a Q and A but either his computer kept on crashing or mine kept on crashing. So we just said "Let's reboot our computers. Let's just start over again. But he's getting ready to go to a trip so he doesn't have time to re-do the video. So what I said I'll do is I'll go ahead and do this video. Now, here's the question. He's got a-this is a common question I get a lot. He's got a spreadsheet of all of the people that he's mailed to recently and he just downloaded a new spreadsheet of a bunch of new people that he wants to mail to and he wants to take out of the new spreadsheet all of the names or the addresses of the homes that he mailed to a couple of weeks ago. So one of the ways that I do this-and I'm sure there are better ways out there-is through a formula in Excel called "V Look up." V for Vertical Lookup. So I'm just going to walk through how to do that real quick because I know this is a common question a lot of people have and so let me show you how to do this. First I'm going to say is, whenever you're in excel and you have a question about something, go to the help window. So many people kind of forget about help or don't really take it seriously. But if you just go to excel and look up "V lookup," something's going to come up here. Let me show you what else you can do. There's a website called "YouTube." It helps when you put in the dot com. The "YouTube" channel, remember that episode in the office where, what's his name-Michael-is wanting to get, he's doing some kind of party at their office and he's trying to get a hold of "Youtube" to get them to come and film the office party and he couldn't figure out. Nobody at "Youtube" was answering the phone. So anyway, go to "Youtube." Do a search here for "V Lookup Tutorial. Okay, V Lookup Excel tutorial." You're going to find a bunch of videos here or the bunch of ads. But here, V Lookup tutorials. Real simple stuff that you can look at. Now here's, from Excel, my window didn't close. If you click on here in Excel, you'll see the tutorial they have, you see the tutorial they have here on excel and excel for the V Lookup. So I accidentally clicked on the outlook ad here. Let me go back. So here is John Flynn-3 years ago-even though this video is 3 years old,
