Sprint 46 Release

New Features

These data stewardship features are operational across all integrations, including:

New Task: Move to Non Mailable Address

TrueGivers released a new Task - Move to Non Mailable Address. This task is created when USPS identifies a move for a donor, but the new moved address is considered invalid, multi-matched, or vacant by USPS. Invalid and Multi-Match address statuses can sometimes happen if the consumer fills out the change of address form incorrectly. Additionally, an address can be marked vacant if it was unoccupied for at least 90 days. It is possible that the data will be updated in the data source, which TrueGivers will discover during subsequent update processing. We will report this change when we identify that the new address is no longer considered invalid by USPS.

TrueGivers processes all address records through CASS/DPV. These services hygiene and standardize address data to comply with USPS standards.

Move to Non Mailable Address
Move to Non Mailable Address

During this processing, the USPS service could not confirm that the address was valid and not vacant.

Review the address details

You should review the different values returned to you on the record display page within TrueGivers to discover more about the address:

Additional Address Details
Additional Address Details

The field address_status_code will indicate if the address is considered V (valid), N (invalid), M (multi-matched), or S (could not confirm secondary). All values, except 'V' (Valid), will list the description in the address_status_description field.  The address_vacant field will indicate Y (vacant), N (not vacant), or U (unknown). In blue, the address_move_record_type will help you understand which is the move address and which is the old address. This field can have one of three values:

  1. C (Current)
  2. H (Historical)
  3. A (Active)

This task is focused on motivating users to perform manual record clean up so that more of their records process through NCOA/CASS/DPV. We recommend confirming the address and then marking it as the primary address if it is not.

Not seeing this task? You may need to update it to pending in the tasks settings. Updating it to pending will only create these tasks within TrueGivers. It will not create the tasks within your CRM. Once you select Pending, go back to the tasks page and click refresh. Read more about tasks here: https://truegivers.com/getting-started-with-stewardship-tasks/.

 

New Task: Change to Address Status

Depending on the CRM, TrueGivers will identify if there was a bad flag on an address when we download the address. Unfortunately, we may not know why this address was marked bad:

  • Someone from the organization marked the address as bad. Why?
    • it is not the right or current address
    • the donor does not want to be contacted
    • the donor is deceased
  • TrueGivers marked the address as bad during prior processing Why?
    • it was identified as vacant
    • it was identified as invalid or multi-matched
    • it was a move no forwarding address

TrueGivers processes all address records through CASS/DPV; these services hygiene and standardize address data to comply with USPS standards.

Change to Address Status
Change to Address Status

During this processing, the USPS service may have found that the address is good and mailable. TrueGivers will attempt to update the address if there are standardization changes when we apply this change, the bad flag will be removed. However, if the address was considered mailable and standardized on download, we will not update the address or remove the bad flag. You should confirm that you want this address to be marked as a good and primary address.

How do you know that it was marked bad on download? Just open up the record page, and search for input_address_status. It the value in the Original column = 'N', then this address has a bad flag when we downloaded the address from your CRM.

This task is focused on motivating users to perform manual record reviews and following a standard practice for marking an address as bad.  We recommend confirming the address is the users current address.

Not seeing this task? You may need to update it to pending in the tasks settings. Updating it to pending will only create these tasks within TrueGivers. It will not create the tasks within your CRM. Once you select Pending, go back to the tasks page and click refresh. Read more about tasks here: https://truegivers.com/getting-started-with-stewardship-tasks/.

Fixes

Some users were having an issue with the Re-Sync button located on their dashboard. This button appears when a record errors during synchronization. Our team was able to identify and fix some of the errors causing these records to not synchronize.

Our team work to push these through to your CRM.  However, if you are seeing this button on your dashboard, go ahead and click it! We may have just not gotten to your account yet.

If this button does not go away, we are still working on a handful of outstanding errors. If you need this resolved right away, let us know! We will review your account specifically for any additional errors.

 

re-synchronize
Click the yellow Synchronize button to re-synchronize errored records.

 

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.