The Change to Address Status Task

Description

The Change to Address Status is a Data Stewardship Task. We want you to review their address and confirm that it is their current address. This task is created when we find that your address's status has changed from bad to good. TrueGivers will update the address within your CRM to be listed as 'good'.

Criteria

  • input_address_status = 'N'
  • address_status_code = 'V'
  • address_vacant = 'N'
  • address_move_record_type = 'A'

TrueGivers uses the input_address_status to keep track of whether the address was marked with a 'bad' flag on download. Then we use the address status provided by USPS to determine if there was a change. Then, a task is created.

Task Details

Tasks will include a caption indicating the Donor whose address status has changes, plus a description indicating why we created the task and what steps you should take. Here is an example:

Change to Address Status Task Details - A Donor Stewardship Task
Change to Address Status Task Details

Due Dates and Expiration Dates

TrueGivers adds Due Dates and Expiration Dates to your tasks so that you do not waste time reviewing 'old' tasks that are no longer relevant.

The Change to Address Status Task has a Due Date set for 3 days after the task was originally created, and a no Expiration Date set. We do not set expiration dates for Data Stewardship Tasks because we want you to take an action on these tasks. Data Stewardship Tasks should at least be reviewed to ensure your data is up to date.

Example

In the CRM, Jane Doe's primary address has been marked as bad. This may have been by a member of your organization or by a prior TrueGivers processing. When this address was downloaded, we identify that this address was marked bad. Then, the address is sent for processing. USPS returns the address with an address status of 'V' or Valid. When we synchronize to your database, we will update this address and remove the bad flag. TrueGivers will create a Change to Address Status task right away. Let's say an address status change was identified during processing on 5/1/2019.

  • The Due Date will be set to 3 days after 5/1 which is May 4, 2019.
  • The Expiration Date will not be set.

Steps You Should Take

Remember: Stewardship Tasks provide a specific action you can take on a specific record to improve data stewardship – and ultimately your relationship with your donor. Stewardship Tasks serve two purposes.

  1. They help you keep your database as clean and ready-to-use as possible. This helps you practice regular maintenance and avoid clunky batch updates. These are the Data Stewardship Tasks like this one!
  2. Tasks are designed to help you stay in regular communication with your donors by leveraging the data in your CRM. We prompt you to take small steps that bolster your relationships. These are Donor Stewardship Tasks.

TrueGivers will provide some simple steps within the task itself. Use the Task Buttons to help keep track if you have started and completed a task or if you decided to ignore a specific task. TrueGivers provides the following buttons:

  • Approve
  • Complete
  • Decline
  • Delete

After you have determined what action you would like to take on the task, your first step is to review the data. Because TrueGivers uses third party data, you should always confirm the data provided is correct.

For the Change to Address Status Task, review the data provided by TrueGivers. Was the address marked as bad on the initial download? Or did TrueGivers mark this address as bad during a processing? Confirm that this address is the most up to date address for your donor. This may be a good time to email or call them!

Complete the task once you have completed your contact with the donor.


Data and Donor Stewardship Tasks

TrueGivers processes your database daily to look for new data matches to existing accounts, new accounts, and accounts you made edits to. With each process your database receives CASS/DPV/NCOA/RDI, Deceased Information, and Individual & Household data enhancements. Then we create Stewardship Tasks.

Want to learn more about our tasks? Head over to our Stewardship Tasks page.

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.