The Multi Matched Address Identified Task

Description

The Multi Matched Address Identified Task is a Data Stewardship Task. To create the task, TrueGivers reviews the address status field returned by USPS. When the address status returned is 'M' or Multi Matched, TrueGivers will mark the address as bad in your CRM. This means your address is considered a non-mailable address.

An multi matched address status happens when the CASS/DPV services cannot find an exact match on the USPS master list. However, they were able to make a partial match. When they make a partial match, this usually means that they were able to match on Street Number and Street Name, but there may have been a pre directional or post directional that was included and should not have been, was incorrect, or was missing. This is why is is considered a non-mailable address.

Criteria

address_status_code = 'M'
address_status_code_description = 'Multi Matched'
no move address is returned
donor is not deceased

TrueGivers reviews the address status returned by USPS to determine if the address is considered mailable or not.

Task Details

Tasks will include a caption indicating the Donor's address could not by confirmed by USPS. The description indicates that the you should review the address and update it in order to be USPS compliant. Here is an example:

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 Multi Matched Address Identified 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 was downloaded the following address:

5553 N Lee St
Tucson, AZ 85712

This address may look correct, but USPS returned an Multi Matched address status because the actual address is '5553 E Lee St'. We will create a task recommending that you review this address. Generally, addresses that are identified as multi matched need to have a change made to the address in order for it to be considered USPS compliant. If you do not make a change, this address will continue to be a non-mailable address.

TrueGivers will create a task because of multi matched address status data. Let's say this record was sent for 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.

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!
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 Multi Matched Address Identified Task, review the street number, street name, city/state, and zip code. Use the free tool - SmartyStreets - to help you pinpoint why an address was not considered valid. Remember, it is usually an incorrect or missing directional on the address. Confirm with the donor their address. Then, update the address within your CRM and remove any 'Do Not Contact' or Bad flags on the account. Complete the task once you have made these data decisions.

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.

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