Mark "Bad Address" user-defined fields

You can use a use a user-defined field called "Mailing status" to track which constituents have bad addresses. We recommend you run a mass update after each AddressFinder (NCOA) run. When you send mail, exclude accounts with bad addresses.

  1. From Management, click Mass Update. The Mass Updates page appears.

  2. Under Update Existing Items, click Update Existing Accounts

  3. Select the category that corresponds to AddressFinder (NCOA).

    Tip: For eTapestry clients in the United states your category is probably called "AddressFinder (NCOA) Codes." For Canadians, use the queries you created for each code. Refer to Create Queries for Updated Canadian Addresses.

  4. Select the query that contains the addresses changed by AddressFinder (NCOA). Include addresses with the following NCOA codes:

    • Invalid Address

    • Move Identified, Address Cannot Be Updated (Not Corrected)

  5. Under Update Type, select Assign. This selects the "Bad Address" value from the Mailing Status field for constituents whose addresses could not be corrected by the AddressFinder (NCOA) run.

  6. For Account Values, click Mailing Status under Base. Then, select the Bad Address value from the menu that appears.

  7. Click Next. A preview summary appears so you can verify the number of accounts that will be updated.

  8. Click Next to run the mass update. Accounts whose addresses were marked invalid by AddressFinder (NCOA) are marked as having bad addresses.

    Warning: While the mass update is in progress, users cannot access the affected records. We recommend you run the mass update when users are typically inactive. You can log out while the mass update is in progress.

Do not send mail to deceased accounts, accounts with bad addresses, or to accounts that have requested to not receive mail or solicitations. We recommend you create a "Do Not Mail" query to identify accounts that should not receive mail. Then, create a "Clean Mailing List" compound query that includes accounts that should receive mail, but excludes the accounts that should not receive it. You can then use this "Clean Mailing List" query to send mail. You can also use it as the starting criteria for other queries to further define mailing lists. For more information, refer to Create a "Do Not Mail" query and Compound Queries.