Constituent Address Update Batch

The table below explains the fields included in the Constituent Address Update Batch type. You can use this batch type to create a template to update multiple constituent address records. When a field is not required, you can leave it blank as necessary. For more information about the constituent data entry fields, see the Prospect Wealth & Management Guide.

Note: The other tables in this document describe batch templates. ResearchPoint includes default batch templates that are based on corresponding batch types. With the Constituent Address Update Batch type there is no default template. But you can create a batch template based on the Constituent Address Update Batch type.

Fields marked “Always” are always required. Fields marked “Never” are never required. Fields marked “Conditionally” are required in some situations, such as when another field is selected. Some fields are only accessible when another field is selected or when another field has a specific value. Some fields are display-only when other fields are selected. Fields marked “Unavailable” are not accessible under some or all conditions. This information is in the “Required” column of the table below. Fields that are included in an unmodified Constituent Address Update Batch type are marked “Initially included.”

Field

Description

Required?

Allowed values

Address

ADDRESSBLOCK

Enter the street address or post office box for the constituent’s address.

Never

Initially included

Text (150 characters)

Address type

ADDRESSTYPECODEID

Enter the type of address to add for the constituent, such as “Home” or “Business.”

Never

Initially included

Address types defined in the system

CART

CART

Enter the Carrier Route (CART) for the address. CART refers to the addresses served by the postal carrier and the route used to deliver the mail. The CART can include the city, rural, and highway contract routes. To ease the delivery of mail and receive a postal discount, you can add CART information to addresses in your mailings.

If you validate the address in the program, the CART received from the address validation service automatically appears.

Never

Text (10 characters)

City

CITY

Enter the city for the constituent’s address.

Never

Initially included

Text (50 characters)

Congressional district

CONGRESSIONALDISTRICTCODEID

Select the congressional district for the address. If you validate the address in the program, the district received from the address validation service automatically appears.

Never

Congressional districts defined in the system

Constituent address

ADDRESSID

To update an address record, search for and select an address.

Always

Initially included

Addresses defined in the system

Country

COUNTRYID

Enter the country for the constituent’s address, such as “United States.”

Always required

Initially included

Countries defined in the system

County

COUNTYCODEID

Select the county for the constituent address. If you validate the address in the program, the county received from the address validation service automatically appears.

Never

Counties defined in the system

Do not mail reason

DONOTMAILREASONCODEID

If you select Do not send mail to this address, select why the individual requests to not receive mail at the address.

Never

Do not send mail to this address: selected

Do not mail reasons defined in the system

Do not send mail to this address

DONOTMAIL

If the individual requests that you not send mail to the address, select this checkbox.

Never

Selected or not selected

DPC

DPC

Enter the Delivery Point Code (DPC) for the address. DPC is a POSTNET barcode that contains a ZIP+4 barcode plus two additional digits (or 10 additional bars) to designate a specific delivery point. The barcode consists of 62 bars total, with beginning and ending frame bars and five bars each for the nine digits of the ZIP+4, the last two digits of the primary street address or post office box, and a correction digit.

If you receive a three-digit DPC from your vendor, enter only the first two digits. The first two digits of the DPC are the last two digits of the street address number.

If you validate the address in the program, the DPC received from the address validation service automatically appears.

Never

Text (8 characters)

End date

ENDDATE

For a seasonal address, select the end date for the time period when the constituent uses the address. The format for this field is mm/dd.

Conditionally

When a start date is entered

Month and day

Information source

INFOSOURCECODEID

When you add or make changes to an address, you can select a source for the information. For example, if the spouse of a constituent lets you know about a change of address, you can make the changes and select “Family Member” for the information source.

Never

Information sources defined in the system

Local precinct

LOCALPRECINCTCODEID

Select the local precinct for the address. If you validate the address in the program, the precinct received from the address validation service automatically appears.

Never

Local precincts defined in the system

LOT

LOT

Enter the Line of Travel (LOT) for the address. LOT is the direction the mail carrier takes along a CART. LOT information is required for standard mailings to receive the Basic Enhanced Carrier Route rate.

If you validate the address in the program, the LOT received from the address validation service automatically appears.

Never

Text (5 characters)

Omit from validation

OMITFROMVALIDATION

With Data Tune-Up, you can run an address validation process to verify addresses entered in the database exist. When you run the address validation process, the program automatically updates missing or incomplete address information, standardizes street addresses, and updates the Coding Accuracy Support System (CASS) certified information.

To exclude the address entered when your organization runs the address validation process, select this checkbox.

Never

Selected or not selected

Region

REGIONCODEID

Select the region for the address, such as “North” or “Southeast.”

Never

Regions defined in the system

Set as primary address

ISPRIMARY

To designate the address as the constituent’s main address for communications, select this checkbox. If you define other addresses, you must select one address as the primary address. You can enter only one primary address for a constituent. Under Addresses on the Contact tab, the primary address appears first.

Never

You can only select this for one of the constituent’s addresses.

Selected or not selected

Start date

STARTDATE

For a seasonal address, select the start date for the time period when the constituent uses the address. The format for this field is mm/dd

Conditionally

When an end date is entered

Month and day

State

STATEID

Enter the state for the constituent’s address.

Never

Initially included

State defined in the system

State House district

STATEHOUSEDISTRICTCODEID

Select the state House district for the address. If you validate the address in the program, the district received from the address validation service automatically appears.

Never

State House districts defined in the system

State Senate district

STATESENATEDISTRICTCODEID

Select the state Senate district for the address. If you validate the address in the program, the district received from the address validation service automatically appears.

Never

State Senate districts defined in the system

Update matching addresses in household

UPDATEMATCHINGHOUSEHOLDADDRESSES

When the constituent is a member of a household with additional members, this checkbox is enabled. To copy the address to the household and its members, select this checkbox.

Never

Constituent is not a member of a household: unavailable

Initially included

Selected or not selected

Update spouse address

UPDATEMATCHINGSPOUSEADDRESSES

To update the address for the constituent’s spouse, select this checkbox.

Never

Selected or not selected

ZIP

POSTCODE

Enter the Zip code for the constituent’s address.

Never

Initially included

Text (12 characters)