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Blackbaud Raiser's Edge NXT®
Raiser's Edge NXT Discussions
Donors entering incorrect addresses on the online form
Abby Sheppard
We have an embedded plug in on our website for online donations. We have a field for them to fill out their email and address so we can attribute it to the correct constituent, but we are running into the problem of people not entering their information correctly, for example switching numbers around on their zip code. Typos are very common nowadays, but we are running into the issue that we are having incorrect mailing addresses in our database, which gives us a lot of returned mail. Does any one have any tips to handle this situation?
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Comments
Austen Brown
Hi
Abby Thurston
- The donation form you are referencing, was it created in OLX or NXT?
Abby Sheppard
OLX
Austen Brown
Austen Brown
Hi
Abby Thurston
- You need to review each constituent manually, accepting/rejecting the information they provided while filling out the form. After you have done this, prior to downloading gifts from OLX into Batch follow the steps below -
After selecting gifts to download and clicking on
Bulk Processing
.
Go to the second tab (
Options
).
At the bottom of the window under
Transaction Profile Data
, choose
Reject Profile Information
.
Then go back to the first tab (
Processing
), and click the
Process Now
button.
By completing step 3 you will ensure that changes 'rejected' during the review process in OLX (prior to download) remain as you selected them. This will solve the issues you are experiencing with bad addresses.
I have created a step-by-step guide for downloading OLX gifts into our system; if you are interested in this document send me a DM with your email address.
Abby Sheppard
Austen Brown
That is very helpful, and I am interested in that document!
My question was more towards what if the donor puts in the wrong information, and we have no idea that the information is incorrect? Ex.
First Name: Abby
Last Name: Thurston
Billing Address:112233 Example Road Atlanta, GA 30000
** My address is actually 11223 Example Road, I just entered it in wrong and now Raiser's Edge has the wrong data for me, but no one is aware.
Austen Brown
You need to get AddressAccelerator - it validates addresses, and lets you know when they are not correct. Check out
KB Article #75452
for more information on how it works. The validation happens in real time as an address is added, or you can do it in bulk through the data health center. My organization has been using this add-on for a number of years, and it has greatly reduced the number of returned pieces of mail, due to typos and user error.
Faith Murray
Doubling up what Austen says, we run all of our addresses through BlackBaud's AddressAccelerator service at least once annually. The number of returned pieces since we began using some type of annual validation service is only a fourth of what it used to be when I started here 10 years ago, so it pays for itself in the long run in saved postage. A second service that pays for itself is the deceased person finder, so you aren't wasting postage mailing to people in your system who have died.
That being said, if you are pinching pennies, you CAN get all of this information for free, through the post office. It just tales a little more processing on your part. Ask your mailing house for a copy of their Post Office return codes after they do a bulk mailing for you -- it will have a list of all corrected addresses with codes to identify what kind of correction was made. Or, you can create a free account on the
USPS Small Business tool
and submit your own lists up to 10,000 records (perhaps pull a query of recently-changed addresses each month), and it will spit out a list of unmatched and corrected addresses in Excel for free. Then you can just upload any address corrections via Import.
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