What Is an NCOA Update?
The National Change of Address (NCOA) update involves both standardizing your address formats per recommendations from the US Postal Service and comparing the addresses on file to the information in the National Change of Address database.
Why Do an NCOA Update?
Over 40 million Americans change their address each year. Additionally, addresses in Bloomerang CRM may not have been consistently entered correctly or in the preferred USPS format. Over time, both of these factors can lead to a significant number of invalid addresses in your data, which can lead to wasted resources in undeliverable mailings and missed revenue when your mailings are not being received by your intended audience. An NCOA update can help you greatly increase the deliverability of your mailings by standardizing address formats and updating address information.
NCOA and Deceased Processing in Bloomerang CRM
Bloomerang partners with TrueGivers to offer you nightly National Change of Address (NCOA) and deceased updates as part of your Bloomerang CRM standard subscription. With this integration, individual constituents with US addresses are updated nightly with:
NCOA information, including move information and address standardization
Deceased information wherein the constituent account status is updated
Other demographic information that you can opt-in to.
Tip: Don't see this in Bloomerang CRM? Email [email protected] to upgrade or purchase NCOA processing.
NCOA Updates
Addresses are automatically updated in Bloomerang CRM.
To view an NCOA update for a constituent:
Go to the constituent's account.
Click Profile.
In the Address section, click Edit. NOCA Updates appear.
If the address is current, it is standardized based on USPS guidelines.
If the current address is not mailable, the current address is marked as Bad.
If a new address is found, the new address is marked as Primary.
Deceased Information
As part of the NCOA updates, deceased constituents are marked as Deceased in Bloomerang CRM. Search the constituent in your NCOA Dashboard to see if there is additional information like deceased date and a link to an obituary.
Demographic Information
You can bring in demographic information as custom fields:
Birth Year — Indicates the year of birth of an individual
Business Owner — Indicates that an individual self-identified as a business owner
Home Owner — Indicates if the home is owner occupied or if the resident is a renter
Income Decile — Indicates the household income rank
Market Value Range — Indicates a market value rank
Net Worth Decile — Indicates the household net worth rank
Religion — Indicates an individual’s religion
Heritage — Indicates an individual's origin
Activate NCOA and Deceased Processing
To activate NCOA processing:
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the NCOA section, click Activate NCOA Processing.
Bloomerang CRM synchronizes with TrueGivers, which might take a few minutes.
Review your customizations before you sync for the first time. Any selected fields will be created and tracked as custom fields in Bloomerang CRM. Customize the fields by clicking the checkboxes. Bloomerang CRM updates automatically every night. Click Synchronize to initiate the sync immediately.
Notification Emails
You can opt to receive notification emails whenever Bloomerang CRM synchronizes with new data. The notification email contains the count of records updated during synchronization.
To view or edit the email address that receives notification emails:
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the NCOA section, click View NCOA Dashboard.
Click the Settings icon on the top right.
Select one or more email addresses.
Click Save.
For more information about notifications, view Integration Settings – User Notifications on the TrueGivers website.
Edit and Pause NCOA Processing
To pause NOCA processing:
Click Settings.
Click Integrations.
Click Integrated Partners.
Click Settings.
In the NCOA section, click View NCOA Dashboard.
To pause the integration, click Pause Integration, and then click OK. Bloomerang CRM no longer updates nightly.
To resume nightly updates, click Resume Integration, and then click OK.
To customize sync settings, click the Settings icon. Update your settings, and then click Save.
For more information about how to pause NCOA processing, view Manually Process the TrueGivers Integration on the TrueGivers website.