MAILERS+4:SmartMover Tutorial - Revision history

Admin at 23:44, 14 July 2021

2021-07-14T23:44:34Z

← Older revision		Revision as of 23:44, 14 July 2021
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	===View Results===		===View Results===
	Once your file is done processing, view your results on the SmartMover Real-time NCOALink Results window.		Once your file is done processing, view your results on the SmartMover Real-time NCOALink Results window.

	[[File:MP4 SMT-3 Results.jpg\|Mailers+4 - SmartMover Tutorial - #3 Results\|link=]]		[[File:MP4 SMT-3 Results.jpg\|Mailers+4 - SmartMover Tutorial - #3 Results\|link=]]

Admin at 23:46, 13 July 2021

2021-07-13T23:46:37Z

← Older revision		Revision as of 23:46, 13 July 2021
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	[[File:MP4 SMT-1 FormatFields.png\|Mailers+4 - SmartMover Tutorial - #1 Format Fields\|link=]]		[[File:MP4 SMT-1 FormatFields.png\|Mailers+4 - SmartMover Tutorial - #1 Format Fields\|link=]]

			:In order to process a mailing list SmartMover requires that the following Input fields and all desired Output Fields are formatted before processing.
	In order to process a mailing list SmartMover requires that the following Input fields and all desired Output Fields are formatted before processing.

Admin at 16:09, 9 July 2021

2021-07-09T16:09:35Z

← Older revision		Revision as of 16:09, 9 July 2021
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	-OR-		-OR-
	<li>Click '''Services''' and select '''Change of Address'''.</li>		<li>Click '''Services''' and select '''Change of Address'''.</li>
	[[File:MP4 SMT-2p0 Steps.png\|Mailers+4 - SmartMover Tutorial - #2p0 Steps\|link=]]		[[File:MP4 SMT-2p0 Steps.png\|Mailers+4 - SmartMover Tutorial - #2p0 Steps\|500px\|link=]]

	[[File:MP4 SMT-2 Open.jpg\|Mailers+4 - SmartMover Tutorial - #2 Open\|link=]]		[[File:MP4 SMT-2 Open.jpg\|Mailers+4 - SmartMover Tutorial - #2 Open\|link=]]

Admin at 16:01, 9 July 2021

2021-07-09T16:01:45Z

← Older revision		Revision as of 16:01, 9 July 2021
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	{{CustomTOC}}		{{CustomTOC}}

	SmartMover uses NCOALink technology to securely transfer encrypted data to and from our servers for processing in order to keep up with customers that have filed a Change of Address (COA) with the USPS over the last 48 months.		SmartMover uses NCOALink technology to securely transfer encrypted data to and from our servers for processing in order to keep up with customers (Individuals, Families, and Businesses) that have filed a Change of Address (COA) with the USPS over the last 48 months; and meet the Move Update requirement for Postal Discounts.

	~~==How does SmartMover Work?==~~
	~~Mailing lists are processed through our CASS-Certified address verification engine in order to append ZIP+4 and validate delivery point.~~
	~~Each address that has a confirmed delivery-point will then be processed through NCOALink.~~
	~~New addresses are only returned if the Original Input Name and Address match the Change of Address file.~~

	==Minimum Requirements==		===SmartMover will:===
			*Validate and standardize U.S. addresses with USPS CASS-certified processing.
			*Provide change of address information for Individuals, Families, and/or Businesses by matching against the full 48-month USPS NCOALink database.
			*Meet the USPS Move-Update requirement for a period of 95 days from the date of processing.
			*Generate USPS required report (form 3553)
			*NCOALink Summary report
			*SmartMover does not do Canadian Change of Address Processing


			===Who is SmartMover for?===
			List Owners that have completed a Processing Acknowledgement Form (PAF) can utilize NCOALink technology to securely upload their data to our servers for change of address processing.


			===How does SmartMover Work?===
			#Mailing lists are processed through our CASS-Certified address verification engine in order to append ZIP+4 and validate delivery point.
			#Each address that has a confirmed delivery-point will then be processed through NCOALink.
			#New addresses are only returned if the Original Input Name and Address match the Change of Address file.


			===Minimum Requirements===
	#Active Mailers+4 and SmartMover subscription.		#Active Mailers+4 and SmartMover subscription.
	#Completed Processing Acknowledgement Form on File.		#Completed Processing Acknowledgement Form on File.
	#Minimum of 100 records.		#Minimum of 100 records.
	#Minimum Fields: Company and/or Full Name (or First and Last Name) with Address, City, State, Postal Code.		#Minimum Fields: Company and/or Full Name (or First and Last Name) with Address, City, State, Postal Code.


	==Getting Started==		==Getting Started==
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	-OR-		-OR-
	<li>Click '''File''' from the menu bar and select '''Format Fields''' and then select the '''NCOA''' tab.</li>		<li>Click '''File''' from the menu bar and select '''Format Fields''' and then select the '''NCOA''' tab.</li>
	[[File:MP4 SMT-1 FormatFields.~~jpg~~\|Mailers+4 - SmartMover Tutorial - #1 Format Fields\|link=]]		[[File:MP4 SMT-1 FormatFields.png\|Mailers+4 - SmartMover Tutorial - #1 Format Fields\|link=]]


	In order to process a mailing list, SmartMover requires that the following fields are formatted.		In order to process a mailing list SmartMover requires that the following Input fields and all desired Output Fields are formatted before processing.

	;Required Fields
			;Required Input Fields
	*Company and/or Full Name (or First Name and Last Name)		*Company and/or Full Name (or First Name and Last Name)
	*Address 1, City, State, Postal Code		*Address 1, City, State, Postal Code
	;Recommended Fields:		;Recommended Output Fields:
	*Suite		*Suite
	*Result Code		*Result Code
			*Return Code
			*Move Type
			*Move Effective Date
			*Mail Score

	<li>Click '''Auto Format''' to automatically format your records.</li>		<li>Click '''Auto Format''' to automatically format your records.</li>
	:Use the mp4auto.ini file to manually assign auto-format fields.		:*Use the mp4auto.ini file to manually assign auto-format fields.
	<li>Click '''Copy''' to copy the format of an existing .ms4 file.</li>		<li>Click '''Copy''' to copy the format of an existing .ms4 file.</li>
	<li>Click '''OK''' to Accept changes and return to Mailers+4.</li>		<li>Click '''OK''' to Accept changes and return to Mailers+4.</li>
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	-OR-		-OR-
	<li>Click '''Services''' and select '''Change of Address'''.</li>		<li>Click '''Services''' and select '''Change of Address'''.</li>
			[[File:MP4 SMT-2p0 Steps.png\|Mailers+4 - SmartMover Tutorial - #2p0 Steps\|link=]]

	[[File:MP4 SMT-2 Open.jpg\|Mailers+4 - SmartMover Tutorial - #2 Open\|link=]]		[[File:MP4 SMT-2 Open.jpg\|Mailers+4 - SmartMover Tutorial - #2 Open\|link=]]

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	*Total Send		*Total Send
	*Total Update		*Total Update


			===What reports are generated by SmartMover?===
			SmartMover will generate the following Reports:
			*CASS Form 3553
			*NCOALink Summary Report

			The '''NCOALink Summary Report''' and the '''CASS Form 3553''' will automatically save in the same folder as your processed file as “FileName_NCOASummaryReport.html” and “FileName_CASS3553.html”. If your list has already been processed, then these files will open in a browser regardless if you are connected to the internet.

			Click the '''NCOALink Summary''' or '''CASS Form 3553''' button to open the report in a browser window for easy viewing. The files can be Saved as a PDF or Printed by right clicking the page and selecting "Print" and then "Print to PDF" or choose a Printer to print from.

	<ol>		<ol>

Admin at 15:43, 25 May 2021

2021-05-25T15:43:31Z

← Older revision		Revision as of 15:43, 25 May 2021
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	<li>Click '''File''' and select '''Open'''.</li>		<li>Click '''File''' and select '''Open'''.</li>
	</ol>		</ol>
			[[File:MP4 SMT-0 GettingStarted.png\|Mailers+4 - SmartMover Tutorial - #0 Getting Started\|link=]]

	===Format Fields===		===Format Fields===
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	-OR-		-OR-
	<li>Click '''File''' from the menu bar and select '''Format Fields''' and then select the '''NCOA''' tab.</li>		<li>Click '''File''' from the menu bar and select '''Format Fields''' and then select the '''NCOA''' tab.</li>
			[[File:MP4 SMT-1 FormatFields.jpg\|Mailers+4 - SmartMover Tutorial - #1 Format Fields\|link=]]

	In order to process a mailing list, SmartMover requires that the following fields are formatted.		In order to process a mailing list, SmartMover requires that the following fields are formatted.
Line 54:		Line 56:
	-OR-		-OR-
	<li>Click '''Services''' and select '''Change of Address'''.</li>		<li>Click '''Services''' and select '''Change of Address'''.</li>
			[[File:MP4 SMT-2 Open.jpg\|Mailers+4 - SmartMover Tutorial - #2 Open\|link=]]

	<li>Click '''Start''' to begin processing.</li>		<li>Click '''Start''' to begin processing.</li>
	<li>Click '''Help''' to learn more information.</li>		<li>Click '''Help''' to learn more information.</li>
Line 63:		Line 67:
	===View Results===		===View Results===
	Once your file is done processing, view your results on the SmartMover Real-time NCOALink Results window.		Once your file is done processing, view your results on the SmartMover Real-time NCOALink Results window.
			[[File:MP4 SMT-3 Results.jpg\|Mailers+4 - SmartMover Tutorial - #3 Results\|link=]]

	The Service Results will include the number of:		The Service Results will include the number of:

Admin at 18:45, 18 May 2021

2021-05-18T18:45:32Z

← Older revision		Revision as of 18:45, 18 May 2021
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	<ol>		<ol>
	Click the '''SmartMover Real-time NCOALink''' button located in the all-in-one taskbar on the left		<li>Click the '''SmartMover Real-time NCOALink''' button located in the all-in-one taskbar on the left</li>
	-OR-		-OR-
	Click '''Services''' and select '''Change of Address'''.		<li>Click '''Services''' and select '''Change of Address'''.</li>

	<li>Click '''Start''' to begin processing.</li>		<li>Click '''Start''' to begin processing.</li>
	<li>Click '''Help''' to learn more information.</li>		<li>Click '''Help''' to learn more information.</li>

Admin: Created page with "← MAILERS+4 {{CustomTOC}} SmartMover uses NCOALink technology to securely transfer encrypted data to and from our servers for processing in order to keep u..."

2021-05-18T18:44:42Z

Created page with "← MAILERS+4 {{CustomTOC}} SmartMover uses NCOALink technology to securely transfer encrypted data to and from our servers for processing in order to keep u..."

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[[MAILERS+4|← MAILERS+4]]
{{CustomTOC}}

SmartMover uses NCOALink technology to securely transfer encrypted data to and from our servers for processing in order to keep up with customers that have filed a Change of Address (COA) with the USPS over the last 48 months.

==How does SmartMover Work?==
Mailing lists are processed through our CASS-Certified address verification engine in order to append ZIP+4 and validate delivery point.
Each address that has a confirmed delivery-point will then be processed through NCOALink.
New addresses are only returned if the Original Input Name and Address match the Change of Address file.

==Minimum Requirements==
#Active Mailers+4 and SmartMover subscription.
#Completed Processing Acknowledgement Form on File.
#Minimum of 100 records.
#Minimum Fields: Company and/or Full Name (or First and Last Name) with Address, City, State, Postal Code.

==Getting Started==
===Open File===
<ol>
<li>Click '''Open File'''.</li>
-OR-
<li>Click '''File''' and select '''Open'''.</li>
</ol>

===Format Fields===
Format the input fields of your file.

<ol>
<li>Click '''Format Fields''' and select the '''NCOA''' tab to format fields beneficial for NCOA Processing.</li>
-OR-
<li>Click '''File''' from the menu bar and select '''Format Fields''' and then select the '''NCOA''' tab.</li>

In order to process a mailing list, SmartMover requires that the following fields are formatted.

;Required Fields
*Company and/or Full Name (or First Name and Last Name)
*Address 1, City, State, Postal Code
;Recommended Fields:
*Suite
*Result Code

<li>Click '''Auto Format''' to automatically format your records.</li>
:Use the mp4auto.ini file to manually assign auto-format fields.
<li>Click '''Copy''' to copy the format of an existing .ms4 file.</li>
<li>Click '''OK''' to Accept changes and return to Mailers+4.</li>
<li>Click '''Cancel''' to Cancel any changed and exit the Format Fields window.</li>
</ol>

===Open SmartMover===
Once you have formatted the required fields and added any Optional fields that you would like to return information on, open SmartMover to begin processing.

<ol>
Click the '''SmartMover Real-time NCOALink''' button located in the all-in-one taskbar on the left
-OR-
Click '''Services''' and select '''Change of Address'''.

<li>Click '''Start''' to begin processing.</li>
<li>Click '''Help''' to learn more information.</li>
<li>Click '''View Results''' to view the result window of a previously processed file.</li>
<li>Click '''Format''' to make sure the required fields are formatted.</li>
<li>Click '''Cancel''' to exit the SmartMover window.</li>
</ol>

===View Results===
Once your file is done processing, view your results on the SmartMover Real-time NCOALink Results window.

The Service Results will include the number of:
*Individual
*Family
*Business
*PACS
*LACS
*Total Send
*Total Update

<ol>
<li>Click '''NCOALink Summary''' to view the NCOALink Summary Report. This will automatically generate in the same folder as your processed file.</li>
<li>Click '''CASS Form 3553''' to view the CASS Summary Report. This will automatically generate in the same folder as your processed file.</li>
<li>Click '''Close''' to exit SmartMover.</li>
</ol>

[[Category:Best Practices]]
[[Category:MAILERS+4]]