using usps tools as a cost-effective solution for list hygiene
DESCRIPTION
In this workshop, participants will learn what tools are at their disposal from the USPS to help standardize, validate and correct their mail lists.The workshop will discuss and show examples of Address Element Correction & AECII, Address Correction Service, LACSLink, DPV and other USPS products that will help any type of mailer keep and maintain an accurate mail list. Real-world examples will help illustrate different problems faced and how they were resolved using the USPS. This workshop will introduce new mailers to what is available from the USPS and give seasoned professionals a new perspective on list hygiene.TRANSCRIPT
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2013 National Postal ForumSan Francisco, California
Christine J. Erna- Pitney Bowes
Tom Lorge – Medical Marketing Service
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Industry Challenge – Address Quality◦ Why?
What are the causes of Poor Address Quality?◦ What are some actionable take aways?
What tools are available?◦ Standardize – Validate - Update
Summary
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Undeliverable as Addressed (UAA) MailReturn mail volume is not decreasing, even though mail volume is decreasing◦ USPS® 2011/2012:◦ Mail Volume: 168/160 Billion◦ UAA Volume: 7.02/6.76 Billion
(4.18%/4.23%)◦ UAA Cost: $1.315 / $1.318 Billion
Mailing Industry:◦ Postage: 2% required to cover cost of
Returns◦ Business: $7+ Billion Costs*
$20+ Billion Business Impact◦ Top UAA Reasons:◦ 75.8% Move-Related◦ 12.5% Address-Related
What Can You Do:◦ Implement a comprehensive Address
Quality◦ Strategy◦ Use ALL applicable addressing products &◦ services◦ Track your mail channel’s R.O.I.
* Based on DMA per piece cost estimates
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Pennsylvania
New Jersey
New York1.1 million new
addresses in 2011
41 million Americans move
every year
151.8 million total addresses
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Why Does It Matter?
What Are You Doing Now?
What Should You Be Doing?
Where to get Help to Succeed?
Four Basic Address Quality Questions
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100,000 addressesIn just 90 days…
4.5% (4,500) will move and need COA processing 2% (2,000) will likely be UAA due to a foreign or “no
forwarding” moves Total: 6,500 pieces may never reach their intended
audience Mailing list will deteriorate 3%
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300 Million+ Individuals 170 Million+ Households 50,000 lists - Segmented Hundreds of selections
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The USPS® Address Management System (AMS) database currently contains:
151.8 million “Active” deliveries 183.5 million “Possible” deliveries 275,000 delivery routes (Non-PO Box) 42,000 ZIP Codes 37,000 facilities nationwide 8 terabytes of address information data
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StandardizeStandardize
ValidateValidate
UpdateUpdateFundamentals of Great Address Quality
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Get It Clean Correct and Standardize addresses◦ Analyze and Correct addresses that do not match USPS data◦ Complete, Correct, and Current addresses
Keep It Clean Continually maintain addresses using USPS certified
software◦ Continually review, analyze, and improve the quality of
addresses Keep It Current Establish a confidence level for the delivery of each address◦ Enable the mailer to determine if the mail piece will get
delivered and decide if the mail piece should be printed
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The CASS certification process is designed in cooperation with the mailing industry to improve the accuracy of postal codes, i.e., 5-digit ZIP®, ZIP + 4®, delivery point (DPCs), and carrier route codes that appear on mailpieces.
USPS® certified benchmark Sets minimum performance standards for commercial ZIP + 4®
address matching software Developers must pass USPS test for CASS certification Address matching software attempts to match addresses
against range- based records on USPS ZIP + 4 file Pre-Mailing process
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Data Entry of Names & Addresses Name formats Physical addresses – using CASS Move Update – using NCOA
At Point of Entry!
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Data Entry• Data Entry accounts for 20-40% of data quality
problems• Need to cover ALL sources of data entry and
updatesData Entry – Reverse ZIP Lookup
Dat
abas
eD
ata
Ent
ry
New Customer
Customer Changes
Ask For Customer
ZIP
Generate City & State From CASS
Type Street
Validate Street &
Abbrevia tions From CASS
Type Primary Address
Ask for Secondary Address
Customer Database
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At Data Capture◦ Ideal spot for best address quality◦ Capture street number, directional, street name,
city, state, ZIP www.USPS.Com Integrated into front-end data capture/validation tool
After Data Capture◦ Leverage software (CASS) to correct and add Correct spelling for street, city Add directional Confirm delivery address State abbreviation Full Zip code
Data Capture
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STANDARDIZED ADDRESSING is one of the most important elements on a mailpiece.◦ Left-justified◦ Standard abbreviations
Proper Spacing◦ Proper Spacing Between:◦ Characters Words Lines◦ MLOCR require 2 points Lines Spacing
MY CUSTOMER 12345 MAIN DR STE 110ANYWHERE USA 12345-6789
SINGLE SPACE
1 SP 2 SP
LEFT JUSTIFIED
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Lettering
Upper Case
Block Style
Not Bold
Not Italics
No Punctuation
Standardized Addressing
ABC
ABCAbc
A.B.C.
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• RUN-ON 145SOUTHMILLS ST
• EXTRA DIGITS/CHARACTERS 10000 EUCLID AVE
• PRE-DIRECTIONALS 17 SO WATT CT
• SUFFIX ABBREVIATION 492 JACKSON BL
• MISPLACED SECONDARY 47 A CEDAR RD
• ALPHA/NUMERICS 5!7 M0SS ST
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NON-ADDRESS DATA #JAN00 000 CA#1508 LT 52 INFORMATION / ATTN MR J BROWNRECIPIENT CENTRAL LIBRARYDELIVERY ADDRESS 3915 E CHAIN BRIDGE RDCITY, STATE, ZIP CODE FAIRFAX VA 22030-3999
PRSRT STDU.S.POSTAGE
PAIDPERMIT NO 1ANYTOWN US
Address Format
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JANE DOE301 SPYGLASS DRPO BOX 1EUGENE OR 97440-0001
JOHN DOEPO BOX 1301 SPYGLASS DREUGENE OR 97401-2092
ZIP Codes must match the addresswhere mail will be delivered
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3915 E CHAIN BRIDGE RD N STE 111
Directional Post Directional
Secondary UnitDesignators
Street Name
Number
Street Suffix
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DPV ◦ Confirms the existence of a deliverable address◦ Confirms basic information about the address◦ Identifies a Commercial Mail Receiving Agency (CMRA)◦ Vacant and No-Stat Indicator
LACSLink◦ Provides municipality-introduced address changes◦ Includes USPS® converted P.O. Boxes◦ Includes building secondary information changed by building
management◦ Updating addresses using LACSLink data ensures deliverability
and prevents UAA mail
Validate Address Data
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Validation solutions exist for troublesome addresses as well. Virtually every mail list is plagued with addresses that seem irresolvable. AEC enables you to submit your "bad" addresses for resolution through the Postal Service using enhanced computer logic.
AEC Service◦ AEC provides a crucial “last resort” approach to
stubborn addresses◦ USPS® service to help correct addresses that CASS
Certified™ software cannot fix
AECII® Service expands AEC processing
◦ Leverages Delivery Force knowledge™ foraddresses that AEC cannot correct
◦ Identify addresses that do not exist.
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AEC/AECII Calculator
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ENDORSEMENT FIRST CLASS STANDARD MAILADDRESS SERVICE REQUESTED Forwarding and Return New notice provided
Forward or Return –No charge to FwdAddress Correction fee
Forward or Return – No charge to FwdAddr Corr or Wgt Fee
RETURN SERVICE REQUESTED No Forwarding, only Return New address or UAA reason
No Charge First Class Mail price
CHANGE SERVICE REQUESTED No Forwarding or Return New address or UAA reason
Address Correction fee Address Correction fee
FORWARDING SERVICE REQUESTED Forwarding and Return New address only with Return
No Charge Forward no chargeReturn Weighted fee
ELECTRONIC SERVICE REQUESTED Service type code in IMb determines
General rules. Services and prices vary by class
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NCOALink is an address correction service provided to mailers through companies licensed by the Postal Service™
Computer software purchased, leased, or developed by the licensee is used to access the NCOALink
database
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30
Pre-mailing Move Update method Data delivery from USPS® to certified licensees Stored in a secure format using Secure Hash
Algorithm Three types of certified licensees:◦ Full Service Provider
(48 months, updated weekly)◦ Limited Service Provider
(18 months, updated weekly)◦ End User Mailer
(18 months, updated monthly)
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Updated change-of-address information for the entire country is provided on a regular basis to the licensee by the Postal Service™ through the NCOALink
database. The licensees match mailing lists submitted to them
by mailers on tape, disk or by upload against the information contained in the NCOALink database.
If a match is made, NCOALink can correct the address before it is printed.
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What is ANKLink™?
ANKLink™ is an enhancement to the existing 18-month NCOALink® product. The existing 18-month NCOALink™ product provides change-of-address information for moves that have occurred in the past 18 months. ANKLink™will enable NCOALink® Limited Service Provider and End User Mailer licensees to optionally acquire an additional 30 months of change-of-address information. The ANKLink™ data will not return the new address, but will inform mailers of customer moves that have occurred in months 19-48, along with the move effective date.
What are the benefits of using ANKLink™?
ANKLink™ will allow mailers to make informed decisions regarding a specific customer. If the data indicates the customer has moved, the mailer may choose to suppress the customer from the list. Otherwise the mailer could attempt to determine the actual new address by seeking the services of an NCOALink® Full Service Provider licensee. ANKLink™
has the potential to reduce the production of UAA (Undeliverable as Addressed) mail, which reduces production, preparation and postage costs.
ANKLink™
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ACS™ service provides address change information electronically for forwarded mail, giving you another opportunity to maintain up-to-date addresses for customers who have moved.
Keeping current addresses on file is essential to reaching your valued customers. Now you can stay on top of the constant changes to your address data by utilizing the update products and services available.
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#BWNFXZT #P123456789 2572X 7 # JOHN E SMITH916 N 5TH ST APT 3SPRINGFIELD IL 62702-5288
Post-mailing service provided by the USPS®
Internal PARS database used Participants include an identification code on
the mailpieces◦ Traditional (printed participant code as shown left)◦ OneCode ACS® or Full Service (IMb™ as shown on right)
JOHN E SMITH916 N 5TH ST APT 3SPRINGFIELD IL 62702-5288
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• Variations in how NCOALink® and ACS™ respond for same name and address input determined by:• Data contents in product• Move Type, Move Effective Date, etc.• Matching logic used• Carrier engagement
• Best practice for identifying change of address combines use of NCOALink and ACS
ACS™ - NCOALink®
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PARS/ACS 18 months of data Permanent and
Temporary COAs Court Order Protected
Individuals (COPI) Records requiring
carrier decision Do Not Intercept (DNI) ZIP + 4® coded and
uncoded records
NCOALink
18 or 48 months Permanent COAs only Excludes:
COPI recordsRecords flagged as DNIOld addresses that don’t
ZIP + 4 Code New addresses that don’t
ZIP + 4/DPV® code included but new address is not returned
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Deliver critical communications to: the Right person
at the Right locationat the Right time
AddressQuality
Is Essential!
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ResourcesUSPS – Address Quality
https://www.usps.com/business/address‐quality‐services.htm
USPS – Addressing
https://ribbs.usps.gov/index.cfm?page=addressing
Publication 28 – USPS Addressing StandardsPick up a copy at the USPS Booth or download from
https://www.usps.com/business/address‐management‐pubs.htm?
USPS – National Customer Support Center (NCSC)
For additional information on Address Management products and services, email us at [email protected].
(800) 238-3150NATIONAL CUSTOMER SUPPORT CENTER
UNITED STATES POSTAL SERVICE225 N. HUMPHREYS BLVD STE 501
MEMPHIS TN 38188-1001
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For more information:
Questions and Answers
Christine J. Erna MDP, AQSEngagement Manager Enterprise Postal ConsultingPitney Bowes Management [email protected]
Tom LorgeDirector of Circulation Management
Medical Marketing Service 630‐477‐1564