Address Finder Setup

To help improve your Address health score, you can enable Address Finder to run automatically every 90 days. To enable Address Finder to run, first set up how it should handle your addresses, and acknowledge Blackbaud can process your data.

  1. In Tools, Data Health, under Address Finder, select Get started.

  2. Under Welcome, review what Address Finder does, and select Next.

  3. Under What to expect, review how Address Finder handles changes of address when a constituent moves, and select Next.

    Note: When Address Finder finds a new address, it automatically updates the constituent's record to add the new address, marked as Primary and with a Valid from date of when the update ran. It also marks the former address as Do not mail, with a Valid to date of when the update ran. For more information, see Address Finder.

  4. By default, when Address Finder processes, it includes all constituents and retains the submitted address's type for addresses identified as Moved. Under Configure settings, choose:

    • Whether to include all constituents or only a specific list of constituents

    • Whether, for Moved addresses, to retain the address type of the submitted address or apply a specific address type

    For more information, see Address Finder Settings.

  5. Select Next.

  6. To submit addresses for NCOALink and CASS certification, USPS requires that you acknowledge Blackbaud can process your data. Under Sign acknowledgment:

    • Enter details about your organization and its list owner.

    • Acknowledge that Blackbaud can submit your data for review to identify inaccurate or out-of-date addresses.

    Tip: For more information about the Processing Acknowledgment Form (PAF), see Address Finder.

  7. To save your settings and submit your acknowledgement, select Finish.

    Tip: When you first set up Address Finder, it automatically runs that night. After it runs, under Address Finder, you can view the results of its update. For more information, see Address Finder.