Addresses

You can use address fields specific to your organization's country when you insert merge tags into communication templates. You can also query, export, and report based on the specific fields for your organization's country.

• Australia - Address Lines, Suburb, State, Postal Code

• Canada - Address Lines, City, State/Province, Postal Code, County

• China - Building Number, Street Name, City/Town, Postal Code, Province

• France - Address Lines, Postal Code, Town, Region

• Germany - Address Lines, Postal Code, City/Town

• Hong Kong - Address Lines, District, Province

• India - Address Lines, City/Town, Postal Code

• Ireland - Address Lines, City, County, Eircode

• Italy - Street Name, Building Number, Address Line 2, Postal Code, Town, Region

• Malaysia - Address Lines, Postal Code, City/Town, State

• Netherlands - Street Name, Building Number, Apt Number, Postal Code, City

• New Zealand - Address Lines, Suburb, City, Postal Code

• Singapore - Address Lines, City/Town, Postal Code

• United Kingdom - Address Lines, City, County, Postal Code

• United States - Address Lines, City, State/Province, Postal Code, County

• Other - Address Lines, City/Town/District, State/Province/Region, Postal Code, County

Note: You can't report, export, or mass update based on specific address fields for foreign countries. For example if your organization's country is Italy and thus doesn't use the State field, then you can't report based on the State field. Use the State/Province/Region field for foreign addresses instead.

These are used for multiple countries outside of your organization's country. Specific countries may have additional address fields.

• Address Lines

• City/Town/Suburb/District

• State/Province/Region

• Postal/Post Code

• County

You can use merge tags to insert address fields for your country and foreign countries into communication templates.

If your template needs to include account addresses from multiple countries, we recommend you use a Full Address merge tag. These are address blocks, formatted based on the persona's country. These merge tags are available from the Account Fields category.

To include your user address or your organization's address in a template, insert a merge tag for one of the Full Address fields. These are address blocks, formatted based on your organization's country. You can choose whether the Full Address should include the country name and whether the address should be a single line. These fields are available from the Miscellaneous Fields category of available fields.

For information about communication templates, refer to Communication Templates.

You can create queries based on address fields for your organization's country. Address fields for your organization's country are included in the Account category.

You can also create queries based on address fields for addresses outside of your organization's country. These fields are included in the Foreign Address Fields category.

For information about queries, refer to Queries.

You can create reports based on address fields for your organization's country. Address fields for your organization's country are included in the Account Fields category.

You can also create reports based on address fields for addresses outside of your organization's country. These fields are included in the Multi-Country Address Fields category.

To include your user address or your organization's address in a report select a formatted block from Miscellaneous Fields category of available fields. The address block is formatted based on your organization's country.

For information about reports, refer to Reports .

Note: Address fields for existing reports were migrated during the 7.13 release on December 7th, 2014. For example, previously you might have included the State field in your report, even though the standard address format for your organization's country does not include this field. Now, your report would include the foreign State/Province/Region field instead. If the State field is included in the standard address format for your organization's country, then the field was not migrated, your report was not changed, and no additional action is needed.

To export address fields specific to your organization's country, use the fields in the Account Fields category. To export fields specific to foreign countries, use the fields in the Multi-Country Address Fields category.

To export addresses for multiple countries, we recommend you use one of the Full Address fields. These are address blocks, formatted based on the persona's country. You can choose whether the formatted address should include the country name. These fields are included in the Account Fields category of available fields.

For information about exports and reports, refer to Exports and Reports .

Before you import addresses, you must ensure that your import file only includes addresses from one country. If you need to import addresses from other countries, create a separate import file and import definition for each country. When you select an import type, you select a country for the addresses in the import file. When you map the import data to eTapestry fields, you can only map to the address fields that correspond to the selected country's standard address format. When you view the possible duplicates report, possible duplicates with format conflicts appear in a separate tab. For each possible duplicate, select how to handle the conflict. After you handle possible duplicates, commit the changes and begin the import. The import cannot be undone. For more information about how to import information, refer to Import.

Note: If you use an import definition that was created before the 7.13 release, eTapestry attempted to remap the address fields to match the migrated address fields. However, if your import definition included a field that the standard address format for your organization's country does not include, then eTapestry could not automatically remap the field. The first time you use the import definition after this release, a warning message appears and prompts you to remap the relevant address fields.

You can run a mass update on existing persona values for addresses in your organization's country. When you select a category and query, choose a query that only includes personas whose addresses are in your organization's country. For information about how to mass update addresses, refer to Mass Updates.

Note: You can't run a mass update for foreign address fields. However, if your organization's country is Canada or the United States, you can run a mass update on personas for both countries.

To use the same template and reports for domestic and international mail, but remove your country from the address block when you send mail, select the Omit [your domestic country] for addresses in [your domestic country] when you use these merge fields checkbox. This provides a way for you to combine domestic and international mail, but remove your country from the address block for domestic mail.

Note: This only applies when you use the Full Address with Country (Multi Line) and Full Address with Country (Single Line) merge fields.

To reformat addresses in bulk, we recommend you export existing addresses for a single country. Use the new query criteria called "Old Formatted Address" to find accounts with personas that need reformatted and create an export with Account Number, Name, Sort Name, Persona Type and appropriate address fields. Then import the addresses back into eTapestry. During the import process, you map the original fields to the new format. You may not be able to map every field on a one-to-one basis.

If your organization uses Personal Fundraising, Custom eCommerce, Cart, or our API feature, we recommend you enable users to reformat address on an account’s persona page. Edit the organization's preferences and select Enable users to reformat addresses on an account's persona page.

You can purchase AddressFinder (NCOA) services to ensure that information about your accounts is up to date so that you save money when you send mailings. AddressFinder (NCOA) services are included in all Starter (1 run/year), Essentials (2 runs/year) and Pro (4 runs/year) packages. For more information, refer to AddressFinder (National Change of Address).