NCOA Processing

Has anyone out there taken the leap and started using the new NCOA processing service with MBS? Or is anyone using the new export/import reports with other NCOA services?

Thanks,

Jonathan

Parents
  • We're starting to talk about getting this set up at the Science Museum...will let you know what we learn!  Do you have any specific questions?

  • We are starting to work this isue. We are hoping to use the Tessitura provided process of a January 15 2010 NCOA run.

    One of the issues I'm looking into is how to handel company names in Street2. Has anyone come to a conclusion on how to handel this situation.

    --Tom Brown
    IT Project Manager
    Brooklyn Academy of Music
    www.bam.org
    tbrown@bam.org

    ________________________________________
    From: Tessitura Marketing Forum [forums-marketing@tessituranetwork.com] On Behalf Of Beth Varro [bounce-elizabethvarro6946@tessituranetwork.com]
    Sent: Wednesday, November 18, 2009 11:31 AM
    To: Thomas Brown
    Subject: Re: [Tessitura Marketing Forum] NCOA Processing

    We're starting to talk about getting this set up at the Science Museum...will let you know what we learn! Do you have any specific questions?
    From: Jonathan Dickey
    Sent: 9/24/2009 9:30:59 PM

    Has anyone out there taken the leap and started using the new NCOA processing service with MBS? Or is anyone using the new export/import reports with other NCOA services?

    Thanks,

    Jonathan



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • I am having a meeting today on exactly that topic.  We have company names in Opt. Address as well and it has caused some trouble with the import file. Specifically, while that field allows 55 characters, the import file format only allows 30. So in some cases that field is too big which is preventing import. We are not using MBS, but I am using the utility to get the addresses in and out.

    My suggestion for the company name at our location will be to add it to the second line of the salutation and leave the Opt. Address line blank unless it really is part of the address. 

     

    I'll let you know if anything comes out of our user group discussion today.

  • Tom Brown,

    Jon Slater of The Huntington Theatre here.  Thanks for speaking with me by telephone in December.  We are ready to take the plunge with MBS and hope to export a file tomorrow (1/29/10). 

    I was a little bit concerned earlier today when I noticed in the export utility an optional parameter of Include Address Types.  I am presuming that leaving this blank will only export the primary address?  In my case this would be about 250,000 records.  If leaving this blank exports ALL addresses then the quantity will be much higher and the process will be more expensive than we anticipate.  Have any thoughts on this???

    Thanks,

    Jon

     

  • Hi Jon,

    We just finished our first NCOA run with MBS (and overall things worked quite smoothly).  If anyone else wants to hear about our experiences we're happy to share.

    To answer your question about the Include Address Types parameter, if you leave it blank it exports all addresses on the record, not just the primary.  The utility does not, however, export Inactive addresses.

    Unknown said:

    Tom Brown,

    Jon Slater of The Huntington Theatre here.  Thanks for speaking with me by telephone in December.  We are ready to take the plunge with MBS and hope to export a file tomorrow (1/29/10). 

    I was a little bit concerned earlier today when I noticed in the export utility an optional parameter of Include Address Types.  I am presuming that leaving this blank will only export the primary address?  In my case this would be about 250,000 records.  If leaving this blank exports ALL addresses then the quantity will be much higher and the process will be more expensive than we anticipate.  Have any thoughts on this???

    Thanks,

    Jon

     

     

  • Former Member
    Former Member $organization in reply to Kjersten Schladetzky

    Hi, we are just starting our first NCOA run with MBS.  We only like to export primary address.  What is the best way to accomplish that?

    Best regards,

    Diana

     

     

Reply Children
  • I don't think you can since a primary address can be any address type.

     

    Marty

     

     

    From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Diana Du
    Sent: Thursday, January 28, 2010 4:37 PM
    To: Martin A. Jones
    Subject: Re: [Tessitura Marketing Forum] RE: NCOA Processing

     

    Hi, we are just starting our first NCOA run with MBS.  We only like to export primary address.  What is the best way to accomplish that?

    Best regards,

    Diana

     

     

    From: Kjersten Schladetzky <bounce-kjerstenschladetzky7557@tessituranetwork.com>
    Sent: 1/28/2010 4:23:09 PM

    Hi Jon,

    We just finished our first NCOA run with MBS (and overall things worked quite smoothly).  If anyone else wants to hear about our experiences we're happy to share.

    To answer your question about the Include Address Types parameter, if you leave it blank it exports all addresses on the record, not just the primary.  The utility does not, however, export Inactive addresses.

    Jon Slater:

    Tom Brown,

    Jon Slater of The Huntington Theatre here.  Thanks for speaking with me by telephone in December.  We are ready to take the plunge with MBS and hope to export a file tomorrow (1/29/10). 

    I was a little bit concerned earlier today when I noticed in the export utility an optional parameter of Include Address Types.  I am presuming that leaving this blank will only export the primary address?  In my case this would be about 250,000 records.  If leaving this blank exports ALL addresses then the quantity will be much higher and the process will be more expensive than we anticipate.  Have any thoughts on this???

    Thanks,

    Jon

     

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • Former Member
    Former Member $organization in reply to Marty Jones

    Yes, after reviewing the documentation and the NCOA utility, it does not appear to be a straight forward way to export only primary address, so I am trying to figure out the best work-around.

  • I really can't think of anything, but I'll let you know if any brilliant ideas pop into my head. 

    Something to bear in mind if you do find a way to export only primary addresses: If your users run any of the Labels and Letters reports to generate a list of addresses for a mailing and use Mailing Date, Mailing Purpose, etc... they will probably pull addresses other than just the Primary Address and you won't necessarily be NCOA compliant.  Here at the museum we inactivate addresses we know are bad and that saves a bit on the cost of the NCOA processing.

    Unknown said:

    Yes, after reviewing the documentation and the NCOA utility, it does not appear to be a straight forward way to export only primary address, so I am trying to figure out the best work-around.