http://www.qualifiedaddress.com - Qualified Address is the leading mailing list software and address hygiene services provider. We provide on-demand USPS CASS Scrubbing | http://qualifiedaddress.com/Products/CASS-Certified-Scrubbing/ | and postal address verification, validation, certification, and standardization services that are CASS-Certified(TM) by the USPS. This is the basic tutorial showing how to use the CASS Certified scrubbing service.
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For this tutorial we will start out with your data file in a spreadsheet format. We recommend that you save your file as a tab-delimited text file or an Excel file version 2003 or earlier.
Now, navigate to your account on http://www.qualifiedaddress.com and then click on "Manage" in the List Scrubbing Services. This will show you any lists that you have uploaded previously. Click on "upload new list", select your data file and hit "next".
Notice that the filetype is automatically selected. If not selected, simply choose the file type that your are using and hit "next"
If your spreadsheet has multiple sheets, you will need to specify on which sheet your data is found, then click the box that says "First row contains column names" if that applies to your file. Usually it will. Hit "next" when you're ready to move on.
Here, you'll get a chance to preview the data file. You can rename column names here if you like. Click "next" to move on.
This the most important step, field mapping. This is where you tell our system the type of information that is in each field. You simply match up the field on the left with the field on the right.
First we'll match the GivenName field in your file to the First Name field in our system. Next, MiddleInitial matches with Middle Name, Surname matches with Last Name and so on. Any field from your file without an exact match should be mapped to the field at the bottom named other. Make sure that you map all the data from your file that you want in the output file.
Any fields from your data that you don't map to ours will NOT be included in the output file. When finished, click "next."
Now you get a chance to verify the field mapping that you did on the previous step. If everything looks right, click "Add list to Account". If not, click "previous" to go back and do it again.
The final step is to choose which scrubbing service you need. If you need Delivery Point Validiation such as for Bulk Mailing, then choose the Certified Scrubbing | http://qualifiedaddress.com/Products/CASS-Certified-Scrubbing/ | . If you are just cleaning up a mailing list and DON'T need the CASS form, then choose the Standard Scrubbing. If you haven't already purchased enough credits for the list that you want to process, you do that now by clicking "Proceed To Checkout". I'm going to do the Certified scrubbing, so I'll select it and hit "submit".
That's it. Our system is now scrubbing your addresses and will send you an email as soon as it is ready for download. This usually takes about 3-5 minutes (longer, depending on the list size) At this point I will click on the "list details" link to see the progress.
OK, the scrubbing job is finished. This one took just under two minutes 500 for addresses. If you scroll down a little, you can see the scrubbing stastics on the left. It looks like 479 addresses were standardized and 460 of them now have a confirmed delivery point. That means that 90.4% of this list is ready to mail out and should now be delivered successfully.
Scroll down a little more and you will see the CASS Summary Report. This will need to be filled out. You can then print it and keep it on file or turn it in to the Post Office with your mailing.
Click on "Download CASS Summary Report". This is what the report looks like.
Now we'll click on the green download button to download the new address list that was just scrubbed.
You'll see two files. One is the data file and the other is a readme file. Let's look at the readme file first. This has instructions on how to understand and use the data in the new address list. It also has some frequently asked questions. I definitely recommend reading it at least once. The readme file will be included each time you download an address list from our website.
You can open up your address list in your spreadsheet application of choice. Notice that your data is intact and in the same format that you sent it to us. Our system doesn't modify your original data, it adds new columns that contain the corrected and verified data. You'll want to remove the failed and duplicate addresses and then look into why they failed the verification process.
Take a few minutes and get familiar with the new address file, as well as the readme file. After that you're ready to go. You now have an address list that is clean, standardized, validated, and ready to mail out.
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