Address Settings

The ‘Address Settings’ feature in the Localization ‘Settings’ area of Retention CRM lets Nonprofits, Associations and Chambers of Commerce control how addresses are displayed and formatted throughout the system, including on mailing labels, contact summaries, and data entry screens. You can choose which address fields are displayed and how they are ordered.

Using ‘Address Settings’ feature in Association Management

Here’s a breakdown of all the available fields in this feature.

• Mailing Labels & Mailing Label Format: This defines how addresses appear on physical mailing labels. You can use tokens like {contact.street_address} to insert specific address parts. A nursing association could use this to create personalized mailing labels for membership renewals, event invitations, or newsletters.
• Address Display & Address Display Format: This controls how addresses are shown on screens like contact summaries and event information. Similar to mailing labels, you can use tokens for customization. The association might use this to display a nurse’s contact information during event registration or to show a member’s address on their profile.
• Address Editing & Address Fields: This lets you pick which address fields are available for editing when adding or updating contact information. Standard options include street address, city, state, and postal code. The association could choose to include additional fields relevant to nurses, such as license number or hospital affiliation.
• Address Standardization: This is an optional feature that integrates with address verification services (USPS in this example) to ensure accurate and standardized address formats. This helps reduce errors in mailing and ensures important information reaches the right nurses.
• Latitude & Longitude: These capture geographical coordinates for addresses, allowing for potential integration with mapping tools. The association might use this in the future to develop a feature that shows member locations on a map.
• Address Name: This lets you create a custom label for an address (e.g., “Home Address” or “Work Address”). The association could use this to differentiate between a nurse’s personal and professional contact details.

By customizing these settings in Retention CRM’s ‘Address Settings,’ a nursing association can effectively manage and utilize their members’ contact information for various communication and organizational needs.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Sending out personalized mailing labels to members for an upcoming event (Association)

Scenario: A nursing association wants to send out personalized mailing labels to their members for an upcoming event. They want to include the member’s name, address, and license number on the labels.

• The association can use the Mailing Labels & Mailing Label Format section to define how the addresses will appear on the labels. They can use tokens like {contact.street_address} and {contact.license_number} (custom field) to insert the specific information.
• They can leverage the Address Standardization feature to ensure the addresses are accurate and formatted correctly, reducing errors and ensuring delivery to the right nurses.

Online directory of member businesses (Chamber of Commerce)

Scenario: A chamber of commerce wants to create an online directory of their member businesses. The directory will display the business name, address, and contact information.

• The chamber can use the Address Display & Address Display Format section to control how the business addresses are shown on the directory. They can customize the format to display the information in a user-friendly way.
• They can use the Address Editing & Address Fields section to ensure that all the necessary address fields are available for businesses to update their information.

Tracking locations of volunteers for better coordination and deployment (Nonprofit)

Scenario: A nonprofit organization wants to track the locations of their volunteers for better coordination and deployment during a fundraising event.

• The nonprofit can use the Latitude & Longitude feature to capture the geographical coordinates of volunteers’ addresses. This data can then be integrated with mapping tools to visualize volunteer locations.
• They can leverage the Address Name feature to differentiate between a volunteer’s primary address and any other relevant addresses, such as their preferred location for volunteering.