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This article will walk you through adding Smarty (formerly SmartyStreets) address validation.
To enable SmartyStreets Smarty integration, you will first need to establish an account with SmartyStreetsSmarty.
Once your SmartyStreets Smarty account has been established, you can activate the CRM Plugin by going to:
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Select the plugin and click the Green Activate button.
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Once the SmartyStreets Smarty plug in is activated, address validation will be performed for all completed (not partial) orders if the campaigns input field is left empty. To screen against specific campaigns only please specify a comma separated list of campaignIds to screen against. |
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When a phone order is placed, the agent can select Verify Address to perform address validation using SmartyStreetsSmarty.
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If the validation fails, an error will be returned: Invalid Address.
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Lander and Ecommerce Campaigns
Address validation will be performed for all completed (not partial) orders.
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Once the address is updated, you can select the Validate Address option and the address will be validated using SmartyStreetSmarty. If the validation passes, the order will be sent to the Fulfillment House. All users will have access to the Validate Address option.
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A note will be stored on the customer’s history to track address validation.
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Address Validation
Once the SmartyStreets Smarty plugin is enabled, address validation will occur on all completed orders based on the following logic:
SmartyStreets Smarty processed the address information and returns the following response options:
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If you have subscribed to SmartyStreets Smarty international address validation service, orders with a shipping country outside of the United States of America will use international Address validation.
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Address validation responses of None, Administrative Area, Locality or Thoroughfare are considered unacceptable and will be routed to QA with a status of Address Pending for further review.
If your SmartyStreet Smarty account requires payment, the orders will bypass QA and the history note on the customer’s profile will display the error reason of “Payment Required”
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