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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 plug in .
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Enter AuthID and AuthToken from your Smarty account
Optionally limit Smarty to one or more campaigns. Enter numeric campaigns with multiple values separated by commas. Leave this field blank to screen all campaigns by Smarty.
SkipQAonError - Choose to skip QA and automatically accept orders on communication errors (such as billing problems or a service interruption). By default these errors will populate under your Customer → Quality Assurance page.
RejectInvalidAddress - Choose to reject invalid addresses. Return to the page to allow consumer to fix the address. By default invalid addresses will populate under your Customer → Quality Assurance page.
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Once the Smarty plugin is activated, address validation will be performed for |
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ALL completed orders (not partial |
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orders) if the campaigns input field is left empty. |
Phone Campaigns
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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