This article will walk you through adding Smarty (formerly SmartyStreets) address validation.
To enable Smarty integration, you will first need to establish an account with Smarty.
Once your Smarty account has been established, you can activate the CRM Plugin by going to:
CRM → Admin → Plugins → Data Sources
Select the plugin and click the Green Activate button.
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.
Once the Smarty plug in is activated, address validation will be performed for all completed (not partial) orders if the campaigns input field is left empty.
When a phone order is placed, the agent can select Verify Address to perform address validation using Smarty.
If the validation fails, an error will be returned: Invalid Address.
Lander and Ecommerce Campaigns
Address validation will be performed for all completed (not partial) orders.
Orders which fail validation, with a reason code of N will be routed to the QA queue for further review.
An order can be Approved or Declined once reviewed.
An order routed to QA with a status of Address Pending will not be sent to the fulfillment house until the order is approved.
Once the address is updated, you can select the Validate Address option and the address will be validated using Smarty. If the validation passes, the order will be sent to the Fulfillment House. All users will have access to the Validate Address option.
Admins can Force Approve Addresses.
A note will be stored on the customer’s history to track address validation.
Once the Smarty plugin is enabled, address validation will occur on all completed orders based on the following logic:
Smarty processed the address information and returns the following response options:
United States of America Address Validation
Y — Confirmed; entire address is present in the USPS data. To be certain the address is actually deliverable, verify that the dpv_vacant field has a value of N and the active field has a value of y (e.g., 1600 Amphitheatre Pkwy Mountain View, CA) N — Not confirmed; address is not present in the USPS data. S — Confirmed by ignoring secondary info; the main address is present in the USPS data, but the submitted secondary information (apartment, suite, etc.) was not recognized. (e.g., 62 Ea Darden Dr Apt 298 Anniston, AL) D — Confirmed but missing secondary info; the main address is present in the USPS data, but it is missing secondary information (apartment, suite, etc.). (e.g., 122 Mast Rd Lee, NH)
Address validation responses of Y, S, D are considered acceptable and will not be routed to QA.
An address validation response of N is considered unacceptable and will be routed to QA with a status of Address Pending for further review.
International Address Validation
If you have subscribed to Smarty international address validation service, orders with a shipping country outside of the United States of America will use international Address validation.
None — None of the address is verified. Administrative Area — Address is only verified down to the administrative area (i.e., region or province). Locality — Address is only verified down to the locality (i.e., city). Thoroughfare — Address is only verified down to the thoroughfare (i.e., street). Premise — Address is verified down to the premise (i.e., building). Delivery Point — Address is verified down to the delivery point (i.e., mailbox or subbuilding).
Address validation responses of Premise or Delivery Point are considered acceptable and will not be routed to QA.
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 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”