Get the free NCOALink Summary Report

This form may be generated as the output of address matching processing using CLASS Certified TM software in conjunction with current USPS address database files. Any facsimile must contain the same

How to fill out ncoalink summary report

How to fill out ncoalink summary report:

1. Access the ncoalink system: Log in to the ncoalink online system using your user ID and password. If you don't have an account, you will need to register first.
2. Select the summary report option: Once you are logged in, navigate to the summary report option. This is usually found in the main menu or dashboard of the ncoalink system.
3. Input your mailing list information: Provide the necessary details of the mailing list you want to process. This includes the name of the list, the file format (e.g., CSV, Excel), and the location of the file on your computer.
4. Upload your mailing list: Use the provided upload feature to select and upload your mailing list file. Make sure the file is in the correct format and follows the guidelines set by the ncoalink system.
5. Review and confirm settings: Once your mailing list is uploaded, carefully review the settings and options available in the ncoalink summary report page. This may include selecting specific report sections, processing methods, or additional filters.
6. Start the processing: After reviewing and confirming the settings, click on the "Start Processing" or similar button to initiate the ncoalink summary report. The system will analyze your mailing list against the National Change of Address (NCOA) database.
7. Wait for the results: The processing time may vary depending on the size of your mailing list and the system's workload. Once the ncoalink system finishes the analysis, it will generate a summary report with the results.
8. Review the summary report: Access the generated summary report, which will provide you with valuable information about the move updates found in your mailing list. This report will typically include statistics, summary tables, and recommended actions for each move update category.

Who needs ncoalink summary report?

1. Businesses and organizations: Companies that regularly conduct direct mail campaigns or send bulk mailings can benefit from using the ncoalink summary report. This report helps them identify and update addresses affected by moves, ensuring that their mailings reach the intended recipients.
2. Nonprofit organizations: Nonprofits that rely on mailing campaigns for fundraising or outreach purposes can also benefit from the ncoalink summary report. It enables them to maintain accurate contact information and avoid wasting resources on undeliverable mailings.
3. Direct mail service providers: Mailing service providers often use the ncoalink summary report to ensure the accuracy and deliverability of their clients' mailings. By incorporating move update information, they can save their clients money on postage and reduce returned mail.

For pdfFiller’s FAQs

What is ncoalink summary report?

It is a report summarizing the results of running a National Change of Address (NCOA) link process on a list of mail recipients to identify and update any address changes.

Who is required to file ncoalink summary report?

Organizations and businesses that use mailing lists for bulk mailings are required to file an ncoalink summary report.

How to fill out ncoalink summary report?

You can fill out the ncoalink summary report by compiling the results from the NCOA process and relevant information such as dates, number of records processed, and any address corrections made.

What is the purpose of ncoalink summary report?

The purpose of the ncoalink summary report is to track and document any address changes identified through the NCOA process for mailing list recipients.

What information must be reported on ncoalink summary report?

The ncoalink summary report must include details on the number of records processed, number of address corrections made, and any other relevant information from the NCOA process.

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