Touchpoint Software Documentation | Zip Codes

Zip Codes

This table is used to determine the Resident Code on a person’s address.

Resident Codes

Resident Codes are used to categorize zip codes and are assigned to each address in the database. The purpose of Resident Codes is three-fold:

  • To help determine the church’s ‘local’ membership (those who live close enough to actually attend the church) vs those who are still members, but have moved out of the area.
  • To identify local guests vs out-of-town guests.
  • To help in mailings to those in the local area.

The default codes are Metro, Marginal and Non-Resident. Non-Resident is automatically assigned to those addresses NOT in the zip code table. Until you add zip codes to the table, and assign them a Resident Code, every zip code will be given a Resident Code of Non-Resident.

Example using Metro and Marginal Codes

Our church is large and located inside a city, but many, if not most, of our members and attenders live outside the city in various counties.
- We created our Zip Code table by entering all the zip codes inside the city (metropolitan area) and then assigned Metro as the code.
- Then we added zip codes outside the metropolitan area in which church attenders live and coded these as Marginal.
- All other zip codes on addresses in the database are automatically assigned the code of Non-Resident.
- For local mailings, emails for events at the church, establishing our ‘local’ membership, we qualify the Search Builder search by adding the condition Resident Code is One Of Metro or Marginal.

A church does not have to use the Marginal code; they can just use Metro. We found it very helpful for our church to use both codes, as described above. Also, a church may decide to use names of burroughs or communities instead of Metro or Marginal. As long as the zip codes do not overlap, this will work fine. In other words, each zip code can be assigned to only one Resident Code. See below for how to add new Resident Codes.

After the table has been created, you can update all zips in your database at one time.

After that, all new records will have the Resident Code set automatically.

To Create Resident Codes

If you want to create codes other than Metro or Marginal, you will do that just like any other drop down Lookup Code in the database. If you plan to use Metro and Marginal, you do not need to create any Resident Codes; they should already be in your database. You can proceed with creating the zip table.

Step 1

Go to Administration > Setup > Lookup Codes and select People > Resident Code and create the codes.

See also

Lookup Codes for details on creating new codes.

Step 2
After you have the codes you want to use, follow the steps below to create the table and assign zip codes to the new Resident Codes.

To Create the Table

Step 1
Go to Administration > Setup > Zip Codes
Step 2
Click the green +Add Zip Code button, enter a 5-digit zip code and click Submit.
Step 3
The new row will be highlighted. Click in the box beside the code, where you see empty and select the Resident Code you want to assign and then click the blue check mark to accept it.

Caution

Do not select Non-Resident. All zip codes that are not listed in your zip code table will automatically be assigned the Resident Code of Non-Resident.

Step 4
Continue as above until all the local zip codes have been added. Then click the blue Update All Addresses button. This will update all addresses with the new Resident Codes.

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