The following article outlines how contact and organisation addresses behave in Arlo, and how you can report on them.
Against each contact, you can store a postal, and a work address (if enabled).
Work address is disabled by default, as Arlo can derive a contact's organisation address to use. Learn how to enable inactive fields.
Against an organisation, you can store a postal and a physical address.
Arlo has a range of address fields that can be used to capture a contact or organisations address.
This section explains how to make select address fields mandatory when the address field is on an Arlo registration/lead form, and how to rename the labels displayed with the address fields on your website.
The address field is treated as one field-set in Arlo. You cannot have individual address lines on a registration form. All of them will be added but your registrants will only be required to fill out the fields that you have made mandatory. Country and Street/PO Box cannot be made optional, as these are required for Arlo to create orders. All address fields are a single line of text only, except for the country field.
- Open the Settings menu item.
- From the Platform setup section, select General.
If you cannot see General on your settings page, contact Arlo Support.
- In the Platform section, tick the Address fields that must be completed by registrants in the Required column.
- You can enter a new label for each address field in the Label column.
The new label will be displayed to your customers on your website registration forms, but is not reflected in the platform or in the reports.
- Press Save.
If the course is using the order process registration method, the order contact will be asked for their postal address as a part of the order details.
- If the order contact selects Organisation as the payer, the postal address they enter on the order details page will be assigned to the organisation, not the order contact. If you want to protect the address you have for the organisation, you can prevent address updates in your website checkout.
- If the order contact selects Individual as the payer, the postal address they enter will be assigned to their own contact record. If the order contact is registering other people, this address will not be assigned to those contact records as well, only their own.
The following process outlines how to allow an organisation's postal addresses to be updated if a registrant enters an alternative address during the website registration process.
Before enabling this setting, consider the following scenario: A customer registers for a course on the website and enters their head office as the order payer, and then adds their local branches address as the billing address. If an organisation already exists for the head office then Arlo will update the address of this record with the new address of the branch office.
- Find and open the organisation you would like to edit.
- From the toolbar, press Edit.
- From the Postal address section, tick Allow updates during website registration.
- Press Save and close.
- Open the Settings menu item.
- From the Marketing section, select Organisation settings.
- From the General section, for the Postal address updates setting, tick Allow updates to an organisation's postal address during website registration.
- Press Save.
Arlo allows you to set up an alternative billing organisation so that when a person places an order on your website and selects their organisation, the alternative billing organisation you have set up will be used in the order instead. For example, if you have a large organisation with branch offices, you can ensure that all orders are billed to the head office (not the individual branches).
- Find and open the organisation you would like to add a different billing address for.
- From the toolbar, press Edit.
- From the Billing section, click Select an alternative billing organisation.
- Enter the alternative billing organisation.
- Press Save and close.
- Once entered, the name of the alternative billing organisation will be displayed on the organisation's record next to Bill to.
Arlo allows you to report on and generate a list of contacts with an address that is either the organisation's postal address or, if one exists, the individual's postal address by using the Registrations List report.
When exporting contacts, only the Export marketing information (CSV) export option includes the derived address.
To add the derived address fields to this report, select the required columns in the Derived postal/organisation address section.