I'm trying to build a line of criteria in an extraction based on ticketing or donation history (which lives at the household level), but pull emails which might be in the member records of that household. i.e. John and Mary Smith have a donation history. John Smith's Primary email address is jsmith@email.com, and Mary Smith's Primary email address is msmith@email.com. They both want to receive emails from us. How do I build my extraction so that they both get the email, particularly given my criteria, which is based on donation history?
Thanks!
Chandra
This is simple for most segments using those Search Household checkboxes next to each criterion. So you just need to add your ticketing and donation criteria as normal, but check that you want to search every record on the household.
Then your final criterion should be Primary EAddress In Y. This should NOT have the search household checkbox checked: these are the specific records you ultimately want to pull.
This works as long as the e-mail addresses you want are checked off as primary on each of the constituents you are sending to. This also only works for one e-mail per person, since each Individual can only have one Primary address. But for our needs at City Center it works very well.
That makes total sense, except the part about NOT searching the household for Primary is Y, Since both individuals email addresses are primary. Can you explain further? Thanks!
From: Michael Mariano <bounce-michaelmariano2458@tessituranetwork.com>Sent: 8/8/2013 7:33:18 PM
Makes sense, but it appears the 3 fields are linked and I can't just uncheck Primary EAddress Flag without all of them unchecking. Have you ever experienced that?