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Salutations for patrons who are particular

Megan Hall
$organization

Hi all,

I've seen this issue at three different orgs so I'm posting here in hopes that someone has found a solution.

There is a segment of patrons who really care about their salutation - what they see on the envelope or postcard they receive. Some people don't want to see a prefix at all. Some people don't want their spouse on the label. There are many other scenarios.

Delivering on some of these preferences can be tough because "Gen Sal" so easily overrides the field based on A1 and A2 values. I would love to see a little "padlock" symbol next to Gen Sal that you can toggle on an off, but it doesn't exist.

Has anyone a good way to manage these accounts? For people that don't want their spouse to appear, we keep the spouse as an Adult Member but remove A2 - so that scenario is OK. But for many others, we don't have a solution.

Thanks in advance,
Megan

Seattle Symphony

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  • $organization

    HI Megan,

     

    Would it be possible to create a salutation type called ‘preferred’ or something similar, and then enforce organization rules on using that when pulling addresses?

     

    Cheers,
    Kathleen

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Megan Hall
    Sent: Wednesday, November 04, 2015 1:44 PM
    To: Kathleen Smith
    Subject: [Tessitura Development Forum] Salutations for patrons who are particular

     

    Hi all,

    I've seen this issue at three different orgs so I'm posting here in hopes that someone has found a solution.

    There is a segment of patrons who really care about their salutation - what they see on the envelope or postcard they receive. Some people don't want to see a prefix at all. Some people don't want their spouse on the label. There are many other scenarios.

    Delivering on some of these preferences can be tough because "Gen Sal" so easily overrides the field based on A1 and A2 values. I would love to see a little "padlock" symbol next to Gen Sal that you can toggle on an off, but it doesn't exist.

    Has anyone a good way to manage these accounts? For people that don't want their spouse to appear, we keep the spouse as an Adult Member but remove A2 - so that scenario is OK. But for many others, we don't have a solution.

    Thanks in advance,
    Megan

    Seattle Symphony




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  • $organization in reply to Kathleen Smith

    We at Seattle Opera essentially do what Kathleen suggests with a special salutation type called "Salutation Exception Rule." Meaning this person doesn't conform to our nightly salutation job's set of salutation rules. In that nightly job we have it overrwrite the default salutation with this special salutation type. So every day the default/general tab salutation is replaced with the special case exception. There are a few special work-arounds to handle patrons who update their own salutation online in a way that conflicts with our special salutation type. But on the whole this does a great job of keeping those oddball salutations as you need them to be. 

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  • $organization in reply to Kathleen Smith

    We at Seattle Opera essentially do what Kathleen suggests with a special salutation type called "Salutation Exception Rule." Meaning this person doesn't conform to our nightly salutation job's set of salutation rules. In that nightly job we have it overrwrite the default salutation with this special salutation type. So every day the default/general tab salutation is replaced with the special case exception. There are a few special work-arounds to handle patrons who update their own salutation online in a way that conflicts with our special salutation type. But on the whole this does a great job of keeping those oddball salutations as you need them to be. 

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