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Loading email lists into TESS

Aaron Glynn
$organization

Hello,

I have a lot of excel lists of emails that our marketing manager was using to advertise. We now use Tessitura and Wordfly, so I'm migrating these into Tessitura. I'd like to eventually have Tess lists of these constituents.

The problem is that I can't be totally sure all of the excel lists of emails have existing T_EADDRESS records in tessitura.

I was thinking of loading these emails (and whatever PII exists for them in these excel docs) into local tables in TESS, then try to join those tables to EADRESS to get constituent_ID, and then I'd know which new emails need a new constituency to be created. I'd like to create those new constituents (whien there is enough PII for the email record) automatically using an stored procedure in TESS. Finally, I'd like to create lists in Tessitura that match up with the original excel docs so that our marketing manager has a nice point of entry into the system and can hit the ground running.

So to summarize: Is there a stored procedure that creates constituents, and a good way to run it over a large local table? Is there a stored procedure that can add a new email to a constituent ID using a name matching? Is there a stored procedure that create lists automatically using constituent ID's?

And, am I going about this right? Any documentation or advice is GREATLY appreciated.

Thanks,

Aaron Glynn

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  • $organization

    Hi Aaron,

    You may want to review the standard Constituent Import Utility. You'll find it in the Data Management folder in the Reports and Utilities section of the system. There is great documentation of it in the help system as well: http://www.tessituranetwork.com/Help_System_v125/Content/Constituent%20Import/Constituent%20Import.htm (click on "Open Topic in Full Help System"). It's designed to import constituent data from spreadsheets.

    The utility invokes a custom procedure called LP_CONSTITUENT_IMPORT, and you can place your own custom SQL in that procedure for the kind of processing that you're describing. You can include code for pre-processing (like looking for email matches) and for post-processing. 

    Thanks,

    Michael Wilcox, Tessitura Network

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  • $organization

    Hi Aaron,

    You may want to review the standard Constituent Import Utility. You'll find it in the Data Management folder in the Reports and Utilities section of the system. There is great documentation of it in the help system as well: http://www.tessituranetwork.com/Help_System_v125/Content/Constituent%20Import/Constituent%20Import.htm (click on "Open Topic in Full Help System"). It's designed to import constituent data from spreadsheets.

    The utility invokes a custom procedure called LP_CONSTITUENT_IMPORT, and you can place your own custom SQL in that procedure for the kind of processing that you're describing. You can include code for pre-processing (like looking for email matches) and for post-processing. 

    Thanks,

    Michael Wilcox, Tessitura Network

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