Loading email lists into TESS

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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  • Former Member
    Former Member $organization

    Hello Aaron, 

    In addition to Michael's advice there is a nifty import list function in the list module. Once you have determined the constituent ID's for each list you can quickly import csv files of constituent numbers as lists. This would be a lower technical lift than the rest of the project. 

    Warm Regards,

     

Reply
  • Former Member
    Former Member $organization

    Hello Aaron, 

    In addition to Michael's advice there is a nifty import list function in the list module. Once you have determined the constituent ID's for each list you can quickly import csv files of constituent numbers as lists. This would be a lower technical lift than the rest of the project. 

    Warm Regards,

     

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