Strategies for ensuring correct salutations

Former Member
Former Member $organization

Hi there, 

I'm curious if any of you have strategies you'd recommend to ensure that all constituent records have a uniform salutation, beyond manually going through constituent records to update salutations accordingly. We are attempting to bridge a gap in our usage of Tessitura, where we have a small group of patrons who are close to us (board members etc) who have specific salutations in Tessitura for a nickname or diminutive (we have a custom salutation for this) and the far-larger group of single-ticket buyers and subscribers who simply have the auto-populated "Gen Sal". The custom salutation works well for us, especially for things like acknowledgements or communications targeted to a small group, but we still can run into difficulty ensuring correct salutations on mass communications. 

Do any of you use things like a piece of code running nightly to update salutations, or an org-wide standard such as only using first or last names on official communications? Curious to hear what has and hasn't worked for your organization. 

Thanks,

Max Williams

Parents
  • Former Member
    Former Member $organization
    Hi Max,
     
    We are in the process of creating 3 new salutations that can be used by any of our 4 Arts Partners.  We’ll have a Formal, Informal and a Family Salutation.  Our code, when finished, will add these to any Individual or HH record that doesn’t have them (Family will only be added to HH records) but will not update or overwrite any that already exist.  Our users will be responsible for maintaining any edits to our standard formats. 
     
    Mark
     
    Senior Manager Database & Analytics
    The Woodruff Arts Center
    404.733.4277
     
Reply
  • Former Member
    Former Member $organization
    Hi Max,
     
    We are in the process of creating 3 new salutations that can be used by any of our 4 Arts Partners.  We’ll have a Formal, Informal and a Family Salutation.  Our code, when finished, will add these to any Individual or HH record that doesn’t have them (Family will only be added to HH records) but will not update or overwrite any that already exist.  Our users will be responsible for maintaining any edits to our standard formats. 
     
    Mark
     
    Senior Manager Database & Analytics
    The Woodruff Arts Center
    404.733.4277
     
Children
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