Affiliate Email Addresses for Corporations

Can you unpack a little bit what process you're using to pull the email addresses out? If you're working through Lists, it sounds like you might be skipping a step wherein you need to pull in affiliated individuals.

Hi Jenny, 

It sounds like you might be missing the Advanced Relationship Options window settings, which let you include affiliated individuals on your list. Specifically you'd use the options under "Add Affiliated Individuals." This documentation explains the details of that functionality best. Once your list is populated, you can use the standard EAddress_email output element, or other output elements, to retrieve information about these individuals. 

Additionally, there was a recent enhancement noted on this page under "Affiliation Contact Data Now Returned by Standard Output Elements" which reads: "If a constituent added to a list through Advanced Relationship Options based on an affiliation and if the affiliation has a postal address, email address, and/or salutation specified, the affiliation-specific data is returned for that constituent when using standard output set elements for that data."

This is not required, but it's very helpful if your individuals have personal contact info and business contact info. Here is an example screenshot. In this example, I selected Sally's email sally@kennedyschool.org because that's the best email address when I'm contacting Sally in the context of her employment at Kennedy Elementary School. With this enhancement in 15.1, the standard output elements output these selections if you make them, or they fall back to primary contact info if you leave them at "(none)."

Hi Jenny! I got your reply to your post in my inbox but don't see here it on the forums (maybe there is a hiccup in the system). You asked: "I'm trying to make a list of our corporations and the email address(es) of their affiliate who is marked as the Primary Contact. I can get a list of my corporations, and I can get a list of my primary affiliates with their email addresses but I just can't put that info back together again."

Here is how I would approach it: 

• Starting on your list of corporations, in the Advanced Relationship Options tab, go to "Add Affiliated Individuals" and select your Primary Contact type. 
• Also in that tab on the bottom under "Keep Original Constituents If Related Constituents Were Requested" select "Only keep the related constituents that were added." This will give you a list of the individual primary contacts only.
• In the Output section of your list, add the following elements: 
  • Salutation_outside_line1 -- this will give you the individual's name 
  • Eaddress_email -- this will give you the individual's email, and will respect selections made on the Primary Contact affiliation, if any
  • Relationship Customer Name -- this will give you the name of the corporation, but to make it work successfully, you must apply an Output Filter. Do this by going to the Output Filters tab, locating the Relationship Customer Name element, clicking the filter icon, selecting Relationship Type, and choosing Primary Contact.

In my system, my list looks like this (my relationship type is Teacher but you get the idea): 

This is pretty much what I do, but I tweak one thing because I'm never hyper confident that our data is perfectly clean:

Where Michael suggests selecting "Only Keep the related constituents that were added" I instead pick "Keep original constituent if no related constituents are found". That way, if I have corporations in the mix who don't have designated Primary Contacts, they'll look funny in my dataset and be a visual cue to me that I have some cleanup to do before I proceed.

It could possibly be a problem with the data. Are you using the standard elements for email (Eaddress_email from the EAddress Information category) and address (Address_street1, etc. from the Address Information category)? Those are programmed to only return one piece of data per constituent, so if they are showing multiple, that's a clue you may have a data issue. You can open a support ticket with us if you need assistance tracking it down. 

Yes, I am using the standard elements. Looks like we're puttin' in a ticket. Thanks for all of your help!