Associations for Salutations

One way you could do it (but it might be time consuming and clutter up the corporate record depending on how many people) is to create unique salutations with each contact’s name and title and then associate each individual salutation to the corporate address (so you’d have to create multiple of the same addresses) and mark that address with an invitation mail purpose. You’d need to use an output set to get all of the addresses to export out.

It’s definitely a kludgy work around. And time consuming the first go around, but for the future it would be a quick way to export them out if you’re always inviting the same contacts.

-Marta

Hi Everyone,

At my organization, many organizational records such as businesses that have given contributions to our gala, are entered without a particular contact name. Often, there's a contact name in Associations, but these associations came from our data conversion process and are usually "soft" associations. I'd like to be able to use some of these "soft" associations as saluations when pulling a list for an upcoming mailing, but I'm not sure if there's an easy way to do it. Can I pull just a certain type of association into an output set? Or does anyone have any suggestions about the best way to get these associations into the list so I can use them for salutation purposes?

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One way you could do it (but it might be time consuming and clutter up the corporate record depending on how many people) is to create unique salutations with each contact’s name and title and then associate each individual salutation to the corporate address (so you’d have to create multiple of the same addresses) and mark that address with an invitation mail purpose. You’d need to use an output set to get all of the addresses to export out.

It’s definitely a kludgy work around. And time consuming the first go around, but for the future it would be a quick way to export them out if you’re always inviting the same contacts.

-Marta

Hi Everyone,

At my organization, many organizational records such as businesses that have given contributions to our gala, are entered without a particular contact name. Often, there's a contact name in Associations, but these associations came from our data conversion process and are usually "soft" associations. I'd like to be able to use some of these "soft" associations as saluations when pulling a list for an upcoming mailing, but I'm not sure if there's an easy way to do it. Can I pull just a certain type of association into an output set? Or does anyone have any suggestions about the best way to get these associations into the list so I can use them for salutation purposes?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!