Hi:
Here at the Museum we have noticed an issue when attempting to send solicitation emails using WordFly. My criteria pulls in anyone in a given solicitation group who has a valid email address on either their household or individual record. Unfortunately, we’re having an issue with outputting that information to WordFly.
In order to get the correct information, we have the salutation and email of the record selected pulling into the output, but also the solicitation ask amount. The issue arises when the email is on a different record from the solicitation ask amount. I cannot simply check the “Include Primary Household” check box on the solicitation ask amount element because then WordFly will not accept the output set since it could conceivably produce multiple values. Unfortunately, without checking that box, I am unable to get the solicitation ask amount from a household record to populate in the output when the individual record is the one with the email. This means that the output (as is) produces ask amounts of $0 which is clearly not what we want for a solicitation email!
Currently, I am manually checking my lists and moving emails from the individual records to the household records in order to ensure that the correct data gets outputted for our emails, but I’m wondering if anyone else has come across this issue before and has a work-around that doesn’t involve manually checking my selected lists every time.
I’d appreciate it if anyone has any insight.
Thanks,
Laine
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Laine Kyllonen
Database Application Specialist
Science Museum of Minnesota
(651) 221-2515
Hi Laine -
When I've needed things like this for WordFly I've added my own custom elements that will return only one row. I've got bunches of custom elements that I use 'Include Primary Household' - you just have to make sure that it is a one row return. I often do this by including an element parameter (like campaign of solicitation) or by doing some sort of sum if needs be.
Hope I'm not being too vague and that makes sense!
- Heather
Hi, Heather!
My IT people were wondering if you'd be able to supply the query in your custom element for Solicitation Ask Amount (or another similar element) as we're having difficulty since WordFly won't recognize output sets with an asterisk in them.
I really appreciate your help!
The biggest "trick" is to pull off a view that is going to return one row per person (or will when you add a parameter) and then make sure that in the TR_QUERY_ELEMENT table make sure that 'Single Row' is checked. That is what WordFly checks against when allowing an upload.
Feel free to contact me offline if they need more than that - I can pull together some screen shots or something. :)