School Affiliations Data

Hi

I am in the process of overhauling our School Affiliates in Tessitura (this has never been done/set up since our pre-pandemic Go Live in 2019) so I am starting from scratch and am not a particularly experienced user.

Can anyone advise some user friendly ways of ensuring that the email address that is linked to an affiliation (i.e.not necessarily the individuals primary email) is usable in List Manager  (or Extractions) and that the contact permissions for that Affiliated email address are not dependent on the general contact permissions set up for the individual. For example, the individual may not want to be contacted by the organisation on their primary address but is happy to be contacted on their secondary or work email address that is linked to their Affiliated School.

I was looking at possibly using a Contact point purpose called "School Affiliation" to clearly denote which email address should be used in relation to the affiliation... Then, if an affiliate decides they no longer want to receive emails in relation to the school, we would remove the contact point purpose. This set up would require us to ignore our standard contact preferences for that individual when pulling lists (using the contact point purpose as a kind of override to their general communication preferences....).

Can anyone advise if there is a better way of using the system for communication with School Affiliations. I think some organisations use "interest" attributes too but I wasnt sure how this alone would give us the correct email address to use for the individual for that particular type of communication and just seems like an additional tick box to have to administer?

Thanks in advance.

Lianna

Parents Reply
  • Hi Michelle - Yes, I have a support ticket but I wanted to know from any users how they have set their Affiliates up. Are other users just sending comms to affiliates' general tab/primary email? Or have they set something up that pulls the specific email that has been entered in the Affiliate window or some other specific email type specified by the Affiliated constituent?

Children
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