Advanced Relationships - When things go wrong

I won’t go into what you did except to say relying heavily relationships settings on board member suppressions is a risky business.  Emails can go on individuals and/or households, so you have to be sure that you are suppressing all necessary affiliates for your board members, and if they’ve been in Tessitura since version 11, even more so.   I have done this through a combination of 1) assigning constituencies to all current board members, their households and all primary individuals in their household (and suppressing that constituency)  and additionally suppressing 2) manually built lists to take into account  stray emails on other organizations they are affiliated with,  people who work for them and have one of their professional emails in their own account and odd strays  that may be harder to suppress to the fullest extent of all possibility until you find them and just try to keep them from happening again.    

From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Tiffany Evans
Sent: Monday, July 13, 2015 2:33 PM
To: John Trimble
Subject: [Tessitura Marketing Forum] Advanced Relationships - When things go wrong

Hi,

So we have recently sent an eblast to the wrong people due to using advanced relationships and I'm trying to figure out what we did wrong....

I'm hoping someone can see what i've done and tell me what I SHOULD have done instead!  Basically, we build an extraction with several segments and after counting, the segments are saved as lists and uploaded into wordfly. 

What happened was that in the extraction, we did not want to email our board members, so they were suppressed by using a constituency in a suppression segment like we normally do and have been doing for years.  The "Search Household" was not checked in this segment.

In the bottom segment, we had a large list of prospects which was anyone having an email address.  The criteria we use for this is EAddress <> ''.  It returned over 70K records.  Among those records, it turns out, it returned individual accounts who were tied to households having the Board Member constituency. :(

The Replace individual with household and add all primary affiliates radio button was selected on this criteria, which MAY be to blame?.

So what did we do wrong?  If I had included the advanced relationship in the suppression, would that have been best? Or did the "Add Primary Affiliates" radio button overwrite any suppression segment?

Thanks for any help you can give!

-Tiffany Evans

Database Coordinator, Huntington Theatre Company

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This does help! J And yes you did read it correctly.

Does this basically apply for ANYTHING that can be attributed to a household?  For example, ticket history which we keep on the household, if we wanted to suppress buyers to a specific performance, we’d want to have this advanced relationship selected as well?

From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Beth Hawryluk
Sent: Monday, July 13, 2015 3:57 PM
To: Tiffany Evans
Subject: Re: [Tessitura Marketing Forum] Advanced Relationships - When things go wrong

Hi Tiffany,

I hope I read that correctly.

We frequently have extractions where we want to exclude not only a certain type of person, but anyone attached to their household. Board members is a great example of that.

How we accomplish this is in the board member suppression segment we replace individual with household and add all primary affiliates. Then your suppression includes everyone attached to the board member household. By doing that, your inclusion segment below shouldn't pick up any of those people.

Hope that helps!

Thank you Beth!  I think this makes sense, and I’ll start experimenting with how our suppressions are affected by that change to see what happens. J  I will touch base with soon if I still need to see your examples, which I think would probably be quite helpful! J  Thanks for your help!

From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Beth Hawryluk
Sent: Monday, July 13, 2015 5:57 PM
To: Tiffany Evans
Subject: RE: [Tessitura Marketing Forum] Advanced Relationships - When things go wrong

In a nutshell, yes. Anytime I'm working with suppressions I judge whether or not I want to suppress just the selected individual or if I want anyone at their household. But the idea should work the same for most things. As John mentioned, doing the "switch to household and add affiliates" doesn't always catch everyone all the time. There are a number of factors that can cause someone to be missed by a suppression (In our case, the biggest culprit is unmerged duplicate accounts!!). But for the most part it has worked well for us once we got the hang of it.

If you're still a bit confused and you'd like to touch base offline I could show you a couple of example extractions that we've done here and I can tell you why I made some of the relationship choices I made while building them. I don't claim to be an extraction pro by any means but it might give you some food for thought!

bhawryluk@winspearcentre.com