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
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!