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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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

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!