Hi Guys,
We are just starting to incorporate active dates into our postal address TAB in Tessitura and filter by these for mailings.
I can’t seem to see an ‘out of the box’ filter criteria in list manager to use for an extraction.
Do we have to create one? If so that’s fine our SA can do that – but I just wanted to check I wasn’t looking in the wrong area or under the wrong title.
(the logical side of my brain says it should be ‘postal address active date’ or the like??)
Would love some info on this
Cheers!!
Hi Andrea,
The criterion you mentioned is not standard, so I can’t speak to how it works.
Here’s the solution that my coworker, the talented Ryan Creps, came up with:
You will need to add a separate criterion to T_KEYWORD for each month (so 12 total for Jan-Dec). Based on how the data is stored and the way criteria set work, there isn’t a way to do it with a single criterion where you select the month(s). Instead you add a criterion for each month and then you will choose if you are looking for people where the month is checked (Yes) or not checked (No), which is similar to how the mail purpose criteria function.
Here are the details for the new entries:
Description – Something to indicate which month’s flag the criterion is evaluating.
Data Type – Number
Edit Mask – You can leave blank
Detail Table – vs_address
Detail Col - CASE WHEN CHARINDEX(SUBSTRING(!.months,1,1), 'Y') > 0 THEN 1 ELSE 2 END
You will need to change this a little for each criterion so that it looks at the correct month. The first number in that code is what controls the month. In the example above, it’s set to look at January. To look at October you would change it to:
CASE WHEN CHARINDEX(SUBSTRING(!.months,10,1), 'Y') > 0 THEN 1 ELSE 2 END
Ref Tbl – tr_gooesoft_dropdown
Ref Idcol – id
Ref Desccol – description
Ref Where – code = 1
Ref Sort – leave blank
Category – Address Information (if you want to group it with all the other address criteria, though you can put it in whichever category you want)
Use For List – List Only
All remaining columns, leave alone.
Once you have these new criteria set up, if you want to look at multiple months in an or situation (i.e. an address that is active in October OR November but not necessarily both), you’ll need multiple groupings of criteria, one for each month. If you are just looking at two months, then you can do it in the two panes of a single criteria set. If you are looking at more than one you’ll need to use an extraction set so you can have multiple segments/criteria sets.
Hope that helps and all makes sense.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Hi Andrea
OTOH, if you're only ever going to be interested in pulling people with an active Floridian address in Oct or Nov, you could just create one special criterion, configured the same as what Ryan suggests, except with this Detail Col value instead::
case when (SUBSTRING(months, 10,1) = 'Y' or SUBSTRING(months, 11,1) = 'Y' ) and state = 'FL' then 1 else 2 end
That way, you only need to use the one criterion in your lists for this purpose, which makes things a bit simpler.
Ken