Wordfly/Multiple emails per customer

We just recently switched over from Mail2 to Wordfly. In Mail2 there was a function when importing a list directly from Tessitura to Mail2 that would allow you to import every active email associated to any customer on that list. So far, I have not seen any such feature when importing targeted lists into Wordfly. Their documentation states that you can pull in multiple emails for households by including affiliates in your list pull, but not all emails get associated as the primary email to the correct affiliates, and we have plenty of individual accounts with multiple emails as well. Does anyone know how this can be accomplished?

  • Following this thread because I have the same question. 

  • Jesse and Amanda - 

    I'm not confident I've understood the question correctly, but:

    In terms of using Tessitura addresses within WordFly, the latter is pretty much just the landing spot from the info. Anything you're managing about which contact point or so on is about how you build your List or Extraction. WordFly will validate the addresses in the sense of them being properly constructed addresses, duplicates, or having opt out history, but otherwise all querying of things is left to Tessitura.

    As my organization hasn't implemented Contact Point Purposes, I can't speak much to the advanced functionality within that, but there's a Checkbox option for selecting multiple addresses with in the (hidden) top section of Extractions that I'm very interested in when I can dive into it.

    Jamie O'Brien

  • Former Member
    Former Member $organization

    Hi Jesse and Amanda,

    Our membership team emails all e-addresses on an individual's record. Since that outputs on multiple lines and WF won't allow that, we had a custom output set element built by tech services.

  • I have no problems creating custom output set elements, and I did create one that provides every email but since its not a single row element, the output set was not available in Wordfly. So out of curiosity, do you know how this new data element works? Is it added in as another column in the output set? And then does Wordfly allow you to map multiple columns to the email datafield?

  • Former Member
    Former Member $organization in reply to Jesse Dillman

    From our DBA:

    The element pulls all active email addresses from a view called VS_EADDRESS. 

    Here’s the code for the TR_QUERY_ELEMENT_GROUP system table:

    Data From:    (select distinct address, customer_no from VS_EADDRESS where inactive = 'N')

     

    TR_QUERY_ELEMENT:

    Data Select: !.address

    Single Row = checked (will not affect output)

    Let me know if that's helpful 

  • Jennifer,

    Thank you so much! This is exactly what I was looking for. And make sure to thank your DBA as well. The solution was so simple I would never have thought of it myself.

  • Amanda,

    In case you didn't get notifications about me and Jennifer's comment thread below, she provided details on how to setup a custom output set element that will upload multiple emails per customer into Wordfly, even though it's technically a "single row" element. I've already implemented and tested on our system and it works just as expected.

  • This is great, but we also use the Emarket Indicator in emails and extractions.  Do you know if there's a way to include something in the element which provides that filter?

  • Chanrda,

    What Emarket indicator are you referring to? Are you referring to the Contact Point Purposes that can get assigned to individual emails? Or the E-Market Restrictions settings found the on the General Tab? Or something else entirely?

  • I was actually referring to the email checkbox with the label "Allow Marketing." I've solved that now using the Data From code below.  Now I'm looking for a way to pull the Salutation assigned to those emails..

    (select distinct address, customer_no from VS_EADDRESS where inactive = 'N' and market_ind='Y' and eaddress_type<>5)

  • This query should probably provide the associated Sal line 1, Sal line 2, and Letter Sal for each email. If they do not have a salutation designation for their email, then it just pulls the primary salutation set for that customer_no.

    (select distinct address, ISNULL(s.esal1_desc, s1.esal1_desc) as esal1_desc,
    ISNULL(s.esal2_desc, s1.esal2_desc) as esal2_desc, ISNULL(s.lsal_desc, s1.lsal_desc) as lsal_desc, e.customer_no
    from VS_EADDRESS e LEFT OUTER JOIN VXS_CUST_SAL s on e.customer_no = s.customer_no and e.alt_signor = s.signor
    LEFT OUTER JOIN VXS_CUST_SAL s1 on e.customer_no = s1.customer_no and s1.default_ind = 'Y'
    where inactive = 'N' and market_ind='Y' and eaddress_type<>5)

    I think if you set this as your query element group, you can create additional elements from that groups so if you pull these elements together in 1 output set it will associate the right emails to the right salutations.

  • Fantastic.  I'll give it a try and let you know.  Thanks so much.

  • Hi Jesse,

    Using this for the Output Element Group, without adding a salutation Element, I'm back to duplicate primary emails instead of specifically Allow Marketing emails.  Do you see anything that can correct that?