Hi everyone,
My organization has two control-grouped email types, and an uncontrol-grouped fallback type shared by our consortium. Some people have one email of each type, some have two of one type with different (or the same) values, etc. We would like to send an email to a list, only sending once per constituent, but with an email type priority, e.g.: if they have type 1, use it, if they don't then use type 2, if they don't have that then use the primary email address.
The hangup is that if I import the list once using email type 1 in the output set, then import it again using a different output set, it will add any unique email value regardless of whether the constituent ID has already imported, so constituents will receive an email at every address we have recorded.
Has anyone been through this? Any insight would be wonderful. Thanks!
Hazel Lynn James (Past Member) Hello and you should be able to achieve what you require by pulling a list before retrieving the e-mail addresses using a custom output set element. The custom output set can be scripted to prioritise the e-mail types and I have used a similar element to pull single phone numbers from constituents in a certain order depending on phone types. It involves setting up a local view that will be used as the custom output set source and works quite well. Happy to share more details if required. Thanks!