Email Lists - Add all primary affiliates or not?

Wondering how others (particularly PAC's) handle households in your email lists? Do you leave individual constituents as selected by the list criteria, or do you replace individuals with households and add all primary affiliates?

  • For the most large (usually Marketing) eblasts, replace w/ HH and add primaries, though it's not always pretty.  More refined selection for our more refined (usually Development) eblasts.  We haven't had huge uptake on interests to discriminate, so we're moving more toward tracking where they go on our website etc to see if there's some way to narrow down the shoot 'em all and let the powers that be sort them out. Orders and contributions roll to the households, but most people have their distinct eaddresses, though those are not always on the expected accounts among the HH and it's affiliates. 

  • Hi David,

    We are a museum and not a PAC but thought I would still give some input in case it's helpful. We also largely replace individuals with their households for our email lists, since often times when corresponding with patrons we want to connect with all affiliates of that household, not just one specific person. The only time I wouldn't use advanced relationships and chose to keep the individual constituent is if one of the affiliates meets certain criteria while the other affiliates do not (i.e we only want to email those who have a certain attribute on their record and ONLY want to correspond with them. An example would be an employee at a certain organization or a government official, as we want to correspond with them and not their entire family).