Hi - New user and first time poster here!
We are having a little confusion about the best way to record email addresses on constituent records, particularly when they are part of a household. I know the email checked as primary for the household is the default for receipts, etc., but for most of our marketing and member communications, both of the constituents want to receive the messages. Does anyone have suggestions for the right way to store and label emails to achieve this goal? We are 100% on the way lists and extractions interacts with the electronic addresses.
Thank you!
Sherry Fiore
Hopkins Center for the Arts
We have similar issues but primary just with our Trustees and Major Donors where both individuals want to get our emails to their respective email addresses. We don't have a solution yet but what we're theorizing is that once we finish implementing Contact Point Purposes we'll be able to assign those to multiple addresses as needed and adjust the way we pull constituent emails. Again, it's just theory at the moment as we're still mapping and testing our current restrictions into Contact Point Purposes.
I'd also love to hear if others have worked out how to do this successfully.
Laurel
San Francisco Ballet
Thanks, Laurel. Glad to see we aren't the only ones working through this!
Kind of fortuitous that you would respond, I'm bringing a group of major donors to SF this March. Hoping to include a stop at the ballet on the itinerary. Maybe we should connect?
Definitely! my contact info is lskehen@sfballet.org or 415-865-6628
You could assign an interest to the individual constituent records and then include the interests as a parameter when you are extracting your email lists.