We have about 800 accounts that have 2 names, 2 email addresses, and one login, with an N!/N2 of "both". We would like to end up with an email address on each of the individual records created during the conversion, at least for those accounts where it is obvious who the email belongs to. Does anyone know the best way to go about doing this?
We were ready to review and edit the constituent records manually prior to the conversion, but even if we change the login to N1 or N2, I think we will still end up with the other email address on the household. Has anyone come up with a solution to this? Is there a good way to move an email address from the household to an individual after the conversion?
Boann: That is good information as probably 99% of our email addresses are not clearly marked as N1 or N2 but as Both. Have you put any kind of plan in place to train the data entry staff (Box Office, Development, etc) to actively look at emails during transactions and determine proper ownership in the Household? And if so, would you mind sharing any tips you might have on that effort?
To the broader Tessitura community: Do others use email marketing to the Individual constituent or to the Household constituent and is this complicated if some emails are at the Individual level and others are at the Household level? This is particularly relevant for those of us on email services allowing each Individual on the Household to have separate email preferences (and even multiple preferences for work, home, etc).
Chuck Buchanan
Manager, Direct Marketing and List Management
92nd Street Y
1395 Lexington Ave | New York, NY 10128
(212) 415-5451 | http://www.92Y.org
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Boann PetersenSent: Tuesday, June 26, 2012 12:59 PMTo: Chuck BuchananSubject: Re: [Tessitura Next Generation Forum] How to convert multiple email addresses?
We had a majority of our emails in logins set to both with no clear indication of which name they belonged to. We decided to keep them at the household level instead of assuming ownership and getting it wrong. As we learn who owns what information we are moving it to the correct account, but we are ok with emails and logins living at the household level when we don't know more.
From: Charles Buchanan <bounce-charlesbuchanan5408@tessituranetwork.com>Sent: 6/25/2012 3:22:29 PM
Just jumping on this discussion - how are organizations handling mapping email addresses that are not clearly linked to N1 or N2 by an eAddress Type or by the Login indicator? I understand that anything with a status of "Both" will end up in the Household constituent record. The majority of our emails are not clearly defined as N1 or N2 by an eAddress Type description and for the most part their corresponding Login indicators are set to "Both". Has anyone else run into this?
Thank you,
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We do not have any kind of formal plan in place at this point. Our website does not tailor the login to the individual and we have not had a lot of different contact preferences from individuals within a household, so this has not been a huge priority for us. The box office, development and marketing departments know to move emails and logins around as they learn who owns what, but we are not actively seeking that information out at this time.