Our Development team is having an issue whereby they pulled a list of their regular people to invite to concerts. However, because of the v11 upgrade, the emails that were on those records have now migrated down to Affiliate 1, leaving no email on the household record.
It may be that we need to understand a bit more about how to pull lists in v11, but what is the standard way of doing this? Is the answer to pull a list and get the individuals instead of the household? I only ask because I'm tempted to write a script that copies the Affiliate 1 email into being the primary email for the Household in the cases where there isn't a separate email.
But I thought I'd check what everybody else is doing before I get too drastic ...
Hi Matthew,
If an email is on an individual affiliate’s record, then you need to add the individual affiliate to your list if you want to get that email address out.
When it comes to pulling contact data, you only get the data for the constituent who is on the list. So if the household is on the list, you only get the household’s data. If an individual is on the list, you get the individual’s data, unless the individual has no data, then you get the inherited primary data from the primary household.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
I realized (with some help), that I forgot to explain how to add the individuals to the list.
There are a couple of ways to approach this, depending on your desired result.
The easiest way to do it is to use the Advanced Relationship Options (click the link for detailed instructions) to add the individual affiliates to your list. Then you need to decide if you want to keep the households on the list once their affiliates have been added. If you know that households will never have the emails, then you could set it so that the households are dropped and only their affiliates are kept. But if you aren’t sure, then I would keep the households on the list. In the end result, you’ll probably end up with households and some individual affiliates that don’t have email addresses. To get rid of them I would just sort the output data by email address and then delete all the ones that don’t have an email address.
If you want Tessitura to filter out the people without email addresses for you, then instead of using the Advanced Relationship Options, you can add criteria to your set that checks to see if a constituent has an email address, and then for all the other criteria check the Search Household box (do not check this box for the email criteria because you don’t want a household email to qualify an individual for the list). The result will be that if a household has the qualifying data and an email, it will be selected, and if an individual has the qualifying data on the individual record or the household and an email on the individual record, it will be selected, but no one without an email will be selected. It’s possible that you’ll get both a household and one of the individual affiliates of the household on the list if there is an email on both records, so you still might want to spot check your results before sending the email.
This is also a good opportunity to mention a session I’ll be presenting at this year’s conference on the topic of changes to lists and extractions in v11 (including pulling the right contact data). The session is titles List Changes in v11 and it will be presented twice, once on Monday and once on Wednesday.
Thanks for this, Kevin. This is very helpful.
Cheers,
Matt