I have a Version 11 and email related problem that I keep running into and hoping someone can help me solve it via list builder/output set builder.
I only want people who meet my criteria who have an email address. However the household may meet my criteria but the email itself lives on the affiliated individual. How do I account for that to make sure that I'm getting an output of records with email addresses not just records that meet my criteria but have affiliated records with emails?
I hope that makes sense!
Thank you!
Marta
Marta,
This is a bit off the top of my head so there might be a hole in the theory, but...
It sounds like you would be able to pull a list of everyone who has the email address. So to get what you are after, I believe all you should need is to check the "Search Household" option for every criteria EXCEPT for the email criteria.
The way I visualize it is bottom up. I'm looking for people, but for some criteria I am "looking up" to the household. (I'm sure I stole that phrase from some of the training webinars. But that was the first time I really understood affiliations :) )
Hope that helps.
Make a list of people who meet your criteria, and in List Manager, go to the Add Individuals tab and select Adult Members for Add Individuals with These Affiliation Types.
After generating that list, make another list using Eaddress Information, selecting at least EAddress Type and the type(s) of eaddresses you want. Then add your list under Other, using “has.” (I confess, I often use “in” here, and it doesn’t seem to make a difference.)
So this list might have the following criteria:
EAddress Type In Primary Email Address
List Has [your list of people with the criteria you are looking for]
When I’m pulling e-mail addresses, I always use lists that include all individuals with a primary affiliation to households to define “people who meet my criteria,” and then I run those lists against the e-mail types I am looking for.
_____________________________Lucie SpielerIT Development and Training Manager
Editor, Season Program BookFLORIDA GRAND opera
Levi is right on track here. If the email is on the individual but the other data, like ticket history, is on the household, you check search household on the other criteria and you’ll get the individual. If the household has its own email, you’ll get the household too, but if the household does not have an email then you won’t get the household.
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Thanks! I've tried both Levi and Lucie's ways and I'm still not certain I'm getting the right people. I've managed to get the affiliated individuals on my list and dropped the households. However there was some individuals that dropped that shouldn't have.
It's making me question if my email inclusion criteria isn't 100% accurate. To get people WITH emails I want to say in my list:
eaddress greater than or equal to 0
primary eaddress IN yes
At least that's how I've always been doing it. Thoughts?
We have a similar situation trying to email ticketbuyers (currently we grab any primary eaddress related to the account that bought the tickets - at least until we clean up our email act!)
We have basic lists that grab ticketbuyers for a show, using none of the options at the bottom of the criteria window. Then for sending emails, we create another list:
List In (Value:TicketbuyerList) (also check "Search Household")EAddress Like %@%
then at bottom, Add Individuals (Affiliation Type:Adult Member)
We let the output set find the primary email addresses (We also use Wordfly for emails).
Its probably not perfect, but it may lead you to something.
Beth