Our organization has been using Tessitura for 10 years, and we have started to perform a CRM audit this year to increase efficiency of our data flow, review current processes and retrain staff. One of the things we want to revisit is the structure of where transactional data lives (Household), and where we store email addresses and web logins (Individual). We chose to put emails on the individual level, so we can manage communication preferences on an individual level. We often run into situations where we need to extract transactional information, and email addresses for a project. For example, this year we needed to extract On Account (Event Credit) amounts (Household) and email addresses (Individual) to send a communication for season launch. How have others managed these communication projects without having to do a lot of manual data clean up? What are the pros and cons of putting email addresses on the Household level?
Sarah,
I did exactly this recently. Luckily we had initiators on most orders (thanks to keeping emails on Individuals and more people logging into TNEW this past year)
But if you didn't trust it completely you can replace with primary affiliates on the list criteria. Then in Output the fancy Include Household Check Box in filters does all the heavy lifting for On Account Amount (I had forgotten this actually existed.)
Happy to chat about it - but honestly it was easy to get and I did a huge cross check to the on account report (if you replace with Individuals in list you have a harder time cross checking in Bulk.
Hi Mary - Thank you so much for that tip. We will give this a shot and see if it works for all of our business use cases. With more people logging into TNEW, we are trying to do more segmented communications via email like including contribution amounts in donation solicitations, and have that data automatically transfer to WordFly. I will give this a try!