Finding First Name of Affilliate 1 in Household?

Hi,

We would like to send emails to ticket buying households and our marketing department is really set on having the first name salutation.  The issue I'm having is that we keep the ticket history on the household, so the list criteria is pulling those records, but the First Name field, that I have in output set pulls blank data for households since there is no First Name in household records.

Has anyone figured out a way (aside from creating a separate salutation) to create an output set criteria with the first name field from the A1 or the A2 affiliate of the household? 

Thanks,

Tiffany

  • When I pull lists for e-mails, I make a list of the household and individual accounts that have the ticketing, contribution, constituency, or other information that makes them relevant for the message I am sending. I then add all primary affiliates to the list and pull e-mails (and names) from those affiliates. This works only if e-mails are attached to individuals, not households, of course.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FGO_logo_one_line_2color_web.jpg

  • Thanks Lucie,

    I think that’s what I am doing now, except the issue is when it gets imported into our email campaign manager (for us, it’s Wordfly) if an individual and household have identical emails, it will pull the household record (which then does not have a First Name field) and will show up blank as a data field in our email.

    It’s almost like I want another criteria in list manager to say “replace all households with Individual primary affiliates”.

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Lucie Spieler
    Sent: Wednesday, September 03, 2014 3:27 PM
    To: Tiffany Evans
    Subject: RE: [Tessitura Technical Forum] Finding First Name of Affilliate 1 in Household?

     

    When I pull lists for e-mails, I make a list of the household and individual accounts that have the ticketing, contribution, constituency, or other information that makes them relevant for the message I am sending. I then add all primary affiliates to the list and pull e-mails (and names) from those affiliates. This works only if e-mails are attached to individuals, not households, of course.

     

    Lucie

     

    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FGO_logo_one_line_2color_web.jpg




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  • Perhaps you can make a list of patrons in households whose e-mail addresses also exist in the household, and then, for those, pull the individual record only.

     

    I just put together this query that should at least be a starting point, if you substitute the “##” for the id of your Household customer type as it appears in TR_CUST_TYPE. You might need to limit the e-mail address type you are looking at, though.

     

    This can be pasted into the Manual Edit area of List Manager. Leave individuals as selected by the list. The resulting list should all be Household accounts, and you can suppress them in your extraction.

     

    select a.expanded_customer_no

    from V_CUSTOMER_WITH_HOUSEHOLD a (nolock)

    join T_CUSTOMER b (nolock) on b.customer_no = a.customer_no

    join T_EADDRESS c (nolock) on c.customer_no = b.customer_no

    join T_EADDRESS d (nolock) on d.customer_no = a.expanded_customer_no

    Where  IsNull(a.inactive, 1) = 1

      and a.expanded_customer_no in (select customer_no from T_CUSTOMER where cust_type = 13)

      and a.expanded_customer_no <> b.customer_no

      and c.address = d.address

     

    Lucie

    ______________________________
    Lucie Spieler
    IT Development and Training Manager
    FGO_logo_one_line_2color_web.jpg