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

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  • 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

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    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • 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




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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