Appending Data services

We use Peachtree for our data append. We send them our individual accounts, not our HH and the information we get back is entered as an attribute. We do the append every two years and create a new attribute for each append (PT13 for 2013, PT15 for 2015, etc). By using attributes we can create list of constituents for each item and use the Manage Attributes utility to import them to the record as well as remove the old append. We ask them to do:

• child age
• children in home
• dwelling type
• est age
• est income
• exact age
• gender
• homeowner type
• HH composition
• length of residence
• marital status
• median home value
• median income
• median yrs in school
• month of birth
• # of children
• property type
• year of birth

Hi Jessica,

We use Experian and add the information to existing Constituent records as Attributes for anyone they can match to their data points.  We append for date of birth, year of birth (we add this as 01/01/YEAR), presence of children in age ranges 0-3, 4-6, 7-9, 10-12, 13-15, 16-18 and generally 0-18, ethnicity, race and religion.  We use the information primarily for analysis. Currently we are doing an append every two years. 

Let me know if you have any additional questions.

Chuck / New York Philharmonic   

Hi Melissa and Charles,

Just curious on how you think the quality of the information was that you received back? Did you find it helpful/useful? Or was it outdated/not accurate? Was there any specific ways you "tested" the data that was sent back to you to measure how useful it was to use their services?

Thanks again,

Jessica

I find Peachtree to be pretty accurate. We determine this through cross-referencing other data like self reported birthdays, or knowing that there are children in the home because they are members of the youth orch, and through WealthEngine information. I'm sure there are some inaccuracies, but for the most part the information seems correct and it's helpful when we are targeting certain patrons for performances or specials or for writing grants.

Hi Jessica, 

We find the data to be reliable but it is important to remember Experian is pulling from dozens of data sources so we would never make any of the information customer facing just in case it is slightly off i.e. sending a communications saying "we see your birthday is coming up tomorrow here is a promotion".  

We've found in most cases the date of birth data matches what we already had in Tessitura for constituents where we'd already recorded it from some other interaction.  We are going to begin promoting our pop-up millennial events by the age data and will test the response.   

We recently had a performance of the Chinese Philharmonic and the % of total with an ethnicity appended from Experian as Chinese was up over our overall database indicating that our specific marketing outreach to those groups had some impact.  We only use this data for analysis.  

The presence of children in the household data is a bit different because Experian sends back the following values: known data, modeled likely, modeled not as likely, and not likely.  We recently did a direct mail promotion for our Young People's Concerts with segments pulling based on this data for the age groups of these concerts and I will be checking the response of those segments soon.  

Feel free to reach out if you have any other questions.  

Chuck Buchanan / NY Philharmonic  

Hi all --

I'm picking up on this thread from last year.  Are there any other data append services out there other than Peachtree and Experian?  

We currently use Experian but would like to price out some alternatives. 

I'm also curious if anyone has done an email match (find the email address using name + address) or reverse email match (find the postal address using name + email address) and imported that data back into Tessitura and sent communications to that acquired contact data?

Thanks!

Chuck Buchanan 

Hello all,

We are looking into options for a reverse data append and so I am picking up this thread. For this append, we are looking to access postal addresses from emails and are curious about vendor options.

Thanks!

Sarah Benjamin

Patron Data Assistant

San Francisco Opera

Hey Sarah,

Although we haven't one what you are looking to do, we use Zeta Global to do our NCOA updates and have been VERY happy with their service. They also are extremely affordable. They created the NCOA utility with Tessitura. I would suggest reaching out to them to see what they could do. Here's where their information is located in the Ecosystem of Partners section of the website. They are listed under Experian. https://www.tessituranetwork.com/Services/Partnerships/Address-Services

Hi Sara,

We also use Zeta for NCOA and an annual data append.  They are very responsive and have a variety of options for the append.

We  continue to use Peachtree Data. 

Hi Charles, 

We recently did a data append with Peachtree and preparing to add to records. Curious what your perspective is about locking down access to sensitive demographic data such as household income and the like from user groups? We do not use control groups here. 

We are very careful about access to view the data on individual records since it includes sensitive data.  From my perspective the only purpose of being able to view the data individually is during the testing of the upload to Tessitura to ensure accuracy by I.T.  After that the main purpose and usefulness of the data is aggregated in mass for passive target marketing or season by season analysis.  To achieve security, we used a control group that has limited access across the team.   

Hi Sarah,

Did anyone ever reply back to you about this service? We are looking to do the same and haven't found anyone yet.

Thank you!