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Best Practice for Zip Code Criteria
Brandi Sellers
$organization
over 9 years ago
I'm trying to set up a few lists for my team to be able to pull donors in a certain zip code and am struggling with the appropriate way to truly include everyone in those zip codes. We store both the standard five and five plus four zips in our instance of Tessitura and when I choose the criteria of Like with the 5 digit zip code it seems to skip anyone with the plus four. When I add the wild card indicator to the end of the 5 digits I'm looking for it includes anyone with those five digits in a row. Any advice?
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Charles Buchanan
$organization
over 9 years ago
I'm sure there are a million ways to get at this in Tessitura but this is how I do it using the manual edit function on segment criteria in List Manager and Extraction Manager. For the five digit zip code: Typically this is in an extraction so I do an exclusion segment of NOT IN and the desired codes so that it excludes everyone in the database not having those zip codes. That way all of the inclusion segments below in my extraction are not manual and have various levels of unrelated and sometimes complex criteria. You could obviously do this as an IN if you just want a simple list of just those zip codes. Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_address e (Nolock) ON e.customer_no = a.customer_no Where 1 = 1 AND e.primary_ind in ('Y') AND LEFT(postal_code,5) not in ('10026','10027') Usually we isolate geography by the less granular three digit SCF and here's the code for that., again with the NOT IN but it could be reversed for a quick list. Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_address e (Nolock) ON e.customer_no = a.customer_no Where 1 = 1 AND e.primary_ind in ('Y') AND LEFT(postal_code,3) not in ('063','064','065','066','067','068','069','070','071','072','073','074','075','076','077','078','079','085','086','087','088','089','100','101','102','103','104','105','106','107','108','109','110','111','112','113','114','115','116','117','118','119') Let me know if you have any questions. Chuck Buchanan
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Charles Buchanan
$organization
over 9 years ago
in reply to
Charles Buchanan
Let me try that again without the crazy formatting that just happend: I'm sure there are a million ways to get at this in Tessitura but this is how I do it using the manual edit function on segment criteria in List Manager and Extraction Manager. For the five digit zip code: Typically this is in an extraction so I do an exclusion segment of NOT IN and the desired codes so that it excludes everyone in the database not having those zip codes. That way all of the inclusion segments below in my extraction are not manual and have various levels of unrelated and sometimes complex criteria. You could obviously do this as an IN if you just want a simple list of just those zip codes. Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_address e (Nolock) ON e.customer_no = a.customer_no Where 1 = 1 AND e.primary_ind in ('Y') AND LEFT(postal_code,5) not in ('10026','10027') Usually we isolate geography by the less granular three digit SCF and here's the code for that., again with the NOT IN but it could be reversed for a quick list. Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_address e (Nolock) ON e.customer_no = a.customer_no Where 1 = 1 AND e.primary_ind in ('Y') AND LEFT(postal_code,3) not in ('100','101','102','103','104','105') Let me know if you have any questions. Chuck Buchanan
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Charles Buchanan
$organization
over 9 years ago
in reply to
Charles Buchanan
Let me try that again without the crazy formatting that just happend: I'm sure there are a million ways to get at this in Tessitura but this is how I do it using the manual edit function on segment criteria in List Manager and Extraction Manager. For the five digit zip code: Typically this is in an extraction so I do an exclusion segment of NOT IN and the desired codes so that it excludes everyone in the database not having those zip codes. That way all of the inclusion segments below in my extraction are not manual and have various levels of unrelated and sometimes complex criteria. You could obviously do this as an IN if you just want a simple list of just those zip codes. Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_address e (Nolock) ON e.customer_no = a.customer_no Where 1 = 1 AND e.primary_ind in ('Y') AND LEFT(postal_code,5) not in ('10026','10027') Usually we isolate geography by the less granular three digit SCF and here's the code for that., again with the NOT IN but it could be reversed for a quick list. Select Distinct a.customer_no From V_CUSTOMER_WITH_PRIMARY_GROUP a (Nolock) JOIN vs_address e (Nolock) ON e.customer_no = a.customer_no Where 1 = 1 AND e.primary_ind in ('Y') AND LEFT(postal_code,3) not in ('100','101','102','103','104','105') Let me know if you have any questions. Chuck Buchanan
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