Hi
We are working on migrating our contact restrictions from the General Tab into Contact Permissions. Our current restrictions allow patrons to be marked Do Not Solicit, No Marketing, No Development or No Restrictions for mail, phone and email. Our new contact permissions need to mirror this.
I am creating the following contact permissions:Development MailMarketing Mail
Development EmailMarketing Email
Development PhoneMarketing Phone
In an ideal world, my migration would go like this (using email as an example):
General Tab Emarket Restriction = Do Not SolicitContact Permissions:Development Email = NoMarketing Email = No
General Tab Emarket Restriction = No MarketingContact Permissions:Development Email = YesMarketing Email = No
General Tab Emarket Restriction = No DevelopmentContact Permissions:Development Email = NoMarketing Email = Yes
General Tab Emarket Restriction = No RestrictionsContact Permissions:Development Email = YesMarketing Email = Yes
Is this possible using the migration tools? It looks like you can only map each restriction to one contact permission in the mapping tables. Can the migration script be run twice with an updated mapping table - ie: run once where No Restrictions maps to Development Email = Yes and run a second time where No Restrictions maps to Marketing Email = Yes?
ThanksJess Levy San Francisco Opera415-551-6319
Hi Jess,
I'm trying to set ours up in a similar fashion and am wondering if you have gotten anywhere with this?
Thanks!
Jessica Jelinek
Houston Symphony
jessica.jelinek@houstonsymphony.org
Hi Jessica!We did our migration from the general tab to contact permissions in March. I was able to run the migration tool multiple times to achieve what I was looking for. In addition to contact permissions, we also began using interests to track what types of emails patrons want to receive. For example, if we are sending an email about an upcoming performance, a patron would have to have their Marketing_Email permission set to Yes and the Opera News interest selected in order to receive the email. We have 7 marketing related interests and 2 development related interests that cover all the different types of emails we send. Happy to provide additional details if you are interested. Feel free to email me at jlevy@sfopera.com if you want to know more.BestJess