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Extractions: household records with no email address

Ashley Elliott (Past Member)
$organization

**self-hosted organization**

Our organization is wondering how other organizations manage not having an email address at the household level when you are pulling an extraction to email patrons? When all transactions and contribution are on a household record, and many households do not have emails how do you get down to the individuals email address?

Are you guys in the habit of moving the individuals email addresses to the household record? Tessitura recommend this earlier this year, but our 'house' is divided. Marketing/Ticketing don't think it is wise to put one individuals email address on the household record, while Philanthropy believes it is absolutely the way to go. 

Our organization is not in the habit of using the contact point purposes or category consistently, so those option in the extraction header are not resolving our problem.

We want to know how others are dealing with this, so I welcome your thoughts.

Ashley Elliott

Database Administrator

St. Louis Symphony Orchestra

314-286-4198

ashleye@slso.org

  • $organization
    We have a contact purpose for all e-mail addresses that are OK to e-mail (no matter whether in the household or in the record of individuals in the household). For each extraction segment, I pull those e-mails, and add whatever other criteria (ticket/contribution/other) with the Search Household box checked.
     
    I like to have the e-mail in the proper place so that when we use salutations, the salutation is correct for the e-mail address used. I would find it strange to be addressed by my husband’s name in an e-mail addressed to my inbox.
     
    You can set up the necessary contact purpose to be added automatically in a scheduled SQL job (your system administrator can set this up)—added to any e-mail address that has the marketing box checked, for instance—or whatever criteria you need.
     
    Here’s what we have:
     
    --------
    declare @purpose_id     int
    declare @contact_point_category           int
     
    set @purpose_id = ## --EDIT FOR YOUR SYSTEM
    set @contact_point_category = -2 --Email
     
    insert into TX_CONTACT_POINT_PURPOSE
    (              purpose_id,
                   contact_point_id,
                   contact_point_category)
     
    select
                   @purpose_id,
                   a.eaddress_no,
                   @contact_point_category
     
    /**edit this section for proper criteria**/
    from VS_EADDRESS a
    where (a.eaddress_type = 1
      and a.primary_ind = 'Y'
      and a.market_ind = 'Y')
      and a.eaddress_no not in
                   (select contact_point_id
                   from TX_CONTACT_POINT_PURPOSE
                   where purpose_id = @purpose_id)
     
    Lucie


    Lucie Spieler
    IT Dev. & Training Manager 

    Miami Office
    8390 NW 25th Street | Miami, Florida 33122
    Direct: 305.403.3291 | Box Office: 800.741.1010
    Broward Office
    300 SE 2nd Street, Suite 600
    Fort Lauderdale, FL 33301
    954.928.8266
       


     
  • $organization in reply to Lucie Spieler

    Wonderful! I can set that up as the DBA if my team approves. It would be great to get more contact purposes in records.

    How do you handle household records without an email address, particularly when the individuals in the a household each have their own email address?

    Ashley

  • $organization
    When I extract e-mails, I pull by purpose and get all e-mails in a household or its members, as long as one of the accounts (usually the household) has the appropriate ticket or contribution history—or whatever we’re looking for.
     
    So: If I’m looking for households who have tickets in a particular season, I select people with an Electronic Address Purpose IN WordFly Marketing (the purpose that is automatically added to appropriate e-mail addresses in our system) AND Ticket History Season HAS the season in question.
    Lucie


    Lucie Spieler
    IT Dev. & Training Manager 

    Miami Office
    8390 NW 25th Street | Miami, Florida 33122
    Direct: 305.403.3291 | Box Office: 800.741.1010
    Broward Office
    300 SE 2nd Street, Suite 600
    Fort Lauderdale, FL 33301
    954.928.8266