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Single Name Output at Household and Individual Level?

Katie Furlonger
$organization

Hello Tessitura Users,

Is there a way to speak with the purchaser of a ticket (which happens to be a membership as product), where the purchaser sits within a Tessitura Household, and the membership sits at the Household Level?

I can’t effectively output a single name result that works across a mixture of individual constituents and the Household level as a single data column, which I can then feed into my Email Service Provider (Wordfly).

It’s more than likely that I’m not explaining this correctly, so please get in touch if you need more clarification or have any suggestions.

 

Thank you in advance,

Katie

Parents
  • $organization

    HI Katie,

    Am I right -

    • the household is Jane and Joanne Smith  (has a membership
    • Ticket was bought by Jane Smith

    You want to set up a word fly email output set with Salutation_inside list element as the  WordFly data field?  (probably looks something like {{##First Name## || }} in wordfly)

    What Salutation_inside do you have for Households vs Individuals and is that the problem?

    Cheers,

    H

  • $organization in reply to Heath Wilder

    Hi and ,

    Thank you SO much for your help! That's a lot to digest but so helpful. Kevin, after applying your suggestions the household results look great, but the results are now excluding individuals, which you said they should not, so this may be an issue with the 'standard criteria' as you point out. I'll follow up with SOH to see if this is something in the UCSS settings. Thank you for such a thorough answer and also for those links to additional reading. 

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  • $organization in reply to Heath Wilder

    Hi and ,

    Thank you SO much for your help! That's a lot to digest but so helpful. Kevin, after applying your suggestions the household results look great, but the results are now excluding individuals, which you said they should not, so this may be an issue with the 'standard criteria' as you point out. I'll follow up with SOH to see if this is something in the UCSS settings. Thank you for such a thorough answer and also for those links to additional reading. 

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