Hi, all-
Hoping someone can clarify this process for me...
We have an existing household record without a web login. A1 then went online and created a new account. We would like to merge the newly created individual account into A1 of the household, but we want the login added to the household account. How can this be done? If I delete the login from the individual account and add it the household, will they be able to login as they would've when it was on the individual account?
Thanks in advance!
Rachel
Rachel,
Do you use TNEW or a custom website?
--Gawain
Hi, Gawain-
We use TNEW.
TNEW handles individual logins fairly well. All transactions happen at the household, and so the household's transaction-based information is all available to any and all individual logins (as well as any logins on the household itself). From that perspective, there is nothing lost by leaving the login on the individual account. In fact, if that is the only login on the account, then it makes no difference at all where the login sits, except that if you leave it at the individual level then you will handle a later login addition more gracefully.
Where the login's location makes a difference is in Web Ranking (if you use Web Ranked Modes of Sale) and Interests.
Interests first: Interests are applied to and displayed based on the account the login is tied to. So if Alice and Bob are in a household and each have separate logins (alice@x.com and bob@x.com) on their individual accounts, and maybe even a shared login attached to the household (alice.and.bob@x.com) then whichever one they log in as, they will see (and edit) Interests specific to that account. This is almost always a good thing, since it allows you to message different members of a household in the manner that they individually desire. Doing otherwise would be more likely to lead to confusion than have any utility.
Web Rankings are a little more complicated, but only if you have a very elaborate scheme. We actually have a very elaborate scheme (11 different "Web Benefit" Modes of Sale, based on a variety of different Constituencies, Memberships, Attributes and Interests), and Tessitura's default functioning still works perfectly for us.
When a customer logs in, if that login is on a household or an unaffiliated individual account, then it just goes with the ranking on the account, but if it is an individual account attached to the household, then it will apply the higher rank number between the individual and the household.
Thank you so much! This explanation is extremely helpful and enlightening. From what I gather, it seems most organizations allow for the login to be on the individual level, so I think we need to review our current practice now that I understand this a bit better, thanks to you!