analytic Coffee lovers! We are going to conduct a special analytic Coffee Event about Contact Points, Contact Point Purposes, Interests, the older Mail, Phone, Emarketing Indications. All are welcome.
We will meet for a Lean Coffee Style Online discussion on Thursday 1/23/2020 @ 11:00am EST to discuss these topics.
During our discussion, we will pick the specific topic we need to discuss and how long we continue on a particular topic using Lean Coffee rules. The Agenda for this conversation will be set by the folks who attend. We have already set our lean coffee Table web site for this meeting. During the conversation, we will be taking notes as part of our proceedings. Proceedings are typically published a few hours after the event.
We are using Google Meet to connect this session. The link is https://meet.google.com/img-gtyd-pzf.
Please try to join from a computer, mobile phone, or tablet with a camera so that we can share screens and see one another. This makes the experience better for everyone. This will be unlike a typical webinar. You are invited to actively participate in the conversation throughout the event.
The meet.google.com link will include a full list of phone numbers for all supported countries.
Please feel free to reach out to me with any challenges you might be having in connecting to our conversations. Or check out this discussion https://community.tessituranetwork.com/topical_groups/analytics-coffee/f/discussions/22402/connecting-to-analytic-coffee
Terry,
I would be interested in further discussing, if possible. With a special emphasis on how list pull "replacing with household" functionality impacts this as well.
Best,
Rachel
Where are those phone numbers listed Tom? I couldn't find them when I was having trouble.
Thank you for continuing this thread here, Terry, as I too am eager to learn more about best practices here and was sorry to see we didn't have more time to discuss it at the meeting.
I'm sorry to hear about the challenges you are having today. Notes are posted below.
In the future there are phone numbers that can be used. Some folks have had better luck using a phone or table to connect.
If you wish to join future analytic Coffee sessions. Let me know we can test your setup.
Tom, the coffee session was shut down before I could add my notes regarding the T_Default CONTACT_PERM_ON_IND_ONLY and what is best practice? The default is set to Yes, Individual only. All of our emails are set to the Household so if we keep it at default of Individual only how will we know which email their preference is referring to. The answer was contact permission s are not connected to emails at all they are in relations to a constituent record. So if we keep it at default as Yes Individual only it will be an all-on-none for us if even one of the individuals on the household says no. That would mean no one should be contacted by the method they have marked no on the entire household. It was recommended that the emails be moved to individual records which you can do under the Contact Details tab in the constituent record by clicking the blue people icon and selecting "Transfer Owner". However, this needs to be done manually for each constituent. An important point to make is the way we are currently using restrictions now under the General tab is also an all-or-none scenario. If there is a restriction it applies to all accounts within the household. Our plan then is to keep the Default marked as Yes for individual only and work at moving those emails as we service customers to their individual accounts so maybe some day in the future we can use those permissions on that individual's email rather than for the entire household. In the meantime it is business as usual where if there is a restriction it applies to the entire household for now.
I would be very interested in expanding this topic into list pulling. How do you pull lists both individual lists and household lists using contact permissions.