analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Maery Simmons (Past Member)

Maery Simmons (Past Member) — Tue, 21 Jan 2020 16:32:19 GMT

I won't be able to make this conversation, but look forward to seeing what's discussed!

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Chris Reid

Chris Reid — Tue, 21 Jan 2020 17:02:39 GMT

Unfortunately, I won't be available until 12 EST. I'll look for the notes. Looking forward to see what comes up!

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Tom Brown (Past Member)

Tom Brown (Past Member) — Tue, 21 Jan 2020 18:54:33 GMT

All, Please come ready with up to 2 questions for Thursday's session on Contact Points....

You may enter your question starting now on our lean coffee board. https://www.leancoffeetable.com/TaskBoard/View/889e9c8c-88d5-418d-a5fb-6441d2b640b8?guest=true

We will vote on the importance of each question when we start our conversation.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Tom Brown (Past Member)

Tom Brown (Past Member) — Tue, 21 Jan 2020 20:29:25 GMT

To Clarify,

This analytic Coffee special Topic Session on Contact Points, Contact Point Purposes, Interests will be held this Thursday 1/23/20 at 11:00 am EST. (There were some typos in the original announcement that showed The date as Friday even though the date was correct as 1/23.) This was a mistake copied from the usual analytic Coffee Session announcement.

In addition this week there will also be the regularly scheduled analytic Coffee meeting on Friday 1/24 at 12:00 noon EST as previously scheduled.

I hope that my dyslexia has not caused anyone planning to attend either session any problems. See you then.

Thanks, Jamie O'Brien.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Michele Walls

Michele Walls — Wed, 22 Jan 2020 18:09:26 GMT

I will be unable to attend this time but look forward to seeing the notes.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Chris Reid

Chris Reid — Wed, 22 Jan 2020 19:07:16 GMT

Would it be possible to record and then share this discussion? Sounds like it will be a good one.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Tom Brown (Past Member)

Tom Brown (Past Member) — Thu, 23 Jan 2020 12:43:47 GMT

Folks might find this utility to manage contact point purposes helpful.

https://www.tessituranetwork.com/Help_System_v151/Content/Reports/Manage%20Contact%20Point%20Purpose.htm

it was being discussed over on it administrators forum

https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_technical-9/24270/import-contact-permissions/68609#68609

thanks Jennifer Shealy

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Staci Stickovich

Staci Stickovich — Thu, 23 Jan 2020 14:08:34 GMT

I'd love to attend but sadly, I'm on vacation. (Not that sad) BUT, I look forward to the notes because this topic is of great interest to me.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Tom Brown (Past Member)

Tom Brown (Past Member) — Thu, 23 Jan 2020 15:47:23 GMT

Looking forward to seeing everyone in a few minutes.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Michele Keutsch

Michele Keutsch — Thu, 23 Jan 2020 16:05:39 GMT

I keep getting kicked out of the meet and can't hear anything when I get connected.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Madeline Dummerth (Past Member)

Madeline Dummerth (Past Member) — Thu, 23 Jan 2020 16:45:55 GMT

I got stuck in a meeting that was supposed to be a half-hour (at 10AM) and just now got out. Sorry to have missed it.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Tom Brown (Past Member)

Tom Brown (Past Member) — Thu, 23 Jan 2020 17:32:29 GMT

I've posted the session summary.

analytic Coffee! Special Topic: Contat Points January 23, 2020 summary

By Tom Brown (Past Member) over 6 years ago in analytic Coffee! > Files

1 comment

We had a huge turn out for today's session. We covered a lot of topics about Contact Points Permissions, & Contact Point Purposes, and Interests.

We discussed:
* Communication plans related to rolling this out with customers.
* Dealing with Technical reasons to not communicate vs Permission reasons not to communicate
* The Tessitura Network intended uses for these features.
* Confusions related to the use of these features with 3rd Party products like WorkFly, Mail2, MailChimp, and others.
* Whether to be detailed vs simple about making these categories.
* What it will take to transfer from our current approach to using these new features.
* Individual vs Household use of accounts.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Terry Stevens

Terry Stevens — Thu, 23 Jan 2020 17:42:23 GMT

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.

re: analytic Coffee! Special Topic: Contact Point, Interests, Jan 23, 2020 @ 11:00am EST by Rachel Stone

Rachel Stone — Thu, 23 Jan 2020 21:38:56 GMT

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