Querying and Mailing to Parents of a Specific Class

Peter McKay 2

I'm new to working at a school and am wondering about the most efficient ways to query and mail to parents. Parents and students at our institution all have constituent records. Class years are located in primary alumni records of students, which are not query-able through a constituent query of parents--I was hoping primary alum would be a subset of Relationships, but it's not. The best way I have now to group parents of class of 2014 students is to export a static query from a Parent Class Analysis report. There must be a better way. Thanks!

Denise Covington

Peter McKay:
I'm new to working at a school and am wondering about the most efficient ways to query and mail to parents. Parents and students at our institution all have constituent records. Class years are located in primary alumni records of students, which are not query-able through a constituent query of parents--I was hoping primary alum would be a subset of Relationships, but it's not. The best way I have now to group parents of class of 2014 students is to export a static query from a Parent Class Analysis report. There must be a better way. Thanks!

It appears you have the alumni module.

We do query parents all the time, but it is still best to run the query through an export for all mailings.  We do exports instead of the mail function since the mail function does not allow us to output class year (to double check my mailings).

The query I use for Class of 2014 would be as follows:

Individual Relation Relationship one of Child, Step-Child, Ward, International Student"

AND Relations Education Status one of Graduated

AND Class of equals 2014

AND Relation Education Primary Alumni Information equals yes

Or some variation of this query - I also include constituency codes as well, just to be sure.  The relationship type is required so we don't pull in grandparents/aunts/uncles.  Be sure on your export to export out "One per household" so you don't get one mailing line per parent, but per household. 

Hope that helps!

 

 

Peter McKay 2

Denise Covington:

It appears you have the alumni module.

We do query parents all the time, but it is still best to run the query through an export for all mailings.  We do exports instead of the mail function since the mail function does not allow us to output class year (to double check my mailings).

The query I use for Class of 2014 would be as follows:

Individual Relation Relationship one of Child, Step-Child, Ward, International Student"

AND Relations Education Status one of Graduated

AND Class of equals 2014

AND Relation Education Primary Alumni Information equals yes

Or some variation of this query - I also include constituency codes as well, just to be sure.  The relationship type is required so we don't pull in grandparents/aunts/uncles.  Be sure on your export to export out "One per household" so you don't get one mailing line per parent, but per household. 

Hope that helps!

 

 

Thank you very much. This is great. For some reason I wasn't seeing Education under Individual Relationship. Thanks!