Personal + Business email lists - consent

Suzie Capps

Hello! 


I wondered if anyone (particuarly those currently tackling GDPR/PECR and collecting opt-in for email) had any tips or ideas of how to handle pulling e-mailing lists going forwards.


Constituents who give us their personal email address must have given us their consent to use that, whereas we don't need that consent to use business email addressess. The consent is recorded on the individual's record of course, not linked to a specific email address. I can't really think of a quick way to tackle this short of pulling a query of all constituents we would like to contact then manually deleting those who only have a personal email address who have NOT opted-in.


It would be great to hear how others are tackling this - or any ideas!


Thanks all!


Suzie

Keri Barnhart

I do something similar based on preferred addresses that are on campus, I think. We want preferred addresses, but if it's a university one, check for an email instead.


Can you use a double query criteria for this?

Such as:

( Email Type = Home email

AND Email Primary = Yes

AND GDPR Consent = Sure, use my email )

OR ( Email Type = Business Email

AND Email Primary = Yes )


But this only works if you've coded emails as personal or business and are on top of marking primary emails. You can use this criteria set as a base query in your query options, if you have further criteria to apply to the set, so that any additional criteria is only looking at the set of records who are valid emails for your mailing.