excluding inactive email

Ryan Moore 5

Okay, I can't seem to find this kind of feature.

I'm pulling up a list of constituents who have emails (so preferred_email NOTBLANK)

But, it's pulling up constituents tho' where the email is not active. I've edited lots of these when we had bouncebacks before…

How do I remove these? Could use where the ‘preferred email comment’ is blank (i.e. we write in when we mark it inactive as to why/date), but there should be some ‘active' switch right?

Ryan Moore 5

nope, tried the ‘comment blank’ and still pulling people's inactive emails

JoAnn Strommen

@Ryan Moore I think this might pull what you want. I ran it for one year of alum and getting only active but looks like it pulled more records than there should be for one year.

'Phone' is a one-to-many field so results often not exactly what desired. I don't always find Query the best option. To be sure I'm getting what I want I usually take query to Export function.

Ryan Moore 5

@JoAnn Strommen
ah… silly me assuming phone = ‘phone’

thanks

Alex Wong

@Ryan Moore
You will not get dup rows this way:

JoAnn, you get drup rows b/c of one-many relationship that has been “crossed”

JoAnn Strommen

@Alex Wong?

That criteria may work for you but I get duplicates. (Put in class of so didn't have to pull entire db)

Record 31507 has 3 emails, one marked as primary. All active.

Yes, I know that dups are because it's a one-to-many field. That's why I commented that I prefer to pull phone/email data using Export.

Alex Wong

@JoAnn Strommen
Yes, I wouldn't call them “dups”, but I can see why you might.

For my org, our marketing decision is to email all emailable (active) email address. So meaning, if someone has 5 email addresses, 2 of them is inactive, then we will email the other 3 that are active, and in being able to use all 3 emails in a list for eblast, we need each email in its own row, meaning not Export, but Query exporting.

The question is, what is Ryan want to get. The title of this post is “excluding inactive email”. I am assuming that Ryan want to get all active email addresses. Meaning if a constituent have 3 active emails, he wants to get all 3 emails. I do not know the purpose of this “data pull” though, so if Ryan simply wants 1 active email address, and preferbly the “primary/preferred" one, then use Export, since Export can “priortize” exporting active preferred/primary email first.

Karen Diener 2

@Ryan Moore:

Okay, I can't seem to find this kind of feature.

I'm pulling up a list of constituents who have emails (so preferred_email NOTBLANK)

But, it's pulling up constituents tho' where the email is not active. I've edited lots of these when we had bouncebacks before…

How do I remove these? Could use where the ‘preferred email comment’ is blank (i.e. we write in when we mark it inactive as to why/date), but there should be some ‘active' switch right?

What are you trying to do with the final list? Is it going to be imported into another system to send an email? Are you writing a query that will be plugged in to one of the Blackbaud email tools? Is this being shared with staff and the email field is informational, or will they be potentially contacting a constituent? Something else?

I have never worried about precision with emails in a query, because it is difficult to get and most of the time I was using Export because other information was necessary on the final output. It is much easier to exclude inactive emails when exporting, which is what I would recommend if you are creating a file to be uploaded to another system OR for internal staff use. Be sure you include the “Requests no email” checkbox, and any relevant solicit codes as well.

If you are writing a Query to be used in a Blackbaud email tool, I don't believe you have worry about inactive emails. The process will filter those out automatically.

Karen

Ryan Moore 5

@Karen Diener

What I want to do is get those emails and then I copy/paste them into my own email I'll send them. I don't mind ‘dupes’, I can get excel to remove dupes, but … I was getting emails on the list that are inactive - I don't want to send an email and have it bounce…

Elizabeth Johnson

Hi @Ryan Moore, one thing that works for our organization is that I set it up so phone type of “Email” would not be paired with the inactive checkbox. We change “Email” to “Email_previous”

Our records only have one occurrence of “Email” on the record - active or otherwise.