Online Express - Reasons email addresses are filtered out of RE queries

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We wondered if anyone could help us please?  When we do a query in Raisers Edge and attach it as a list to use in Online Express we note some emails are filtered out.  Obviously some of these are because the constituent has opted out by clicking unsubscribe, or it may have been a hard bounce, however, if we are unable to find an email on our 'Unusable emails' list within Online Express for what other reasons could an email address be filtered out of the recipient list?


Many thanks for any ideas!


Debbie

Warwick School
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  • Hi Debbie,

    A couple of things come to mind. Check and make sure that your integration options in your account drop down are lined up correctly. Account>Integration Options>Email Mapping
    6aa87840052a519ef64789152156975e-huge-em

    Also, if you have the constituent record in RE marked as Do Not Contact or Requests no email that will leave them out of your lists as well. I hope this helps!

    Michele Stender
  • Hi Michele

    Thanks for your comments... Yes, we've checked all of those and still puzzled!

    Debbie
  • Debbie Hunt:

    Hi Michele

    Thanks for your comments... Yes, we've checked all of those and still puzzled!

    Debbie

    We are running into the same issue. I have an email list that seems to only be sending to the head of household and not the spouse, even though the spouse has their own constituent record.

  • Hi Ashley and Debbie,


    I would have to do a little more digging to figure out what is going on with both of your lists. Would either of you mind chatting with support about these issues? They can take a closer look at what is going on and making sure we resolve if need be. Thanks!


    Michele Stender
  • HI Michele

     

    I am just working through the recipients’
    list, as it was to over 3,000, even after removing the duplicates
    via Excel I have some remaining I need to check didn’t get via
    another address it that makes sense.  Since the phones were
    removed from the preferred address it is often an issue for us that
    the query brings out other emails, including inactive.  I need
    to raise a case, how is the best way to do this, should I just
    email you with the details?

     

    Many thanks



    Debbie



    Warwick Independent Schools Foundation: A company limited by
    guarantee Registered in England and Wales. Company No.
    4252305 


    Registered Office: 

    Warwick School

    Myton Road

    Warwick

    CV34 6PP 


    Registered Charity No. 1088057

    All information in this message and attachments is confidential and
    may be legally privileged. Only intended recipients are authorised
    to use it. E-mail transmissions are not guaranteed to be secure or
    error free and the sender does not accept liability for such errors
    or omissions. The Foundation will not accept any liability in
    respect of such communication that violates our e-mail
    policy.
  • Hi, Debbie!


    If you are working with the query in RE and you have your desired email mapping selections in Account>Integration Options>Email mapping and (if you are emailing to relationship records) you have your desired relationship settings in your email list, Online Express will take care of cleaning up the query when we create the email list, as Online Express will further filter the the query when creating the email list.  When you create your email list in Online Express, Online Express will use the following criteria to determine what email addresses will be included in the email list:
    • The email address cannot be blacklisted on Blackbaud's email servers during the time the email is being sent
    • The email address cannot be populated in the Unusable emails section of the Online Express plugin (located on the Email marketing tab)
    • The email address must have one of the mapped email types in Account>Integration options>Email mapping in the Online Express plugin
    • The email address cannot be marked Inactive or DNC in the contact information section of the Constituent/Relationship record
    • Duplicate instances of the email address are filtered out of the email list
    • If the email address belongs to a Constituent record:
      • The Constituent record cannot have the Deceased or Requests no email checkbox marked on the Bio 1 tab
      • The Constituent record must be included in the query selected in the email list
    • If the email address belongs to a Relationship record:
      • The Send to individual & organization relationship records checkbox must be marked in the email list
      • The Relationship record cannot have the Deceased checkbox marked on the General 2 tab
      • The Relationship record must be populated on the Relationships tab of a Constituent record that is included in the query selected in the email list
      • The Relationship record must be one of the relationship types selected in the email list
    We have a couple Knowledgebase articles that further discuss how email addresses are filter, which you can access by clicking the hyperlinks below: If after reviewing the information in these articles you are still unable to determine why email addresses were included/excluded in your email list, I would recommend creating a case with Support by calling 1-800-468-8996 and pressing Option 1, Option 1, and Option 3.  Our phone support analysts are available Monday-Friday 8:30AM-8:00PM.  We also have a chat support team that is available Monday-Friday 8:30AM-8:00PM EST.  To chat with our chat support team, please visit the Support page on Blackbaud.com.


    Thank you and enjoy your day :)

     
    Hannah Diaz, bCRE-Pro
    Product Support Lead – The Raiser’s Edge & Online Express 

  • Hi Hannah


     


    Thanks for your email.


     


    I had already checked the account-integration options, and have now
    manually checked each record for anything on Bio1 I’ve missed and
    have 50 emails I can’t account for, one of which the guy keeps
    phoning to say he isn’t receiving them, so would be helpful to work
    out the reason for this.




    I will create a case now.


    Thanks




    Debbie


     



    Warwick Independent Schools Foundation: A company limited by
    guarantee Registered in England and Wales. Company No.
    4252305 


    Registered Office: 

    Warwick School

    Myton Road

    Warwick

    CV34 6PP 


    Registered Charity No. 1088057

    All information in this message and attachments is confidential and
    may be legally privileged. Only intended recipients are authorised
    to use it. E-mail transmissions are not guaranteed to be secure or
    error free and the sender does not accept liability for such errors
    or omissions. The Foundation will not accept any liability in
    respect of such communication that violates our e-mail
    policy.




  • I have run into the same problem where some names and emails are in the final query but they are not sent the email and no reasonable explanation can be found as to why. They are not unsubscribed and no hard bounce was received.  



     

     

  • Staci Kropuenske:

     

    I have run into the same problem where some names and emails are in the final query but they are not sent the email and no reasonable explanation can be found as to why. They are not unsubscribed and no hard bounce was received.  




     

     

     

     

  • Were you able to figure anything out with this?

  • Staci Kropuenske:

    Were you able to figure anything out with this?

     

    Hi, Staci!

    We have a couple Knowledgebase articles that further discuss how email addresses are filter, which you can access by clicking the hyperlinks below: If after reviewing the information in these articles you are still unable to determine why email addresses were included/excluded in your email list, I would recommend creating a case with Support by calling 1-800-468-8996 and pressing Option 1, Option 1, and Option 3.  Our phone support analysts are available Monday-Friday 8:30AM-8:00PM.  We also have a chat support team that is available Monday-Friday 8:30AM-8:00PM EST.  To chat with our chat support team, please visit the Support page on Blackbaud.com.

    Thank you and enjoy your day :)

  • Debbie Hunt:

    Hi Michele

    Thanks for your comments... Yes, we've checked all of those and still puzzled!

    Debbie

    Is this happening to just Individuals, or to Organization records?  The Organization records only pull in if you have the specified Relationship Type - it's not based on Contact Type, which is a pain in the butt.

  • Debbie Hunt:

    We wondered if anyone could help us please?  When we do a query in Raisers Edge and attach it as a list to use in Online Express we note some emails are filtered out.  Obviously some of these are because the constituent has opted out by clicking unsubscribe, or it may have been a hard bounce, however, if we are unable to find an email on our 'Unusable emails' list within Online Express for what other reasons could an email address be filtered out of the recipient list?


    Many thanks for any ideas!


    Debbie

    Warwick School



    I am wondering if there has been any successful solutions to this as I am having the same problem. Thanks!

  • NEVER MIND SAW THIS WAS A GIVEN POSSIBLE SOLUTION BEFORE....


    Under Integration Options in OLX go to email mapping.  Is your email type that is being filtered out not one of the three listed?  I know for us we try to just keep it to 2 different email types on a record, but if you have more than 3 my thought is that 4 email type if not listed under the email mapping will not be sent an email.
  • Christine Prete:

    NEVER MIND SAW THIS WAS A GIVEN POSSIBLE SOLUTION BEFORE....


    Under Integration Options in OLX go to email mapping.  Is your email type that is being filtered out not one of the three listed?  I know for us we try to just keep it to 2 different email types on a record, but if you have more than 3 my thought is that 4 email type if not listed under the email mapping will not be sent an email.

    I was able to find out some valueable information on this today after chatting with support. So what happened, is my email address were blacklisted (aka "hard/soft bounced") however they don't appear in my unusable list as such. This is because they bounced more than 1 year ago. I guess this list will only show bounced emails for 1 year and then the history is removed. I find this very frustrating but was advised that they are working on a fix. I sure hope so! Anyway, hope others find this information valuable :) Thanks!

  • Dear Robyn

     

    Good to hear it’s not just us!

    Sadly we don’t have an answer.  We have
    followed the same route as yourselves, ie checking who has opted
    out, hard bounces, settings on our Constituents’ records in RE but
    are unable to resolve this issue.



    We have been chasing a case we raised with RE for several months
    but they are unable to resolve it as yet.



    Do let me know if you find any answers!

     

    Best wishes


    Debbie



    Warwick Independent Schools Foundation: A company limited by
    guarantee Registered in England and Wales. Company No.
    4252305 


    Registered Office: 

    Warwick School

    Myton Road

    Warwick

    CV34 6PP 


    Registered Charity No. 1088057

    All information in this message and attachments is confidential and
    may be legally privileged. Only intended recipients are authorised
    to use it. E-mail transmissions are not guaranteed to be secure or
    error free and the sender does not accept liability for such errors
    or omissions. The Foundation will not accept any liability in
    respect of such communication that violates our e-mail
    policy.
  • Hannah Diaz‍, thanks for your helpful post. I realize this thread is old, but I am wondering if Online Express updates the dynamic queries used in the email lists every time the list is used. For instance, we sent an email last week. We just added a new constituent with an email address to the database. When we send an email next week, will the new constituent be automatically included in the email as long as our email mapping is set up correctly and the email address is not "DNC" nor "Requests no email"? Thanks.


     
  • Hi Rochelle. Yes Online Express dynamically updates its recipient lists by "re-running" the underlying RE constituent query each time you use the list. The only exception to this is that for quick, repeated uses of the same list (e.g. emails sent to the same list in less than ~20 minutes) will not rebuild the list. Any amount of time between sends greater than that and the list will be rebuilt and changes to who is/isn't in the query result set will flow through to Online Express (subject to prior bounces, opt outs, email and relationship mapping, etc.).


    Thanks,

    Chris

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