How to tag imported constituents?

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I'm trying to figure out what the best way to tag constituents. We have some mail lists from Constant Contact that we are wanting to import into Luminate, but we aren't sure the best way to mark them to remember where the information came from. I'm also worried of accidentally overwriting something (like an Origin Source Code or Subsource Code) on the constituent if what I am importing happens to be a duplicate.


Any suggestions on how to best handle this import? Is the custom constituent import something that may be useful for me?
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  • HI Juliana,


    Have you looked into using an additional field custom string or custom number to designate as the Constant Contact ID field to identify it originated from CC? We use these fields to identify when we have migrated a constituent from a different system - we are migrating 2 Luminate systems into 1 active system and are using these fields to designate system origin.


    These fields can be found under Set-up> Database Configuration > Additional fields (expand the section). And the info is stored under Additional Information on the Constituent 360 record.


    Janis
  • Janis, this is very helpful! I'll look into it. Thank you!

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