Import Fields for Phones/Emails

Hi Rob-


I would approach this by first exporting all email addresses with Constituent Ids and Phone (Email) Import Ids since you'll need those fields for the import. Then use VLOOKUP to find the email addresses you are interested in . Add your PhoneType (and Comments if you so desire) into the import file and use a Constituent Phone Import.


This is precisely how I update our Unsubscribes. Whether we are using Emma or Constant Contact, I provide our marketing person with email addresses along with Constituent Ids and Email Import Ids and I ask her to map and include those fields when she uploads the list to Constant Contact. When I export the unsubscribes from Emma or Constant Contact, I already have all the Ids I need embedded in the Opt Out file (and the Hard Bounce file). I simply need to change the Phone Type and add a Phone Comment.


Personally, I do not to mark the email addresses as Inactive since they are still active/valid addresses, but as you've pointed out, you can't check the DNC field with an Import. Instead, I've created a new email type of Unsubscribed from Mass Emails and when I export my email list to send out an appeal, I'll export Phone Type = Email and I won't see those Unsubscribed from Mass Email addresses.


If you are an NXT shop, the other thing to consider is that checking the Inactive checkbox will remove that email address from the view of gift officers in NXT. We find it more helpful for the gift officers to be able to see the address and know it's still active and that the gift officer can send email to that address. The constituent simply does not want to be included in our mass mailings.