Mail Preferences or Appeal Category

Lisa Chai
Lisa Chai
Fourth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Altru® General Discussions

We have a number of households in which two seniors prefer to have two “Senior Plus” memberships rather than a single “Household Plus” membership due to the added guest benefits by holding two memberships. We send quarterly newsletters to each primary membership holder, therefore those households will receive two newsletters. Some members in this group would like to receive only one physical mailing (which makes sense environmentally). Can this be achieved by either Mail Preferences or and Appeal Category/Mail Type? Please note, we still want to send two physical renewal notices to each individual in that group, so we only need the mail preference to apply to the newsletter mailings, not all mailings.

Any suggestions how to handle in Altru would be greatly appreciated.

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Comments

  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary Kudos 3 Name Dropper Participant

    Hi @Lisa Chai,

    How do you currently pull these mailing lists? Do you use the Appeal module? If so, then there is a Household Option in the Appeal Mailing where you can choose to only send one communication per household. Assuming the two members are in an Altru Household together, that would address the issue.

    There may be a few other ways you can accomplish this, but this method is probably the most straightforward.

    Chris

  • Lisa Chai
    Lisa Chai
    Fourth Anniversary Name Dropper Participant Facilitator 1

    @Chris Nungesser Chris, Sorry for the delayed response. We use a export process that pulls from a query to produce the list. We then use this list in excel to send to the mailing house after we have cleaned up the salutations and addressees for those members I mentioned in the earlier post. We import a selection of the cleaned up list to use as the selection source for the appeal.

    But, I think you are correct, we should put that list directly into the appeal, with the one per household selection checked using our Membership Name Formats (rather than Development Name Formats) which would then eliminate cleaning this up ourselves. Let me know if you agree. Thanks.

    Lisa

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