In this session we covered relationships: what they are, intent of, usage, and how to create and manage relationships. We followed up with a brief tutorial on Receipt Templates and concluded with an open Q&A.
The intent of relationships is to capture a relation between a parent household or organization record with other contact/child records.
Specifically, a household record would have contact records that are in that household and an organization record would have employees associated with that organization. This is to give you insight into contact connections as well as gift-giving summaries under those entities.
There are a couple different ways that we can create and manage relationships.
You can create new records or match record information with an import file.
To complete additional management and creation of relationships, be sure to check out the Relationship Management article in our Knowledge Base.
Q: How do I send one letter or one email to either an individual contact or to a household and make sure there are no duplicates?
A: You may have a particular operating procedure that you follow or have preferences from your donors when it comes to sending letters or email.
No matter what it is, we feel the best way to manage how you contact households or individual contacts would be through the use of badges.
For example, if you address a household you may consider tagging them with the badge Letter Addressee. Alternatively, you can use a differing tag on the individual records if you don’t want to duplicate a letter.
From there you can utilize filtering of those badges to send out your communication. If you are sending a bulk email, the system is smart enough to only send one email to an address no matter how many times it may be listed but still may end up sending to both an individual and a household, depending on their contact email field.
We specifically discussed Receipt Templates in our session. For more information on Email Templates and sending receipts, be sure to check out some of our quick Learn 101 videos or search our Knowledge Base articles.
To touch a little on our session, we talked through the following steps for Receipt Templates: