Author Topic: Multiple emails to one person (Read 251 times)

idmacdonald · February 17, 2015, 04:06:49 am

Hi,

I have a client who is using CiviCRM to keep track of the main contact person at each organisation in a network. They are using relationships to make the links between individuals and organisations. However, in some cases, one person is the contact person for more than one organisation. In that case, they would like to send two emails to a single contact, one with some details of 'Organisation number 1' shown and other with the details of 'organisation number 2' shown.

However, the basic and advanced searches all seem to output a list of distinct contact IDs, which is also how CiviMail and mailing lists appear to work as well.

I am thinking that it might be possible to create a custom search that would output two rows for a single contact, one corresponding to each organisation that the individual is the main contact person for. However, I don't know whether the 'send mail' action would then make sure that only one email is sent to each contact ID. In any case, I'd rather use CiviMail for such mailings.

Has anyone else had similar needs? For this particular client, CiviCRM's strict separation between organisation contact records and individual contact records seems to be potentially problematic.

Any suggestions would be much appreciated.

Best wishes,
-Ian Macdonald

joanne · February 17, 2015, 04:33:26 am

What version of CiviCRM and what CMS and version are using?

How many organisations are involved?

In civimail there is a setting Remove duplicate emails? >. If you had a (mailing list) group of contacts for each organisation then you could select all those groups to receive the email and untick that box, then the person who is the contact for two groups would receive two emails.

However, I am not sure how you are going to add the information for the organisations to the emails. I don't think the standard tokens in civimail will let you add organisation information to an email being sent to the "main contact" individual.

idmacdonald · February 17, 2015, 06:43:52 am

Hi,
The database contains info on about 300 organisations, so it's probably not practical to create a mailing list for each organisation.

CiviCRM 4.3 is currently installed on Drupal 7. However, I will shortly be upgrading CiviCRM to version 4.5.6.

I was thinking that I could have a custom field for each individual that would include the name of the organisation that the person is the main contact for. However, that will only work if nobody is the main contact for more than one organisation.

I can probably create a custom search that would output the data for each organisation along with information about the main contact person at the organisation. However, I can't think of a way to get CiviCRM to send emails using that data, sending to a person more than once if the person is the main contact person for more than one organisation.

Best wishes,
-Ian

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Author Topic: Multiple emails to one person (Read 251 times)

idmacdonald

Multiple emails to one person

joanne

Re: Multiple emails to one person

idmacdonald

Re: Multiple emails to one person