Configuration and Settings
Sending the same email multiple times to a household because of a shared email address among the members of the family who signed up to your organization may be one of the problems you are currently facing. Refer to Detaching emails from constituent records process to learn how email detaching works, or go to your entire list, remove email addresses from constituents and assign primary email addresses. To know how the latter works, keep on reading this article.
Email removals through the batch process
1: Go to your Social Good Software account and proceed to Development.
2: Click on Data Imports.
3: Proceed to Create Data Import button.
4: A dialog box will pop out where you can type in the name your import activity. Click Next.
5: Select how you want to import your data. In this example, we will go to File upload. Click Next.
6: Select the action you want to happen. Once done, click Next.
7: You also choose to receive a notification when the process end. Click next.
8: Click the CREATE DATA IMPORT button to start importing your data.
9: Click on the file you just made.
10: You can now upload your file but before you do, make sure that the email addresses and System Record ID of the constituents where you want to remove the shared email addresses are in place. Other information is not necessary.
11: Click UPLOAD if your file is ready.
1: Proceed to Preview to check the information you just uploaded. Go to Settings if you want to perform some adjustments. Once done, click on Save Settings.
Email address: Email
System record id: System record ID
2: Proceed to the Activity and click the Batch Import button.
14: You will have the following results once the batch process of email removals is complete:
If you have questions, please reach out through our support channel. We are always happy to help!