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. Worry no more! we have a solution to that. if you want to have a clean list of individuals without shared email addresses, you can refer to the article “Detaching emails from constituent records process” to learn how to do email detaching, or you can go to your entire list and detach email addresses from constituents and assign primary email addresses. To learn how the latter works then keep on reading.
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 need to name your import activity. Click Next.
4: Select the means you want your data to be imported. In this example, we will go to File upload. Click Next.
5: Select the action you want to happen. Once done, click Next.
6: You also have the option to receive a notification when the process end. Click next.
7: You are now ready to import your data, just click the CREATE DATA IMPORT button.
8: Click on the file you just made.
9: 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.
10: If your file is ready then click UPLOAD.
11: You can proceed to Preview to check the information you just uploaded. You also need to go to Settings and do some adjustments. Once done, click on Save Settings.
Email address: Email
System record id: System record ID
12: Proceed to the Activity and click the Batch Import button.
13: If you are done with the batch process of email removals then you will have the following result:
If you have more questions please reach out to us through our support channel.