I have a list of emails that have hard-bounced, and would like to use Importomatic to match them to existing RE records. When a match is found, I would like to mark the email as DNC and Inactive (I've got this part down), then change the email type from Email to Bounced Do Not Use. The latter part has me stumped. I blame the end of year crush turning my brain to mush. What am I forgetting to do?
best regards,
Katie
Katherine Fritz, bCRE-Pro Manager, Development Operations Pennsylvania SPCA 350 E. Erie Avenue | Philadelphia, PA 19134 Phone: 215.426.6300 x228 E-mail: kfritz@pspca.org|Website: www.pspca.org
With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state.
I don't think you can actually change the type of a phone/email using IOM (at least not without some customization).
It is generally going to use the Type for matching, not for updating.
Let's say you have a record with email blah@thing.com that is Type GoodEmail. If you look for blah@thing.com with Type GoodEmail then it will find that email and update it (with DNC for example). If you look for blah@thing.com with Type BadEmail (in an attempt to change the type) it will find the record based on the email match, but will not actually match the email entry because the type is different. It would create a duplicate of the email address with the new BadEmail type marked as DNC and leave the original one alone.
At least that's how I think it all works!
A
Amanda Allen
said
over 5 years ago
That's correct, phone matching happens based on the type. We have a uservoice suggestion to match based on the actual number or email address and I would encourage you to add a vote: https://iom.uservoice.com/forums/18...ust-type-w
Thanks, Amanda Omatic Software
K
Katherine Fritz
said
over 5 years ago
Well, it's disappointing that I can't update the email type using IOM (800-some bad emails will take a while to update manually) but there's some small comfort in knowing I haven't just forgotten something important...
best regards, Katie
W
Wayne Pozzar
said
over 5 years ago
If you have 7.95+ then you could also add a comment to the number when you make it DNC that you could subsequently query for in order to do a global change in RE.
Katherine Fritz
I have a list of emails that have hard-bounced, and would like to use Importomatic to match them to existing RE records. When a match is found, I would like to mark the email as DNC and Inactive (I've got this part down), then change the email type from Email to Bounced Do Not Use. The latter part has me stumped. I blame the end of year crush turning my brain to mush. What am I forgetting to do?
best regards,
Katie
Katherine Fritz, bCRE-Pro Website: www.pspca.org
Manager, Development Operations
Pennsylvania SPCA
350 E. Erie Avenue | Philadelphia, PA 19134
Phone: 215.426.6300 x228
E-mail: kfritz@pspca.org |
With a 97% live release rate the Pennsylvania SPCA is the largest no-kill animal welfare organization in the state.
Make a donation today to save a life.