Managing Joint Communications

Contributor Relations provides the ability to communicate with constituents jointly to a common address rather than producing individual communications for each constituent. For example, you can invite a married couple or two roommates to an event by sending a single invitation to their joint address.

Use the joint communication features on the Relationships and Communications pages to create joint communication for two individuals when at least one of the individuals exists in the database. To set up Joint Communications you must first set up joint salutations, establish a joint relationship, and identify the address to use for the joint communication.

There are two areas in Contributor Relations from which joint communications can be triggered: acknowledgements and receipting, and membership organizations and initiatives. In either instance, the 3C Engine process creates the communication record.

The 3C engine evaluates the selected joint options and determines which records are joined and should receive joint communication. Any remaining unjoined records receive individual communications. After the communication record exists, you can run the Letter Generator.

The following is a list of the communication variable data that the system uses to determine whether or not to send a joint communication:

• Session_no

• Gift_no

• Recognition_type

• Designation

• Intv_cd

• AV_audience

• Aud_type

• Membership_nbr

• AV_mbr_org_cod

• Av_std_ben

• Mbr_pmt_no