I am very new to this, and am a user and work for a charity and have very little experience in this field and would really appreciate some advice! I want to print labels to post invitations to all our donors who we do not have an email address for. So I made a search with email address "empty" and postal address "not empty". However, if we have an email address for a husband, the mail label will still print for the wife as she has her own separate record. Does anyone know how to avoid this? I have tried editing the criteria for the search but you can't seem to search on relationships. Thanks so much Louise
- if you want to only send one e-mail to a couple in a relationship who prefer to share an e-mail - whether husband/wife, married LGBT couples etc - create a new Household and add both to it, add the shared e-mail address to the Household and search Contacts in that household without an e-mail address but a postal address - like this in Search Builder -
Household Name IS NOT EMPTY ...AND... Email IS EMPTY '' ...AND... Contact Type - 'Household' .
- I would prefer to have an e-mail for each of a husband and a wife, each of two married partners of any gender, etc - I have my wife and I in Civi with our own separate e-mails and we are also linked to the same Household. Sending to both e-mails or just a shared e-mail for a contribution ask depends of course on the couple's preference.
- Use the search builder to find contacts where email is null. Add the results to a smart group called No emails
- Go to Advanced search
- In Basic Criteria, set Group(s) to No emails
- In Address, set Street Address to %
- In Relationships, set Relationship Type to Spouse/Partner and Target Contact(s) in Group to No emails
Could you try with the Relations tab in Advanced Search? If you select Advanced Search, you can click the tab Relations open and you can then search on any contacts that have an active relation to their spouse? That does not immediately solve your problem but you could separate the problematic cases from the other ones?
What you are looking for is a common denominator, something a particular group has in common in order to include or exclude them.
One method: If you use the Membership feature and you want only one mailing to go to one spouse, then you can include in your address search the field in the Advanced Search> Memberships> Primary Member? choose "Yes" to arrive at one address for the two related contacts. You can then mark this group (tag, activity, etc.) in order to know which ones received the postal mailing.