Handling contacts who move jobs

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Handling contacts who move jobs

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Bounced emails are the most common means of learning that someone has left their former job, but sometimes this information arrives from staff or other sources. Regardless, the protocol for handling the data is the same.

 

Unknown new job

 

Locate the contact in Sugar

 

Create an alumni record against that contact

 

Select their (now) former organisation and describe the source of the information in the Notes field. If their job title was known previously, insert this into the Former Role field.

 

Edit the contact record

 

Empty the organisation, job title and division fields.

Invalidate the email address

Place MIA in the Email Reason field

Set contact type to MIA (Missing in Action), located in the Marketing Only tab

 

GOOD TO KNOW: We suppress our mailshots against the MIA segment of our contact database.

 

When a personal email address is provided

 

Sometimes a contact has left a job but they have provided us with a personal email address through which to stay in touch.  In such a case:

 

Locate the contact in Sugar

 

Create an alumni record against that contact

 

Select their (now) former organisation and describe the source of the information in the Notes field. If their job title was known previously, insert this into

 

Edit the contact record

 

Empty the organisation, job title and division fields.

Update the email address

DO NOT invalidate the email address

DO NOT mark the contact as MIA

 

 

Known new job

 

 

Locate the contact in Sugar

 

Create an alumni record against that contact

 

Select their (now) former organisation and describe the source of the information in the Notes field. If their job title was known previously, insert this into

 

Edit the contact record

 

Update the organisation, email address, job title and division fields.