When a Primary email address is marked invalid and/or the Do not send email to this address checkbox is checked, the ability to contact the donor by email is lost unless a user manually marks another email address as Primary.
This global change identifies records where the Primary email address is not mailable, evaluates other existing email addresses to determine if another email address could be marked Primary and sets that as the Primary.
When executed, the process will identify any records where the current Primary email meets one of the following criteria:
- The ‘Do not send email to this address’ checkbox is checked
- The email Type on the email address is not on the list of ‘Qualifying email types’
The process will then evaluate any other email addresses on the constituent’s record. If another email meets both of the following criteria, it should be marked as the primary email address:
- The ‘Do not send email to this address’ checkbox is not checked
- The email Type onthe email address exists in the list of ‘Qualifying email types’
The list of qualifying email types is in priority order; if more than one additional email meets the requirements to be considered Primary, the process would select the email type listed first in the parameter selection. If multiple additional emails addresses qualify, the email with the most recent start date will be selected. If Start Date is blank on all the records, the process would select the most recently added qualifying email address.
If the constituent has no other qualifying email addresses on their record, the process will make no updates at all.