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michaelwilding
Level 3
January 30, 2023
Solved

Multiple Orgs On Single Email

  • January 30, 2023
  • 2 replies
  • 3824 views

I have a use-case where an email address may be required in two org units. The org units are setup so that Adobe users will only be able to send emails to people in their org units. Is there a way to get the email address in two org units if I am not using a list. I don't want to use lists as these emails are for internal use and we don't want the unsubscribe functionality, but I think it may be the only way to get an email address into the system twice. Are there any other solutions?

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Best answer by bisswang

Thank you for this @bisswang  We are looking to add the same email address into multiple profiles with different org units.

The workflow is:

Load File > Add Org Unit (Enrichment) > Reconcile > Update

My hope was that when I reconciled, as I was checking for both email and the enriched Org Unit, if the email address already existed in a different Org Unit then I would be able to insert a new record with a new Org Unit so that the email existed twice, each with a different Org Unit. However, every way I've tested this so far it simply changes the Org Unit on the existing email.

Can you see a step I am missing?


What criteria for reconciliation do you have on the Update task?

It's important to have both E-Mail + orgUnit there, else indeed it would just update anything existing.

2 replies

SatheeskannaK
Community Advisor
SatheeskannaKCommunity Advisor
Community Advisor
January 30, 2023

Hi @michaelwilding,

 

You have the org unit setup done already. Therefore email addresses that need to be part of multiple org units need to reconcile with their respective org unit to create a profile through the import process.

Just you know take a look at this https://experienceleaguecommunities.adobe.com/t5/adobe-campaign-standard/enable-disable-users-organizational-unit-viewing-partial-data-in/m-p/457474#M14984 in case if you would like to know what can/can't be done with org unit.

Let me know if there's a different ask on this.

Thanks, Sathees
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michaelwildingAuthor
Level 3
January 31, 2023

Thank you. The issue I'm facing is in the import process, I am adding in the org unit data on the import, then doing a match on email and org unit, however even when the org unit appended is different it's still overwriting the org unit rather than adding the email as another profile with a separate org unit. Any ideas why?

B
Adobe Employee
bisswangAdobe Employee
Adobe Employee
January 31, 2023

There are basically two ways to solve this:

  • Create the profile on a common parent org unit for the two, then both will be able to access/target it though only in read-only mode
  • Create 2 distinct profiles
    • A profile can't have more than 1 org unit, thus creating 2 profiles might be an option
    • But they are technically separate - individual sending logs, individual tracking logs, will count twice for licensing, ...

Using a list won't help as also profiles which are in a list will apply on the org unit filtering during sending (i.e. if in list X and org unit A, a user in org unit B won't be able to target them even if he has access to list X)

    M
    michaelwildingAuthor
    Level 3
    January 31, 2023

    Thank you. I was going the route of two distinct profiles. The issue I'm facing is in the import process, I am adding in the org unit data on the import, then doing a match on email and org unit, however even when the org unit appended is different it's still overwriting the org unit rather than adding the email as another profile with a separate org unit. 

     

    The list makes sense, but in my testing it will allow me to add the email address as two separate profiles into two separate lists, each with a different org unit. When I try to do it without a list I am getting the issue above.

    B
    Adobe Employee
    bisswangAdobe Employee
    Adobe Employee
    February 13, 2023

    Thank you, really helpful. We are adding the org unit in an Update Data and then I am doing the reconciliation against the email and Org Unit, with the aim to be that (1) if the email exists the against the Org Unit already then we update, (2) if we find the email in a different org unit then we add the email again in a new org unit.

     

    The issue I am running up against is that number (2) seems to be impossible, is that right? Is there any way to have two email addresses in the system with a different org unit?


    yes, you can have 2 profiles with different E-Mail addresses.

    But normally you do that already in the update scenario and not a reconciliation later as then you may have overwritten what is needed

     

    Posting the screenshots of an import workflow which would do exactly that:

    1. Load file content
    2. Reconciliation activity
      2.   
    3. Updata Data activity

      2.  

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