Contact preferences best practices?

Sarah,

I would avoid using the General Tab/Contact Restrictions as these fields are scheduled for deprecation in the next release. We do not use attributes to record – we just use contact point preferences to record what a patron wants to receive. If it’s checked, they’ve opted in to receive.

Michele

From: Southern Ontario (Canada) [mailto:groups-southernontario@tessituranetwork.com] On Behalf Of Sarah Baumann
Sent: Monday, June 19, 2017 8:47 AM
To: Michele Keutsch <MKeutsch@stratfordfestival.ca>
Subject: [Southern Ontario (Canada)] Contact preferences best practices?

Hi all,

Moving into the final phase of our transition to Tessitura and looking to lock down how we track and use customer contact preferences, especially for our email lists.

Our understanding is that the best place to track email preferences (eg. Newsletter/Artist Training/Under 35 program) is in Attributes, which can "talk" to our web sign up form, and possibly also Wordfly. Customers should update these themselves so that express consent is given. (Do any of you have your box office staff update these when speaking to a customer on the phone or in person and consider that to be express consent?)

We are also looking at using the General Tab/Contact Restrictions for more universal opt outs (eg. do not mail, do not telemarket) but are unclear if these can talk to the Attributes. If someone is marked Do Not Email on the General Tab, can that automatically update in Attributes? 

So - how does your organisation use the Contact Restrictions/Attributes for opt ins/outs, how does this affect pulling your email lists, and do all of your lists synch with each other?

Any advice greatly appreciated! Thanks so much,

Sarah

We follow a similar approach but we have contact point purposes specific for CASL:

·         Opt-In

·         Opt-Out

·         Implied consent (updated daily based on transactions)

·         No Status (for anyone that don’t qualify for any of the previous ones)

We found that we needed to log Opt-Outs to differentiate customers that purposely opt-out from the ones that haven’t made a choice. E.g. if a customer purchase tickets or make a donation they qualify for implied consent for 2 years after that transaction UNLESS they have opted-out in the past.

Fernando Margueirat
Senior Business Analyst
The National Ballet of Canada
470 Queens Quay West
Toronto, Ontario
M5V 3K4
P: 416 345 9686 x453
F: 416 345 8323

http://national.ballet.ca

Sarah,

I would avoid using the General Tab/Contact Restrictions as these fields are scheduled for deprecation in the next release. We do not use attributes to record – we just use contact point preferences to record what a patron wants to receive. If it’s checked, they’ve opted in to receive.

Michele

From: Southern Ontario (Canada) [mailto:groups-southernontario@tessituranetwork.com] On Behalf Of Sarah Baumann
Sent: Monday, June 19, 2017 8:47 AM
To: Michele Keutsch <MKeutsch@stratfordfestival.ca>
Subject: [Southern Ontario (Canada)] Contact preferences best practices?

Hi all,

Moving into the final phase of our transition to Tessitura and looking to lock down how we track and use customer contact preferences, especially for our email lists.

Our understanding is that the best place to track email preferences (eg. Newsletter/Artist Training/Under 35 program) is in Attributes, which can "talk" to our web sign up form, and possibly also Wordfly. Customers should update these themselves so that express consent is given. (Do any of you have your box office staff update these when speaking to a customer on the phone or in person and consider that to be express consent?)

We are also looking at using the General Tab/Contact Restrictions for more universal opt outs (eg. do not mail, do not telemarket) but are unclear if these can talk to the Attributes. If someone is marked Do Not Email on the General Tab, can that automatically update in Attributes? 

So - how does your organisation use the Contact Restrictions/Attributes for opt ins/outs, how does this affect pulling your email lists, and do all of your lists synch with each other?

Any advice greatly appreciated! Thanks so much,

Sarah