Starting a thread dedicated to a topic we're all likely to be devoting a lot of time to.
Shall we also try using the Tags feature within it? Then folks can use it as a filter to narrow posts to one or the other. #CancellationProcessing and/or #CancellationMessaging
I'm thinking brilliant strategies (or hacks) or a place for questions that have you stumped.
To start, it off...
1) Cancellation email notice with web form with options about which route customer wants, exchange/donation/credit/refund. Easy for them; head start for your team.
2) If you are tokenized/don't save credit cards, pointedly call out somewhere in that messaging that your organization will calling to request the credit card number in order to process the refund.
We've rolled out just this
I'm surprised with the ratios. And the feedback is incredible - really good sentiment to send to the artists/troops
There are only 2 of us and I'm servicing the needs of the rest of the company and strategic as well so we are trying to offset as much direct customer contact as possible.
Hello Heath,
We have been working with our partners at Tessitura and Wordfly to do something like this but have been a bit frustrated and unsuccessful. Could you share what is happening with the data you are getting back from your Wordfly Survey. Is it populating in CSI's on records? If so, can you share your CSI structure (category, activity, origin?)
Thank you,
RhondaLeigh
We worked with a consultant at JCA, but ours definitely is multi-step even now that it's complete. We have two additional local tables and a utility. One local table maps the CSI settings to a Page (category, activity, origin, etc), then the second table maps the questions from the Pages responses to the CSI settings from the previous table. We can also replace the full text of the question with a short descriptive title, so instead of it reading: "How many guests will be attending?", it just says "Guests: ##" and collects their answer.
Then we schedule a Utility to run daily or hourly that pulls the data from the responses, and creates CSIs based on the settings in the two tables. There may be a simpler way, if you always want the CSI settings to be the same and didn't want to re-name the Questions in the CSI notes for clarity's sake.
Hi RhondaLeigh & Lily -
I'm seeding relevant threads with similar information, so pardon any 'copy and paste' feel here. I'm want to let people know that we're in development right now for some things to help with WordFly Pages Integration. Our new integration code will let you use WordFly Pages capabilities to create items within Tessitura (such as CSIs), which will allow you to track and act on survey responses. We hope to release this in the next week or two. Once it’s ready, we'll post about the functionality, how to request it, and other information.
In related news, I'm happy to let you know that we’ve created a new online group dedicated to our ecosystem partners. It’s designed as a shared space for you to connect with our ecosystem partners and fellow Tessitura members. You can ask questions, share tips, and more. The group has discussions organized by specific topics, and we’ll be adding new topics over time. We'll also use this online group to keep you up to date on the latest offerings, best practices, integration hotfixes, and upcoming roadmap items, including the WordFly Pages Integration.
The group is brand new, and we're just now broadcasting it and inviting people to join and start the conversations. Please come join me in the Ecosystem Topic Group and specifically in the Email Marketing & Marketing Automation discussion area to talk about any specific WordFly, Mail2, Pro2 or MonkeyWrench strategies, use cases and anything else you can dream up.
Thanks,
Heather Laidlaw KraftProduct Owner, Integrations
Hey RhondaLeigh,
End of last year we started using Pages for Surveys and Adding that to Special Activities.
With Surveys - I was asked by our team to put it in table format because that was way more useful to them than CSIs. To that end I constructed a report that outputs some of the patron details and the Questions as Column headings with the Answers below.
We copied that table into teams and actioned. It's really easy to filter so I can create a list of folks who have asked for Refund, Credit or Gift Voucher - Save and upload that list into Tessitura - and run the new Bulk refund (or Credit or Gift Voucher) Utility off that list. Massive time saver. I'm going to add those to CSIs at some point but it's less useful to us at the moment and is still in the WordFly tablesHappy to share whatever you need