List Manager Criteria w/ Wordfly interests

Hello Tess Community,

I've just set up my organization's Tess account to handle 2step unsubscribe preferences of our constituents with Wordfly. Its working great. I've built output set elements which are describing the preferences of constituents.

I'm having some trouble building list criteria corresponding to those email preferences. I'd like to have one criteria per preference, so I can cut lists of some or all of the preferences.

Can any of you point me to good documentation?

Do any of you have experience and advice?

Thanks in advance (this is my first post)

-Aaron

 

Parents
  • Hi Aaron,

    How did you set up your preferences? Did you use interests, attributes or contact point purposes? We used interests and lists can be created using standard parameters of 'Constituent Interest' 'in' = your selected interest and then the parameter of 'constituent interest selected' 'in' = No.

    Create a list for each interest which can then be used for a suppression segment within extractions.

    Wordfly have documentation here: https://support.wordfly.com/hc/en-us/articles/204768684-How-do-I-set-up-Tessitura-Unsubscribe-Preferences-#anchor15

     

  • Hey Jo,

    I ended building a Local View that re-arranged the tx_cust_tkw table to have each tkw record in its own column indexed by customer_no. From there the criteria was easy to reference.

    The code was like this:


    select customer_no,
    MAX(merchandise) as merchandise,
    MAX(single_ticket_buyers) as single_ticket_buyers,
    MAX(dance_academy_news) as dance_academy_news,
    MAX(donor) as donor,
    MAX(subscribers) as subscribers
    from (
    select customer_no,
    case when tkw = 32 then selected else '' end as merchandise,
    case when tkw = 31 then selected else '' end as single_ticket_buyers,
    case when tkw = 30 then selected else '' end as dance_academy_news,
    case when tkw = 29 then selected else '' end as donor,
    case when tkw = 28 then selected else '' end as subscribers
    from (
    select tkw, selected, customer_no from dbo.tx_cust_tkw as tct
    ) as sub1) as sub2
    group by customer_no

    Thanks for the documentation!

Reply
  • Hey Jo,

    I ended building a Local View that re-arranged the tx_cust_tkw table to have each tkw record in its own column indexed by customer_no. From there the criteria was easy to reference.

    The code was like this:


    select customer_no,
    MAX(merchandise) as merchandise,
    MAX(single_ticket_buyers) as single_ticket_buyers,
    MAX(dance_academy_news) as dance_academy_news,
    MAX(donor) as donor,
    MAX(subscribers) as subscribers
    from (
    select customer_no,
    case when tkw = 32 then selected else '' end as merchandise,
    case when tkw = 31 then selected else '' end as single_ticket_buyers,
    case when tkw = 30 then selected else '' end as dance_academy_news,
    case when tkw = 29 then selected else '' end as donor,
    case when tkw = 28 then selected else '' end as subscribers
    from (
    select tkw, selected, customer_no from dbo.tx_cust_tkw as tct
    ) as sub1) as sub2
    group by customer_no

    Thanks for the documentation!

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