Apologies if this has been addressed before. Is there a way to send users an email notification for plan step reminders for users who aren't logging into Tessitura regularly to see reminders on the home screen? The only way I've figured out how to do this is through pulse notifications in Analytics, but those don't contain any detailed information about a step.
Thanks!
Lyndsi Pace,
The default way to do something like this is to schedule the email of a report with a pdf for example of the plan step report (I'm not a place where I can easily log in to Tessitura. I may have the name of the report wrong.) However, that would be sent a note regardless of if there is anything new for the recipient to do and will be fairly quickly ignored.
If you wanted to only send such an email if a plan step become "ripe" for a particular person. What about making it a triggered email with your outbound mail platform of choice (e.g. Wordfly or Mail2...) In that case, you would build a list of the constituents who have "ripe" plan steps (however you end up defining that). The next question is what do you put in the email. Do you just put something generic or do you want to have actionable content. If you want actionable content you might have to create some custom output set elements with "ripe" Plan Steps by worker. You could then point folks to "log in to Tessitura on the Go." This provides a less scary interface to get to basic plan steps and constituent detail information.
Just a thought.
If you want to discuss this further reach out.
If you have skills for writing database customizations, it is possible to send out emails from SQL Server or from full reports on a conditional basis. I've implemented a system for this and shared code in the Bitbucket developer resource, but unfortunately since Tessitura does not have a plugin architecture it is not turnkey to implement.
Thanks for these suggestions, everyone! These are good thoughts that I'll look into.
I created a Dashboard called "Steps Due w/in Next 10 Days" and set it up to distribute each Monday morning to all the Plan Workers. I use one dashboard for all workers so they can see the upcoming activity needed on all plans (we don't have too many workers in our org just yet). I also have a section on the dashboard for "Overdue Steps on All Plans" to show any step overdue that was not marked as completed. This has helped me reach those who don't login to Tess daily. I hope that helps!