Here's a question - let's say I want to set up a source code that I can use a few times as a promo. But I want to be able to send out these offers regularly (say, once a week) to a new list each time.
Is there a way in Tessitura to add extra customers to an already-promoted source?
If not, and I build a custom utlility that can add the source, what are the ramifications of doing that?
Hi Matthew!
This might be a silly question, but do they all have to be the same source? Could you not, say, have a single Appeal for this promo/email campaign, and make the first source in it an Outside Source, and use that number to link to your promo. Then each time you email, you could create a new source (for promotional purposes) in the same campaign. That way, all your information would be in the same Appeal, at least. I suppose it all depends on your reporting - but this wouldn't require any custom utility work.
On the other hand, I suppose you could customize something using the procedures behind the two standard utilities Create Promotions and Delete Promotions - though it usually won't delete any promotional record that has been transacted upon.
As far as "appending" more rows - I do remember something about a row in T_PROMOTION - that if it doesn't match the actual source/appeal info, it won't actually appear in the customer record. (Can't remember if that includes source dates or not). Found this through trial and error after moving some sources from incorrect appeal ids.
I can see where your idea would be the "cleanest" - but I can't say I'm sure of all the ramifications of that way, either. Good luck! :)
Beth
Hey Matthew,
I did add additional constituents to an inside source once through SQL. Everything worked out fine... but I can't seem to find my notes on how exactly i did it.
I'll try to hunt around for it today but I did want to let you know that it wasn't an issue. I believe it was simply adding them to T_PROMOTION... ?
If I can find the old script I'll send it your way!
Hi Matthew,
I asked a similar question awhile back and Amanda indicated that it can be done on the back-end.
http://www.tessituranetwork.com/Community/forums/t/6511.aspx
Best,
Chuck
Thanks Chuck. If JCA does it, then it MUST work! I'll go write up something to add rows into T_PROMOTION. If anyone from the Network is reading this, I actually think this would work well as a standard utility to be built into Tessitura ...
This is an issue I have, but with a different usage case:
In order to do an offer we need a source to attach to the offer and also for a promo code. In order to get a source we need to pull an extraction and promote it. This means that we have to do all of the offer setup _after_ the extraction is pulled. But we want the extraction pulled at the last minute before the offer email is sent out, as we want the information to be as up to date as possible, particularly the usual suppressions on customers who have already bought tickets to the show, and this email is often sent late at night after the box office staff who would do the offer configuration are off work/asleep.
We'd rather be able to establish a source, build our offer, and then when we run the extraction apply that pre-existing source number to it.
Hi Gawain,
That one I can tell you about, because we do it quite regularly here. The reason we have to do is for a DM - we need to print a promo code on it (which is the source number) a week out from when we send the list over to the mailing house. So the source number has to be settled on before we can extract the list. Here's what you do:
1. Go into your Appeal and set up the source that you want as an Outside source. You can call it whatever you want, but you can use that source number.
2. When you finally run your extraction, don't create a source, instead just extract it as a list to List Manager.
3. Once you have a list in List Manager, go back to the Appeal and change the type of your source to Inhouse.
4. You will then find that the name of the source has now changed to a drop-down which contains (in alphabetical order) every list in List Manager. Select the list you've just created.
5. Save the change and then click the Promotions button.
6. A box will show up saying that you need to promote that source to everyone on the list you've selected. Click the Create Promotions button and it'll promote the source.
Hope this helps!
Thanks Matthew, I'll keep that in mind. Unfortunately, 90+% of our promotions go out through Wordfly, so I don't think I can do the same thing there.
You should be able to. As long as you can access the list of people that an email went to, convert them into a List Manager list somehow, you can promote that list to a pre-existing source (as long as it hasn't been promoted to another list, obviously).