• Replies 5 replies
  • Subscribers 334 subscribers
  • Views 119 views
  • Users 0 members are here
Related

Tessy and Surveys

Beth Varro
$organization

Hi everyone,

I'm wondering if anyone has done surveys in Survey Gizmo and somehow tied them to Tessitura data. What I'm thinking about is this: we do member surveys in Survey Gizmo. Then we have all this data in Tessy - membership history, visit history, etc. etc. Our experience is that customers are horribly inaccurate when you ask them how often they have visited, what their membership history is, etc. So I'd much prefer to use that data out of Tessy instead of asking them about it. But how do we get the data from the two sources together? I can think of two options: 1) Tag the survey responses in Tessy as attributes, and then somehow use lists, extractions, etc to analyze responses, or 2) Upload whatever Tessy data we want into Survey Gizmo after the survey has been closed, as separate questions, so we can use the Gizmo tools to analyze responses. And of course, both options assume that we can somehow tag the Tessy ID number to each response in Gizmo.

Any clues about how to tie the ID to the responses, and/or how to upload data one way or the other? We have Tessitura experts and Survey Gizmo experts, but we've never tried to marry the two this way.

Thanks!

Beth

Parents
  • $organization
    We use Wordfly. So usually the emails are sent via a Tessitura list and Wordfly with the link from Gizmo, just as you can do from Survey Monkey. I'm not sure if we'd have to do that differently to make this work...


    *   *   *   *   *
    How do astronauts get to space? How do they eat, sleep, and do research in a weightless environment? And how do they go to the bathroom? Find out during an unforgettable day of space exploration at the world premiere Space exhibition. It's now open at the Science Museum of Minnesota, along with the brand new Omnitheater film, Journey to Space. Visit www.smm.org/space to plan your visit today!

    From: "Josh TerAvest" <bounce-joshteravest2597@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Wednesday, April 22, 2015 12:18:08 PM
    Subject: Re: [Tessitura Marketing Forum] Tessy and Surveys

    Hi Beth - 

    I'm not familiar with Survey Gizmo but am familiar with Survey Monkey and Wufoo. If you're sending emails out to people asking them to fill out the survey you should be able to embed their Tessie ID into the survey URL which them gets passed as a hidden field in the survey. 

    Looks like Survey Gizmo does this too: http://help.surveygizmo.com/help/article/link/url-merge-codes/ 

    Do you use MailChimp or Wordfly or...?

    From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>
    Sent: 4/22/2015 10:50:36 AM

    Hi everyone,

    I'm wondering if anyone has done surveys in Survey Gizmo and somehow tied them to Tessitura data. What I'm thinking about is this: we do member surveys in Survey Gizmo. Then we have all this data in Tessy - membership history, visit history, etc. etc. Our experience is that customers are horribly inaccurate when you ask them how often they have visited, what their membership history is, etc. So I'd much prefer to use that data out of Tessy instead of asking them about it. But how do we get the data from the two sources together? I can think of two options: 1) Tag the survey responses in Tessy as attributes, and then somehow use lists, extractions, etc to analyze responses, or 2) Upload whatever Tessy data we want into Survey Gizmo after the survey has been closed, as separate questions, so we can use the Gizmo tools to analyze responses. And of course, both options assume that we can somehow tag the Tessy ID number to each response in Gizmo.

    Any clues about how to tie the ID to the responses, and/or how to upload data one way or the other? We have Tessitura experts and Survey Gizmo experts, but we've never tried to marry the two this way.

    Thanks!

    Beth




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Reply
  • $organization
    We use Wordfly. So usually the emails are sent via a Tessitura list and Wordfly with the link from Gizmo, just as you can do from Survey Monkey. I'm not sure if we'd have to do that differently to make this work...


    *   *   *   *   *
    How do astronauts get to space? How do they eat, sleep, and do research in a weightless environment? And how do they go to the bathroom? Find out during an unforgettable day of space exploration at the world premiere Space exhibition. It's now open at the Science Museum of Minnesota, along with the brand new Omnitheater film, Journey to Space. Visit www.smm.org/space to plan your visit today!

    From: "Josh TerAvest" <bounce-joshteravest2597@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Wednesday, April 22, 2015 12:18:08 PM
    Subject: Re: [Tessitura Marketing Forum] Tessy and Surveys

    Hi Beth - 

    I'm not familiar with Survey Gizmo but am familiar with Survey Monkey and Wufoo. If you're sending emails out to people asking them to fill out the survey you should be able to embed their Tessie ID into the survey URL which them gets passed as a hidden field in the survey. 

    Looks like Survey Gizmo does this too: http://help.surveygizmo.com/help/article/link/url-merge-codes/ 

    Do you use MailChimp or Wordfly or...?

    From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>
    Sent: 4/22/2015 10:50:36 AM

    Hi everyone,

    I'm wondering if anyone has done surveys in Survey Gizmo and somehow tied them to Tessitura data. What I'm thinking about is this: we do member surveys in Survey Gizmo. Then we have all this data in Tessy - membership history, visit history, etc. etc. Our experience is that customers are horribly inaccurate when you ask them how often they have visited, what their membership history is, etc. So I'd much prefer to use that data out of Tessy instead of asking them about it. But how do we get the data from the two sources together? I can think of two options: 1) Tag the survey responses in Tessy as attributes, and then somehow use lists, extractions, etc to analyze responses, or 2) Upload whatever Tessy data we want into Survey Gizmo after the survey has been closed, as separate questions, so we can use the Gizmo tools to analyze responses. And of course, both options assume that we can somehow tag the Tessy ID number to each response in Gizmo.

    Any clues about how to tie the ID to the responses, and/or how to upload data one way or the other? We have Tessitura experts and Survey Gizmo experts, but we've never tried to marry the two this way.

    Thanks!

    Beth




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Children
  • $organization in reply to Beth Varro

    Hi Beth,

    I'd say the easiest thing to do is your DA uses a .csv file of your survey results to populate a local SQL table.  You would need to use a unique identifier like Constituent ID as a field in your surveys so you can tie to your current constituent data.

    We use Mail2 like Michele and the benefit is we can use it to create other things like list, extraction and output set elements. One pay-off is that a front-end user can search for a particular word (e.g. "unhappy") in a free text survey question so this could be used for reminders, CSIs, the list goes on.

    Cheers,

    Kevin

  • $organization in reply to Beth Varro

    In Wordfly you should be able to add a data field to the end of the survey URL. That Survey Gizmo help page I linked to earlier should give enough info on how the url should be structured but it should look something like this: 

    http://www.surveygizmo.com/s3/12345/my-survey?pid={{##CrmSubscriberId## || null }}

    I hope this helps!