We're looking to use Wordfly for a triggered email campaign. What we want to do is send a same day email to all people who bought general admission tickets and attended that day, thanking them for their visit. Then, email that same set of people 2-3 days after the visit, soliciting membership at a discounted rate.
Has anyone else set up something similar? What were the results? Were there any roadblocks that you ran into that you could share with us as we start this process?
Thank you in advance,
Mike Dorsey
CRM Specialist - National WWI Museum and Memorial
mdorsey@theworldwar.org
Hi Mike,
This should be fairly easy to set up in Tessitura and WordFly.
The key thing for WordFly is that you need to set up the Tessitura list manager criteria first and then build your email. Do you use NSCAN?
If so, your Tessitura admin can set up a list manager criteria of attended. You would then add in additional criteria of >= and <= RunDate for something to deploy the same day.
You would then make a separate email and change the criteria to >= and <= -2 for two days after they attended your organization for the membership solicitation.
I'm not sure exactly how these criteria are used for a Museum, but here's a screenshot for a thank you email that sends the same day that a patron attends a play.
I'm not sure if that all makes sense, but hope it's a start!
Feel free to message me for more details. Thanks!
Wow, this is great! I was expecting a few horror stories and words of warning, but you've basically supplied the full instruction manual. Thank you, Gabriela! This makes this seemingly-daunting process a lot less intimidating for us.
-Mike