Triggered Email Campaigns, Wordfly

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!

Mike, our set up looks much like the Goodman's, though ours is configured even more dynamically. We're also a multi-venue organization, and need to address that within criteria.

EXAMPLE LIST (it's SQL only because we needed to have a join/union manually adjusted in order to skip over something related to invalid addresses_

Select Distinct a.customer_no
From V_CUSTOMER_WITH_PRIMARY_GROUP a WITH (NOLOCK)
JOIN (Select a1.customer_no From LVS_TKT_HIST a1 WITH (NOLOCK) Where a1.perf_dt <= DateAdd(dd,2,Convert(varchar,GetDate(),112)+' 23:59:59') and a1.season in (145) and a1.perf_dt >= DateAdd(dd,2,Convert(varchar,GetDate(),112)) and a1.venue_id in (2) and Role=2 ) as e ON e.customer_no = a.customer_no
JOIN (Select a1.customer_no From T_CUSTOMER a1 WITH (NOLOCK) Where ISNULL(a1.emarket_ind,3) in (3)) as g ON g.customer_no = a.customer_no
JOIN (Select a1.customer_no From vs_eaddress a1
Where a1.address like '%@%'
AND IsNull(a1.inactive,'Y')='N') as i ON i.customer_no = a.customer_no
Where IsNull(a.inactive, 1) = 1
AND EXISTS (select * from vxs_const_cust WITH (NOLOCK) where a.customer_no = vxs_const_cust.customer_no and vxs_const_cust.constituency IN (186))
AND a.customer_no not in (select customer_no from T_LIST_CONTENTS tlc with (NOLOCK) where tlc.list_no = 30549)
UNION
Select Distinct a.customer_no
From V_CUSTOMER_WITH_PRIMARY_GROUP a WITH (NOLOCK)
JOIN (Select a1.customer_no From t_list_contents a1 WITH (NOLOCK) Where a1.list_no in (2362,36890)) as e ON e.customer_no = a.customer_no
Where IsNull(a.inactive, 1) = 1

OUTPUT SET

The parameters for the above are start date, end date, theatre, season type.

The other thought I'd add is to reserve time to evaluate Appeal Structure for related sources. Advance strategy there can end up being a huge asset to data organization and to additional follow up. With promotions being created using the same name daily (or other repeated frequency), I've found it useful to send them all into a discrete Appeal rather than overwhelm the ones that perhaps have more interesting stories to review. Also, for some message types, you'll want to make sure people don't get something more than once during a time frame (like if you have a day buyer come two days in a row), and being able to add some sort of 'Not' idea can be much easier when you have a dedicated Appeal.

Re the question that you've posted while I have been typing:

As long as you list and output set are built dynamically, everything regenerates on the WordFly triggered send schedule.

Mike, our set up looks much like the Goodman's, though ours is configured even more dynamically. We're also a multi-venue organization, and need to address that within criteria.

EXAMPLE LIST (it's SQL only because we needed to have a join/union manually adjusted in order to skip over something related to invalid addresses_

Select Distinct a.customer_no
From V_CUSTOMER_WITH_PRIMARY_GROUP a WITH (NOLOCK)
JOIN (Select a1.customer_no From LVS_TKT_HIST a1 WITH (NOLOCK) Where a1.perf_dt <= DateAdd(dd,2,Convert(varchar,GetDate(),112)+' 23:59:59') and a1.season in (145) and a1.perf_dt >= DateAdd(dd,2,Convert(varchar,GetDate(),112)) and a1.venue_id in (2) and Role=2 ) as e ON e.customer_no = a.customer_no
JOIN (Select a1.customer_no From T_CUSTOMER a1 WITH (NOLOCK) Where ISNULL(a1.emarket_ind,3) in (3)) as g ON g.customer_no = a.customer_no
JOIN (Select a1.customer_no From vs_eaddress a1
Where a1.address like '%@%'
AND IsNull(a1.inactive,'Y')='N') as i ON i.customer_no = a.customer_no
Where IsNull(a.inactive, 1) = 1
AND EXISTS (select * from vxs_const_cust WITH (NOLOCK) where a.customer_no = vxs_const_cust.customer_no and vxs_const_cust.constituency IN (186))
AND a.customer_no not in (select customer_no from T_LIST_CONTENTS tlc with (NOLOCK) where tlc.list_no = 30549)
UNION
Select Distinct a.customer_no
From V_CUSTOMER_WITH_PRIMARY_GROUP a WITH (NOLOCK)
JOIN (Select a1.customer_no From t_list_contents a1 WITH (NOLOCK) Where a1.list_no in (2362,36890)) as e ON e.customer_no = a.customer_no
Where IsNull(a.inactive, 1) = 1

OUTPUT SET

The parameters for the above are start date, end date, theatre, season type.

The other thought I'd add is to reserve time to evaluate Appeal Structure for related sources. Advance strategy there can end up being a huge asset to data organization and to additional follow up. With promotions being created using the same name daily (or other repeated frequency), I've found it useful to send them all into a discrete Appeal rather than overwhelm the ones that perhaps have more interesting stories to review. Also, for some message types, you'll want to make sure people don't get something more than once during a time frame (like if you have a day buyer come two days in a row), and being able to add some sort of 'Not' idea can be much easier when you have a dedicated Appeal.

Re the question that you've posted while I have been typing:

As long as you list and output set are built dynamically, everything regenerates on the WordFly triggered send schedule.

Thank you, Jamie! This is another very helpful answer. We do want to make sure we are not emailing the same person repeatedly, so I'm glad you brought that to light.