Is anyone out there using Contact Permissions as part of a WordFly output set (to keep WordFly in sync with what's in Tessitura?) We are on v15.1.4 and I'm onboarding a new consortium organization with WordFly and they're the first ones to try to use Contact Permissions...but if I put the Contact Permission elements into the Output Set, the "could have multiple rows" indicator shows up so WordFly doesn't recognize the output set (at least, I *think* that's why I can't see it in WordFly but I'm not positive that's the reason.)
Any tips/tricks/troubleshooting help you can provide is greatly appreciated.
Thank you!
Hi Mindee,
In order to sync data between Tessitura and Wordfly you will need to create some new output elements. We do not participate in a Consortium, but we do have Wordfly and 3 times a week we update our Wordfly preferences with the latest Contact Permissions from Tessitura. This is necessary because updates are pushed from Wordfly to Tessitura but not the other way, so these need to be updated by importing any changes made in the client to the Wordfly servers.
Create a new keyword category in TR_KEYWORD_CATEGORY, e.g. ‘Contact Permissions’.
Then for each unique email permission you will need to create an entry in TR_QUERY_ELEMENT_GROUP, e.g. (select a.customer_no, a.answer, case a.answer when 'Y' then 1 when 'N' then 0 end as [PreferenceValue] from [TX_CUST_CONTACT_PERM_TYPE] a where a.type_id = 5).
This is necessary because Wordfly uses the binary values of 1 for Yes, or 0 for No, as opposed to ‘Y’ or ‘N’ in Tessitura.
Also create a new entry in TR_QUERY_ELEMENT for each unique email permission with the select data field set as ‘isnull(!.PreferenceValue, 0)’, you should then also select the corresponding control group.
In List Manager now create a list for every Contact Permission type, including both ‘yes’ and ‘no’ values, and export them with the new output sets created above.
You will now get a list of Constituent IDs with either a ‘0’ or ‘1’ value that can be imported into Wordfly to update any inconsistent Customer Preferences.
I hope this all makes sense?
It makes perfect sense and I cannot tell you how much I appreciate this. It fills in the blanks in the WordFly documentation that I just couldn’t wrap my head around. I actually built new elements and output sets yesterday to see if I could get them into WordFly but didn’t link up with marketing in time to test it. This assures me we are on the right track
That's great. Please feel free to update this thread if you have any further questions
Hi, Matt,
I sincerely hope I'm not about to make you sorry you said "Feel free" up there ^ but... any thoughts on why my LP_Update_Email_Promotion code isn't doing what I hoped? I'm trying to get the "Unsubscribe" response to update the Contact Permissions to "No" and I'm flat out of ideas about why it isn't working? The Return is definitely commented out (this is the same procedure that updates other consortium orgs' responses as attributes, no problem) but it is definitely not updating TX_CUST_CONTACT_PERM_TYPE so I'm at a loss.
Here's the code in case you have any idea where I went wrong:
If @response_code = 26 Begin If Exists (Select * from tx_cust_contact_perm_type where customer_no = @customer_no and type_id = 9) Update tx_cust_contact_perm_type
set answer = 'N', last_asked_dt = GETDATE() where customer_no = @customer_no and type_id = 9
Else Insert tx_cust_contact_perm_type(answer, customer_no, last_asked_dt, type_id) Select 'N', @customer_no, GETDATE(), 9 End