Hi Folks,
Looking for advice around how you and your orgs use Wordlfy. Oh so many questions!
Which departments can create templates, send and deploy them? Who has a login?
How did / do you test new functionality (for your org)? e.g Pages | Surveys | triggered campaigns | Conditional content...
What is your process - does every department use it. How do you manage this use to ensure quality control and that no rogure emails go out / the templates that other teams use are not affected.
Would also be interested to see how this might have changed with COVID and if this has opened up it's use across your teams.
I'm keen to expand our use of Wordfly as a Tessitura integaration e.g for education coordinators / philanthrophy managers to be able to send bulk emails without using mail merge, but I want to take the right steps to make this happen.
If you have any horror stories please feel free to share via email.
Thanks in advance.
Louise
Our Graphics department creates the templates, and then we have a few users who send and deploy. There are 3-4 in the Marketing department that can, as well as the same amount in the Development department, but Marketing and Development work together with a master schedule so that there aren't too many emails going out at the same time. We have one person who pulls all lists and extractions, so she ensures there's no overlap. We decided early on that creating a few super-users in each department would be much better than opening it up to widely. Oh, and Education emails are sent by the Marketing team as well.