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
We have some questions about this right now, and so I am curious to see responses as well. We've been using Wordfly for several years, with Creative Services designing templates to be used by fundraising and marketing in their email campaigns. Recently, there has been some discussion about reassigning the setup for triggered reminders and thank yous (creating lists in Tessitura and email campaigns in Wordfly) to Box Office. Has anyone tried something like that with success? Essentially, I think our question is whether certain communications are so routine that they do not require oversight by Marketing, and I am wondering if there is general industry consensus about this. Thank you in advance for any insights you care to share! Catherine