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
Most of our email communications go through Marketing. There are a few people in Marketing that have the training to design, pull lists and deploy emails through Prospect 2. We work very closely with other departments and our marketing department is almost set up more like an agency environment with the other departments as our clients. We have a master email schedule and if someone needs an email they put in a work order (we use Wrike and there is a request form for almost anything they need from graphics or the digital marketing department). The date of deploy is a requested date, but we compare it to the master schedule and work with the client to meet that request as closely as we can without stepping on other requests around the same deploy date. There are very few exceptions to this process and this helps us maintain the integrity of our email marketing program and several subject matter experts on staff who can make sure we are CANSPAM compliant and not over emailing our guests and donors. It also takes the pressure off other departments ... they don't need to learn the process, learn the software or be monitored to make sure they are following procedure and they can instead focus on doing the things that they are subject matter experts in. This has been our setup for years and it works really well for us.