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
Hey Lou. We have to catch up for lunch now that I'm back at the wharf.
For new or complex functions like pages, extractions etc I'll do a webimar and either me or the Customer Service Manager (JCs new title) will write up documentation. Whilst everyone has access to WF, comms need to fit in Marketing's calendar (Head of Marketing is the Product Owner of that) so we don't over communicate. We also have a solid few meetings on Strategy and Segmentation to get it right. I'm still keeping an eye over all triggered emails as they can be fiddly. Pages stuff is JC and me because of testing and all the moving parts