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
Hi! We have one person in Marketing (me) and a second in Philanthropy who build templates and coordinated email sends. We work together on email schedules to make sure we don't have overlap. This year, I have been working with Education as well, since they have been doing more direct sends of content to educators than they're used to. Although we only have two people working on emails, more people have access to Pages in Philanthropy, where they use RSVPs for donor events. We have been using limited triggered emails linked to survey pages where patrons can choose how to convert tickets for canceled concerts this season. I hope to do more when we open our doors again (I had been doing concert reminders weekly). As far as testing goes, we all have Tess accounts and I just build a manual list of testers. That does mean I have to duplicate the campaign and resend to patrons, but that's easy, and testing with an actual send makes sure everything really works as expected.