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 a weekly meeting with one person from Maketing, Devo, our Dance & Fitness Schools and our Data Analytics team to go over the email calender and discuss any potential overlap in lists or email dates between departments. Our Comm Ed department also uses Wordfly, but since they are only communicating with partners and teachers, they don't come to the calendar meeting. A couple of people from each department have access to Wordfly and can design templates, but we definitely have super users in each department that handle the majority of template building for their department's needs. Graphics and images come frrom our graphic designer, but the templates are designed by the department sending them, with some styling guidance from Marketing.
Like a lot of other orgs, we have one person (it's me) from Data Analytics who sets up all the lists/extractions/dynamic content/Pages connections to make sure the lists don't end up with overlap or questionable data and that the more complicated functionality is setup correctly, but there are at least 2 others (another person from Data Analytics and one from Devo) who are trained on that as back up in case I'm out. Generally it's either myself, or the super users from Devo/Marketing who hit "send."
I would really recommended getting Education and Devo on Wordfly! Our departments use it extensively! Since those kinds of emails can sometimes need a lot of personalization to replace mail merges, just make sure whoever is going to be working on that gets really well trained on connecting Tessitura Output Sets to Wordfly Data Fields and creating Dynamic Content.
Feel free to reach out if you want to talk about any of that more! I really love all the creative and useful ways you can use Tess and WF together.