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Wordfly - Tessitura Integration: How is your organization using this?

Dan Lippa
$organization

We are starting to use Wordfly pages and we are going to send out a survey about potential summer concerts. Some of the questions for this survey are:

1. As you think ahead to Summer and Fall 2021, and keeping in mind current CDC/NY State social distancing guidelines, which best describes how you feel right now about the idea of attending an OUTDOOR RPO concert?

         -Very Comfortable    -I have to think about it    -very uncomfortable

3. If the CDC/NY State required attendees to show proof of a negative COVID test result before attending any large gathering/concert, would you be willing to do so?

        -Yes   -No

I am curious to know how other organizations are using this integration. Would it be best for these questions to be migrated into CSI's, Attributes, Interests? My initial though is these questions and answers would be most useful as CSI's in each patrons account. Our CEO is going to want a comprehensive report of the answers and Ideally I would like to pull that from analytics.

Any help or insight about what other organizations have done would be very helpful.

Thank You,

-Dan

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  • $organization
    The WordFly Pages integration will let you make different choices for each question, so you may want to consider a mix of CSI notes and Attributes. 

    The Attribute option will allow you to easily pull people into lists and therefore available as filters, or it's a data point for use in any query. My mind immediately went to a CEO wanting to know, of each response group, what that segment represents in terms of past sales dollars and volumes, and other things like that. It's also a handy list to have should you want to do some segmented follow up, like pre-sales for a limited capacity event or whatnot.

    The map-to-Attribute idea is probably better kept to concepts that are likely to align with this sort of segmentation (for research or for communications) Select a few questions that fit this best, then leave the rest to CSI notes. The idea of dumping a slew of new attributes into your database that are pretty singular use overwhelms me personally (be this a fair reaction or not), and you'll likely have questions like write-ins that won't make any sense stuffing into that format either. The conditional with mapping to CSIs is that data within a CSI note becomes just a text note---decent enough for general reading through and automated delivery to email inboxes, but kinda inaccessible for analysis. [This is way less of a frustration with the WordFly page as the web form since you also have the data available for direct export there; I'm working a lot with TNEW web forms and there's no equivalent available without specialty coding. But CSI notes still won't readily serve you for in-Tessitura Analysis.]

    One other data mapping thought for you--it's also possible to set up multiple CSIs and map different questions to the different ones. This may or may not have practicality here, but a nice trick to consider. I'm using it within a registration form of sorts. We allow a program liaison to activate peers as contacts too, up to 10 people per form submission, and each set of First Name/Last Name/Email data creates a unique CSI. This way, we get a 1:1 item to process in our CSI reporting, and staff could do 1 account set up in a spare moment, or buckle down and do 10+. The point was to avoid having a situation where someone might start work, make it through a few submitted by one liaison, but have to turn attention elsewhere before getting to mark that particular CSI closed.

    Jamie



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  • $organization
    The WordFly Pages integration will let you make different choices for each question, so you may want to consider a mix of CSI notes and Attributes. 

    The Attribute option will allow you to easily pull people into lists and therefore available as filters, or it's a data point for use in any query. My mind immediately went to a CEO wanting to know, of each response group, what that segment represents in terms of past sales dollars and volumes, and other things like that. It's also a handy list to have should you want to do some segmented follow up, like pre-sales for a limited capacity event or whatnot.

    The map-to-Attribute idea is probably better kept to concepts that are likely to align with this sort of segmentation (for research or for communications) Select a few questions that fit this best, then leave the rest to CSI notes. The idea of dumping a slew of new attributes into your database that are pretty singular use overwhelms me personally (be this a fair reaction or not), and you'll likely have questions like write-ins that won't make any sense stuffing into that format either. The conditional with mapping to CSIs is that data within a CSI note becomes just a text note---decent enough for general reading through and automated delivery to email inboxes, but kinda inaccessible for analysis. [This is way less of a frustration with the WordFly page as the web form since you also have the data available for direct export there; I'm working a lot with TNEW web forms and there's no equivalent available without specialty coding. But CSI notes still won't readily serve you for in-Tessitura Analysis.]

    One other data mapping thought for you--it's also possible to set up multiple CSIs and map different questions to the different ones. This may or may not have practicality here, but a nice trick to consider. I'm using it within a registration form of sorts. We allow a program liaison to activate peers as contacts too, up to 10 people per form submission, and each set of First Name/Last Name/Email data creates a unique CSI. This way, we get a 1:1 item to process in our CSI reporting, and staff could do 1 account set up in a spare moment, or buckle down and do 10+. The point was to avoid having a situation where someone might start work, make it through a few submitted by one liaison, but have to turn attention elsewhere before getting to mark that particular CSI closed.

    Jamie



Children
  • $organization in reply to Jamie O'Brien

    As always excellent advice from Jamie 

    I have a CSI splitting report that let's me separate questions and answers which is handy.

    However pages has 2 great things.  The responses report and the WF tables that will allow you to pull together data.

    Honestly i love WF pages. I'm thinking of using it in our post show surveys to get our NPS score. 

    If anyone is jumping on a call let me know.  Also if there were follow up questions I'm sure Kirk would be interested to have a chat. 

  • $organization in reply to Heath Wilder

    Aw, thanks .

    A bit of extra context/thinking material for those tracking this. New Victory started doing integrated post-show surveys probably about 10 years ago. The initial product was a fairly simple web form going to custom tables (you know, normal DBA wizardry?). We've been using integrated Pages since Summer/Fall 2019. We did a small consulting project then, and now have the standard integration, its descendant. 

    A major motivation for me in designing all of this over the years has been about the automated distribution of reports, but it's also great to be able to have the engagement show up as an activity on the constituent record. With the considerably more robust tools we now all have, it's great to have so many data points readily available from the survey responses themselves.

    At any rate, my point is: here's my mini-magic on our initial usage (scroll down to that section; it's #23).

  • $organization in reply to Jamie O'Brien

     this is the anonymized survey (page 6) that we were just talking about