Our team knows how to schedule an extraction in Tessitura so that it shows up in Wordfly at a specific time, allowing the extraction to be the most up-to-date it can be.
Then, I can go in and manually send or schedule the email in Wordfly.
Where we're stuck is a scheduling process that combines these two. Once an email is designed and an extraction built, we want to be able to totally automate the process, so that the email is automatically sent as soon as the extraction is run.
As it stands, we can't figure out an option that allows me to totally schedule emails ahead of time - which is obviously an issue if I want to, say, go on vacation. It seems someone else will always have to go in and manually import the extraction into the campaign and then send.
I want to be able to schedule an email a week ahead of time, but the only way I can figure out how to do that would mean we are sending to an extraction that's a week old, missing new subscribes and unsubscribes. Ideally when I schedule an email a week ahead of time, the extraction would update at that time as well.
Any thoughts/solutions?
I'm fairly new to Tessitura so if I'm using terms in a confusing way, please let me know and I'll try to clarify what I'm looking for.
I'm so glad you asked this question. We are brand-new to Wordfly and only a year into Tessitura so I'm still getting used to everything - but what you want to do is exactly what I'd like to do as well, particularly for performance reminders and other emails.
Katie and Jean -
All the automations within WordFly rely on dynamic lists. Extractions only connect to the standard campaigns.
In an oversimplified way of thinking about it, you can define "triggered" as "imports list at a scheduled time or frequency."
You can create dynamic list queries that use relative dates, like 'Perf Date <> Run Date -1'; we also have touched up the SQL to address all the permissions etc. (I believe you don't have to do manual edits, but that was the faster route when I asked the DBA for help 10+ years ago.)
That's practical for perf reminders and so on, but not for major campaigns where you really benefit from the power of extraction segments. When I've needed a delayed-but-current-data send like that (eg Black Friday and Cyber Monday offers when none of us are otherwise working), we often prep the data with an extraction, save to list, and then build a second dynamic list that cross-references that list against new names minus unsubscribes. Then the triggered functionality in WordFly takes care of the rest.
Search past posts from me, or others, about perf reminders to pull up more detail about settings.
Jamie