Seeking feedback on a possible new feature

Hello all! My name is Meaghan and I'm a Business Analyst with the Tessitura Network.

We received a great suggestion to create some sample lists and output sets to include as standard features in Tessitura, similar to what we do with sample HTML templates. We believe this would help new or less experienced users get a feel for how to pull a list, as well as possibly saving time by pre-building some basic lists/output sets that are commonly used - for example, current subscribers/members/donors, un-renewed subscribers/members, ticket holders for tomorrow, subscriber/member info for renewals, membership/subscription info for general communication, membership/subscription info for welcome communication, etc. This also seems like a great way to make the output set recipe book more accessible, as we could build out those recipes as sample output sets, rather than making you all build them from scratch.

As we contemplate adding these sample lists and output sets, I'd love to get some feedback on the following questions:

  1. It seems to make sense to add these sample lists into a new "Sample" category, so they are easy to find. However, output sets don't have the concept of a category. Would it be helpful to add categories to output sets so they could be bundled or grouped similar to lists?

  2. If we move forward with this, what sample lists and/or output sets would you find most helpful? Don't forget that these could be lists referenced by reports, utilities, pricing rules, etc. or output sets used with an extraction (re-named to segmentations in v16).

  3. Do you think sample extractions/segmentations could be valuable as well? Because of all the data nuances that are so personal to each org, this begins to feel maybe one step too complicated to me...unless we do something like generic sample sets that include commonly used segments for import. For example, basic suppression segments, some of the lists I called out above, etc.
    1. If yes, what sample sets or segments would you find most helpful?

Thank you in advance for your feedback! It is incredibly helpful to us as we keep working to make Tessitura the best tool it can be.

Meaghan

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  • Hi Meaghan
    Sorry - have only just seen this.

    Categories for output sets would be very helpful.    We use categories widely for lists, and it would help us be able to separate output sets by team.

    Sample lists:   mailing lists;  membership expiries;  quantity of.....(people on mailing lists;  ticket bookers;  active members)
    Output sets:   some basic sets for people to pick up and tweak would be very helpful.   Address mailing data (with relationships);  Membership renewals;  Pre visit data for sending to email providers.

    best wishes

    Alison

Reply
  • Hi Meaghan
    Sorry - have only just seen this.

    Categories for output sets would be very helpful.    We use categories widely for lists, and it would help us be able to separate output sets by team.

    Sample lists:   mailing lists;  membership expiries;  quantity of.....(people on mailing lists;  ticket bookers;  active members)
    Output sets:   some basic sets for people to pick up and tweak would be very helpful.   Address mailing data (with relationships);  Membership renewals;  Pre visit data for sending to email providers.

    best wishes

    Alison

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