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:
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
Hi MeaghanSorry - 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