Hello -
When and existing patron fills out or changes their preferences in Wordfly, it automatically updates their account. Great!
Has anyone successfully integrated when a NEW patron or email signs up for (subscribes to) your mailing list and provides us with NEW preferences?
At the moment we are hand building NEW accounts for them adding in the matching attributes manually.
We had the same problem with WordFly. At first we used a Google form and manually entered new followers, but we got Donate2 for other reasons and realized we could use a basic form that creates Tessitura accounts and sends a confirmation, and bonus, add on contribution. We've been quite happy with this solution, because getting new patrons into the system without manual entry left us with delays sometimes exceeding a few months.
Full confession: I am intending to co-opt this same idea for something in the same vein (an online brochure request). Specifically bc I get a CSI out of it, and a fully set up record... that is already cross-checked against being a duplicate.