Marketing - Recent Threads

Know Before You Go / Performance Reminder Email with Running Time

Mike Jones (he/him) — Fri, 12 Apr 2024 20:52:01 GMT

We use Prospect2 to send out a "Know Before You Go" e-mail a couple days before the show that includes some generic info (parking, lobby hours, etc). It also pulls in the title of the show you're seeing, the date, start time, etc- based on your order. I'd like it to also pull in the shows run time. I know there's a "duration" field in Product Manager. Is there a way to use that to pull in this info?

Meta Conversion API with TNEW

Brandon Newman — Fri, 05 Apr 2024 19:50:35 GMT

We are needing assistance with integrating the Meta Conversion API with TNEW. We are wondering if any contacts could assist us with an issue we are experiencing. Once we made the Tessitura conversion, we are not able to see the conversion data on Facebook. Our Developers don't have specific experience in this area with TNEW.

RE: Meta Conversion API with TNEW

Heath Wilder — Fri, 12 Apr 2024 14:42:28 GMT

Also point your Devs to the at the developer portal and they'll be able to ask questions direct

RE: Meta Conversion API with TNEW

Gill Tasker (she/her) — Fri, 12 Apr 2024 10:49:04 GMT

Hi Brandon thanks for posting! It could be also worth cross-posting to the TNEW or Developers community groups - hopefully you'll receive responses over there.

- Gill Tasker, Community Manager

RE: Text Message + Push Notification Platforms with Tessitura Integration?

Jamie O'Brien — Wed, 03 Apr 2024 20:59:37 GMT

I implemented crowdEngage for us this fall. Give them a look (and please tell them I sent you).

It's not relevant for SMS outside of ticket holders, but perhaps you could find what you needed via dummy performances that are separate enough to not create other problems.

Text Message + Push Notification Platforms with Tessitura Integration?

Audra Lange — Wed, 03 Apr 2024 20:28:33 GMT

Hi from Madison, Wisconsin!

Looking for recommendations you all may have on platforms for texting and push notifications that integrate with Tessitura. We're looking to add this to our lineup of tactics to utilize both for constituents in Tessitura as well as for alternate contact lists that exist outside of the Tessitura database.

We are looking to utilize it for performance reminders to our patrons via text 'know before you go', or notifications for things like 'parking is hairy out there - please leave extra time today as you plan your arrival' or for rain delays for outdoor performances. We are also looking to utilize this for communication with performers (lists that exist outside of Tessitura). In any case, we are aware we'll have to do an indepth work up of what we need for rules + regulations / permissions.

Any suggestions for platforms you love, hate, etc or guidance would be greatly appreciated.

Thank you!
Audra

TNEW Contact Permissions - Required

Colin Byrne — Tue, 26 Mar 2024 13:03:15 GMT

Hello,

We are looking at our customer marketing preferences and wanting to make the contact permission questions in TNEW required when a customer sets up their account. Currently the questions can be ignored completely, with it then difficult to obtain an answer after account creation.

I can see that there is already a post on the Ideas Board about this but wanted to see if any other organisations have found ways to ensure customers answer when creating their account?

WordFly vs. Prospect2

Mark Dos Reis — Tue, 19 Mar 2024 17:55:36 GMT

Our organization is in the process of introducing Tessitura and we need to make the call on Choosing Wordfly or Prospect2 for EM deployments. We are currently using Mailchimp for our EM deployments. They are some older threads from 6+ years ago on this topic, so I wanted to start a new discussion to see if there are any more recent opinions on the pros/cons of each platform. Thanks to all!

RE: WordFly vs. Prospect2

Mark Dos Reis — Mon, 25 Mar 2024 15:34:50 GMT

are you able to share some of the campaigns that your organization has built with Active Campaign? On our end we are looking to build out some welcome and onboarding journeys, and lifecycle campaigns like upsell, renewals and win back for Members. We have been using DM and EM for years and just started with SMS earlier this year.

RE: WordFly vs. Prospect2

John Trimble — Tue, 19 Mar 2024 20:45:23 GMT

I think WordFly is usually adequate for Automations, but ActiveCampaign just goes and goes and goes and goes like a fractal or something. In US,

Prospect2 is the SMS option of these two, because Wordfly keeps promising they're going to but I haven't seen any announcement that they have it yet.

RE: WordFly vs. Prospect2

Mark Dos Reis — Tue, 19 Mar 2024 19:20:50 GMT

Thanks so much for your reply John. Any thoughts on how each platform handles customer journeys or automations (things like Welcome emails, renewals, upsell, etc.)?

And which platform do you prefer in regards in SMS integration?

RE: WordFly vs. Prospect2

Ann VerWiebe — Tue, 19 Mar 2024 18:51:47 GMT

We've used both platforms (right now, we're with Prospect2). The biggest factors are probably price and whether you want to track interactions back and forth with Tessitura. Both have good editing platforms (Pro2/ActiveCampaign is more robust with automation, but I think WordFly is easier to rebuild). WordFly has a smaller team and I've found it easy to ask for updates, and I don't have a direct line to speak with people at ActiveCampaign (we work through Pro2). WordFly is definitely more design driven. I haven't used Mailchimp, but WordFly is easy to customize desktop and then recustomize for mobile, without having to go into the backend code view.

RE: WordFly vs. Prospect2

John Trimble — Tue, 19 Mar 2024 18:33:55 GMT

I'm a happy user of both platforms. Propect2 is an integration between ActiveCampaign, which has a very robust editing interface and connects with many other services, such as Twilio for SMS. WordFly is more contained, writing their own editor and introducing modest improvements regularly. The biggest advantage aside from cost might be the ability to pick up extracted data in WordFly, so more control is on the Tessitura side, whereas Prospect2 is all via the API with most control on the Prospect2 and ActiveCampaign sides. Support's pretty good for both, products, with maybe slight edge to Prospect2. You might require some customizations to do with WordFly things you can do with Prospect2 out of the box. I might be able to answer more specific questions.

RE: Interactions Cube dashboards to share?

Gill Tasker (she/her) — Fri, 15 Mar 2024 13:31:23 GMT

Hi Jean! Thanks for posting - it could be worth cross-posting to Analytic Coffee if you're still keen to hear from others on this?

Interactions Cube dashboards to share?

Jean Leonard — Tue, 05 Mar 2024 18:20:16 GMT

Hello! I'm beginning to experiment with Interactions Cube dashboards, and I'm wondering if anyone has pre-existing dashboards to share. I've used the existing Appeal and Source Response but found it a little lacking. I'm sure someone has cracked this code already and built something fantastic! Thanks :)

TNEW Quick start & branding

Sky Hodgkinson — Wed, 06 Mar 2024 14:44:35 GMT

Hello

Sorry of this isn't the right place to ask this, I have also posted in the TNEW community group. We are just starting the process of implementing TNEW and under some tight deadlines. What do people think of the TNEW quick start templates and using for their branding of the site? And does anyone have any examples of them? I have been sent to sites by Tessitura but they don't fill me with joy. We don't have time to outsource so it's this option or try and do something in house. Happy for any thoughts anyone has!

Thanks

Sky

RE: TNEW Quick start & branding

Jamie O'Brien — Thu, 07 Mar 2024 15:49:40 GMT

Hi Sky -

I feel you've nailed it by saying fine but no 'filling with joy.'

We were in what sounds like the same boat a few years back when we did v7--no reasonable option to outsource and none to code something out ourselves either. I pushed kinda hard on the QST template and got this iteration of our WordPress design, which never made it to all our "hopes-and-dreams" level but absolutely got the job done.

I pitched QST as a way to let us achieve our other go-live goals, but always something we could return to any future day we chose. (My understanding is that, while it may take whatever kind of usual development time to get a template behaving right, the actual swap between one template file and another is little more than swapping out a url in an Admin field--not even a mini-project in scope.) Three+ years in, it serves us well and I'm not even expecting to use the v16 upgrade as an excuse to commission a custom template. Hopefully, we'll be in a position to do a custom one next time we *need* to spend any money on it, but I'd absolutely pick the QST option again if the short cut was necessitated.

Jamie

RE: Email Lists - Add all primary affiliates or not?

Autumn Sanders — Wed, 06 Mar 2024 17:55:35 GMT

Hi David,

We are a museum and not a PAC but thought I would still give some input in case it's helpful. We also largely replace individuals with their households for our email lists, since often times when corresponding with patrons we want to connect with all affiliates of that household, not just one specific person. The only time I wouldn't use advanced relationships and chose to keep the individual constituent is if one of the affiliates meets certain criteria while the other affiliates do not (i.e we only want to email those who have a certain attribute on their record and ONLY want to correspond with them. An example would be an employee at a certain organization or a government official, as we want to correspond with them and not their entire family).

Email Lists - Add all primary affiliates or not?

David Alcorn — Wed, 06 Mar 2024 17:26:27 GMT

Wondering how others (particularly PAC's) handle households in your email lists? Do you leave individual constituents as selected by the list criteria, or do you replace individuals with households and add all primary affiliates?

RE: Email Lists - Add all primary affiliates or not?

John Trimble — Wed, 06 Mar 2024 17:32:33 GMT

For the most large (usually Marketing) eblasts, replace w/ HH and add primaries, though it's not always pretty. More refined selection for our more refined (usually Development) eblasts. We haven't had huge uptake on interests to discriminate, so we're moving more toward tracking where they go on our website etc to see if there's some way to narrow down the shoot 'em all and let the powers that be sort them out. Orders and contributions roll to the households, but most people have their distinct eaddresses, though those are not always on the expected accounts among the HH and it's affiliates.

RE: Analytics formula to show how many patrons attended in 2023 and 2024, 2022 and 2023 etc

Emily Davies — Thu, 29 Feb 2024 08:39:44 GMT

This is amazing, thanks Steve Moore

Analytics formula to show how many patrons attended in 2023 and 2024, 2022 and 2023 etc

Emily Davies — Tue, 27 Feb 2024 07:19:04 GMT

Hi There,

I'm still wrapping my head around analytics so apologies if this is a really obvious question.

I want to create a widget that shows me the year on year return rate of our patrons. So I'd like to know how many who attending in our festival in 2023 also attended in 2024, how many attend the last 5 years in a row etc (how many purchase annually vs every 2 years, 3 years etc). Does anyone have a great dashboard for showing return rates like this?

Thanks in advance!

Emily

RE: Analytics formula to show how many patrons attended in 2023 and 2024, 2022 and 2023 etc

Steve Moore — Tue, 27 Feb 2024 20:15:27 GMT

Hi Emily!

You may want to crosspost over at the Analytic Coffee group, but I wanted to throw out that there are a couple excellent threads on this topic to check out. I have these bookmarked to reread whenever I have to answer similar questions:

Booking churn Subscribers in Analytics?

Season's Churnings - a sample dashboard in 2 acts

Enjoy! :-)

Steve

Privacy risk assessment, Information Protection Acts, GDPR, etc

Henry Kelly — Thu, 22 Feb 2024 21:00:00 GMT

Hello all. Marketing might not be the right forum for this, but thought I'd give it a shot.

Georgia (the state) is on the cusp of passing something called the "Consumer Privacy Protection Act". This is supposed to be modeled on a law already passed in Tennessee. Other versions of this law exist in several states, although in some states non-profits are exempt. Not the case here. Some of it seems to fall under GDPR, but not all of it.

I'm wondering if anyone here has had to make updates to their policies and/or procedures based on these laws. What we're finding is that to be in compliance we should conduct a "Privacy Risk Assessment". We're just trying to get some idea of what that might mean and the level of effort involved. It's hard to find any concrete examples of how to do this, or how it applies to organizations such as ours.

Anybody out there had to deal with these laws? What actions did you take to be in compliance?

Thanks,

Henry

Extraction Suppressions

Shelly Binkley (she/her) — Fri, 09 Feb 2024 18:43:25 GMT

I am troubleshooting why a certain person has not received a particular email series for several months.

It seems like she is getting caught in one of the suppressions, but I can't tell where.

Is there any way to find out which specific constituents were caught in a suppression after the extraction is run?

Thanks,

Shelly Binkley