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Source Tracking from Tess to Wordfly to Donate 2

John Rice
$organization

Hi.

I am working in Wordfly to deploy emails that drive transactions on Donate2.

My list extractions can have 50+ different sources within Tess. 

Once I promote the extraction, Tessitura overwrites the original sources.

Any tips for how I can track engagement—i.e. opens, clicks, and ultimately transactions on Donate2—back to the original sources used when the extraction was created?

Thanks!

  • $organization

    Hi John,

    I believe you can use the source number query parameter (?source_no=) in your URL string to override the default source set in the backend of the donate2 form.  

    That would look something like this:
    donate2.app/formlink

    Hope that helps!

  • $organization in reply to Michael Moore

    Thanks! Getting a 404 with the URL you shared. Can you check and re-send? Really appreciate your insights on this.

  • $organization in reply to John Rice

    Hi John! Sorry for just jumping in but I was also looking at the link provided and I think the intent is to show the URL - you can add a single source code number to the end of the URL and have that source number set as the default. , do you know if there is a way to do this but with multiple source numbers at once? We have some extractions that have 50+ segments, all with their own source. 

  • $organization in reply to John Rice

    Hi John, sorry I didn't mean for that to be a working link.  I"m guessing the editor turned it into a hyperlink

    What I mean would be in the help documentation on this page here towards the bottom:
    Form URL Parameters: Key-Value Pairs - Donate2 | Stream2 | Flex2

    Thanks

    Mike

  • $organization
    Got it! Thanks.

    My Tess team is getting more granular with their question. Feel free to opt out here, but if you happen to know the solution, that is welcome.

    **
    HERE'S AN EXAMPLE

    Bob Smith and Jane Doe are both pulled into a list for a General Fund plea: Bob because he was a donor last year (source code 123) and Jane because she is a member (source code 456). 

    Currently, we have those sources promoted to the records when the list is pulled, but because they are both receiving the same Donate2 link embedded in their emails, their giving is tracked back to that one generic source in the URL or on the form (we'll call that source 789), and we can't track back to sources 123 and 456. They would both be receiving the SAME link like this in their emails: https://donate2.app/HokBNE?source_no=789.

    Ideally, Bob and Jane would receive the same email, but WordFly would modify the Donate2 Links to match the original source from which they came: 

    To be clear: the links would not be unique to each email address, just to each source/promotion number. 

    **

    Any ideas?

  • $organization in reply to John Rice

    Hi John, I'm not a Wordfly user so don't have a specific answer on that platform.  We use Prospect2. The solution for P2 is...

    During a list import into Prospect2 I can set a custom field that carries the source number for each patron(I'd probably do this via an output set).  The source code number for each patron would get populated from the custom field 'SOURCE_NUMBER' that I'd create.  Bob's SOURCE_NUMBER custom field would say 123, and Jane's would be 456.

    I would construct the Donate2 URL to look like this in the email builder:

    https://donate2.app/HokBNE?source_no=[%SOURCE_NUMBER%]

    So when the email fires Bob would get https://donate2.app/HokBNE?source_no=123 and Jane  would get: https://donate2.app/HokBNE?source_no=456

    I was thinking if Wordfly handles dynamic custom field content, then there would be a way to use the ?source_no= override trick?

  • $organization in reply to John Rice

    Hey John,

    Sorry if I'm misunderstanding but maybe you have source number appending on (which is great) thats adding your Tessitura imported list source_no to the end of ALL your wordFly eDM links out of the email.  AND you want to skip that on some links.

    No trouble there. 

    1. Open the eDM in WordFly.  
    2. Go to the Testng Tab
    3. Go to Email Checklist
    4. next to those links you want no soure append to (like with PROMO codes) uncheck "Track this link" and it will keep the source (or promo) you intend as the final one.

    I'm doing this at a cafe on the weekend but if this sounds like it and you need some screenies let me know and I'll follow up.

    Cheers,

    H

  • $organization

    Follow up question on this one -

    We've figured out how to get a Donate2 link embedded in a Wordfly email to successfully adopt a source code that we choose. But, the problem we're facing now is the "syntax" of Donate2 URL source language vs. Wordfly URL source language. For example:

    Wordfly's language for URL source overriding is: sourceNumber=xxx

    Donate2's language for URL source overriding is: source_no=xxx

    This seems to be the only thing that's not lining up for a source code to follow a Donate2 link all the way through to transaction. I'm aware there's a change we can make on the Wordfly account level to change the URL "syntax", but we'd like to be able to make Donate2 bend to Wordfly in this instance. Has anyone found a workaround for this, specifically in Donate2 and not Prospect2?