Hello All,
I have finally gotten the question that I have anticipated for a while now from our Development department: "Does Tessitura have any type of interaction with our Outlook e-mail so that e-mails to donors [we] may send would be documented in Tessitura?"
The obvious thought to this would be to find some way to link these e-mails with Plans/Steps in some way. Just wondering if anyone has done such a thing and, if so, what it might involve. I know that different Outlook integrations have been tried for Tessitura, but I am not aware of anything that would go quite to this level. And my experience in such areas is, shall we say, less than comprehensive (much less).
Also, just in general, attempting to make headway in this direction I do think would be beneficial for a number of organizations.
Any and all thoughts welcome. Thanks!
John
Are you not using some sort of email campaign engine? Are you managing distribution groups for patrons in your organization outlook or is this more one off stuff? I feel like this could be done using Microsoft Dynamic 365/Sharepoint.
Oh, this is 100% person to person communication. We absolutely use Wordfly for any sort of mass e-mails for Marketing and Development. Our Development department though wants to find a way to integrate phone calls and e-mails though so that they do not have to type up a plan step for every e-mail they send but just have one created automatically. Because "salesforce can do that". One of our newer employees used their software in the past, so that is what prompted the question. It is also on the minds of our employees as Salesforce also happened to move into and rename one of the biggest buildings downtown Indianapolis in the last two years. Like I said, I was pretty sure this question has been bubbling for a while.
I admit to not necessarily expecting a solution at this moment. As I said though, I do certainly think that such a thing would be a solid idea and is worth exploring.
I think I am going to look into setting up a connection (tessitura rest api) in Dynamic. If that works, I would think I could build a custom app and do some sort of logging. Gives me a side project and it would be a simple solution for companies already on 365.
Well, I am certainly not going to ask you to stop. For obvious reasons, I expect nothing of you, but certainly would love to see anything that you figure out in the meantime.