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Wordfly and Tessitura - List management on both sides

Tiffany Elliott
$organization

Hi! 

I have a problem solving question for those of you who use wordfly.

I'm new to this organization and we've been on wordfly and Tessitura for a couple of years now, but they were not configured to fully integrate with each other.  Email sign ups were sent to wordfly, but not Tessitura. Most regular organizational email messages are being sent directly through wordfly campaigns and no promotions are being created or added in Tessitura. List manager is used sometimes, but again, records are never promoted so the activity and response is never captured. The wordfly procedures that run in the background have not been activated. Wordfly has wonderful documentation online to get things running but i'm at a loss figuring out how to get the wordfly only emails into Tessitura by using standard Tessitura utilities, unless i'm missing something obvious.

Is there a way to import email addresses into Tessitura (our T_DEFAULTS currently does not require mailing address to create consituent records) and create constituent IDs for all of the email addresses they have acquired through wordfly email sign ups on the website? 

I'm curiuos if anyone else run accross a similar issue and how they get started attempting to move data into Tessitura in order to fully use it as the database of record specifically for wordfly emails.

Thanks!

Tiffany Elliott

Tessitura CRM Manager

10 UNC-TV Drive | RTP, NC 27709
Pronouns: She/Her/Hers
www.pbsnc.org

  • $organization

    I have some list manager code that might help at least identify the patrons that are already in your system.  I sometimes use this with a csv I put together using CONCAT in excel to get the details right. 

    SELECT DISTINCT a.customer_no
    FROM V_CUSTOMER_WITH_PRIMARY_GROUP AS a WITH (NOLOCK)
    INNER JOIN
    (SELECT a1.customer_no
    FROM vs_eaddress AS a1 WITH (NOLOCK)
    WHERE
    a1.address in (
    'eaddress1'
    ,'eaddress2'
    ,'eaddress3'

    --<etc>
    )
    -- and ISNULL(a1.inactive, 'N') IN ('N')
    ) AS e
    ON e.customer_no = a.customer_no
    WHERE a.inactive = 1

    So in Excel you get the eaddresses all in a column, then in the column before, you put ,' (except for the first eaddress, which is just ') and in the column after you put just '. 

    Then use CONCAT to get the commas and ticks in place, and finally paste into a new column as values only.  Then select only the data from that last and paste it inside the parentheses instead of eaddress <whatever> in show query in list manager.  

    Then you can output User Defined Format and use the output saved to excel with VLOOKUP against your wordfly output to identify new patrons.  Not sure how you'll handle creating records if all you have is eaddress in WF, but maybe at least for some you can figure out their name from their email address, or send them all a link to Pages form or even Google Form or something to get more information that you can use with the New Constituent Import utility. 

    If you have names and street addresses in WF, you might bypass the above and just carefully map the WF output to New Constituent Import format and work directly with the utility. 

    I just quickly typed this up, so if you try it and hit a snag, let me know and maybe I can refine these directions.  

    Also, someone else might have something simpler cooked up.  

    John