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Using custom data in an email confirmation

Patrick Schley (Past Staff Member)
$organization

(I'm cross-posting this to a couple of forums; apologies to those who get multiple copies...)

Tessiturians -

I am currently working with our DBA to investigate the possibility of creating an order confirmation email that can be used by our financial aid staff. Currently, we use an excel sheet (shudder) and a Word/Outlook mail merge (shudder again) to accomplish this. Ideally, it would be infinitely better if the staff person could just send a confirmation right from Tess instead.

The problem we are running into is including some custom data in these confirmations. Our DBA and I have only a small smidgen of experience with Web API stuff, but from reading the documentation we are unsure about bringing in some of the data elements we'd like to have on the confirmation. Specifically, the name of the Recipient for each line item, and the total financial aid disbursement (which is recorded on a custom screen on the constituent record).

Does anyone have experience with doing something like this?

Thanks!

Patrick Schley
Academy Services Manager
First Stage 

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  • $organization

    Thanks, Chris – we may be in touch as we move forward!!

     

    -p.

     

    Patrick Schley
    Academy Services Manager

    FIRST STAGE

    Transforming Lives Through Theater

    325 West Walnut Street | Milwaukee, WI 53212
    (414) 267-2942 direct     | (414) 267-2976 fax

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Chris Jensen
    Sent: Monday, August 31, 2015 11:41 AM
    To: Patrick Schley <pschley@firststage.org>
    Subject: Re: [Tessitura Ticketing Forum] Using custom data in an email confirmation

     

    Patrick Schley:

    I am currently working with our DBA to investigate the possibility of creating an order confirmation email [...]

    The problem we are running into is including some custom data in these confirmations. Our DBA and I have only a small smidgen of experience with Web API stuff, but from reading the documentation we are unsure about bringing in some of the data elements we'd like to have on the confirmation. Specifically, the name of the Recipient for each line item, and the total financial aid disbursement (which is recorded on a custom screen on the constituent record).

    Does anyone have experience with doing something like this?

    We generate our e-mail order confirmations, selected e-mail contribution acks, and some sub renewal e-mails, all containing significant custom data, and all generated in HTML entirely within our impresario database via a custom stored procedure. 

    Very complex, not for the faint of heart, but once you've created one, I predict you'll do more...

    Happy to share code; please e-mail offline if interested.

     

    From: Patrick Schley <bounce-patrickschley1590@tessituranetwork.com>
    Sent: 8/28/2015 3:41:36 PM

    (I'm cross-posting this to a couple of forums; apologies to those who get multiple copies...)

    Tessiturians -

    I am currently working with our DBA to investigate the possibility of creating an order confirmation email that can be used by our financial aid staff. Currently, we use an excel sheet (shudder) and a Word/Outlook mail merge (shudder again) to accomplish this. Ideally, it would be infinitely better if the staff person could just send a confirmation right from Tess instead.

    The problem we are running into is including some custom data in these confirmations. Our DBA and I have only a small smidgen of experience with Web API stuff, but from reading the documentation we are unsure about bringing in some of the data elements we'd like to have on the confirmation. Specifically, the name of the Recipient for each line item, and the total financial aid disbursement (which is recorded on a custom screen on the constituent record).

    Does anyone have experience with doing something like this?

    Thanks!

    Patrick Schley
    Academy Services Manager
    First Stage 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    Thanks, Chris – we may be in touch as we move forward!!

     

    -p.

     

    Patrick Schley
    Academy Services Manager

    FIRST STAGE

    Transforming Lives Through Theater

    325 West Walnut Street | Milwaukee, WI 53212
    (414) 267-2942 direct     | (414) 267-2976 fax

     

    From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Chris Jensen
    Sent: Monday, August 31, 2015 11:41 AM
    To: Patrick Schley <pschley@firststage.org>
    Subject: Re: [Tessitura Ticketing Forum] Using custom data in an email confirmation

     

    Patrick Schley:

    I am currently working with our DBA to investigate the possibility of creating an order confirmation email [...]

    The problem we are running into is including some custom data in these confirmations. Our DBA and I have only a small smidgen of experience with Web API stuff, but from reading the documentation we are unsure about bringing in some of the data elements we'd like to have on the confirmation. Specifically, the name of the Recipient for each line item, and the total financial aid disbursement (which is recorded on a custom screen on the constituent record).

    Does anyone have experience with doing something like this?

    We generate our e-mail order confirmations, selected e-mail contribution acks, and some sub renewal e-mails, all containing significant custom data, and all generated in HTML entirely within our impresario database via a custom stored procedure. 

    Very complex, not for the faint of heart, but once you've created one, I predict you'll do more...

    Happy to share code; please e-mail offline if interested.

     

    From: Patrick Schley <bounce-patrickschley1590@tessituranetwork.com>
    Sent: 8/28/2015 3:41:36 PM

    (I'm cross-posting this to a couple of forums; apologies to those who get multiple copies...)

    Tessiturians -

    I am currently working with our DBA to investigate the possibility of creating an order confirmation email that can be used by our financial aid staff. Currently, we use an excel sheet (shudder) and a Word/Outlook mail merge (shudder again) to accomplish this. Ideally, it would be infinitely better if the staff person could just send a confirmation right from Tess instead.

    The problem we are running into is including some custom data in these confirmations. Our DBA and I have only a small smidgen of experience with Web API stuff, but from reading the documentation we are unsure about bringing in some of the data elements we'd like to have on the confirmation. Specifically, the name of the Recipient for each line item, and the total financial aid disbursement (which is recorded on a custom screen on the constituent record).

    Does anyone have experience with doing something like this?

    Thanks!

    Patrick Schley
    Academy Services Manager
    First Stage 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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