Pre-Show email via HTML Template

Has anyone played around/created a HTML template for pre-show emails? We want to keep this in tess so a record of the email lives in the constituency record vs using outlook/ect. 

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  • I've done a bit of exploration into this recently, although the bulk of my pre-show code is designed to work with WordFly. (N.B. that when configured correctly, it is possible to view sent pre-show campaigns on the constituent record using the WordFly custom screen.) That said, I can see the value in moving this into HTML templates for a number of reasons, and this will likely be a future project for me.

    Recently I've done some work with post-order emails for virtual events ("how to watch"-type emails for video-on-demand, for example), but the basic concepts are going to be the same for preshow emails. The way I would choose to implement this would be with a Constituent Info template, because I want to send a single email to each constituent with all of their events for a given weekend, regardless of how many orders they have made. You might choose to do this differently, as there is likely going to be more code required within the template (or perhaps behind it in stored procedures for the Custom/Execute endpoint) for a constituent-based approach. I would have the expectation that template parameter functionality will be required for a pre-show template, for example, to pass in the date of the events that are meant to be included in the email.

    After the template has been developed, then you still need to automatically schedule the queueing of these emails. This could be done using a SQL Agent Job, or perhaps a scheduled report/utility. I wrote up some developer documentation a few days ago in the community wiki that dives into some of the particulars of this.

    Hopefully this gives you some reference to how big of a project this would be. Curious to know if others have come up with simpler approaches.

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  • I've done a bit of exploration into this recently, although the bulk of my pre-show code is designed to work with WordFly. (N.B. that when configured correctly, it is possible to view sent pre-show campaigns on the constituent record using the WordFly custom screen.) That said, I can see the value in moving this into HTML templates for a number of reasons, and this will likely be a future project for me.

    Recently I've done some work with post-order emails for virtual events ("how to watch"-type emails for video-on-demand, for example), but the basic concepts are going to be the same for preshow emails. The way I would choose to implement this would be with a Constituent Info template, because I want to send a single email to each constituent with all of their events for a given weekend, regardless of how many orders they have made. You might choose to do this differently, as there is likely going to be more code required within the template (or perhaps behind it in stored procedures for the Custom/Execute endpoint) for a constituent-based approach. I would have the expectation that template parameter functionality will be required for a pre-show template, for example, to pass in the date of the events that are meant to be included in the email.

    After the template has been developed, then you still need to automatically schedule the queueing of these emails. This could be done using a SQL Agent Job, or perhaps a scheduled report/utility. I wrote up some developer documentation a few days ago in the community wiki that dives into some of the particulars of this.

    Hopefully this gives you some reference to how big of a project this would be. Curious to know if others have come up with simpler approaches.

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