Hello, folks!
Our Marketing and Data teams are looking into ways to automate survey emails based on attendance data. Pulling attendance data in Tessitura is simple, but the automation of an email send based on that data is proving tricky. We currently use Mailchimp, which doesn't acknowledge attendance, and also doesn't seem to have a way to automatically upload a list into Mailchimp either.
Are folks using surveys? How are they handled? How are folks automating their customer surveys?
The current scheme is to have Tessitura run a list (nightly at 11pm or something) that pulls in everyone who attended that day. It would then email that list out to Marketing. Marketing would manually upload that list into Mailchimp, and send a pre-built email to that list. It works, but it's yet one more task each day. We'd like to automate that if possible.
One thought I had is to set up a bulk constituency add in Tessitura, where everyone who attended yesterday is marked with a constituency of 'attended yesterday', then those constituencies would carry over into Mailchimp (we'll have to get clarity on when and how often that happens), then we automate an email send to only that constituency on a daily basis.
Nathanael Pearson
I do note that Mail Chimp does have a REST API. https://mailchimp.com/developer/marketing/api/
I don't know if you or someone on you team has the background to use this API to implement local custom exchange between Tessitura and MailChimp. This could be done in a number of programing languages and with more scripting like languages like Python. However, this would be a non-trivial lift. There are some low code tools out there that can make this a bit easier. I use a tool called Data Science Studio from Dataiku, However, I note other tools out there like https://cyclr.com/ , https://www.workato.com/, https://boomi.com/ and others in this space.
Thanks, Tom! We don't have anyone on our team who works with API, so it'd have to be an Extended Services thing. At this point, we don't have the hours to allot for that.
We can automate the list-pulling and sending, which is good. But it's that next step of automation that would save us from a daily task for Marketing.