We went live in January, and I'm still getting my feet wet w/r/t List Manager. I'm trying to set up our Pre-Show Reminder lists to work with WordFly and automatically send x number of days before the performance, depending on type. All well and good, until I start setting up the reminders for our School Day program, which is more of a group sales kind of situation. Due to the way some of the schools pay, we may not get paid until a month after the performance.
If I just use the following criteria, I only get paid orders:
Ideally, I'd like to set up two lists, one for paid and one for unpaid, so I can change the wording on the unpaid email and remind them they still owe us money. It's also way more important to remind the schools that haven't paid that they have a performance coming up, as the number of no-shows has skyrocketed since 2020.
It would be good to use on our Mainstage shows as well, since sometimes we reserve tickets for members and I'd love to send them an automatic message a week or two before the show reminding them of an outstanding balance.
However, I suspect this is not currently possible as things are set up. Has anyone managed to do this?
You could do an Order Search to create the lists. You can sort by Balance and remove orders from the results before you save it as a list(s).
Interesting! I don't think this method was as set-and-forget as I was hoping for but I can see it having useful applications outside of my original intentions.
Make sure you look at ALL the filter options within the order search. We tend to find MOS as the best filter for us regarding Groups.
...and Paid (Yes/No) might be a good one in your case.