New Subscribers for next day triggered email

Hello friends,

I am trying to make a list of new subscribers who ordered the day before. I have literally tried every permutation of package history package and ticket history package with price types and order date that is relative to run date. I have tried in, has, not in, and does not have, every way possible, and cannot get new subs. I've even tried in Extractions just to see if I could get it to work there. I could not.

We are on V15. Any advice?

- Chris

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  • Have you dabbled with the Subs Summary criteria set in List/Extraction Manager? I usually go to those if I need real-time sub info since Package History is slower to update. Usually a combo of the three criteria:

    - Subs Summary Season = [season_no in question]

    - Subs Summary Amount Recd >= $1 (to pull in all paid orders)

    - Subs Summary Balance Due = $0 (to pull in fully paid orders, exclude partially paid if you like)

    If you have any comp subs floating around (we have a couple for our artistic/managing directors, for example), you can do an alternate set of criteria where the Amount Recd and Balance Due are both $0, to grab those as well.

    The trickiest part would be limiting that to just the past 24 hours, I've never actually tried that myself. There are Subs Summary criteria for Last Confirmed and Last Seat Change, and a last_update_dt column in the underlying vs_cust_subscription_summary view, but I fear any of those might lead to false positives if a sub order gets opened or updated again by a user, and then pulls into your daily list as if it was a new order even though the renewal already happened. Maybe an extra suppression list of all renewals could help ensure that folks only pull into the 'new subscriber' list once and then are always suppressed afterward. I'm also not sure if you want to target just brand new subs, or all subs from the previous day (including both new subs and rollovers being renewed), but some extra lists could probably cover that area as well.

    That's as far as my brainstorming goes!

Reply
  • Have you dabbled with the Subs Summary criteria set in List/Extraction Manager? I usually go to those if I need real-time sub info since Package History is slower to update. Usually a combo of the three criteria:

    - Subs Summary Season = [season_no in question]

    - Subs Summary Amount Recd >= $1 (to pull in all paid orders)

    - Subs Summary Balance Due = $0 (to pull in fully paid orders, exclude partially paid if you like)

    If you have any comp subs floating around (we have a couple for our artistic/managing directors, for example), you can do an alternate set of criteria where the Amount Recd and Balance Due are both $0, to grab those as well.

    The trickiest part would be limiting that to just the past 24 hours, I've never actually tried that myself. There are Subs Summary criteria for Last Confirmed and Last Seat Change, and a last_update_dt column in the underlying vs_cust_subscription_summary view, but I fear any of those might lead to false positives if a sub order gets opened or updated again by a user, and then pulls into your daily list as if it was a new order even though the renewal already happened. Maybe an extra suppression list of all renewals could help ensure that folks only pull into the 'new subscriber' list once and then are always suppressed afterward. I'm also not sure if you want to target just brand new subs, or all subs from the previous day (including both new subs and rollovers being renewed), but some extra lists could probably cover that area as well.

    That's as far as my brainstorming goes!

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