Madeline Dummerth (Past Member) Christopher Cuhel Hey folks - it was great e-meeting you both today! I wanted to touch base, since we're all interested in using Tessitura data in Prospect2.Currently, we've got custom views that help us feed dynamic information into our pre-performance emails and our development folks are working on a a rolling series of emails based on membership expiration dates. On the web side, we're doing Abandoned Cart emails using site tracking and we're starting to create some more event-based messaging from here.
I'm curious - is there anything in particular that you guys have discovered you like using in P2? Or anything you'd like to see used?
Sorry I missed the meeting today! Laura, Pittsburgh Cultural Trust is launching membership renewals via Prospect2 this month. They previously used mail2 for this. We have a custom view for this and emails go out twice a month - once in the middle of the month and then one at the end of the month. The development department also has automations using a custom view for acknowledgments that go out daily for gifts made the previous day. Tagging Sadie Treese (Past Member) in the Devo department at the Trust.
I will add the other P2 thing I am happy about is list sync. We were able to create sync'd lists for memberships, so that I don't have to run extractions every time I want to send a pre-sale or invitation to donors at certain giving levels.
Rebecca Harriman Sorry to have missed you as well! Hopefully we'll see you at the next chat?Sadie Treese (Past Member)Sadie, it sounds like you guys are doing so much! I'm curious about the acknowledgements automation - do all of your acknowledgements go out this way?cc: Karoline Reynolds, Lyric's digital development queen
We treat these as a sort of "pre-acknowledgement" to let them know that their membership packet (which includes a physical card) & acts as the tax receipt is on the way. We have a version that goes out to new donors and a version for renewal/reinstatement.
Oh, very nice!