Data Setup + Prospect2

 
 

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?

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  • Loved meeting you today as well! WOW - You guys are way further along than we are in our P2 journey!

    We do not use a custom view for performance reminders just the x many days. One of the reasons we moved over to P2 was to be able to do automated emails like abandoned carts - at conference I know my colleague, Hilary, reached out to someone at the Lyric to get more information about how you were doing it but we haven't gotten it rolling yet. We do use the Special Activites/Typeform integration and my Devo team is loving it so far (our events person used to track all event invites manually). My next project on the P2 side is to do small donor acks via an automation.

  • We had to use the custom view for our pre-perfs because we wanted to integrate variable data about restaurant reservations - but we also use the x-days-before to send a "sneak peek" email to everyone a week out.

    She might've spoken to someone on the team about P2 - but abandoned carts / web tracking is my specialty, so I'm happy to show you guys what we did, basically a combination of Google Tag Manager listening and site tracking (soon to be replaced by GTM / Google Scripts / the actual Event tag).

    I'm interested in hearing more about your Typeform integration! We haven't used many third-party integrations, but it sounds like it's been pretty helpful to y'all?

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  • We had to use the custom view for our pre-perfs because we wanted to integrate variable data about restaurant reservations - but we also use the x-days-before to send a "sneak peek" email to everyone a week out.

    She might've spoken to someone on the team about P2 - but abandoned carts / web tracking is my specialty, so I'm happy to show you guys what we did, basically a combination of Google Tag Manager listening and site tracking (soon to be replaced by GTM / Google Scripts / the actual Event tag).

    I'm interested in hearing more about your Typeform integration! We haven't used many third-party integrations, but it sounds like it's been pretty helpful to y'all?

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