Good morning and Happy New Year,
Has anyone created an automatic email list of New to File offers in Tessitura? Can anyone send me the list criteria or the sql code used in list manager? Or do you use analytics to make this? We have never done a New to File offer campaign before so any tips are helpful?
Hi Amber,
We do this through Analytics. There's a "First Perf" criteria in the Ticketing Cube. I have a pivot table widget that shows who attended a show, and also having that show as their first perf. Then I export it to csv and we double check each name in order to avoid duplicate accounts or sending an offer to a household that already subscribes. It can be time consuming when there are a lot of new people.
You may have to look at the sql code in TX_ANALYTICS_DIVISION_ELEMENT if the First Perf isn't working as you like it. You can copy the code into SSMS and work on it till it gives you what you need. For example I wanted ours to avoid counting people who's first show was a festival we put on, as the code on it's own will count merch or anything in the orders as a first perf.
Hope that's helpful!
Desiree
Hi Amber - We do this with varying levels of pin-pointed-ness depending on what message or offer we are delivering. Our most simple is a list with criteria like so, we start counting someone as new to file if they haven't engaged within the past 5 seasons
We also have a NTF constituency that is updated overnight as a part of our nightly jobs, using our custom procedure that updates a variety of constituencies. The procedure has a bit more nuance than the list above. We use the NTF constituency as a shortcut for extractions and Prospect2 tagging. Making a dynamic list and scheduling the Manage Constituency utility to run overnight would accomplish the same thing (3 versions - add, update, delete).
Recently I have started to use pricing rules + the NTF constituency to apply discounts on our website, which I like because it takes care of itself after I get it set up. We can put a dynamic message in our Post-Show email, or a message in their My Account area that will only show up for NTF patrons offering a deal, and then that same constituency will cause the discount to be applied.
We use Prospect2, so your automated email options might differ from ours, depending on your email provider.