Hey fellow e-nerds,
Just wanting to float that evergreen topic of Permissions as no matter how many times it's brought up and how many hours it's talked about I always seem to be left wringing my hands and pulling sobbing into my keyboard.
So I'm looking at Contact Permissions (with Interests) and the Contact Permissions Plug-In. More background listening here https://www.tessituranetwork.com/en/Items/Videos/Webinars/2017/GDPR NB/ I'm leaving aside Contact Point Purposes for mental health reasons.
Business Need
We have a need to take separate customer Opt-Ins for venues we perform at and presenters that perform at our venues, separately to our shows. We need those options to be dynamic depending on what is in the cart. We're also interested in separating our Philanthropy and Marketing Opt-Ins with philanthropic comms opt-in being offered when a donation is made.
The Contact Permissions Plug in does that with bells on which seems like a win.
Other preferences
We have other parts of the business like our Dance Academy, Youth Workshops and Dance Classes which we can manage as Interests well enough.
Pain
My difficulty is what does a WordFly Optout mean in this situation? A global opt out is a requirement so when someone opts out of everything where does this happen? The party line for both Tessitura and WordFly is "Only use Permissions as a Global Setting" but that would seem to invalidate the whole Permissions Plug-In product that was developed due to a very real industry need. Letting people opt-in and out of business segments is a great idea but would seem to need another hierarchical level.
Has anyone managed to tease out that issue?
Thanks in advance.H
Hi Heath,
You are lightyears ahead of me in terms of Tessitura, but I'm going to attempt to try and help here. I may be way off base of what you are looking for. We have sign-ups on our Create Account Brief page and that is where our interests lie. For Opt-outs, we enabled the automatic unsubscribe override feature using the data field 'CRMSubscribeDate' in our account (I had to create a ticket in Wordfly) which, I believe, changed it to use Tessitura as the system of record. Then, I mapped the interests in Wordfly so when someone unsubscribed they could choose to update which interests they wanted to unsubscribe from or unsubscribe from all.
Here's the back-end of our opt-out page with preferences/interests
From there, I added criteria to my dynamic lists > Contact Permission Y + Contact Perm Type is (for us) Marketing Comms + Constituent Interest is (example: Dance Academy) + Constituent Interest Selected Y.
Here's a screenshot of our weekly newsletter criteria for reference:
Not sure if this was what you were looking for but hopefully it helps! We did get guidance from Tessitura but that's more because I am a novice-level user.
Thanks Staci. I love hearing your words of wisdom.
I was super excited by that unsubscribe override feature and it'll be a great help. It's come up a few times in conversations over the past month and glad to see you using it. Interested to hear how it works for you.
Your system is similar to ours and it works really well …. until we need product specific opt ins for venues and hirers which need to be in the transaction pathway. Having a form checkbox for opt-ins in the seat selector is only possible for General Admission and having a general venue opt-in in the Payment Page is very clunky and nonspecific. That's the reason I was looking at the GDPR Permissions Plugin.
*sigh* I really think that the Permissions/Contact Purposes/Interests space is a bit of a mess.