Hi All,
Really hoping that you bright lights can help me on the final part of setting up contact permissions for email marketing!
We have decided that we are going to use Contact Permissions for the overall opt in or out & interests to indicate which list folks are opting into. Easy! The interests can be displayed in TNEW & WordFly so it all makes sense to the subscriber if they decide to update permissions or opt out when clicking through from EDM unsubscribe or logging into TNEW account section.
Then I get to those lists that we regularly communicate with that shouldn't allow the general public to opt into like Media comms.
We want those folks to also be able to update their interests & of course opt out - how do you do this?
Ideally those records are in Tessitura with an Email Marketing Contact permission of Yes and they have an interest of 'Media' (instead of the interest that we use for the general public), but we are able to hide that interest from showing in the public domain anywhere unless you have it checked (which I know is not an option as interests can't be displayed dynamically based on record type). If we just add the interest then it becomes an option for everyone to click on & opt into. If we don't add an interest for media & someone is part of the media list when they click on the update interests option from EDM then there is no option for them to uncheck it but remain opted into other lists if they so choose. We have the same question for members - you should be able to update your interests & opt out of member comms without having to completely unsubscribe or allow non-members to opt in.
Please tell me there is a simple answer that I'm missing! One thing we have ruled out is adding a contact permission for these options as we need that single in/out at the highest level.
Thanks!
Jo
Hi Jo, We are on a very similar journey, and are having the same issue. It would help if you could have more than one contact permission form in WordFly I think; at least in the first instance, so at least a customer could opt out of the CP from the email. As you say there are some CPs we do not want people to be able to just join without a cause/reason and everyone sees everything on the WF CP page. The way I am playing around with it at the moment, is to include in the footer, you are receiving this email because you told us you wanted to hear more about our schools projects, if this is no longer the case, please email schools@etc and we will remove you from the list; I also have to to/from and reply email set in WF to the same email address they need to contact to opt out. Then manually going in and changing the CP on their record.....which is rather time consuming, so if there was a way to dynamically show people their CPs from their account it would be AMAZING! Commenting more as I understand your frustrations and would love to be notified if some one of the hive Tessitura mind has a solution we are over looking.- Emma
Hi Emma - thanks so much for your response. It's nice to know that I'm not alone in my thinking at least! I'm currently thinking of making at least the Media comms tag an attribute & not an interest. That way at least I can stop it appearing in the list of options to opt into on TNEW, which is where we direct people to sign up. WordFly have indicated that I can use a mix of interests & attributes for preferences so I can still have the media attribute show there for opting out of when updating their preferences. I haven't had a chance to look into the procedures yet but hoping this might work, although not perfect as I guess people can still opt in from WordFly. I'm really hoping that we can avoid 'someone' having to do this manually from email responses, as 'someone' usually means me!
Hey Jo, nice to see your name pop up. Hope you're well.
Unfortunately this is an area where there is no simple solution. At the crux of the issue is that email providers use email address as the unique identifier, whereas in Tessitura that is the constituent ID. Because contact permissions are constituent-level but a constituent can have multiple email addresses, the issue gets more complex.
Contact Point Purposes are meant to solve this but in my mind are unfit for purpose because they are vague. For example, if an email address does not have a contact point purpose on it, is it because that person has unsubscribed? Hard bounced? Were they ever subscribed? There is too much assumption required here, which for something as important as privacy, is unacceptable. Contact Permisssions are better fit for this purpose because they are yes/no/not asked and carry a last updated date. Even if CPPs were fit for purpose they are not even supported out of the box in TNEW... even though they were introduced in v12 many, many moons ago.
Being able to set contact permissions/attributes/interests as 'opt-out only' in an email platform such as WordFly would be an easy fix. For example I could have all my contact permissions set up to feed through to WordFly's form, but a "media" contact permission set as 'opt-out only' would only display if the subscriber was opted-in.
Perhaps WordFly might be more open to building this functionality :-)
DGH
Thanks DGH - it is nice to know I'm not missing something. I know we have had this convo many times already during my on / off planning. I wish there was a more clear cut way of handling these comms - maybe one day!
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The interests page isn't really fit for purpose for this, though - why should someone have to log in to manage their email subscriptions?When I say contact point purposes aren't supported in TNEW I mean more in the same way that interests or contact permissions are. Any organisation using TNEW out of the box and contact point purposes is having to initially store that in an interest or contact permission and then update contact point purposes. Messy.
Going down the CPP route at the moment. and totally agree David Geoffrey Hall Ideally Contact Permissions would be used as we can see when they were asked etc!
Hi All! checking in to see if anyone has any updates on CPP/CP etc what has worked, what hasn't... are you still trying to work it out