Welcome email on the day new subscribers sign up?

Hi Giulia,
As this isn't based on ticket history, you should be able to do this on the day, but it would depend on where the data was coming from and how you defined a new subscriber.

If it was new customer records you could look for customer records with an email permission created on the run date of the report, or it might be easier if you have someone with SQL skills to write a bit of code either in List Manager or to create a view that could be pulled into List Manager for use.

I just did a list of new records in Tessitura created today, which had an email opt-in which is very basic and you might want more granularity, but it could be a starting point. You'd have to run it several times a day if you wanted it to be more instant and de-dupe it or run it later in the evening, so the next day would likely be easier than working through all the different computations of this.

Caryl

Hi Caryl,

Thank you so much for this, I think you've just cleared something up for me - I think I was getting confused between ticket history based automations, like a pre-event email, and the criteria we use for the welcome email. I'll have a play with this!

WordFly has the functionality to trigger the email hourly, so I think that could potentially work in terms of making sure we capture everyone, and then add a requirement that's it's not sent to someone no more than once a day?

Thanks so much!

Glad it made sense, the more I wrote and thought about it, the more confused I got trying to explain it!
It's definitely one for playing about with and maybe using the Generate a List utility on a schedule to help check the results are incrementing as you expect them to and then as you say suppressing in Wordfly.

Adding/clarifying that my view on the fussiness of this is that Tessitura more readily likes to let you work with dates rather than hours (and I don't have the skillset on staff to go more specific than out of the box queries), so that working through that should have space in your planning timeline! I also like to include a seed list on every send via Tessitura, so the 'not sent more than' choice in WordFly is a bit of a block--my problem there.

More helpfully perhaps, I like to try to protect against accidental re-sends by promoting all the welcome messages to a specific Appeal, and then writing suppression criteria of not having something with that Appeal yet. 

Thank you Jamie - we also use the same approach with appeals, this is a useful reminder of how to avoid accidental re-sends! Interesting about the seed list, I don't generally include it in triggered emails! Do you add the seed list in Tessitura or in WordFly? (we use Tessitura)

Thank you Jamie - we also use the same approach with appeals, this is a useful reminder of how to avoid accidental re-sends! Interesting about the seed list, I don't generally include it in triggered emails! Do you add the seed list in Tessitura or in WordFly? (we use Tessitura)

Tessitura.

I have used the WordFly one and it's nice functionality. Unfortunately, it generally doesn't fit what we need though, ie different seed lists for different campaigns/departments.