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

Giulia - Is this truly a WordFly question or more of a agnostic welcome email one?

I don't use WordFly to collect names/manage anything because I'm not interested in having a second database to reconcile, so I don't have much detailed knowledge about sign up extended functionality there. However, all of WordFly's core Triggered functionality relies entirely on Tessitura dynamic lists, so yeah, automations off of a non-Tessitura source aren't part of that.

That being said, I've just gotten a new welcome campaign running. I don't love that it's a day-after model, but I much prefer that than trying to work out how to get Tessitura relative criteria to fit a model that catches all the people accurately. This one is a post-order message not just record creation. 

The other thing significantly in the mix is to make sure all jives with other automations/confirmations that may be running. We're on TNEW, so there are instant messages that happen on that side when there's a new record created. Some day, I'll dive deeper into that and perhaps trick it out further.

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!

Hi Jamie, you're right, it's about Tessitura dynamic lists rather than WordFly. We also don't use WordFly to collect new sign-ups, so apologies if my question wasn't clear!

Really good shout about TNEW, I know it sends the account creation confirmation email straightaway. We are not on TNEW at the moment but planning to move back to it within the year, so that's something I'll need to consider .

Thank you so much!

Giulia

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.

If you are not using Wordfly sign-ups, are you having folks create an account in Tessitura directly? We currently require an address to create an account, which I've always felt would be a hindrance. So it's a bit of a trade-off... 

Just a note: when you take in customers in TNEW through the "Short Reg" interface, those customers receive a different, customizable registration email.  Since we use that to take in email list subscribers we've added some relevant text to that email, but obviously it doesn't catch people who have signed up through our regular account registration process.

Gawain - Isn't it just the one account creation email? (unless you recode some things to be dynamic within the email content anyway) In v15 anyway.

If it's not, I need to loop back to it and maybe dig into this postponed strategy sooner rather than later.

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. 

No, this is available in TNEW v7.  Special text can be inserted using LTR_TNEW_EMAIL_SETTINGS.Setting = "ShortReg_HTML" and "ShortReg_TEXT", but there is also a different template file that can in theory be modified directly.