Discussions - Recent Threads

Reminder: Email Strategy Community Session This Thursday!

Jean Leonard — Tue, 09 Apr 2024 16:48:36 GMT

Hello all! We're looking forward to this Thursday's community session on Email Automation.

The event takes place this Thursday, April 11th at 4pm BST/ 11am EDT/ 8am PDT.

We'll have a presentation by Lindsay Carpenter from Roundabout Theatre Company walking us through some of their work. We'll also have time for questions and open discussion at the end.

The session will be on Teams. If you still need to register, the event link can be found here. This session will not be recorded, but we will share the deck and notes afterwards.

We look forward to seeing you!

WordFly templates designer recommendations?

Giulia Delprato — Thu, 04 Apr 2024 15:48:29 GMT

Hi all,

I was wondering if anyone UK-based had any recommendations for a designer/design agency? We are getting a revamped website and looking for someone to work with me to redesign the template.

I've asked Kirk (WordFly) but it sounds like WordFly doesn't offer Design services anymore (boo), and the agency designing the website (substrakt) don't have anyone either.

Any help / pointers appreciated!

Thanks,

Giulia

Email Strategy Meetup Cancelled Today (21st March 2024)

Gill Tasker (she/her) — Thu, 21 Mar 2024 13:03:57 GMT

Hello all,

Apologies for the short notice, but due to a speaker being unwell today's Email Strategy session on automations has been cancelled. I will work with co-chairs Miki Govedarica Giulia Delprato Jean Leonard to reschedule and we'll keep you updated.

Many thanks for your understanding!

- Gill Tasker, Community Manager

Mailing Opt Outs from Rental List

Shelly Binkley (she/her) — Tue, 19 Mar 2024 17:10:35 GMT

At Kennedy Center was purchase rental lists for acquisition mailings, so when people contact us and ask to be removed from our mailing list, we don't always have a record for them in Tessitura yet.

How do your orgs handle that kind of opt out?

Do you create a new constituent record for the person and make sure their Contact Permissions/ Contact Point Purposes are correctly set to receive no mail/email?

Or do you have a different system for keeping track of rentals that don't want to be contacted again?

Thanks,

Shelly Binkley

Welcome email on the day new subscribers sign up?

Giulia Delprato — Thu, 07 Mar 2024 15:17:44 GMT

Hi all,

I wonder if anyone has found a way to send an automated triggered email on the day new subscribers sign up in WordFly?

I seem to remember that this was not possible, but has anyone tried / found any solutions? It would be nice for new subscribers to get an email sooner than the day after 🙂

Thanks!

Giulia

See you at TLCC Gateshead!

Giulia Delprato — Mon, 04 Mar 2024 15:20:16 GMT

Hi all,

As you may know already if you've registered to attend, we'll be meeting as a group soon at TLCC Gateshead!

We'll be having an informal discussion around re-engagement strategies, and a chance to meet with other members of the community in person 🙂

When: 2.30 – 3.15pm on Wednesday 6th March

What: A quick round of conversation-starters to connect attendees, followed by a full group discussion about email re-engagement strategies.

Check out the conference app here to see full details of the session.

We’re looking forward to seeing many of you later this week! Feel free to forward onto colleagues who may be interested.

Giulia, Jean & Miki

Email Strategy - Looking For Presenters For Next Meeting

Jean Leonard — Fri, 12 Jan 2024 20:14:32 GMT

Hello everyone!

The Email Strategy Team is planning our next meeting (likely to be February 29) and we'd like to focus on Automations and Triggered Emails, since that was a popular topic during our last session.

We are hoping to find 2 - 3 people who would be interested in presenting a short overview of our org's current process, or perhaps a case study about a specific initiative in this area. We'd love to hear from folks who use both Wordfly and Prospect 2. This does not need to be a formal presentation; the purpose is for idea sharing within our little community.

Please send me an email at jleonard@mayoarts.org if you're interested in discussing further! And thank you!

WordFly engagement scores

Geoff Yost — Thu, 11 Jan 2024 19:50:35 GMT

We're migrating to Prospect2 and have been following their onboarding process. That's been smooth so far -- and we love the team at P2.

When we reached the step to export engagement scores (1-5) from WordFly so we can begin the P2 import process, we discovered that more than 50% of our list has no engagement score, despite many of those contacts being recently active and having received more than 5 campaigns, the threshold at which WordFly begins scoring.

Has anyone else run into this issue? Or can speak to the process you used to migrate your list and ensure high-quality contacts were being moved over for a robust warming period?

FWIW, we have brought this issue to WordFly and they are investigating.

Gmail purge announcement

Tracy Schneider — Fri, 01 Dec 2023 19:52:18 GMT

I received a cold-call sales email (from a "contact verification solution provider") about a Gmail purge. Has anyone heard anything about this? Are you taking any proactive steps to get ahead of it in case it dramatically spikes hard bounces? I know we discussed re-engagement strategies in general during the Lean Coffee session this week. This news might light a fire on looking at engagement more closely sooner rather than later.

From the emai I recieved:

Heads up email marketers: The Great Gmail Purge starts today!
In case you missed it, Google has started deleting email accounts that have been inactive for at least two years. Unfortunately, this adds a new curveball during the busy holiday season.

But don’t panic. Here are a few quick tips to adapt:

Avoid sending to these email addresses, since they’ll start to hard bounce and may be turned into recycled spam traps.
Consider a re-permission or re-engagement campaign to see if subscribers are still interested in hearing from you.
Take cues from purchases, cart abandon/browse, or even in-store visits to know who’s loyal to your brand—use that to fuel sending decisions.

verified by ABC news.

abcnews.go.com/.../story

Abandon Cart emails - P2

Jen Skelly — Fri, 01 Dec 2023 15:02:29 GMT

HI all!

I was wondering if anyone is going abandon cart emails through P2?

Curious how you are doing them?

Reminder: Email Strategy Lean Coffee

Miki Govedarica — Mon, 27 Nov 2023 10:14:04 GMT

Happy Monday everyone!

Just at reminder that we have a Lean Coffee session coming up on Thursday.

Do please join us at 11am EST/4pm GMT. More information and how to sign up can be found here.

Introducing: two new co-chairs, and our plans for the year ahead

Giulia Delprato — Tue, 24 Oct 2023 15:55:09 GMT

Hello Email Strategy friends,

We hope you are all keeping well!

Last month, after facilitating countless conversations, connections, meet-ups and more, the legendary Tracy Schneider stepped down as co-chair of this group.

But never fear, the Email Strategy Tessitura Group continues on, as myself and Jean Leonard join Miki Govedarica as newly appointed co-chairs.

We hope to bring new ideas, creativity and our different experiences to the table. We'll be kicking things off with an Email Strategy Lean Coffee on 30 November, for an informal discussion with you all. Please RSVP in advance here.

We'll also be meeting regularly to plan online and in-person meet-ups in the next year, and we'd like to hear more from you: do you have any ideas for future meet-ups, or any questions for us?

Feel free to pop them in the comments below, or connect with us directly (go to the directory, search people, then click on +Connect and select send a direct message).

Thank you, and hope to chat with you on 30 November!

Miki, Jean & Giulia

Request for email strategy knowledge sharing

Anne McMeekin — Wed, 11 Oct 2023 10:53:11 GMT

Hi all, I work in the Marketing team at National Museums Scotland in Edinburgh. We’re keen to do some knowledge-sharing with other organisations on use of Wordfly/Tess and organisational email strategy.

We started working with Tessitura last September and moved our emails from Mailchimp to Wordfly at the same time. We’ve got the basics setup but are now keen to make our e-comms more strategic and take advantage of the data we’ve been collecting through ticketing etc.

Topics we’re looking to cover:

Customer email journey from purchase through to email sign up – what messages get sent when via automated, marketing and membership emails
Ownership of audiences – agreeing email schedule across different audiences and internal departments
Granular/targeted marketing emails – smarter, more targeted use of conditional blocks

Our work is split across three main museum sites and covers exhibitions, events, and a Membership scheme.

I’m keen to speak to people about how they’ve managed any of the above within their organisation – either via a short chat online or I can send over some questions. Let me know if you’d be up for sharing 😊

Thanks!
Anne

Could you be a new leader for the Email Strategy Tessitura Community Group?

Gill Tasker (she/her) — Mon, 18 Sep 2023 15:19:40 GMT

Are you NA-based? Looking to develop professionally and personally, and deepen your connection with Tessitura – the technology, the members, and the wider arts and culture industry?

We're currently seeking a member based in North America to volunteer as Community Chair for the Email Strategy Community Group and invite you to join us as a community leader. You’ll be surprised by the impact you can have on people’s lives, careers, and institutions!

The Role

Tessitura members come to Community Groups to expand their networks, share their expertise, and connect with like-minded others around common interests. Community Chairs volunteer their time to build and lead these groups, and host meetups that bring members together to share best practices and build relationships. You'll:

- develop and refine critical leadership skills
- build valuable new networks
- take back tangible ideas and learnings to your work
- access training and professional development opportunities
- be recognised for your contribution internally at Tessitura and in the wider community

… and more!

Each Community Group is led by 2-3 co-chairs - you'll join existing Community Chair Miki Govedarica (National Theatre) and another soon-to-be-announced EU-based leader. Community Groups are expected to meet virtually or in-person at least once per year.

Previous experience in group management or facilitation is not required. Tessitura provides initial onboarding, followed by on-going support and various resources. These include a dedicated Community Manager and invitations to events led by the community team, enabling you to connect with our other 100+ Community Chairs globally.

Pictured above: Community Chairs at TLCC Orlando

Learn More

Please visit our Get Involved page for more information about the Community Chair role. Have questions or want to learn more? Drop us an email at community@tessituranetwork.com.

Apply Here

Are you ready to co-chair the Email Strategy community? Then please submit your interest. We review each interest form as they are received; a Community Manager will be in touch with you via email to set up the next steps.

Prospect2 vs Wordfly

Benedicte Damslora — Thu, 14 Sep 2023 09:06:48 GMT

Hello everyone! I work with CRM at the Royal Swedish Opera.
We are considering changing from Wordfly to Prospect2 at the moment, as we see many limitations in wordfly when it comes to marketing automation, segmentation and so forth.
So, I would like to know if any of you are using Prospect2? What are your experiences with that, what functionality are you using and why did you choose Prospect2? Is it worth the costs? It would be of great value to us to hear about this.

Wishing you all a great day! All the best from Stockholm!

Does anyone have experience using 'Landing Pages' and/or 'Subscription Forms' in Prospect2?

Kate Vassallo — Tue, 05 Sep 2023 05:25:06 GMT

Hi Folks!

At the National Gallery we are scoping out Prospect2 at the moment, hoping to move to this platform soon. I'd be keen to touch base with anyone that has experience with it. I'm specifically keen to get a bit more of an understanding of what is possible with Landing Pages and Subscription Forms. We've seen these briefly in our demos, but it is hard to get a sense of how flexible these might be.

Does anyone have much experience using these for more than just email signup? We are curious about whether there is any scope to collect info on these pages and feed it back to Tessi as a CSI or something similar? We are also scheming about whether it is possible to use these to collect RSVPs and update Special Activities, circumnavigating the need to use TypeForm as they don't meet our data storage requirements.

Keen to hear if anyone has experience with anything similar to this?

Thanks, Kate

Email Address Type vs. Contact Point Purposes

Jean Leonard — Thu, 17 Aug 2023 15:01:02 GMT

Hello! I mentioned this in a sub-thread under my question about Bounces and Unsubscribes, but wanted to pull it out here to zero in on my plan.

I believe I have determined that I want to create EITHER a Contact Point Purpose or an Email Address Type that denotes "Hard Bounce" and "Unsubscribe." My goal in this is not only to exclude them from my ultimate list, but to have my final promoted list be more accurate, and not include folks who would not get the email anyway.

My questions and thoughts are below - appreciate any advice here!!

-Is there an advantage of using one over the other, when it comes to creating Segmentations and also syncing with Wordfly? I don't want to inadvertently create more hassle.

-It seems that "Email Address Type" has to be applied to each individual segment in a segmentation (or extraction, for those still on v15!). So that's a little annoying. But in this case, I could select "Email Address" as the type, which by default will exclude the Hard Bounce and Unsubscribes.

-I know I could create an Output Filter to only select the Primary Email Address. But, I do not think that achieves the goal of excluding constituents from my promotions who won't receive it

-With the Contact Point Purpose, I'd have to choose a Primary email here, and that could be for the entire Segmentation/Extraction so that's appealing. But since we are not currently using Purposes, I'd have to first somehow map the existing database so that active emails become a Primary Contact Point Purpose.

If there are any other pros/cons here that I'm not seeing, please let me know!

How to set up list for lapsed members for auto-emails?

Anne M Robichaux — Tue, 15 Aug 2023 20:28:03 GMT

We are finally moving towards sending membership renewal notices by emails via WordFly. I set up a list in List Manager to pull everyone who is expiring at the end of the month, but then I went to set up a list of all those who are three months expired and it is pulling everyone with an expiration date three months ago, even if they have renewed and are current. I tried using a "NOT IN" criteria for Membership Status of Active, but that didn't kick anyone out. For others who have this set up, do you set up as an Extraction so you can suppress people and then have to schedule the Extraction to rerun every month? It seems like there should be a more automatic way of doing this that I'm just missing (please excuse the post-conference covid fog!). Thanks!

Anne Robichaux
The Historic New Orleans Collection

WordFly (default) email recipients from Tessitura

Martin Perks — Wed, 12 Jul 2023 11:08:52 GMT

Hi everyone,

Hope you're all well 🙂

Martin Perks from Cheltenham Festivals (UK) here. I'm reaching out with a dual Tessitura/WordFly query that I hope someone can help us with!

Nowadays we regularly make use of the Initiator and Alternative Email functions in Tessitura ticket orders, so that we have more fine control over the recipients of order confirmations and e-tickets (especially for Partner and Festival guest/Press tickets). For cancelled events, we've noticed that the Event Cancellation Utility appears to respect alternative email addresses used against orders. However, as we send the cancellation notice itself through WordFly, we're a bit unclear as to whether WordFly respects any alternatives set in Tessitura, or if it always defaults to the primary email address assigned to a constituent record used for a ticket order, regardless of Initiator etc.

Any clarification on this would be gratefully received, and thanks ever so much in advance,

Martin

Wordfly London Community Meet Up

Miki Govedarica — Tue, 13 Jun 2023 09:19:47 GMT

Hi team,

Wordfly are doing an event at the Roundhouse on 12 July.

While we're working behind the scenes to do more in-person meets ups later this year, it would be great to meet some of you there!

T_PROMOTION and WordFly Email Campaigns

Michael Dorsey — Thu, 25 May 2023 21:24:48 GMT

Hello WordFly users,

Has anyone ever had the problem of using a list in WordFly, making changes to the list on the WordFly side (removing subscribers), then having a promotion assigned to the record anyway? Ideally, a promotion would only be added to a record if the email was sent to them--or at least attempted to get sent to them. Do you have any ideas for how one might go about correcting said issue (short of hopping in a time machine and correcting the list on the Tessitura side)?

Thanks in advance for any insight you feel inclined to share!

Michael

One week to go: Emails for Education - what do you want to discuss?

Miki Govedarica — Wed, 17 May 2023 09:47:25 GMT

We can't wait for our first collab event with the Education & Audience Development Tessitura Community! Do join us on 24 May at 4pm BST/ 11am EDT / 8am PDT.

Our speakers from Alliance Theatre and Cleveland Orchestra will be covering a range of topics, including:

Managing data and sign ups
Project overviews
Creating audience journeys for schools
Common challenges

If you have anything you'd like to bring up in discussion, post below or bring your questions on the day.

If you haven't had a chance to book your space, head over to the event page now.

Gmail annotations and WordFly

Giulia Delprato — Tue, 09 May 2023 11:31:45 GMT

Hi all,

Has anyone dabbled in using Gmail annotations in WordFly :)?

I've had a play after reading this Litmus blog (https://www.litmus.com/blog/gmail-promotions-tab-updates/) but I'm finding it hard to test it - any tips welcome!

Community session recap: Using email automation

Miki Govedarica — Wed, 08 Mar 2023 11:48:32 GMT

Big thank you to everyone who joined us last week! It was great to see so many organisations and I'm sure this is a topic we'll return to in future.

For anyone who was unable to make it or just wants a recap, the RA team have kindly shared their slides from the session. An extra big thank you to Amber and Rowan for kicking off our first session of 2023.

Tracy also shared some notes after the session. Here they are again in case you've missed them:

The Royal Academy presented on their work using automated and triggered email campaigns

Welcome email - moved from one email with a lot of content to 3 emails with smaller snippets of content. During the Welcome journey, no other emails are sent. They are also testing some incentives (free drinks) to see if that increases engagement and loyalty. With split of information into multiple emails, they have seen an increase in open rate and click through rate and have seen greater engagement with their "Get Started Login" button in the 2nd and 3rd emails
25 and under campaign- collect age when user signs up to be part of the under 25 segment. offer 1/2 price tickets to those registered ages 16-25 (this is a new offer different from their prior offer of free tickets for students) Age is a required input to be part of this group and the RA did some customization to get this data into Tessitura.

Takeaways from the discussion:

Triggered campaigns can be run "out of the box" but many require some customization. For more complicated set up and testing, it is helpful to have a database administrator and/or Sequel technologist on staff.
There was conversation around pre-show and post-show emails and where to house performance specific information so that emails could be more automated (many venues set up an individual email for each performance because there is not consistency in terms of what show logistics look like) Content needs to be populated in Tessitura for each performance in order to create an automated email campaign.
In many cases customizations are required to solve for specific use cases.
Organizations with fewer technical resources would benefit from more information outlining exactly "HOW TO" set up these solutions vs. just an overview of what organizations are doing. (This group is a great place to share specifics if you are able. We will also work to bring in resources from Tessitura and the email platforms to help on this front in the future)

Looking forward to seeing you for our next session on June 7 (further details coming soon)!

Discussions - Recent Threads

Reminder: Email Strategy Community Session This Thursday!

WordFly templates designer recommendations?

Email Strategy Meetup Cancelled Today (21st March 2024)

Mailing Opt Outs from Rental List

Welcome email on the day new subscribers sign up?

See you at TLCC Gateshead!

Email Strategy - Looking For Presenters For Next Meeting

WordFly engagement scores

Gmail purge announcement

Abandon Cart emails - P2

Reminder: Email Strategy Lean Coffee

Introducing: two new co-chairs, and our plans for the year ahead

Request for email strategy knowledge sharing

Could you be a new leader for the Email Strategy Tessitura Community Group?

Prospect2 vs Wordfly

Does anyone have experience using 'Landing Pages' and/or 'Subscription Forms' in Prospect2?

Email Address Type vs. Contact Point Purposes

How to set up list for lapsed members for auto-emails?

WordFly (default) email recipients from Tessitura

Wordfly London Community Meet Up

T_PROMOTION and WordFly Email Campaigns

One week to go: Emails for Education - what do you want to discuss?

Gmail annotations and WordFly

Suggested meet up topic: Interactions Dashboard tutorial

Community session recap: Using email automation