Tessitura v14 upgrade and WordFly

The Tessitura v14 upgrade requires changes to your WordFly services installation as well as other updates. Review these changes and FAQs for Tessitura v14.


WordFly functionality


Tessitura is requiring .NET 4.6 for the v14 Tessitura upgrade. In some server configurations, this change breaks the current WordFly-Tessitura Integration v2 services.


NEW! WordFly-Tessitura integration v3 services are available now and should be installed to continue using the integration. Learn more


Otherwise, there are no changes in how WordFly communicates with Tessitura.



Contact Restrictions changing to Contact Permissions


In Tessitura v14 Contact Restrictions are being phased out and replaced by Contact Permissions. What does this mean for the WordFly-Tessitura integration?


Contact Restrictions refer to Mail, Phone and E-Market Restrictions that have historically controlled a patron's opt-in status for these communication channels. These fields were present in the lower right corner of the constituent General Tab. WordFly integrated organizations would configure Tessitura's LP_UPDATE_EMAIL_PROMOTION stored procedure to handle how unsubscribe responses (@response code 5) would update the E-Market Restriction on the constituent record. The typical unsubscribe configuration was to set the E-Market Restriction to No E-Marketing.


In Tessitura v14, Contact Permissions will be replacing Contact Restrictions. The E-Market Restriction will be removed. Permissions will be located under the Contact tab of the constituent record as a new radial option. Contact Permissions will give organizations a mechanism to audit opt-in and opt-out for various Media types. For example, when a subscriber unsubscribes for Media type Email, the contact Permission will need to be updated appropriately.


The upgrade to Tessitura v14 will require all organizations to update the LP_UPDATE_EMAIL_PROMOTION stored procedure to handle how unsubscribe responses update the Contact Permission for email.


Organizations using WordFly's integration with Tessitura preferences should also review the LP_WF_PREFERENCE_UPDATE_CUSTOMER stored procedure to ensure it is still handling preference updates (contact purposes, interests, and attributes) in the best way possible. In most cases, no changes will be necessary for this procedure. 



Using Contact Permissions for subscriber preferences


In May 2018, we added contact permissions as an additional WordFly Preference Type for the WordFly-Tessitura preferences feature. At this time, the default LP_WF_PREFERENCE_UPDATE_CUSTOMER stored procedure we provide can only process contact purposes, attributes, and interests. Additional code will need to be added to this stored procedure in order to process contact permissions. We are currently working with Tessitura to provide sample code in the near future and will provide updates here as soon as it is ready.



List and Output Set UI changes in Tessitura


Tessitura Lists (List Manager lists) and Output Sets have been integrated and given a streamlined workflow and refreshed user interface in v14. Please plan to review all the help materials provided by Tessitura for changes to Output Sets and Lists in v14. You will need to make changes to your output sets as part of the new workflow. Tessitura has an output elements and parameters migration that is helpful for understanding what you need to do on the database side.


Tessitura v14 list and output set changes do not change what is provided to WordFly. Your list imports (including triggered campaign imports) will all work the same through the integration. However, you will still need to follow Tessitura's lead on making the appropriate updates to your output sets for v14.


GDPR updates


In response to the upcoming GDPR law, Tessitura has developed several updates to meet the law's requirements. One of those updates is to ”forget customer”. Using this feature in Tessitura will not update any information in WordFly. WordFly provides its own Forget this Subscriber button on the subscriber profile page that will permanently delete all WordFly data associated with an address when clicked. Read more about our GDPR updates


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