How to setup promotion attributes (appeal, media type, and source group)

Promotion attributes are essential for tracking email response data to customer records in Tessitura. Before importing your list manager list or extraction list into WordFly, you'll need to create proper appeals, media types, and source groups in Tessitura for promoting your lists.

 

This article will cover creating your appeals, media types, and source groups in Tessitura. If you need help with your promotion attributes, please reach out to Tessitura support.

 

Topics covered in this article:

Why are promotion attributes important for tracking data in Tessitura

Appeals

Media Types

Source Groups

 

 

Why are promotion attributes important for tracking data in Tessitura

When a Tessitura List Manager list or Extraction is generated with promotion attributes a promotion is created in Tessitura. Promotion rows are created in the database along with a unique source number and download number. The promotion rows will populate with any email response data that is sent back to Tessitura from the WordFly email campaign using that promoted list.

 

Promoting your list ensures that your email response data will update as expected in Tessitura. WordFly will send the highest level responses to T_PROMOTION and all responses to T_EPROMOTION_RESPONSE_HISTORY, then your LP_UPDATE_EMAIL_PROMOTION stored local procedure to update responses in Tessitura.

 

For List Manager lists, appeals (and other promotion attributes) are selected in WordFly on step 3 of the List Manager list import process.

 

 

For Extractions, appeals are selected when defining the Extraction Details in Tessitura.

In v12.5 Tessitura,

 

In v14 Tessitura,

 

 

 

Appeals

 

An appeal in Tessitura is the definition of what the email communication is all about. For example, an appeal might be your “Monthly eNewsletter” or “QuarterlyMagazine”. An appeal may also be connected to a specific solicitation or call to action which involves a purchase. For example, “Membership Renewals 2013” would be a yearly appeal for membership renewals. Campaigns that have solicitations or involve purchases would include a target dollar amount that your organization is trying to achieve as a result of the email Campaign and other marketing efforts around the same appeal. Appeals can help you categorize your marketing efforts and improve reporting & analysis in Tessitura. Refer to Tessitura support for additional details about appeals.

 

Appeals need to be available to WordFly to appear in the List Manager list UI or for Extractions to appear in WordFly. Be sure to:

  • Select the appropriate control group for the appeal. For license holders, the control group will typically be the default control group. For consortiums, the control group will be your organization control group.
  • Status indicator for the appeal must be set to Active.

 

In Tessitura, follow these steps to create an appeal that is available to WordFly. Refer to Tessitura support for full details about setting up an appeal.

1. Select GoTo > Campaigns.

 

2. Then select Campaigns > Appeals.

 

3. Select New from the lower navigation.

 

4. Enter the information for your appeal.

The control group selected must be available to WordFly and the status of the appeal must be set to Active.

 

5. Select Close from the lower right corner.

 

6. Select Yes from the Save pop up window.

Now your appeal should be created. If your are importing a List Manager list into WordFly you should see your appeal available in WordFly.

 

 

 

Media Types

 

A media type in Tessitura are values used to record the type of media used for an advertising effort and helps connect costs related to that media. Most organizations will create a media type for Email and select this for list promoting. Refer to Tessitura support for additional details about media types.

 

Media types need to be available to WordFly to appear in the List Manager list UI or for Extractions to appear in WordFly. Be sure to:

  • Select the appropriate control group for the media type. For license holders, the control group will typically be the default control group. For consortiums, the control group will be your organization control group.

 

In Tessitura, follow these steps to create a media type that is available to WordFly. Refer to Tessitura support for full details about setting up media types.

 

1. Select GoTo > Campaigns.

 

2. Then select Campaigns > References.

 

3. Select Add from the navigation.

 

4. Enter the information for your media type.

The control group selected must be available to WordFly.

 

5. Navigate away to another screen to select Save.

Now your media type should be created. If your are importing a List Manager list into WordFly you should see your media type available in WordFly.

 

 

 

Source Groups

 

A source group defines the group of people the advertising effort is for and it is used to group sources within an appeal for a report. When considering what source group values to add, review your appeal setup. Refer to Tessitura support for additional details about source groups.

 

Source groups need to be active (not inactive) to appear in the List Manager list UI or for Extractions to appear in WordFly.  

 

In Tessitura, follow these steps to create a source group that is available to WordFly. Refer to Tessitura support for full details about setting up source groups.

 

1. Select GoTo > Campaigns.

 

2. Then select Campaigns > References.

 

3. Select the Source Group tab.

 

4. Select Add from the navigation.

 

5. Enter the information for your source group.

 

6. Navigate away to another screen to select Save.

Now your media type should be created. If your are importing a List Manager list into WordFly you should see your media type available in WordFly.

 

 

 

 

Have more questions? Submit a request