When Source Number Tracking is configured for your website and WordFly campaigns, you’ll be able to tie sales back to the email promotions your subscribers come from in Tessitura.
This feature appends the source number from your promoted Tessitura list to the end of all links in your email campaigns. This feature allows organizations to tie sales from emails using a specific source number. It can also be used to embed a promo code (discount) in your email link.
What to expect with source number appending:
- When this feature is enabled, all properly formatted links will have your list’s source appended. Links that are flagged as incorrect will not be tracked and will not have the source appended.
- You can remove source appending on any links by going to the Testing tab of your campaign. Select Email Checklist and uncheck the Track This Link box next to your links. Click Save my selections to omit appending on any links.
- Your website must have functionality to capture the source number from the query string and submit it to the "Promo Code" parameter of the Tessitura API Login or Register calls. Make sure any page that you’ll be linking to in your emails has this functionality, and that the value captured is persisted so that it is available when the Login or Register call is made. If you have questions about this functionality on your website, please review with your website developers.
- TNEW websites, please use promo for your query string name.
- When you manually include your promo codes in your email links you must disable this feature for the campaign or the specific URL before the email is sent. Otherwise, WordFly will add the source in addition to your manually embedded promo code which could then cause an error processing the link on your website. Click here to find out more about this process.
- You can make the source from your list a discount code in Tessitura.
Enable source number appending for your account
First you’ll need to able source number appending for your WordFly account as a whole. Once this is enabled, you can turn on source number appending on a case-by-case basis for each email campaign.
1. Go to Account
2. Select Tessitura
3. Check the box Allow Source Number Appending for email links
4. Update the query string name, if needed
If your website doesn't use sourceNumber for source processing, set up a new name for source number appending. TNEW websites, use promo for your query string name.
To use source number appending as a way to add a data field to all links, update the query string to include both the data field and source number so that both are appended. Adjust the 'sourceNumber' query string based on what your website uses to process the source number values. TNEW users should use 'promo'.
If using Canopy Labs: cluid=##CrmSubscriberId##&sourceNumber
TNEW example: uid=##CrmSubscriberId##&promo
5. Click Save
Enable source number appending for your campaign
Once you have enabled source number appending for your WordFly account you can enable it on any campaign under the Settings tab.
1. Go to Email > Email Campaigns
2. Create a new campaign or click on the name of the email campaign that's In Progress.
3. On the Settings step, check the Source Number tracking check-box.
Test source number appending
You won't see source numbers added to your links in test emails because test emails use the Default Test List and not the list that is assigned to your email campaign. Source number is part of your list data and is added like other personalization when the email is sent. There are two ways to test your source number appending before sending the email.
Option 1: Use Subscriber Preview to confirm the source being appending on your links
1. Go to your email campaign and click on the Testing tab
2. Click on Subscriber Preview
3. Click on Preview to the right of the email address under Subscriber Preview
4. Review the preview
Hover over a link. Is the source added at the end of the link?
Option 2: Update your Default Test List data with the source from your list.
1. Go to Subscribers > Subscriber Search
2. Search for your subscriber profile in WordFly
3. Select the Subscriber
4. On the subscriber profile, click the Lists tab
5. In the search field, search for 'Default'
This should pull up the Default Test List.
6. Click on the Default Test List and select "View list data fields"
7. Click Edit
8. You can customize the data here. Add your source number.
Update your source data and then your test emails should pull in the test data.
9. Click Save
Your source will now be saved and will be used for test emails until you change this value again.
Email source numbers and discount codes in Tessitura
In Tessitura a source can be made into a promo code anytime. When Tessitura lists are promoted for a WordFly email campaign a unique source is included in the list import. There are two ways to give your source a discount in Tessitura.
Option 1: Apply your discount to the appeal you will use with your Tessitura list.
When the discount is applied to your email appeal the source that gets created when your list is promoted will receive the discount. This is the easiest way to apply a discount to your source automatically.
1. In Tessitura, select GoTo > Ticketing Setup from the top navigation.
2. Select the performances tab.
3. Double click on the applicable performance from the list to open it.
4. Select the Modes of Sale tab.
5. Select Offers from the lower right corner.
6. Click Add from the Offers window.
7. Select an Appeal and a Pricetype from the Special Pricing Offers window. Then click OK.
This enables a discount for the appeal you select in your list. When the list is run with this appeal the source generated by the promoted list will carry the appeal's discount. This way when WordFly appends this source on your email links the discounted source will be applied to the subscriber's web session on your website and will automatically receive the discount.
Option 2: Find the source created for your promoted list and apply a discount to the source.
Import your Tessitura list into WordFly. When the list is imported a promotion will be created in Tessitura which generates a source number. Add your discount to this source before the email is sent. This process takes a few extra steps, see option 1 for a faster method.
1. In Tessitura, GoTo > Campaigns from the top navigation.
2. From the navigation, select Campaigns > Appeals
3. Click on the appeal used in the list that was imported
4. Under the Sources tab, copy the source number
5. From the navigation, select Go to > System Tables
6. Find table TR_WEB_SOURCE_NO
7. Click the insert row icon
8. Enter the source number from the list, select your MOS, and enter a friendly promo code.
Now when WordFly appends this source to the end of your links using source appending your links will use this source and the discount on this source will work on your website. Be sure to use Subscriber Preview to confirm this is the source being appended at the end of the links.
Review sales data in Tessitura and WordFly
If your site is set up to interpret source numbers, you should be able to make good use of them to track the behavior of your subscribers and see how your emails are translating into sales on your website.
WordFly records the URL that was clicked with click events in Tessitura. All click events will be recorded in the T_EPROMOTION_RESPONSE_HISTORY table. Each unique URL is stored in the TR_EPROMOTION_URL table.
For any promotion you can find all the customers who clicked on a link in the email. You’ll use the data in the promotion tables along with order information to get a picture of the path your ticket buyers are taking.
You can see a complete picture clicked URLs with the following query:
select * from t_epromotion_response_history a inner join tr_epromotion_url b on a.url_no = b.id
This will tell you which customers clicked what link and when. You can then correlate this with shopping cart data (T_WEB_ORDER) and order data (T_ORDER) either by source number or by customer number and date to analyze how your ticket buyers are interacting with your email.
You can also run a Revenue Report in WordFly to see all the sales associated to the source in your campaign.