Box Office Insight: WordFly custom screen for Tessitura

WordFly's integration with Tessitura includes a custom screen that can be set up on the constituent record and allows your team to see all the emails you've sent the subscriber and email responses.


Topics covered in this article:

What is Box Office Insight and how to set up in Tessitura

How to resend an email to a subscriber from the custom screen

Troubleshooting issues with the WordFly custom screen in Tessitura

 

 

 

What is Box Office Insight and how to set up in Tessitura

WordFly built a custom screen for Tessitura called Box Office Insight. The custom screen is available from the Custom tab of Tessitura constituent records. The custom screen shows all the emails you've sent the subscriber and their responses.

 

We call this feature Box Office Insight since it is particularly helpful to staff fielding phone calls, general emails and front of house conversations with patrons. If a patron mentions an email they received in correspondence, the staff can review a copy of the email the subscriber received and see the open, click and other response activity generated by the patron on any email.

 

What to expect from the WordFly custom screen for Tessitura:

  • The WordFly custom screen is available on Tessitura constituent records from the Custom tab.
  • Users must log in with their WordFly credentials to access the custom screen. Tip: Set up a general WordFly login that all staff can use.
  • See five of the most recent Standard Email Campaigns that have been sent to the subscriber;
  • As well as five of the most recent Triggered Campaigns that have been sent to the subscriber.
  • Load more campaigns as needed.
  • Email campaign name and subject line will display.
  • Date and time the email campaign was sent from WordFly will display next to the campaign name.
  • Select View Activity to see email responses generated by the subscriber through the email. You will see opens, clicks, and opt-outs here. You will also see the email client for the patron.
  • Select the Preview button to see the actual email the subscriber received.
  • The preview will display any personalization included in the email. Triggered emails will always show the most recent data imported, even for previous triggered sends. For example, if your patron received a triggered reminder email on January 1st and again on January 15th, the preview for both dates will show the data imported on the 15th.
  • Select the Resend button to send a copy of the email to the subscriber.

 

How to set up the WordFly custom screen in Tessitura

Email us for instructions on setting up the custom screen in Tessitura.

 

Accessing the WordFly custom screen in Tessitura

Go to a constituent record in Tessitura to access the WordFly custom screen.

 

1. In Tessitura, search for the constituent.

2. Open the constituent record.

3. Select the Custom tab.

 

4. Select the WordFly Subscriber radial.

 

5. Log in to the WordFly custom screen.

 

6. Select the options on the screen to see the email and responses.

  • Select Preview to see a preview of the email design.
  • Select View Activity to see email responses.
  • Select Resend to resend the email to the subscriber.

 

 

How to resend an email to a subscriber from the custom screen

 You can easily resend an email to your subscriber from the WordFly custom screen in Tessitura.

1. In Tessitura, search for the constituent.

2. Open the constituent record.

3. Select the Custom tab.

 

4. Select the WordFly Subscriber radial.

 

5. Log in to the WordFly custom screen.

 

6. Select Resend to resend the email to the subscriber.

 

 

 

 

Troubleshooting issues with the WordFly custom screen in Tessitura

 

There are a few issues that come up when setting up the custom screen and viewing it.

 

1. Violation of PRIMARY KEY constraint...

A common issue in the database set up that some users experience is this error message:

Violation of PRIMARY KEY constraint 'PK_TR_CUSTOM_TAB_1__15'. Cannot insert duplicate key in object 'dbo.TR_CUSTOM_TAB'. The duplicate key value is (1).

 

This means the script is trying to insert a new row in TR_Custom_Tab for ID 1 but that ID is already allocated.

 

To resolve: Update your script ([id to the next available new row then run the script again.

 

2. The custom screen preview partially loads.

Emails missing the <DOCTYPE> declaration in the email template header will only load the first 150 pixels. Typically this is an issue with hand-coded email designs and not designs built in WordFly's email editor.

 

To resolve: Add this specific to your email header:

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" 

"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> 

<html xmlns="http://www.w3.org/1999/xhtml" dir="ltr">

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