Box Office Insight: WordFly custom screen for Tessitura

Use Box Office Insight to see WordFly emails on Tessitura constituent records.


Topics covered in this article:

What is Box Office Insight

How to resend an email to a subscriber

Troubleshooting issues

 

 

 

What is Box Office Insight

 

WordFly's custom screen for Tessitura is Box Office Insight. The custom screen is easily installed with a script we provide. The feature is available in Tessitura under the Custom tab and allows you to see all the emails you've sent the subscriber as well as their responses. This feature is great for box office and other teams who frequently interact with customers.

 

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. The login does not need any permissions.
  • The 5 most recent standard and triggered email campaigns will load first. 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 is live which means that opening the preview will register an open response and clicking any links will register click events on the subscriber's record.
  • 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.
  • When a patron does not have a customer number associated in WordFly there won't be any emails to display. The following message will appear on the custom screen: This customer is not associated with any subscribers in WordFly.
  • When a patron has several email addresses associated with a record in Tessitura, a change link will appear at the top of the custom screen. Click change to select a different address.
  • Select the Resend button to send a copy of the email to the subscriber.

 

How to install the custom screen

Go to Account > Tessitura and click the More under Configure Box Office Insight custom screen for Tessitura to download the installation guide. If you don't have access to this section of WordFly, please email WordFly support for these files.

 

Accessing the the custom screen

In Tessitura, open any constituent record to access the Box Office Insight from the Custom tab.

 

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

 

Box Office Insight includes an easy Resend button to send an original copy of the sent email to the subscriber.

 

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

 

The custom screen does not fully load

In some cases, the custom screen preview does not load or partially loads for certain users (not all).

 

To resolve: The issue appears to be connected to a default browser used by the database, the browser needs to be made available to all users accessing the custom screen.

 

The custom screen is installed but some users can't see it while others can

When the custom screen is installed there is a security context applied in Tessitura. Modifying the group security for the custom tab objects should resolve the issue. This change is done in the security application.

 

How to modify the group security for the WordFly custom screen object (which is a constituency based object):

1. Login to the Tessitura security application.

2. Go to Maintain Security Objects.

3. In the User Groups column (left column), identify the appropriate User Group that isn't seeing the custom screen. Select this user group.

3. In the Constituencies column (middle column), choose (All Constituencies).

4. In the Security Objects column (right column), select the WordFly custom tab object. You can identify the WordFly custom tab object item by the object ID in System Tables TR_Custom_Tab. In the screenshot below the WordFly custom tab object is ID 10001.

5. For the permissions, make sure the group has Access Rights set to Yes for Add, Delete, Edit, and View.

6. Click Update.

 

 

 

 

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