This article serves as a starting point for your Tessitura list and output set criteria. Please refer to the Tessitura Help System for expert guidance: v15 | v16
Send automated welcome emails to new constituents using WordFly. We’ve put together some basic welcome email list and output set criteria to help you get started.
Create welcome list criteria in Tessitura
Let’s look at these questions for the dynamic List Manager list criteria:
- Is the constituent new?
- Did the subscriber sign up for your email program?
- Does the subscriber have an email?
- Has the subscriber opted out from anything?
"Constituent Create Date"
First suppress any addresses that have restrictions under the constituent record on the General Tab > Emarket Restriction.
Mark the List Manager list as dynamic in Tessitura. This will ensure the list is regenerated every time the triggered campaign runs in WordFly.
Create welcome list output set in Tessitura
This can be very basic and may be included with one of your default Tessitura output sets. Your output set may only need to return the following dynamic information:
- Customer Fname (First Name)
- Customer Lname (Last Name)
- Eaddress email (Email)
- (optional) Inside Salutation
Every Tessitura database is different so it’s important to review with your team and make sure any applied criteria works with your data.
Set up automation in WordFly
After you have set up your list and output set criteria in Tessitura, you can set up your automation in WordFly.