Automated Welcome email

Article author
Miguel Panayotty
  • Updated

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"

  • Constituent Create Date use relative >= DayRunDate -1
  • Constituent Created Date use relative <= RunDate
  • This criteria assumes the triggered campaign will run daily.

“E-Market Restriction”

First suppress any addresses that have restrictions under the constituent record on the General Tab > Emarket Restriction.


  • Primary Eaddress Flag is Yes to pull an email addressed marked as primary address (a primary Eaddress can’t be inactive so you don’t have to check for that)
  • (optional) Eaddress Inactive in No to pull only active email. This is not necessary if using the Primary Eaddress Flag.
  • (optional if using contact purposes) Electronic Address Purpose to pull addresses with specific contact purposes.
  • (optional if using interests) Constituent Interests in selected interest.


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.

Learn more