How do I build a Welcome Triggered Campaign list?

Welcome emails are a fantastic way to instantly connect with your subscribers after they sign up for your email marketing list. Since many subscribers have come to expect a welcome email you might even notice open rates much higher on these emails - we’ve seen open rates at 50% and higher!



Watch this WordFly School session if you’re interested in learning more about welcome email programs!

 

We’ve put together a basic example of Tessitura list criteria for a welcome email list! Follow the steps in this post to get started. If you need additional help, please reach out to Tessitura Support for expert advice.


Topics covered in this article:

Building the Welcome list criteria in Tessitura

Building the Welcome list output set in Tessitura

How do I set up and test a Tessitura Triggered Campaign in WordFly

 

Building the Welcome list criteria in Tessitura

Let’s look at three questions for the Dynamic List Manager list criteria:

  • Did the subscriber sign up for your email program?
  • Does the subscriber have an email?
  • Has the subscriber opted out from anything?
  • Where does this information live in Tessitura? Emails can exist on Household, Affiliates and Individuals. Both a Household and their multiple affiliates can have emails.


Build your List Manager list criteria in Tessitura:

“E-Market Restriction”

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

“Eaddress”

  • Eaddress Purpose (to pull addresses with specific contact purposes). You can also use Interests and Attributes to fine tune the communication preferences.
  • (optional) You may consider adding “Eaddress Inactive” in ‘No’ to pull only active emails
  • (optional) Another consideration would be to add “Primary Eaddress Flag” has ‘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)


“Constituency”

  • (optional) Add some additional criteria like “constituency” to further accurately define who should be on the list.

 

 

Mark the List Manager list as “dynamic” in Tessitura. This will ensure the list is re-generated every time the Triggered Campaign runs in WordFly.

 

 

 

Build your Welcome list Output Set in Tessitura

This can be very basic and may fit with your default output set. Your output set may only need to return the following dynamic information:

  • Customer First Name
  • Customer Last Name
  • Email
  • Inside Salutation    

If you’re looking for a little more complexity in your output set and criteria you can review the attached SQL example. Every Tessitura database is different so it’s important to review with your team and make sure any applied criteria works with your data.

 

 

How do I set up and test a Tessitura Triggered Campaign in WordFly

Learn all about setting up and testing your Tessitura Triggered Campaign in WordFly by reviewing this support post!

 

 

 

Have more questions? Submit a request
Powered by Zendesk