How do I set up Tessitura Preferences for WordFly Unsubscribe?

Just create your communication preferences in Tessitura and set up Tessitura Preferences for WordFly Unsubscribe so that your subscribers can choose how they want to hear from you when they land on the two-step unsubscribe landing page. Now, instead of automatically unsubscribing from all your email communications, subscribers can choose which preferences suit them best.

 


Topics covered in this article:

Introduction and Getting Started

Testing your preference updates in Tessitura

Set up your preferences in Tessitura and in WordFly

Test Tessitura preference updates from WordFly

Verify your preferences are updating in Tessitura

Frequently asked questions about Tessitura Unsubscribe Preferences

 

 

Introduction and Getting Started

 

Take a moment to learn more about how the WordFly-Tessitura preferences feature works before diving into the set up.

 

We recommend these introductory resources:

 

Of course, email us anytime if you have additional questions that are not covered here.

 

 

Ready to get started with the preferences integration? Let's get started!

 

There are a few steps to setting up Tessitura Preferences for WordFly Unsubscribe from the database side. Email us to get started, we'll send over a pdf guide and files to help you move forward. 

 

*Just make sure you've upgraded to v11 or v12 of Tessitura in production before getting started. We'll also check your integration to make sure you have upgraded WordFly services and certificates which are also requirements for this feature.

 

 

 

Testing your preference updates in Tessitura

 

WordFly will provide you with a wp_preferences_test.sql script to use in testing your preference updates in your Tessitura database. This testing step can be completed after installing local data objects and configuring your LP_WF_PREFERENCE_UPDATE_CUSTOMER stored procedure. The script mimics the data WordFly will send back to your database when preference information is sent back to Tessitura.

 

To use the test script:

1. Open Microsoft SQL Server Management Studio.

2. Select the ‘impressario’ database.

3. Open the wp_preferences_test.sql script in the application.

4. Configure Step 1 values.

This step covers all the data WordFly will be sending back to your Tessitura database when a preference is updated.

 

There will be 3 parts to Step 1 to configure:

STEP 1A: CUSTOMER DETAILS: This is where you will use a valid customer for your test. You could use your own personal Tessitura record or another test customer. Update the customer number and email address to reflect this subscriber. Also be sure to update the TR_Org ID to your organization’s unique Tessitura Organization ID (feel free to ask WordFly support what your ID is since we are using it for your integration!).

 

Testscript_CustomerDetails.PNG

 

Tip: Use ‘Valid Values’ to find correct/available values in your database for each.
Highlight the value and click ‘Execute!’ to query available data in your database.

 

STEP 1B: PREFERENCE UPDATE: This section specifies the opt in or opt out response WordFly will send back for the preference. For the ‘preference_ind’ use a value of 1 to test opt-in updates for a preference and a value of 0 to test opt-out updates. You can leave ‘preference_dt’ as is unless you want to test sending back a date for the preference update.

 

Testscript_Preferenceupdate.PNG

 

STEP 1C: PREFERENCE TYPE: This section allows you to test each type of preference you will be using. Only uncomment one preference at a time for testing. Update the preference_id value to a valid interest value from your database.

Example of an Interest test:
Uncomment the Interest test, then update the preference_id with the appropriate interest id you would like to test.

 

Testscript_Preferencetype.PNG



5. Click Execute! to run the script and verify the results.
The first set of results will show you what WordFly is sending to your database. The second set of results will show you the update in your database. You can even have your Tessitura client open to the specific customer record you are testing where you can verify there as well that the preference updated successful.

 

6. Test all your preferences for both opt-in (@preference_ind = 1) and opt-out (@preference_ind = 0) to ensure everything is updating as you expect it to.

 

 

Setting up preferences to work in WordFly

 

Step 1: Set up your preferences in Tessitura and in WordFly.

In Tessitura...

Create your preferences

Create your Interests, Attributes, or Purposes in Tessitura along with a Tessitura ID. In v11, only Interests and Attributes are supported. In v12, Tessitura supports Interests, Attributes, or Purposes.

Where are the preference values set up in Tessitura?
-Attributes are set up in system table T_KEYWORD.
-Interests are set up as keywords under system table TR_TKW.
-Contact Purposes are set up under system table TR_CONTACT_POINT_PURPOSE.

(You don't need this for preferences but if you are handling opt-in and opt-out on your website in some fashion - such as in the purchase path - the values that are used to update the account are set up in system table TR_EMRKT_IND)

 

Update your Output sets to include preferences for all subscribers

WordFly will stay updated with preference updates on the Tessitura constituent record through data provided by your Tessitura output sets.

Each time you import a List Manager list or Extraction you will use an output set to provide data for your subscribers and this data should always include the subscriber's preferences. A 1 should be returned if the subscriber is opted in to the preference and a 0 should be returned if the subscriber is opted out of the preference.

 

Refer to our set up pdf guide for step by step instructions around updating your output sets to include preference information.

 

Once you have your output sets updated, make sure to only use output sets with preferences moving forward for your WordFly list imports.

 

In WordFly...

Set up your Tessitura preferences and ID's in WordFly

1. Go to Account.

 Menu_Account.PNG

2. Select Preferences.

 account_prefs.PNG

3. Click on the ‘Add’ button to start adding your preferences.
Simply type in the name of your preference. There is no limit. Add as many as you need for your organization.

Select the type of preference it is in Tessitura (Purpose, Interest or Attribute).

Add the appropriate preference ID from Tessitura in the ID field.

 

Account_preferences_Tessitura_setup.PNG

 

 

4. Reorganize your preferences to display in the order you would like on your subscribe and unsubscribe landing pages.
Use the reorder icon to the left of the preference to move it up or down in the list.  If a subscriber lands on the preferences unsubscribe page they will see boxes checked for any preferences they are signed up to receive and unchecked boxes for any preferences they can sign up to receive.

Account_preferences_Tessitura_reorder.PNG

 

5. Click “Save”.
Save.PNG




Step 2: Add descriptions to preferences in WordFly.

Each preference can have a description display below it when the subscribe and unsubscribe form are presented to the subscriber. Since preferences are data fields in WordFly, you will go to Subscribers > Data Fields to add descriptions to your preferences.
 

To add descriptions for each preference


After you've added your preferences on the Account > Preferences page:

1. Go to Subscribers > Data Fields

Menu_subscribers_datafields.PNG

2. Find the preference you'd like to update.

Filter by the Preference column. Any data field that is a preference will have a dot by it.

Subscribers_datafields_preferences.PNG

 

3. Click the preference name and then select View/Edit.

This will take you into an editing window to edit the preference.

Subscribers_datafields_preferences_viewedit.PNG

 

4. Enter your text in the Description field.

Subscribers_datafields_preferences_viewedit_description.PNG


5. Click Save.

Save.PNG

 

Step 3: Create your unsubscribe landing page in WordFly.

1. Go to Account.

 

Menu_Account.PNG

2. Select Unsubscribe Settings.

Account_unsubscribesettingsPNG.PNG

 

3. Enable two-step unsubscribe and check the box to display preferences.

Account_enabletwostep.PNG

 

4. Go to Unsubscribe Pages now.

Account_unsubscribepages.PNG

 

5. Customize your Unsubscribe page with your branding.

Use our WYSIWYG editor to build your page, then publish it to our secure hosting environment. The preferences you set up in step one will automatically populate on this page. You can modify the text, upload a header image, and choose a content theme and background theme to match your branding.

When your subscribers click “unsubscribe” in your email, they’ll see the page you’ve created below. From here, they can choose the lists they’d like to remain on or they can unsubscribe from everything.

2unsub_landing_2014b.png

3. Create your “Thank you” landing page.

After your subscribers update their preferences in step two, they’ll go to a confirmation page notifying them that everything is A-OK. Once again, you customize this page with WordFly’s built-in WYSIWYG template editor. You’ll want to create landing pages for those who update their preferences and those who unsubscribe from everything.

Subscribers will either see this…

3unsub_prefupdate_2014b.png

Or this…

4unsub_goodbye_2014b.png

 

Test Tessitura preference updates from WordFly

 

Once you have finished setting up your Tessitura preference ID’s in WordFly, you can now test preference updates from WordFly to Tessitura.

 

Follow the steps in the support post noted below. You’ll be walked through importing a list from Tessitura and then sending a Campaign.

Test a Tessitura list Campaign

 

Once you receive the Campaign, click on the Unsubscribe link. You should be redirected to your new two-step unsubscribe landing page.

 

Update your preferences and click submit. Wait 15 minutes to 1 hour for updates to circulate back to Tessitura. Confirm that your preference has been updated as expected.

 

In WordFly, go to Subscribers > Subscriber Search. Search for the email address you just tested with in the test Campaign. On the Subscriber data tab you should see the appropriate opt in (1) or opt out (0) for the preference you updated.

 

That’s testing it full circle!

 

 

 

Verify your preferences are updating in Tessitura

Here’s where things get fancy. After your subscribers click “update” or “unsubscribe” on the preferences page, WordFly sends all the information back to Tessitura and updates the subscriber record. The only requirement for this part to work is that "customer_no" needs to be included in your list data. The next time you pull that “Education Update” list and Mr. John Stevenson Higginbottom has unsubscribed from education updates, he won’t be on the list.

 

 

 

Frequently asked questions about Tessitura Preferences for WordFly Unsubscribe

 

We've compiled answers to frequently asked questions here. If your question is not answered, feel free to email us at support@wordfly.com to get answers.

 


FAQ's about Tessitura Preferences for WordFly Unsubscribe:

What happens when the unsubscribe link is clicked after this is set up?

How long will it take to set up the new preference feature?

Can we link directly to the unsubscribe preferences page?

How will this feature work with Tessitura's new communication management features?

How long does it take for updates to appear in Tessitura?

What data is required in order for preferences to update in Tessitura?

What if a subscriber re-subscribes to our mailing list?

What if we have several different emails for 1 customer or under a household?

Where are the preference values set up in Tessitura?

Where do preference updates show up on constituent records in Tessitura?

How can I use @preferenceHistoryId in the preferences stored procedure?

 

 

What happens when the unsubscribe link is clicked after this is set up?

Once you have the new preference page set up your subscribers will all go to the same landing page where there will be an option to unsubscribe and additional options to update email preferences. If the subscriber changes their preferences and submits the page, those preferences are sent back to Tessitura to be processed by the new stored procedure LP_WF_PREFERENCE_UPDATE_CUSTOMER. If a subscriber clicks on the global unsubscribe this response is sent back to Tessitura to be processed by the LP_UPDATE_EMAIL_PROMOTION stored procedure. If you have Member specific preference management pages on your website now you might consider including a link on the unsubscribe preference page that allows special subscribers (like Members) to update their preferences on your website.

How long will it take to set up the new preference feature?

Every organization will take a different amount of time to set up preferences. The steps are very simple and straightforward. You will have to discuss the steps with your team to gather an accurate estimate.

Can we link directly to the unsubscribe preferences page?

The unsubscribe preference page - when enabled - is the same dynamic link as the unsubscribe link. Insert this dynamic link into your email template and subscribers who click on this link will go to the new unsubscribe preference page. Updates made on the page directly update their subscriber record in WordFly and Tessitura.

How will this feature work with Tessitura's new communication management features?

Tessitura v12 has a new data mode for contact purposes that replaces the old Mail purposes data model. Organizations running v12 in production can set up Interests, Attributes or Purposes as preferences that sync with WordFly's new Unsubscribe Preferences feature. Organizations running v11 in production can still use this feature with Interests and Attributes.

How long does it take for updates to appear in Tessitura?

There is a new stored procedure LP_WF_PREFERENCE_UPDATE_CUSTOMER handling the preference updates and it will be running all the time. Expect to see preference updates on customer records in 1-2 hours from the time the preference was updated in WordFly.

 

Here are some more details about event processing that are helpful to know:

  • WordFly response processing is controlled by a software robot that processes responses until all event processing is finished and then takes a short break (90 minutes) before running again. Once responses are available and the robot is processing events it will continue to process the responses until those are done.
  • The robot may never stop processing events because events for high-volume sending organizations deploying on a daily/consistent basis because events are continuously coming in.
  • Small test campaigns may in theory take longer process if the robot is "on a break" and not running at the time when the response was received, generating a delay of up to 90 minutes.

 

What data is required in order for preferences to update in Tessitura?

The new stored procedure LP_WF_PREFERENCE_UPDATE_CUSTOMER requires email address and customer number for sending preference data back to Tessitura successfully.

 

What if a subscriber re-subscribes to our mailing list?

If a user wants to start receiving emails again they would simply modify their preferences again on your website (in a My Account section). Once the user re-subscribes (or updates their mailing preferences) to your email program, the next time you import your list into WordFly the preferences will be updated for that email record. If there is an unsubscribe in WordFly for the subscriber that unsubscribe will need to be overriden on the List Summary page after the list with their updated preferences has been imported.

 

Are these preferences linked to a specific email address? What if we have several different emails for 1 customer or under a household?

The preferences are linked to addresses. Tessitura allows preferences for multiple addresses on a record. The user would be modifying the address the email was sent to.

 

Where are the preference values set up in Tessitura?

-Attributes are set up in system table T_KEYWORD.
-Interests are set up as keywords under system table TR_TKW.
-Contact Purposes are set up under system table TR_CONTACT_POINT_PURPOSE.

(You don't need this for preferences but if you are handling opt-in and opt-out on your website in some fashion - such as in the purchase path - the values that are used to update the account are set up in system table TR_EMRKT_IND)

 

Where do preference updates show up on constituent records in Tessitura?

Preferences will show up on the constituent record in Tessitura in the following places depending on the preference type:

-Attributes will display under the Attributes tab and Attributes radial button.*

Attributes.PNG

* Check the TX_KEYWORD_CUST_TYPE table in Tessitura if you are not seeing the expected attributes in this tab.

-Interests will display under the Attributes tab and the Interests radial button.

Interests.PNG

 

-Contact Purposes will display under the Contact Details tab and Contact Point Purposes radial.

ContactPurposes.PNG

 

How can I use @preferenceHistoryId in the preferences stored procedure?

The @preferenceHistoryId parameter is not used by the default implementation of LP_WF_PREFERENCE_UPDATE_CUSTOMER. It is passed to the stored procedure to provide a link back to the LT_WF_PREFERENCE_HISTORY for cases where additional custom processing is added to LP_WF_PREFERENCE_UPDATE_CUSTOMER. We attempted to implement LP_WF_PREFERENCE_UPDATE_CUSTOMER so that it works as is for everyone, but it is designed to allow an entry point for customization.

 

 

 

 

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