Unsubscribe override (CRMSubscribeDate)

Automatic unsubscribe override using data field 'CRMSubscribeDate'


 

Are you interested in using WordFly's automatic unsubscribe override feature? Email us and we will enable this feature for your account!

 

WordFly supports an automatic unsubscribe override using data in your list. We'll review how to do this from your CRM (Tessitura or Centaman) or from a CSV file import.

 


Topics covered in this article:

Tessitura: How to set up automatic unsubscribe override

Centaman: How to set up automatic unsubscribe override

CSV file import: How to set up automatic unsubscribe override

 

 

 

Tessitura: How to set up automatic unsubscribe override

 

You can import a subscribe date in your Tessitura list to override the unsubscribe event in WordFly for a subscriber. This is done by mapping your list subscribe date to the WordFly data field 'CRMSubscribeDate'. WordFly overrides the unsubscribe event when the subscribe date on your list is greater than (in the future) than the unsubscribe event date logged in WordFly.

 

How to set this up:

In Tessitura...

1. Find a date in Tessitura that corresponds to the subscribe date for the subscriber.

Here are a couple ideas for isolating a subscribe date:

  • When the Email Marketing indicator (emarket_ind) on the General tab of the patron record is updated there is a date stored in the respective audit table in Tessitura. You might use this date as your 'subscribe date' when the indicator is set to '(none)'. This is our recommended approach.
  • You might consider using the 'start date' on the constituent record electronic address as the subscribe date.

2. Update your Tessitura email output sets to include the subscribe date as a data field. Your subscribe date needs to be a valid date format for WordFly to accept it. A common date format is UTC date format (example: 2015-10-13T20:00:00). You may need to create a new output set element in TR_query_element to correspond to this date.

 

For additional support on the CRM side, please reach out to Tessitura support.

 

Once you've finished the output set in Tessitura, login to WordFly...

3. Import your Tessitura list into WordFly as a new Tessitura list import. Make sure the list is using the output set with this new subscribe date element. Map the subscribe date from your list to the WordFly data field 'CRMSubscribeDate'. This data field in WordFly is used to override the unsubscribe in WordFly.

 

If the date provided by your list is greater (in the future) than the unsubscribe date logged in WordFly, then the unsubscribe in WordFly will be removed (overriden).

 

 

 

Centaman: How to set up automatic unsubscribe override

 

You can import a subscribe date in your Centaman list to override the unsubscribe event in WordFly for a subscriber. This is done by mapping your list subscribe date to the WordFly data field 'CRMSubscribeDate'. WordFly overrides the unsubscribe event when the subscribe date on your list is greater than (in the future) than the unsubscribe event date logged in WordFly.

 

How to set this up:

In Centaman...

1. Find a date in Centaman that corresponds to the subscribe date for the subscriber.


2. Update your list to include this data. Your subscribe date needs to be a valid date format for WordFly to accept it. A common date format is UTC date format (example: 2015-10-13T20:00:00).

 

For additional support on the CRM side, please reach out to Centaman support.

 

Once you've finished the list set up in Centaman, login to WordFly...

3. Import your Centaman list into WordFly as a new Centaman list import. Make sure the list is including the new subscribe date data. Map the subscribe date from your list to the WordFly data field 'CRMSubscribeDate'. This data field in WordFly is used to override the unsubscribe in WordFly.


If the date provided by your list is greater (in the future) than the unsubscribe date logged in WordFly, then the unsubscribe in WordFly will be removed (overriden).

 

 

 

CSV file import: How to set up automatic unsubscribe override

 

You can import a subscribe date in your CSV file list to override the unsubscribe event in WordFly for a subscriber. This is done by mapping your list subscribe date the WordFly data field 'CRMSubscribeDate'. WordFly overrides the unsubscribe event when the subscribe date on your list is greater than (in the future) than the unsubscribe event date logged in WordFly.

 

How to set this up:

In CSV file...

1. Add a column to your CSV file and dedicate this column to 'subscribe date'.


2. Write in the subscribe date for your subscribers. Your subscribe date needs to be in a valid date format for WordFly to accept it. A common date format is UTC date format (example: 2015-10-13T20:00:00). Or another way 10/13/2015. Avoid using a date format for the column in excel. It will be interpreted more accurately if you leave the column format as text or general and type in the date format.

 

Once you've finished the CSV file set up, login to WordFly...

3. Import your CSV file into WordFly as a new file import. Make sure the list has the column with subscribe date. Map the subscribe date from your list to the WordFly data field 'CRMSubscribeDate'. This data field in WordFly is used to override the unsubscribe in WordFly.


If the date provided by your list is greater (in the future) than the unsubscribe date logged in WordFly, then the unsubscribe in WordFly will be removed (overriden).

 

 

 

 

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