Automated Membership 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 an automated membership thank you email to any constituents that purchased a membership in the last day using WordFly. We’ve put together basic membership email list and output set criteria to help you get started.

 

Create membership thank you list criteria in Tessitura

In WordFly, an automated membership email can run once a day to welcome new members and provide essential details about the membership program. We recommend the campaign send daily and for one year. Create a new membership email campaign every year to compare campaign performance year over year and update email designs.

"Membership Initiation Date"

  • Membership Initiation Date use relative >= DayRunDate -1
  • Membership Initiation Date use relative <= DayRunDate -1

"Promotion Appeal" (use as suppression)

  • Promotion Appeal is Not In [Select the appeal used for the list promotion]. This will work as suppression criteria to avoid pulling constituents that are already promoted.

“E-Market Restriction”

  • EAddress Market Flag is No, this pulls subscribers without a marketing flag (Note: this field will be deprecated after v16 Tessitura).

“Eaddress”

  • 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.

 

 

Create membership thank you output set in Tessitura

This can be very basic and may only need a few output set elements. Here are a few suggested elements:

  • Customer Fname (First Name)
  • Customer Lname (Last Name)
  • Eaddress email (Email)
  • (optional) Salutation_inside
  • Membership_start_date
  • Membership_expiration_date
  • Membership_level_description

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

 

 

 

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