This week we released dozens of new Tessitura operation templates, making it even easier to add powerful interactions to your Links.
When you create an Action Link you use 'components' to build out the layout and content of your Link, and then 'operations' to fetch data or write back to your integrated systems (e.g. Tessitura).
There are now more than 45 operation templates you can choose from to interact with Tessitura. Here's a list of some of the things you can configure your Action Links to do, in minutes:
- Get or create a Session
Find out if the Constituent is logged in, retrieve their Constituent ID and email address, and the contents of their Cart. - Search Constituents
Use an email address to look up Constituent and their affiliations that are associated with the given email address. - Get Constituent Details or create new Constituents
Get the details for a Constituent, including their name, email, addresses, phone numbers, and memberships, or create new Constituent records. - Create or update Electronic Addresses
Add or update email addresses for a Constituent. - Add Create or update Phones
Add or update Phones for a Constituent. - Create or update Addresses
Add or update Addresses for a Constituent. - Get, create or update Constituencies
Get details for the Constituencies a Constituent has, add new Constituencies or update the expiry on existing Constituencies. - Get, create or update Attributes
Get the values of any Attributes a Constituent has, add new Attributes or update the values of existing Attributes. - Get, create or update Rankings
Get the details of any Rankings a Constituent has, add new Rankings or update the Ranks or expiries of existing Rankings. - Get, create or update Contact Permissions
Get the status of any Contact Permissions a Constituent has, create new Permissions or update the statuses of existing Permissions. - Get, create or update Interests
Get the status of any Interests a Constituent has, create new Interests or update the status of existing Interests. - Get or update Special Activities
Get the details of any Special Activities that are associated with the Constituent, create new Activities or update the status of existing Activities. - Get Future Sub Line Items
Get the details of any Products (e.g. Performances) with a future start date that a Constituent has in their orders. - Get, create or update Gift Aid Declarations
Get a list of the Gift Aid Declarations (active and expired) a Constituent has to check if they're opted-out before adding a new Declaration. - Get or create Affiliations
Get any Constituents a given Constituent is affiliated with. Use this to check if a teacher is associated with a school (i.e. Organisation Constituent) and their role before allowing them to make bookings on behalf of the school. Also, create new Affiliations to connect teachers with their school, or patrons with their household. - Get Contributions
Get the details of any donations a Constituent has made. Use this to show a user their donation history, or to validate eligibility for benefits. - Get Memberships
Get the details of any active or expired memberships. Useful for displaying reminders to user as they approach their renewal date, or for gating your Action Links based on membership level. - Get, create or update Elevated Events
Get any Elevated Events a Constituent has, create or update Elevated Events to allow users to RSVP for fundraising events, record their attendance status, or confirm details of any guests they're bringing. - Get or create CSIs
Get any Customer Service Issues on a Constituent's record, or create new Issues. - Get Gift Certificate
Get the details of a Gift Certificate to confirm its value and validity. - Get Order
Get the details of an Order to confirm its contents and the status of any payments. - Get Countries
Get a list of Countries as configured in T_COUNTRIES, useful for populating 'countries' dropdowns when needing to pass a Country ID to an Address. - Get States
Get a list of States as configured in T_STATES, useful for populating 'states' dropdowns when needing to pass a State ID to an Address. - Apply promo code
Apply a promo code to the Cart to update a user's Source and shift their Mode of Sale. - Add Gift Certificate to cart
Add a Gift Certificate to the Cart. Useful for creating a more intuitive gift membership journey. - Apply Gift Certificate
Apply a Gift Certificate as a payment method to the Cart. Useful for creating a more intuitive journey for redeeming a gift membership; just pass the Gift Certificate number in the Action Link URL when you email the recipient a link to redeem their membership, and let your Action Link handle the rest. - Unapply Gift Certificate
Remove Gift Certificate credit that you've applied to the Cart. - Update Sub Line Item Recipient
Update the recipient of a Sub Line Item in the Cart, to automatically record the recipient of tickets and other products after the user has checked out. - Record Membership Attendance
Add a Membership Attendance record to a Constituent to keep track of exhibition entry and other membership benefit redemption. Use with the Barcode component to scan membership cards via the camera on your mobile device. - Record Ticket Attendance
Update the status of a Ticket to record a customer's attendance for an event. Use with the Barcode component to scan membership cards via the camera on your mobile device. - Add Tickets to Cart
Add Tickets to the Cart, either by specifying a number of seats to reserve with Best Available (or for General Admission events), or specifying the seats to add. - Add Contribution to Cart
Add a donation to the Cart. Useful for creating bespoke donation journeys and before redirecting the user to check out. - Trigger Procedures
Trigger more complex logic by executing your own SQL procedures that interact directly with the Tessitura database. - Custom Tessitura API endpoints
Action Links also lets Enterprise subscribers make requests to other endpoints of the Tessitura API without our custom Tessitura API endpoints. With these, access more than 400 endpoints to create even more powerful interactions.
Action Links gives you the ultimate flexibility, but it can also handle much of the more complicated logic for you. As part of our release this week we've simplified the process of creating or updating records in Tessitura based on a given type, and made it easier to update multiple records within a single operation.
In many cases you'll want to update an existing record if one already exists, rather than creating a new record every time. Take Attributes for example – rather than creating a new Attribute of a particular type, you'll likely want to update the existing Attribute if one already exists.
Action Links handles the logic of checking if an existing Attribute with the given Attribute Type exists, and then either creates a new Attribute or updates the existing Attribute as applicable. Whereas before you might have had to add three operations to do this (to get, create, or update), now you only have to add one. You can also check a box to tell Action Links to always create a new record, which is useful for things like Gift Aid Declarations and Addresses where you may want to retain any existing records as they were.
You can also specify multiple Attributes to update in the same operation, and these will be updated simultaneously (asynchronously) to reduce the time it takes for the operation to execute, and to reduce the number of separate operations you need to add.
The pace of development is fast here at Action Links and we're working on new features all of the time. Stay tuned for more to come!
