I wanted to post this email I just sent out to the users I have in case I am missing anyone!
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Dear Austin Tessitura User Group,
Thanks again for a great meeting last month! We have met as a smaller group to break out the topics discussed into future meetings and have come up with the schedule below. We want you all to know the topics of each meeting in advance so those who are interested can attend. We will send reminders out prior to each meeting. We are also working on a way to record the meetings for those who are not able to attend. If you are interested in leading one of these topics, please let me know.
Our first meeting will be in two weeks on Wednesday, December 16 from 9:30 – 11am at ZACH. The topics to be discussed are Itemized year-end tax receipts, Acknowledgement letters and conditional mail merges, Pledge billing and Invoicing for pledges.
We will also post this on the Tessitura User Group on the Network in case I am missing anyone by email. I am copying everyone so that you all can see who is on this email in case you want to forward on to anyone else in your organization. If you want me to add anyone to this list for reminders, please let me know.
Please let me know if you have any questions.
Thank you!
Brooke
Meeting Date
Meeting Time
Host
Topics
Person leading discussion
16-Dec
9:30 - 11am
ZACH
Itemized year-end tax receipts
Acknowledgement letters and conditional mail merges
Brooke / Erin (BA)
Pledge billing
Krystal (ATA/Paramount)
Invoicing for pledges – finding a process that is not manual
20-Jan
Ballet Austin
Elevated events – including pros/cons of selling as a ticket vs a contribution and auction software integration
17-Feb
TBD
Scalpers
TNEW interface – new version purchase path and payment plan workarounds
16-Mar
Tracking corporate sponsorship benefits in Tessitura
Plans, activities, ticket purchases – how to see a summary of donor/prospect activity
Pricing Rules
Ticket Design
13-Apr
Using Tessitura for Education
Greg
25-May
The Austin Symphony
Wordfly
T-stats
Appeals and sources – how are you using them
Denice
Tracking and reporting marketing efforts in Tessitura
15-Jun
Tessitura reporting for accounting