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FW: Online Donations - Best Practices

Shelley Espinoza
$organization

These help docs appear to be for Gift Certificates or online survey only.  Do I need to customize something for the donation pages?

 

 

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Gilliland
Sent: Friday, January 03, 2014 4:15 PM
To: Gina Wake
Subject: RE: [Tessitura Development Forum] Online Donations - Best Practices

 

Gina-

You'll need to get the CSIs to work from within TNEW before you see what you're looking for. Have you tried checking out the help docs?

http://www.tessituranetwork.com/tn_express_web_user_guide/Content/Topics/LTR_TNEW_CUSTOM_FORM_SAVE_DATA.htm

NOTE: CSI activity type values are not filtered by the selected category, and origin values are not filtered by the selected activity type. Be sure that the values you select can be used together. If the selected values cannot be used together order entry will fail.

This is usually the biggest issue - I know it caught us for awhile. Make sure you can select the choices you've made in the system table while browsing in the Tessitura client itself. If you can't make that combination when making a CSI from within the Tessitura program, then its setup incorrectly, or you could open a help ticket with TNEW.

Hope that helps!

Beth

From: Gina Wake <bounce-ginawake2927@tessituranetwork.com>
Sent: 1/3/2014 3:48:30 PM

After searching the forum, this is the closest post I could find to helping answer some questions we are having regarding online donations - so I apologize for how old it is!

We've just recently set up our online donation system, and as most of you, we have set the money to On Account for us in Development to process it.  The trouble is that it is not creating Customer Service Issues so that we can get complete information on the gifts.  Much of the information gets emailed to our Box Office Manager in the form of a receipt, however, I then have to wait for her to send that information to Development, in order to know which fund the money was intended to go to, etc.  Thoughts on why this is not creating Customer Service Issues, as many of you are saying that it does for you?

The other larger issue is with our Tribute gifts.  We have set up this page to include information for whom the gift has been made in honor or in memory of (name, address, etc.).  However, once the donor completes this information, it does not get to us.  It does not appear as a CSI nor on the box office receipt, and we are currently having to contact donors for this information, even after they have already completed it online.

Any help would be much appreciated!  I too would be interested in the custom report that several people also mentioned.



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