Promoting Invitations (lists that are reviewed)

Thanks, Laine.  The team actually does import the final list into Tess, but if I promote that final list it’s all one source, rather than different sources for the different extraction segments (right?).

Carla:

I can think of two possible ways to make your process easier. You can save the extraction as a selected list when you extract, allowing you to simply edit the list in tess as you go. Otherwise, if you keep the tessitura ID numbers in your spreadsheet during review, you can add the new ID numbers to your list and then import the ID numbers and promote that imported list. I’ve used both ways – it’s really up to your preference as to whether you’d like to do your editing in Tess or in Excel.

Hope that helps,

Laine

--

Laine Kyllonen

Database Application Specialist

Science Museum of Minnesota

(651) 221-2515

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Carla Moy
Sent: Tuesday, February 11, 2014 1:42 PM
To: lkyllonen@smm.org
Subject: [Tessitura Development Forum] Promoting Invitations (lists that are reviewed)

Hey all, so a fun riddle - when preparing for a save the date or invitation mailing, our special events team will often edit the list after it has been pulled (adding and removing names).  As a result, we can't promote at time of extraction.  We could promote the list as a whole (what used to be done), but I want to promote the segments as separate sources.

As of now, I re-run the extraction - I find the difference between the original list and the final list, add any additions and suppress any removals.  Because there is also a time lag, I also re-extract the list and find the differences between the original list and the re-extracted list to see who to suppress or add.

Does anyone know of/has anyone found a better way to handle this?

Thanks in advance!

Carla Moy

Development Manager, 92nd Street Y

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Hi Amber - I’d like to see how well each source performs – see how much came in via guests from a chair’s VIP list vs. that segment of specific ticket buyers vs. that segment of patrons with specific wealth screenings in certain zip codes, etc.  I’d like to the breakdown of the event by source, have each segment be separate in that context.  And I’d like to be able to view it all in T-Stats or make a list, etc.  I basically want to capitalize on the full functionality that sources can offer.

Thanks everyone for all your insight.

Carla

Hi Carla,

We important the final list and promote that to the record and add the activity/event invites.  We also retain the original extraction in case we want to isolate the source of the patron's addition to the list. 

Is there a reason or business practice that you want to promote their invitation from different sources?  Event levels or something of that nature that could be managed another way?

Amber

_______________________________________________________

Amber Newsome

Manager of Special Campaigns
Segerstrom Center for the Arts

600 Town Center Drive, Costa Mesa, CA 92626

T (714) 556-2122 x 4259   F (714) 755-2712
E ANewsome@SCFTA.org

Hey all, so a fun riddle - when preparing for a save the date or invitation mailing, our special events team will often edit the list after it has been pulled (adding and removing names).  As a result, we can't promote at time of extraction.  We could promote the list as a whole (what used to be done), but I want to promote the segments as separate sources.

As of now, I re-run the extraction - I find the difference between the original list and the final list, add any additions and suppress any removals.  Because there is also a time lag, I also re-extract the list and find the differences between the original list and the re-extracted list to see who to suppress or add.

Does anyone know of/has anyone found a better way to handle this?

Thanks in advance!

Carla Moy

Development Manager, 92nd Street Y

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!