Promoting Invitations (lists that are reviewed)

Former Member
Former Member $organization

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

Parents
  • Former Member
    Former Member $organization

    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

     

    Carla Moy

    Development Manager, 92nd Street Y

    212.415.5482

    cmoy@92Y.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amber Newsome
    Sent: Friday, February 21, 2014 2:26 PM
    To: Carla Moy
    Subject: Re: [Tessitura Development Forum] Promoting Invitations (lists that are reviewed)

     

    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

     

    From: Carla Moy <bounce-carlalerman4285@tessituranetwork.com>
    Sent: 2/11/2014 1:19:39 PM

    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!

Reply
  • Former Member
    Former Member $organization

    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

     

    Carla Moy

    Development Manager, 92nd Street Y

    212.415.5482

    cmoy@92Y.org


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amber Newsome
    Sent: Friday, February 21, 2014 2:26 PM
    To: Carla Moy
    Subject: Re: [Tessitura Development Forum] Promoting Invitations (lists that are reviewed)

     

    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

     

    From: Carla Moy <bounce-carlalerman4285@tessituranetwork.com>
    Sent: 2/11/2014 1:19:39 PM

    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!

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