Appeal/source set up

Hi Susie,

I don’t have specific SOPs to share, but I did want to suggest that no matter what you start out with, set a point down the road to review your setup and make some changes.  I’ve found that after using a particular configuration for a while, I got to know the capabilities a lot better and had a great idea of how to tweak to make it work for me! 

Cheers,

Kathleen

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Susie Terada
Sent: Tuesday, 18 March 2014 10:20
To: Kathleen Smith
Subject: [Tessitura Development Forum] Appeal/source set up

Hi there,

We are at the beginning stages of configuring Tessitura and  planning out our appeal/source structure. I am reaching out to see if anyone out there has any best practices or SOPs on this topic you are willing to share.  

Thank you so much

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You need to set up your sources to give you the information you are looking for.

To give an example: You are doing a big mailing, and you want to track the responses of your board members, subscribers, lapsed donors, or some other type of constituent. It might help if you segregate the groups you are tracking by source (so break them up in your extraction so that they create different sources when the extraction runs). So, when you are planning a mailing, or a big solicitation, it doesn’t hurt to really think about how you want to track responses before you set up your lists.

One thing we’ve done in Development is create sources for certain things that we want to track easily. Memorial or honorary gifts get a source unique to the honoree. So the source might be “2014 Memorial-Scott and Mary Smith’s Wedding” or something like that.

I’ve heard many people on the marketing side, over time, say that they found themselves simplifying their source structure. They don’t necessarily care which particular ad someone is responding to when purchasing a ticket—particularly when source tracking is a bit of an inexact science. We send out an e-blast, and we get a bunch of web orders and, possibly, contributions—but the purchasers don’t always click through the e-blast, adding the nice tracked source. I can still see that they got the e-blast, and that they opened it, even if, later, they purchased a ticket using the generic web source.

Sources need to be simple enough to use well, but granular enough to give you the information you are looking for.

Lucie

______________________________
Lucie Spieler
IT Development and Training Manager

FLORIDA GRAND opera

Another thing to consider is the Appeal categories and Source category/group.  You can create groupings that will aid in reporting how well an appeal/source has performed.   T-Stats is great for this type of analysis.  There are a couple of webinars for sources/appeals, and although a few years old, they have some helpful hints.