Donor Program Name listing and online acknowledgement

Hi All,

Just wondering if anyone out there automatically updates their online donor acknowledgement page from the Names tab (Program Names radial button) in Tessitura and if it is indeed possible? 

We find it a really time consuming thing to do on a weekly basis to update names and trying to work smarter, not harder! 

Thanks in advance for any advice. 

Cheers,

Ben Lee

Philanthropy Executive

Melbourne Symphony Orchestra

  • Former Member
    Former Member $organization

    Hi Ben

    We generate the online donor ack lists directly from the prognames data. But it needed a little bit of custom work in Tess, apart from the web dev work to actually display it - two local tables, set up as system tables, and a local proc, registered in the TR_LOCAL_PROCEDURE  table, so it's accessible through the API.

    [LTR_ACO_web_program], one row for each program,  holds a flag to say whether it displays on the web, and a couple of text fields, so that we can give them a friendly name

    [LTR_ACO_web_donation_level], holds the same three fields for donation levels, plus a display order.

    [dbo].[LWP_ACO_GET_DONOR_LIST](@program_name varchar(50)) takes a program name as input (or null to return all of them), and returns a list of the donor names for that Program..

    Happy to share the scripts, if you're interested..

    Ken

     

  • Hi

    I know it's slightly off topic but does anyone have a way of pulling the programme name as a merge field? It would be really useful to put in thank you letters to confirm a donors listing.

    I feel we should know this but can't seem to find how it's done.

    Thanks

    Ros

  • I believe you're looking for the table TX_CUST_PROGRAM

  • Former Member
    Former Member $organization in reply to Ros Keeley

    Hi Ros,

    I presume you mean you'd like the acknowledgment letter report to output program names. As far as I know, you would need somebody to customize the report for you in order to do that.

    It is, however, relatively straightforward to output program names via a custom Output Set element. If that would be useful, there's a "Program Listing" recipe in the Output Set Builder Cookbook. Building a custom Output Set element is a much lower hurdle to clear than customizing a report in my experience, (more info on that in part 2 of this T-Cast.)

  • The Output Set Builder Cookbook (on tessituranetwork.com) has an element you can set up to do this – on page 32 called Program Name Listing. It output the program name and sort order for a specific program selected.

     

    The cookbook for v11 is the one you should be using it will work for v12 too.

     

    Cheers

    Sandra

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ros Keeley
    Sent: Tuesday, 20 May 2014 9:20 PM
    To: Sandra Ashby
    Subject: Re: [Tessitura Development Forum] Donor Program Name listing and online acknowledgement

     

    Hi

    I know it's slightly off topic but does anyone have a way of pulling the programme name as a merge field? It would be really useful to put in thank you letters to confirm a donors listing.

    I feel we should know this but can't seem to find how it's done.

    Thanks

    Ros

    From: Ken McSwain <bounce-kenmcswain5454@tessituranetwork.com>
    Sent: 5/20/2014 5:39:32 AM

    Hi Ben

    We generate the online donor ack lists directly from the prognames data. But it needed a little bit of custom work in Tess, apart from the web dev work to actually display it - two local tables, set up as system tables, and a local proc, registered in the TR_LOCAL_PROCEDURE  table, so it's accessible through the API.

    [LTR_ACO_web_program], one row for each program,  holds a flag to say whether it displays on the web, and a couple of text fields, so that we can give them a friendly name

    [LTR_ACO_web_donation_level], holds the same three fields for donation levels, plus a display order.

    [dbo].[LWP_ACO_GET_DONOR_LIST](@program_name varchar(50)) takes a program name as input (or null to return all of them), and returns a list of the donor names for that Program..

    Happy to share the scripts, if you're interested..

    Ken

     




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  • Hi Sandra and Matthew

    That's great. We'll take a look. It sounds like that's just what we're after.

    Thanks

    Ros

  • Thanks Ken, that would be great!

     

    Cheers,

    Ben

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ken McSwain
    Sent: Tuesday, 20 May 2014 8:41 PM
    To: Benjamin Lee
    Subject: Re: [Tessitura Development Forum] Donor Program Name listing and online acknowledgement

     

    Hi Ben

    We generate the online donor ack lists directly from the prognames data. But it needed a little bit of custom work in Tess, apart from the web dev work to actually display it - two local tables, set up as system tables, and a local proc, registered in the TR_LOCAL_PROCEDURE  table, so it's accessible through the API.

    [LTR_ACO_web_program], one row for each program,  holds a flag to say whether it displays on the web, and a couple of text fields, so that we can give them a friendly name

    [LTR_ACO_web_donation_level], holds the same three fields for donation levels, plus a display order.

    [dbo].[LWP_ACO_GET_DONOR_LIST](@program_name varchar(50)) takes a program name as input (or null to return all of them), and returns a list of the donor names for that Program..

    Happy to share the scripts, if you're interested..

    Ken

     

    From: Ben Lee <bounce-benlee6539@tessituranetwork.com>
    Sent: 5/20/2014 3:02:37 AM

    Hi All,

    Just wondering if anyone out there automatically updates their online donor acknowledgement page from the Names tab (Program Names radial button) in Tessitura and if it is indeed possible? 

    We find it a really time consuming thing to do on a weekly basis to update names and trying to work smarter, not harder! 

    Thanks in advance for any advice. 

    Cheers,

    Ben Lee

    Philanthropy Executive

    Melbourne Symphony Orchestra




    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!

  • Former Member
    Former Member $organization in reply to BenLee

    Hi Ben

     Sorry to take so long.

     There are copies of the scripts and a couple of screenshots of what the local system tables look like in my 
    files on this website,  here 

     

    Ken