Start and By dates in Solicitations

I’m not in the loop on that this year, but when I was, we programmatically set “start” to start of campaign “by”  to 90 days before next/most recent renew date for renewals and lapsed, end of campaign out of the gate for acquisitions.  All subject to moving around at the fundraiser’s discretion for something along the lines of mediating the flow in the pipeline.

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

214-871-4041 - phone
214-981-2988 - fax

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy
Sent: Thursday, September 11, 2014 1:42 PM
To: John Trimble
Subject: [Tessitura Development Forum] Start and By dates in Solicitations

Hi

How are you using the Start and By dates in solicitation records? Currently, we are setting those to coincide with the start and end dates of the campaign for which the solicitation was created. Is anyone using them differently? Maybe to prioritize the order of solicitations or to track how long certain solicitations are taking?

We are still on v11 but I would also love to hear if anyone changed the way they are using these dates when they migrated to v12.

Thanks!
Jess Levy
San Francisco Opera
415-565-3283

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!

I’m not in the loop on that this year, but when I was, we programmatically set “start” to start of campaign “by”  to 90 days before next/most recent renew date for renewals and lapsed, end of campaign out of the gate for acquisitions.  All subject to moving around at the fundraiser’s discretion for something along the lines of mediating the flow in the pipeline.

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

214-871-4041 - phone
214-981-2988 - fax

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jess Levy
Sent: Thursday, September 11, 2014 1:42 PM
To: John Trimble
Subject: [Tessitura Development Forum] Start and By dates in Solicitations

Hi

How are you using the Start and By dates in solicitation records? Currently, we are setting those to coincide with the start and end dates of the campaign for which the solicitation was created. Is anyone using them differently? Maybe to prioritize the order of solicitations or to track how long certain solicitations are taking?

We are still on v11 but I would also love to hear if anyone changed the way they are using these dates when they migrated to v12.

Thanks!
Jess Levy
San Francisco Opera
415-565-3283

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!