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Utility to creat membership without Contributions

Leslie McKinley
$organization

A new NYC began an initiative this past year where folks with the new Municipal ID get a FREE "membership".   Just about everything we need to automate this process is already available in Tessitura except adding a membership record.   There is not contribution that will create this.

Wanted to check if any site has created a report utility to create membership -- much like is done with Manage Constituency or Attibutes.  If so would you be willing to share.

Thanks - Leslie

 

 

  • Former Member
    Former Member $organization

    At UW Meany Hall we have a back end utility that creates memberships as part of our custom gift import process. I'm not sure how much work it would take to convert it into a report utility, but I'll take a look when I'm next in the office (next week.)

    Would the membership you're creating exist in the same membership org as your existing memberships, or would you create something special for the free ones? Would it have fixed dates? Seems like the complicated thing to deal with might be what would happen if the utility tries to create a membership for somebody who already has one.

  • $organization
    Last night I was thinking about the same thing. In V12.5.0 the constituent import Utility can be customized to take local parameters. These local parameters could be used to create a comp membership. We have not done this but it is an idea to survive the flood that is ID NYC.

    --Tom

    On Thu, Dec 17, 2015 at 10:53 AM, Leslie McKinley wrote:

    A new NYC began an initiative this past year where folks with the new Municipal ID get a FREE "membership". Just about everything we need to automate this process is already available in Tessitura except adding a membership record. There is not contribution that will create this.

    Wanted to check if any site has created a report utility to create membership -- much like is done with Manage Constituency or Attibutes. If so would you be willing to share.

    Thanks - Leslie







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  • $organization
    Good call, Matthew. We've had some challenges because you cannot add a complimentary membership to a record that already has an active membership. That would definitely take some thought if you wanted to automate this. When we do this manually, we just have to extend the existing membership. This is also on my list for the MAC when we get around to re-working membership; I'm hoping we can create some good way of creating large numbers of complimentary memberships.

    Also, don't forget that if you use acknowledgement letter functionality to print your membership cards, you won't have a contribution to pull from  for a complimentary membership. So you'll have to arrange another system to get cards printed. We use a custom CSI for that.

    Beth




    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    They made a remarkable comeback from the brink of extinction and sang their way into our hearts. See Humpback Whales on the William L. McKnight-3M Omnitheater's giant screen—the best place in the world to witness their story. Watch a trailer and buy tickets today: www.smm.org/whales.


    From: "Matthew Echert" <bounce-matthewechert5584@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Thursday, December 17, 2015 1:56:39 PM
    Subject: Re: [Tessitura Development Forum] Utility to creat membership without Contributions

    At UW Meany Hall we have a back end utility that creates memberships as part of our custom gift import process. I'm not sure how much work it would take to convert it into a report utility, but I'll take a look when I'm next in the office (next week.)

    Would the membership you're creating exist in the same membership org as your existing memberships, or would you create something special for the free ones? Would it have fixed dates? Seems like the complicated thing to deal with might be what would happen if the utility tries to create a membership for somebody who already has one.

    From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
    Sent: 12/17/2015 10:45:33 AM

    A new NYC began an initiative this past year where folks with the new Municipal ID get a FREE "membership".   Just about everything we need to automate this process is already available in Tessitura except adding a membership record.   There is not contribution that will create this.

    Wanted to check if any site has created a report utility to create membership -- much like is done with Manage Constituency or Attibutes.  If so would you be willing to share.

    Thanks - Leslie

     

     




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  • $organization in reply to Tom Brown (Past Member)

    Matthew 

    That would be good but when the import utility identifies dupes in database, there will still be a group of records that need the membership afterwards. Given the 500-700 membership needed to be created each week, it is a program needed soon.

     

  • $organization in reply to Leslie McKinley

    To provide update on this.   We found that NYCBallet had created a procedure for adding membership records.   Our IT area worked with Tessitura network to incorporate it into our system.  

    The municipal ID members are still being processed at 40-60 a week so having this program along with the Constituent Import has saved hours of work and staff time.

  • Former Member
    Former Member $organization in reply to Leslie McKinley

    Hi Leslie,

    I'd love to hear more about this. Can you provide details or email me directly? Or maybe put me in touch with someone in your IT department?

     

    Gloria

  • $organization in reply to Leslie McKinley

    Leslie,

    I would also be interested in this procedure.  Is it available in the shared reports workspace by chance?

  • Former Member
    Former Member $organization in reply to Leslie McKinley

    Leslie,

    I am also very much interested. Would you mind sending along?  

    Thank you!

  • $organization

    I’d be happy to send what I have to you --- I had asked our IT to post to the Shared Reports but I’m not certain they have done so.    

     

    Will forward it to you offine

     

     

     

    From: Sadie Prater [mailto:bounce-sadieprater4248@tessituranetwork.com]
    Sent: Wednesday, April 20, 2016 11:31 AM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: Re: [Tessitura Development Forum] Utility to creat membership without Contributions

     

    Leslie,

    I would also be interested in this procedure.  Is it available in the shared reports workspace by chance?

    From: Leslie McKinley <bounce-lesliemckinley4321@tessituranetwork.com>
    Sent: 3/3/2016 9:40:52 AM

    To provide update on this.   We found that NYCBallet had created a procedure for adding membership records.   Our IT area worked with Tessitura network to incorporate it into our system.  

    The municipal ID members are still being processed at 40-60 a week so having this program along with the Constituent Import has saved hours of work and staff time.




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