Tracking contributions by source and appeal on online donations

All of my online donations are sent to “on-account.” That way I can manually enter the gift into the appropriate appeal(s) and source(s)

When a donation is set to automatically go into the record as processed, I believe that an appeal and source are also set to be automatically assigned. I am not sure how to change those donations, other than to make a contribution adjustment.

Marie

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Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sanpreet Janjua
Sent: Wednesday, February 24, 2016 9:26 AM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Tracking contributions by source and appeal on online donations

Hi all,

I'm going to send out a direct mail asking for donations. I want to set up a source and appeal for this so I can have a record of how successful it is. However, we also use online donations and that will be listed as one of the ways constituents can donate.

I was wondering what the process would be to keep track of the appeal on online donations. Is there a way to amend an online donation in Tessitura so you attach it to a particular source and appeal manually?  

Thanks,
Sanpreet 

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!

All of my online donations are sent to “on-account.” That way I can manually enter the gift into the appropriate appeal(s) and source(s)

When a donation is set to automatically go into the record as processed, I believe that an appeal and source are also set to be automatically assigned. I am not sure how to change those donations, other than to make a contribution adjustment.

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sanpreet Janjua
Sent: Wednesday, February 24, 2016 9:26 AM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Tracking contributions by source and appeal on online donations

Hi all,

I'm going to send out a direct mail asking for donations. I want to set up a source and appeal for this so I can have a record of how successful it is. However, we also use online donations and that will be listed as one of the ways constituents can donate.

I was wondering what the process would be to keep track of the appeal on online donations. Is there a way to amend an online donation in Tessitura so you attach it to a particular source and appeal manually?  

Thanks,
Sanpreet 

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!