Hi,
I am new to Tess coming from Raiser's Edge. I am responsible for managing the Exec Dir and Dir of Philanthropy in moves management. I know that I can assign them as workers on plans as they relate to campaigns.....My question is can I have someone be assigned to a worker if there isn't a plan or campaign in place yet?
Bonnie
Hi Bonnie,
You can set up a prospect campaign (https://www.tessituranetwork.com/Help_System/Content/Campaigns%20Appeals%20and%20Sources/Prospect%20Campaigns.htm) and create plans for constituents who may not truly be in a solid plan yet. You can assign the plan a worker and no steps if you don't need that much detail yet, and then switch the campaign and other info on the plan when you know what your ask will be,
We also created an attribute called Solicitation Contact which I always include in my mailing list output. That way if someone who has a relationship with our Director of Membership shows up in our year-end appeal or gala invitation list, for example, we are easily alerted that we should pull that letter or invitation out for the Director of Membership to personalize.
I hope this helps!
Anne
I heartily endorse the Prospect Campaign.
Similarly, we also use an Attribute, which we call "Portfolio Manager". For us, the worker wouldn't change year over year, so it's helpful to have this consistent tag. Depending on your office culture, you could also configure it so that users can--or can't--add more than person via the Attribute.
Some of the reason this has worked so well for us is that we use Attributes really widely. Basically every time we get a report customized or tweaked, we'll ask for an Attribute slot or two to get added, which makes its easy to pull this stuff in to gift reports, performance KPIs, lists of outstanding pledges, etc. Output sets make this even easier.
This is wonderful. I had been thinking about attributes as a way to solve a few of the questions I had about acknowledgments and list review for mailings etc. Thank you so much!
I am so excited to read your response. Thank you! We are all working remotely and I am looking for ways to manage communication flow efficiently and effectively. This is a wonderful solution. I just knew there had to be a way to do this! Thank you thank you!