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
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!