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Mass Updating Ticklers

Erin Mulcair
$organization

Hello,

If I have my excel file saved as a .csv and I import it as a list, how do I then take this list and mass update a constituent's account with annual ticklers. I am hoping to do this for donors that need to be called and renewed and want to set it up so that it pops up each year.

Thanks so much,

Erin

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  • $organization

    Hey Sadie,

     

    I am fairly new to Tessitura, and am wondering if you mean to go into a constituent record, select Contacts, select Solicitations and then click on something in the top right hand corner there. I can’t see anything to click on and that is why I ask. Or is it a specific report or area that I am missing that will add many solicitation? Sorry about the ‘new-ness’

     

    Thank you,
    Erin

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sadie Treese
    Sent: Thursday, September 08, 2011 9:21 AM
    To: Erin Mulcair
    Subject: Re: [Tessitura Development Forum] Mass Updating Ticklers

     

    Sorry, in the Solicitations module- not constituent!

    From: Sadie Treese <bounce-sadietreese8133@tessituranetwork.com>
    Sent: 9/8/2011 10:19:33 AM

    If it is part of a solicitation, in the contituent model there is "Update Task" option & you can choose your list on the upper right.




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  • $organization in reply to Erin Mulcair

    The screen she is referring to for mass-updating solicitations on a list of peeps (the list you just created, in this case). You'd find it under GoTo:Campaigns:Solicitations. The solicitations would be tied to a specific campaign, such as this year's annual. Here's documentation on that: http://www.tessituranetwork.com/~/media/Documentation/Development/Solicitations.ashx

    However, what you're asking sounds more similar to a Data Management Utility called Manage Attribute. I don't know if a process similar to the Manage Attribute Utility exists for the mass adding or mass updating of ticklers to a list - I've poked around and I can't find anything. Do you have a friendly neighborhood IT guy you could ask? There might be a back-end way of creating copies of a particular tickler and attaching one onto every account on a list. Hrm.

    For now, though, I would say your best bet is to figure out a way of getting the end result you need with the Solicitations. Or, make some tea, put in the earbuds and create the ticklers manually.

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  • $organization in reply to Erin Mulcair

    The screen she is referring to for mass-updating solicitations on a list of peeps (the list you just created, in this case). You'd find it under GoTo:Campaigns:Solicitations. The solicitations would be tied to a specific campaign, such as this year's annual. Here's documentation on that: http://www.tessituranetwork.com/~/media/Documentation/Development/Solicitations.ashx

    However, what you're asking sounds more similar to a Data Management Utility called Manage Attribute. I don't know if a process similar to the Manage Attribute Utility exists for the mass adding or mass updating of ticklers to a list - I've poked around and I can't find anything. Do you have a friendly neighborhood IT guy you could ask? There might be a back-end way of creating copies of a particular tickler and attaching one onto every account on a list. Hrm.

    For now, though, I would say your best bet is to figure out a way of getting the end result you need with the Solicitations. Or, make some tea, put in the earbuds and create the ticklers manually.

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