Solicitations

Is there a way to import solicitation information right into the solicitation tab from an excel spreadsheet?  If I have a list of Constituent IDs and all the solicitation informationn, campaign, type, solicitor, worker, status, designation, etc... on a spreadsheet can I just upload it somehow?

If not, how do larger organizations keep track of all of this?  For example, I have a large board prospect list and they have a variety of solicitation statuses and ask amounts, so I can't just go in to the module and assign the one option to this board member's entire list...

Any help would be greatly appreciated!

Thank You,
Nancy

at First Stage

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There is a Mass Solicitation Utility…not sure if you can upload to it directly or if you need to create a list first with the names of all the people you want. If you already have the Constituent ID’s, you can upload your them as a list (with no criteria) then do the Mass Solicitation.

In your spreadsheet: Highlight your Constituent ID Column and paste it into a text file (like Note Pad). Save. Then go to List Manager and Upload that file to create a list.

Hope that helps somewhat.

Is there a way to import solicitation information right into the solicitation tab from an excel spreadsheet?  If I have a list of Constituent IDs and all the solicitation informationn, campaign, type, solicitor, worker, status, designation, etc... on a spreadsheet can I just upload it somehow?

If not, how do larger organizations keep track of all of this?  For example, I have a large board prospect list and they have a variety of solicitation statuses and ask amounts, so I can't just go in to the module and assign the one option to this board member's entire list...

Any help would be greatly appreciated!

Thank You,
Nancy

at First Stage

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I believe you use the solicitations utility under the Campaigns menu and that you need to work from a list. If you can identify a list of those individuals you can choose “update” and change the campaign.

I hope this helps.

Hi all,

I hope someone out there has had to do something like this and will share with me the how-to's.  I don't see anything specific in the documentation for this particular hiccup.

I know that we can update of solicitations. But, is it possible to change/update the campaign name in bulk, as well.

Solicitations were added to a large group of individuals.  The campaign chosen for the solicitation is different from the campaign to which their gift was entered.  I would like to change the campaign chosen in the initial 'add' solicitation to the accurate one and have created a list in list manager of those records that need to be changed.

When I try to update there is nothing there because the campaign is not correct and when I choose the campaign to whichthe solicitations have been added, I don't see updating campaign as an option .  Some of the records in the original update will remain.  I can update them individually. And if that is the only way, I better get on it.  I am hoping it is not the only way!  There are over 2000 records that will be affected!  Help!

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Bummer, thought that would work.

It’s a little more work, but what about running a Solicitation report against your list to isolate the records you want. Then use the hyperlinks to access the solicitations within each record and change the campaign there? To check as you go along, close out and re-run the report as is to see how it has reduced. Again, I know its not ideal or pretty, but it would get the job done.

Sorry I can’t be more help.

Thanks, that’s correct.  From there you can create solicitations from a list, update and add a task. I don’t see changing the campaign as an option. There are several other options, though!

I believe you use the solicitations utility under the Campaigns menu and that you need to work from a list. If you can identify a list of those individuals you can choose “update” and change the campaign.

I hope this helps.

Hi all,

I hope someone out there has had to do something like this and will share with me the how-to's.  I don't see anything specific in the documentation for this particular hiccup.

I know that we can update of solicitations. But, is it possible to change/update the campaign name in bulk, as well.

Solicitations were added to a large group of individuals.  The campaign chosen for the solicitation is different from the campaign to which their gift was entered.  I would like to change the campaign chosen in the initial 'add' solicitation to the accurate one and have created a list in list manager of those records that need to be changed.

When I try to update there is nothing there because the campaign is not correct and when I choose the campaign to whichthe solicitations have been added, I don't see updating campaign as an option .  Some of the records in the original update will remain.  I can update them individually. And if that is the only way, I better get on it.  I am hoping it is not the only way!  There are over 2000 records that will be affected!  Help!

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