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Solicitations

Nancy Clarkin
$organization

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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  • $organization

    Thanks, Dale.  I have been using the Manage Solicitations which is great, but when the info is so diverse (especially the ask amounts) it becomes time-consuming and tedious to enter it.  Oh, lovely intern!!  J 

     

    Thank You so much for your response!

    Nancy

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Monday, October 03, 2011 1:12 PM
    To: Nancy Clarkin
    Subject: Re: [Tessitura Development Forum] Solicitations

     

    Nancy,

    There is no way to import solicitations directly from a spreadsheet unless you get your database person to do this for you through the "back end".

    You can however create and/or update solicitations for a group of constituents at once using the "Manage Solicitations" tool.  There is a great help document called "Solicitations", it will walk you through the steps.

    Basically you need to create a list (which you could create by importing the constituent ids from your spreadsheet) then you add a solicitation for each constituent on that list at CAMPAIGNS-SOLICITATIONS.  Initially when you create the solicitations they will all have the same values but you can adjust values on each as necessary before you save them to the constituent record.

    Dale

    From: Nancy Clarkin <bounce-nancyclarkin5199@tessituranetwork.com>
    Sent: 10/3/2011 12:47:25 PM

    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




    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!

Reply
  • $organization

    Thanks, Dale.  I have been using the Manage Solicitations which is great, but when the info is so diverse (especially the ask amounts) it becomes time-consuming and tedious to enter it.  Oh, lovely intern!!  J 

     

    Thank You so much for your response!

    Nancy

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: Monday, October 03, 2011 1:12 PM
    To: Nancy Clarkin
    Subject: Re: [Tessitura Development Forum] Solicitations

     

    Nancy,

    There is no way to import solicitations directly from a spreadsheet unless you get your database person to do this for you through the "back end".

    You can however create and/or update solicitations for a group of constituents at once using the "Manage Solicitations" tool.  There is a great help document called "Solicitations", it will walk you through the steps.

    Basically you need to create a list (which you could create by importing the constituent ids from your spreadsheet) then you add a solicitation for each constituent on that list at CAMPAIGNS-SOLICITATIONS.  Initially when you create the solicitations they will all have the same values but you can adjust values on each as necessary before you save them to the constituent record.

    Dale

    From: Nancy Clarkin <bounce-nancyclarkin5199@tessituranetwork.com>
    Sent: 10/3/2011 12:47:25 PM

    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




    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!

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