Solicitations

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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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

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!