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

Parents
  • 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!

     

    Michelle

    Michelle Wohlers
    Tessitura and Data Services Manager

     

     

     

    2014/2015 International Season:

    La bohème, Don Giovanni, Nixon in China,

    50th Anniversary Celebration Concert

    San Diego Opera
    1200 Third Avenue, Suite 1800

    San Diego, CA  92101

    Phone: (619) 232-7636 

    Fax: (619) 231-6915

    www.sdopera.com

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Tuesday, July 08, 2014 1:06 PM
    To: Michelle Wohlers
    Subject: RE: [Tessitura Development Forum] solicitations

     

    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.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michelle Wohlers
    Sent: Tuesday, July 08, 2014 2:30 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] solicitations

     

    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!

     




    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!




    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
  • 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!

     

    Michelle

    Michelle Wohlers
    Tessitura and Data Services Manager

     

     

     

    2014/2015 International Season:

    La bohème, Don Giovanni, Nixon in China,

    50th Anniversary Celebration Concert

    San Diego Opera
    1200 Third Avenue, Suite 1800

    San Diego, CA  92101

    Phone: (619) 232-7636 

    Fax: (619) 231-6915

    www.sdopera.com

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Tuesday, July 08, 2014 1:06 PM
    To: Michelle Wohlers
    Subject: RE: [Tessitura Development Forum] solicitations

     

    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.

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     


    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michelle Wohlers
    Sent: Tuesday, July 08, 2014 2:30 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] solicitations

     

    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!

     




    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!




    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!

Children
No Data