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Tracking who assigned a promotion response

Beth Varro
$organization

Hi all,

We've been testing a program of outbound calling, in which I choose who I want called based on lists and promote a source for each campaign (eg "we are calling during April to remind current members to come see the Pirates exhibit" or whatever).  We then call as many people as we can, track who we reach vs who we don't, and I can report on outcomes after the fact (eg are the attendance rates or renewal rates higher in the group we called than in those we didn't have time to get to).  I have a tracking question about this.  Right now we do it all via the promotion - when a rep makes a call, they either do a sale (in which case they use the source number in the transaction and it's very straightforward), or they manually select a promotion response such as "left message," "Spoke to patron," or "bad phone," etc.  After the fact, those details responses allow me to tell who we talked to and who we didn't. 

This has worked beautifully so far, but we have recently realized that we'd love to know which caller assigned each promotion response, so we can keep an eye on individual performance.  Obviously we can use the solicitor to track this on actual sales, but the nature of these calls is such that most do not have a direct transaction in response to the call.  Does anyone know if there is a table in the system that is tracking who assigned the promotion response, so that I could request a report that would pull on that data?  Or, if not, is there a better way to track these calls that would allow for more of that kind of information?

Thanks!

Beth

  • $organization

    Hi Beth,

    That is an interesting question. I ran a trace when updating that field and it looks like it only updates response and response_dt on t_promotion and the last_activity_dt on t_customer.
    I don't see the user information being stored anywhere useful.



    [edited by: Ryan Rowell at 4:29 PM (GMT -6) on 25 May 2012]
  • $organization

    Not sure if this helps you but Seattle Rep records Not Interested/Not Available/Left message/Sold etc. in the Solicitation via Solicitation Status.  Using extractions(Random Select) each call list is apportioned to specific callers.  And a solicitation is created with the caller as the solicitor. So If I want to see how many people said No to John Smith I simply run a Solicitation Status report on a list for all households with Solicitor John Smith. 

     

    We do not have the Callers  updating the Solicitation (supervisor changes all) so we use this more for Big Picture: John sold X seats and had X Say No out of X available.  It would be great to get more on the Fly data how many dials/call backs to sale etc.

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Rowell
    Sent: Friday, May 25, 2012 2:36 PM
    To: Jeremy Scott
    Subject: Re: [Tessitura Development Forum] Tracking who assigned a promotion response

     

    Hi Beth,

    That is an interesting question. I ran a trace when updating that field and it looks like it only updates response and response_dt on t_promotion and the last_activity_dt on t_customer.
    I don't see the user information being stored anywhere.

    From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>
    Sent: 5/24/2012 11:21:18 AM

    Hi all,

    We've been testing a program of outbound calling, in which I choose who I want called based on lists and promote a source for each campaign (eg "we are calling during April to remind current members to come see the Pirates exhibit" or whatever).  We then call as many people as we can, track who we reach vs who we don't, and I can report on outcomes after the fact (eg are the attendance rates or renewal rates higher in the group we called than in those we didn't have time to get to).  I have a tracking question about this.  Right now we do it all via the promotion - when a rep makes a call, they either do a sale (in which case they use the source number in the transaction and it's very straightforward), or they manually select a promotion response such as "left message," "Spoke to patron," or "bad phone," etc.  After the fact, those details responses allow me to tell who we talked to and who we didn't. 

    This has worked beautifully so far, but we have recently realized that we'd love to know which caller assigned each promotion response, so we can keep an eye on individual performance.  Obviously we can use the solicitor to track this on actual sales, but the nature of these calls is such that most do not have a direct transaction in response to the call.  Does anyone know if there is a table in the system that is tracking who assigned the promotion response, so that I could request a report that would pull on that data?  Or, if not, is there a better way to track these calls that would allow for more of that kind of information?

    Thanks!

    Beth




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