Hello Everyone! In the case where a subscription orders is rolled over with a general "renewal" source number and then a new source number is added when the subscription is renewed and paid off.
Is there a way to report on the second source number that was added? The mail response report and performance by appeal reports don't seem to recognize the second source added on the order at all.
Any advice on reporting in this particular circumstance?
I recall encountering this problem before, but the source wasn’t able to be changed on the front end. It has been quite some time since then, so an easier solution may be available now. I’ll be curious to hear as well…
Good luck!
Tom
Tom O'Connor
ROUNDABOUTTHEATRECOMPANY
212-719-9393 x346
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Katie Ide Sent: Friday, November 13, 2009 3:52 PM To: Tom O'Connor Subject: [Tessitura Marketing Forum] Sources On Renewal Orders
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I'm not sure what report would help you with this, but I'm pretty sure when you change the source on an order, it changes the source for the order itself and any transactions that take place after that will have the new source, while transactions that happened when the order had the previous source are still associated with that previous source. So it depends on whether the reports you're using reference the source from the transaction or the order. A report that uses the source from the order should give you everything currently in the order with the source currently associated with that order. But reports that reference the transactions' source would potentially still display the previous source.
Hello Everyone! In the case where a subscription orders is rolled over with a general "renewal" source number and then a new source number is added when the subscription is renewed and paid off. Is there a way to report on the second source number that was added? The mail response report and performance by appeal reports don't seem to recognize the second source added on the order at all. Any advice on reporting in this particular circumstance?This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!
It’s been through a few naming revisions, but the name for the old “Campaign Appeal/Expense Report” is “Revenue by Source and Appeal”, which more accurately portrays the intent of this report.
It allows you to report by the source of the Transaction or the Order/Contribution.
Another thing to note here is that as of v8.0 you can change the source of the Order by opening the order details window in the constituent record and changing the source manually. This will change the order source, but not the source attributed to transactions.
-Ryan
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Warren Evans Sent: Saturday, November 14, 2009 1:37 AM To: Ryan Creps Subject: Re: [Tessitura Marketing Forum] Sources On Renewal Orders
Hi you should find your new source in the transaction table. Where a source can be edited, the new source(s) only effect subsequent transactions and not the original source on the order. Takes a bit of getting used to but this information is easier to get to with recent report enhancements (if I can only remember the latest name for the Campaign Appeal Expense Report!).
What detail are you tracking? For our needs, order sales channel proved adequate for renewals. On Nov 13, 2009, at 3:52 PM, "Katie Ide" <bounce-katieide4071@tessituranetwork.com> wrote:
Hello Everyone! In the case where a subscription orders is rolled over with a general "renewal" source number and then a new source number is added when the subscription is renewed and paid off. Is there a way to report on the second source number that was added? The mail response report and performance by appeal reports don't seem to recognize the second source added on the order at all. Any advice on reporting in this particular circumstance? This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!
Thanks Ryan, that is really helpful!