Hi Everyone!
I'm still relativley new to T, and I have been using the folder function within List Manager to tidy up all our lists which has proved very useful.
I was wondering is there a similar function for Extraction sets that I've missed or does anyone have any handy tricks on how to keep the Extraction Manager tidy?
Thank you in advance for any thoughts and help!
Soph
Hi Sophie,
There is not a folder functionality for extractions. The only filtering available there is to check the 'My Extraction Sets Only' check box in the lower left corner.
Michele
Ah bother, that's what I feared!
Thank you Michele
One of the things that some organizations have found helpful is establishing a naming convention and prefix every extraction with a code. Like
MEMB- for Membership
DM- for Digital Media
Mark- for Marketing
Etc.
Then include a fiscal year something like
MEMB-10FY
EDU-12FY
DM-16FY
Then the search feature will help.
--Tom
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Michele Keutsch Sent: Thursday, June 08, 2017 11:51 AM To: Thomas Brown <tbrown@bam.org> Subject: Re: [Tessitura Marketing Forum] Extraction Set Folders
From: Sophie McCormack-Gow <bounce-sophiemccormackgow3019@tessituranetwork.com> Sent: 6/8/2017 11:17:51 AM
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 might make a good enhancement request, though ;-)
From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Sophie McCormack-Gow Sent: Thursday, June 08, 2017 12:02 PM To: Kathleen Smith Subject: Re: [Tessitura Marketing Forum] Extraction Set Folders
From: Michele Keutsch <bounce-michelekeutsch5100@tessituranetwork.com> Sent: 6/8/2017 11:43:04 AM
No!
But I wish there was because it can get crazy in there!
I'd recommend cleaning out old extractions of five years or older to keep it less cluttered. Criteria also has changed over the years with upgrades and new tables etc so it's dangerous to re-use really old extraction criteria without going through the code with a fine tooth comb to make sure it's still relevant and working.
We have a naming convention, too—starting with fiscal year, then whether it’s pulling for an eblast or direct marketing piece (for Marketing) or D for Devo, then whether it’s PR, Mkt, News, Evt, and then a couple of words of description.
_____________________________________________
Lucie Spieler IT Development and Training Manager
FLORIDA GRAND opera
Thank you everyone for you feedback!
I will change our current naming convention, it was started before my position was created and currently people just use their initials which is only helpful if you want your own extraction/know who made it!
I have also put in an enhancment request as it sounds like many organisations would appreciate this feature!