Hello!
We promoted evergreen sources to a handful of accounts in 2021 for our 2022 season in order to help our frontline staff know which source should be used for certain accounts. After doing that, the sales department had more accounts to add to that list, but we were unable to do that since it had already been promoted and used on one (or multiple) of the original accounts. We would like to keep the sources evergreen and continually add accounts to it. Is that possible? If so, does anyone have any tips or tricks to get around this? We're building our 2023 season right now.
We came across the Delete Promotions & Sources Utility, but that won't work for us since the source has been used. Any insight or thoughts into this would be helpful!
Thank you,
Rachael Downs
Hi Rachael! This is Maya Evans with the Tessitura Support team - happy to help with this. There are a few threads in the Forum Post where other members have tackled this issue. Although this is not possible with standard functionality, they have provided custom solutions that will help answer your question. I have attached a link to the forum post here: https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_marketing-9/10180/promoting-extra-customers-to-a-source/31605.
If you would like to create your own custom solution, we would be happy to loop in our Consulting Team.
Hope this helps!