Hello,
I am very new to Tessitura as my organization changed our systems when I was away during Parental Leave and I have been back for a week. I have been training myself through the documentation online help. I ran the Member Renewal Notice in reports and utilities and saw it placed an attribute on the Contact Log in the engagement tab.
I am trying to figure out how to get more information filled in this attribute field like the amount requested and user. How do I get Tessitura to pull this information into my report? I have read all the documentation but I am coming up short on where this information could be found in the system.
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Hi Kaitlin,
What you are looking at is a record a record of a source being targeted to or used by a constituent. We call that a Promotion and you can find all promotions for a constituent on the Promotions page of the constituent record. The Membership Renewal Notice created the source when you ran it and promoted the source to everyone for whom it generated a renewal notice. The promotion record can be used to create a list of everyone you targeted with a particular source and to track back ROI on the communication that source represents (i.e. how many people who received the renewal notice actually processed a membership transaction in response). You can also use that promotion to create a list of everyone you targeted with that source so you can use the list with reports or for new communications. You can't add any extra information to the promotion record. Here's a link to more information about sources: https://docs.tessitura.com/Help_System_v160/TN-Application/Campaigns-Appeals-and-Sources/Sources.htm
The Membership Renewal Notice report doesn't actually include an amount requested in the output it generates. It just lists the current membership level. So most likely you'd need reference the cost of their current membership level to figure out how much they were asked for the renewal. Can you give a little more detail on what kind of reporting you are looking for? That will help me point you to the best resource.