Hello -
I am trying to use Tessitura Analytics to dive into our success metrics for contributed revenue from the Add-to-Cart donation ask on the TNEW Payment Page, but am not having much success.
I'm working in the Finance Cube so that I have access to both earned and contributed monies. Unfortunately, the identifiers (that I understand) about these gifts are not unique in our current set up--the round up donation money goes to the fund of "Ind-General" with a campaign that is almost as generically named, and I'm reasonably sure that other web gifts come in under these umbrellas.
Might anyone have recipes or tips for building widgets that focus on specifically these donations? Thank you in advance.
I've tried to build something similar in the past- a widget that looks at 'how many contributions in a given mode of sale'. This is simplified by all contributions in that Mode of Sale being round-ups.
The formula in question is this:
I filtered by given Mode of Sale, then looked at the number of orders with a contribution amount greater than 0. You could filter that by a given fund, or Amount, or time frame. Is that helpful?
Would you be able to direct those round ups to go into a specific fund?If there is no identifying lever to pull for 'this contribution is a round up' vs 'this contribution is not a round up', that increases the difficulty. At that point, you could filter by 'Contribution Amount' below a certain threshold, to capture only round-ups as opposed to full donations. Or maybe you'd filter '# of order ID' by 'contribution > 0' and 'ticket count > 0', to ensure that tickets and a contribution are both in the cart. "How to identify a round-up?" is the key question. Once you can answer that, you can bucket/filter/build a widget to track those things.
This is already extremely helpful--while I normally start by thinking about MoS, for some reason, I was only considering Channel here. (Which would have worked, I think, except that I didn't predict "web" being such a catch all and including some other gifts.) I'll have to inspect the data itself, but MoS should be something I can use as suggested.I am anticipating I'll ask about changing these gifts to be a unique Fund, but I don't know the contribution world and am not quite there yet.
We have a separate fund set up for these. Same GL as other general donations, but having a separate fund makes them much easier to track.
We send these to the normal fund, but I have a nightly procedure which changes whatever source code is assigned to the contribution at checkout and assigns them to a dedicated source code for "add-on gifts". Not the most perfect solution either, but makes reporting on them incredibly easy.