Hi everyone,
Our Marketing department is interested in using the Membership Renewal Notices report, primarily as a means of mass promotion, but also to get CSV data output.
I'm trying to get it up and running and I feel like it's not.. doing anything.. at all..? I run it and it immediately returns a blank page - I try to save as CSV - nothing to Save. It looks like it should be calling AP_RENEWAL_NOTICES - I checked last exec time for that object = never been run. In report setup, the Report Type says System Window. Is this my issue? Should it be changed to Infomaker?
Confused...
Thanks for any help,
Frannie
Hi Frannie!
The very first time we set up Membership Renewal Notice we ran into a similar (the same?) issue: no format existed for a renewal letter so running that report didn't give us anything to merge.
In T_FORMAT_INFO we created a new entry called NYCC Renewal Format with a Gooesoft Report ID of Renewal and a D Object of ld_renewal_format_nycc. When we run Membership Renewal Notice our Format is NYCC Renewal Format, and we use it for Membership Renewals at all levels.
So where did that format come from? We had it made for us; I believe the basics were done in-house but then we also had our suggested upgrade amounts put in and we used Tessitura consulting for that.
-- Mike
Thank you, Mike and Kevin. I changed the ld to d and voila! promotion and data output -- and a funny Met renewal letter :)
Take care -
frannie
Hi Frannie,
Here’s a link to the help topic that details how to set up membership renewal formats: https://www.tessituranetwork.com/Help_System_v125/Content/Memberships/Membership%20Renewal%20Formats.htm
Quick summary, if you just want to get the data out, you can add any of the sample formats listed in that topic to T_FORMAT_INFO, changing the prefix on the format file name from ld_ to d_, and then you can run the report and save the results to a data only format.
Kevin Sheehan
Senior Technical Writer & Consultant
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com