Is it possible to transfer a Source from one Appeal to another?
My Customer Service team is insistent on using Source 9 for any generic call-in orders that are not otherwise related to a specific marketing effort. That's what they're used to, and I can't blame them for wanting to use a single-digit source.
However, Source 9 was originally intended for tracking incoming calls specific to a particular membership campaign, and as you can imagine, it's causing things to look very odd in reporting.
While I'm sure plucking a Source out of one Appeal into another violates best practices, we're already not using best practices for Sources and Appeals, and this is part of my attempt to course-correct.
Is it even possible?
Thanks,
Shelly Binkley
Business Systems Analyst
Museum of the Bible
HI Shelly,
It probably violates all things sacred in best practices, but here's the SQL I use in SSMS to move a source from one Appeal to another. To be clear, I do this before the source has been used when I've accidentally created it in the wrong Appeal but have already given the source number to Marketing to use on a direct mail piece. Just make sure to put the new appeal_no in the SET line and the source_no and old appeal_no in the WHERE line.
UPDATE TX_APPEAL_MEDIA_TYPESET appeal_no = 92WHERE source_no IN (4355) AND appeal_no = 64