I am in the info - gathering phase of a potential project.
We are running a few virtual programs (Shakespeare Reading Group, Hour long Q and A with artists).
We are asking our patrons to register for these virtual events through a Wu-Foo form or the Zoom platform. Their name, address, email, etc the dumped into an excel spreadsheet.
Is the Constituent Import Utility the right tool I would use to get these names out of excel and into Tess with a PID#? Also, how would you recommend I mark these patrons as attending one of these virtual programs? I was thinking of making the source of the newly created records "Virtual" or something, then I could do a mass upload of a CSI or attribute....???
Right now, it is too big of a lift to "sell" these events through TNEW, but I would be interested in learning about how other organizations maybe do it via TNEW. Have the patron register in TNEW v6. or 7, and then make it work for the Zoom invitation and such.
Thank you,
Jessica
We do constituent import regularly and Constituent Import Utility is what you want. We use it to import website leads and I give those records a source of Web Signup so I think your idea about Virtual would work. It should be something you can easily pull and know that it only consist of these types of records. You can add a Attribute in the import utility, you just need to put the attribute value in the import file. You can also create a list once your import is complete and use that list to create CSIs or Activities.
I know there's a utility to bulk add Activities to patron records, but I haven't found a way to bulk add CSIs. Are you using the list to manually add the CSIs or do you have a better way to do them in bulk?
There is a shared report (https://www.tessituranetwork.com/Files/Shared-Reports/Create-CSI-Bulk-Utility) that we use to bulk create CSIs.