Hi All,
Does anyone have tips or perhaps screen shots of their output sets that they use for outputting a list of folks they want to give comps using the order import utility?
We are going to be giving a comp to everyone who gives a donation of $100+ by the end of the year.
I've used the order import utility before, but always in conjunction with order export because we were giving comps to drama school families. This is the first time I'm trying to do it from a list manager list.
Thanks,
Kanani
Hi Kanani,
It sounds like you may be trying to create a standard list of anyone who has contributed $100 or more. The criteria set example on this documentation page displays how to use the Contribution Amount criteria to do so.
To learn more about lists, you may wish to view our free Lists and Output Set Course. In this introductory course, we explore list building in Tessitura, focusing on the fundamental concepts of criteria sets, how to choose the criteria you need to find the constituents you want, and how to work with affiliations and associations through Advanced Relationship Options.
Should you need assistance at any time, please don't hesitate to open a ticket with us by emailing hello@tessituranetwork.com. One of our friendly agents will be glad to assist you.
Thank you,
Kayleb
Hi Kayleb,
Thanks for your response. I'm actually asking for which outputs to use that work happily with the order import utility. I know it's very finnicky, so looking for help from someone who's already done it, since I've got time before I need to execute this task.
I'm well versed in how to pull the list, just wondering if there's a foolproof output set someone has put together for this task.