Hey Folks!
So, i pretty much know the deal here. Pledges only, not through the API, use the utility, RTFM. Right, i know. But that doesn't translate well to management. And I always like a good challenge :)
Oh, did I mention i'm on TNEW!
Right now, if I wasn't to provide a method to opt out, I was thinking of having every online membership contribution (Gift) create a CSI, which would prompt a local user to create a corresponding pledge. If a person phoned to opt out, we could suppress them from the auto renewal utility with an attribute and only run the utility on a list, filtering that attribute.
Does anyone have any thoughts on that process? Like it or don't?
So, then to complicate things; i'm also exploring the option to opt-out online. But the 2 methods i've thought of both have their own issues;
1: re-purpose TNEW's checkbox on the membership "Decline Benefits" to be "don't auto renew"
That's kinda okay, but it is membership specific in record, although i could search for any on that person.
2: LWP Validate Cart
I could write a procedure which prompts the user to accept, more an opt in, and store that as an attribute. But it doesn't guarantee that they actually complete the order.
I hope that is clear. I'd really like to talk with anyone using the auto-renew utility, and discuss processes and workflow. Or hear from anyone on the above.
Thanks,
James
Bueller........Bueller......Anyone!?
I might be misunderstanding what you mean, but I don't think you'd need to repurpose the checkbox. Why not just have a second checkbox for "don't autorenew"? Or make the second checkbox an opt-in checkbox. Either way it'll end up in a CSI and either prompt the person in charge of checking them to either create a corresponding pledge, or not do so depending on which direction you go.
Thanks Amanda. Least i'm not talking to myself.
As i understand, TNEW only offers that 1 checkbox per contribution/fund. Also, as i understand, this links directly to the "Decline Benefits" - however, i could rename it, hence, the repurposing. It i could just add another checkbox to a local table, i'd be all set, but its not exactly that easy....i'm trying to avoid another validation point in my LWP_Validate_Cart
Hmm...well, maybe someone from TNEW will chime in. We're not even live yet with TNEW, so I may just be wrong or misunderstanding... are you on v3? Because in ltr_tnew_contrib_type_controls I can set up many checkboxes (or notes panels, or address panels) and label them however and it all goes into a CSI and as far as I know doesn't link back to anything.
Hi James,
We are currently on TNEW.
For each Contribution Type, in LTR_TNEW_CONTRIB_TYPE_CONTROLS you have the option of up to six slots for a combination of Address, Notes and Checkbox control types. And you can label and purpose the checkbox however you want. So theoretically you could have six checkboxes for one fund if you want. As Amanda indicates, this will all get pushed into a CSI and then it would be the responsibility of staff to act on the true/false results that come from the parameters you have set up for each checkbox.
I am currently re-working our donation page in Test. With one of our funds I have two checkboxes – One for “Please check if you would like your donation to be anonymous” and another for “Please check if you would like to donate monthly”.
Have you seen the new online TNEW documentation? I reference it all the time and it is very detailed:
http://www.tessituranetwork.com/tn_express_web_user_guide/TNEW.htm
For documentation on this topic go to Setup and Configuration>Contribution Control Slots
Duane
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of James Boncek Sent: October 6, 2011 12:12 PM To: Duane Woods Subject: Re: [Tessitura Technical Forum] Online Membership Auto-Renewal
From: Amanda Freeman <bounce-amandafreeman5080@tessituranetwork.com> Sent: 10/6/2011 10:56:36 AM
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Thanks folks, I get it now. And Duane, I forgot about the new online version! I got accustomed to using the old word doc.
Seems like this will work out alright! Thanks again.
Hi Duane (and anyone else interested),
I’m glad you are using and liking the new online TNEW guide. I wanted to share how you can get a link to a specific topic when you want to share with others (like this).
In the TOC, find the topic you want, right click on it, select Copy Link Location, and then paste the link in your email or forum post. That will get you a link like this:
http://www.tessituranetwork.com/tn_express_web_user_guide/Content/Topics/Contribution%20Control%20Slots.htm
It will open the topic without the navigation frame (i.e. the TOC and other buttons) but there is a link at the top that reopens the topic within the navigation frame.
With the release of v11 we’ll be releasing all the Tessitura application documentation in this online format, along with a T-Cast to provide you with more helpful usage tips like this.
Kevin Sheehan
Senior Documentation & Learning Resources Specialist
Tessitura Network
+1 888 643 5778 x 329
ksheehan@tessituranetwork.com
Hi Duane (and anyone else interested), I’m glad you are using and liking the new online TNEW guide. I wanted to share how you can get a link to a specific topic when you want to share with others (like this). In the TOC, find the topic you want, right click on it, select Copy Link Location, and then paste the link in your email or forum post. That will get you a link like this: http://www.tessituranetwork.com/tn_express_web_user_guide/Content/Topics/Contribution%20Control%20Slots.htm It will open the topic without the navigation frame (i.e. the TOC and other buttons) but there is a link at the top that reopens the topic within the navigation frame. With the release of v11 we’ll be releasing all the Tessitura application documentation in this online format, along with a T-Cast to provide you with more helpful usage tips like this. Kevin Sheehan Senior Documentation & Learning Resources Specialist Tessitura Network +1 888 643 5778 x 329 ksheehan@tessituranetwork.com -- This message has been scanned by LastSpam eMail security service, provided by Protek. This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Hi Duane,
Thanks for sharing your experiences with the Contribution page in TNEW. My org is also working on online memberships.
I have found the 6 slots in this page are not flexible enough to capure the various types of information during a membership, such as the names and dates of birth for dual/family members and addresses for gift purchaser details, or gift messages.
Have you run into these limitations? I would be very curious to hear how you have used this functionality.
Many thanks,
Nicholas Hudson-Ellis - ACMI
Hi Nicholas, I'm not sure if this helps, if part of your problem is the "only 6" issue or the control types themselves, but if you're needing more than six slots on the page, you can actually have more than one item per position and they'll all show up beneath other: the 1s together, the 2s, etc.
Thanks for the tip Amanda!
Hi Nicholas,
In the final version we decided that we wanted to keep things as simple as possible. For each of the four funds available for donations I was able to re-purpose the messaging using just one address type slot for each fund to collect all of the information we need to at the time of donation. You can view our Contributions page here:
https://tickets.grandtheatre.com/dev/contribute.aspx
It took a bit of creative thinking beyond the examples in documentation to achieve this. Perhaps you could look at it this way?
You do not need to use all 6 slots if less will capture all the information you are collecting. Remember you can use any combination of the three types of slots and arrange them in whatever order you want and with whatever content you want, in the system table I mention above, LTR_TNEW_CONTRIB_TYPE_CONTROLS. For example, you could have one Notes slot, an Address slot and then two Checkbox slots.
Thanks for the link Duane, very interesting to see other orgs using the same Contrubution pages.
I'm going to explore the slots a bit more and post back with the result.
Thanks all :)
Thanks for sharing Duane! So, could you elaborate on how your org handles your "Monthly Giving Circle"?
Do you have a process for reviewing these contributions daily and creating corresponding pledges? or do you have an automated job/procedure?
To track all new online donations, we have scheduled a daily run of the CSI Tracking Report, with Category parameter Online Donation. CSI Category/Activity, etc for this CSI are identified in LTR_TNEW_CONTRIB_TYPE.
Development staff review the report and then process both gifts and pledges, based on the information contained in each CSI. Online donations are put On Account, with staff manually creating the contributions. For the Monthly Giving Circle, a pledge is created with 12 payments scheduled. The On Account value is then applied to the pledge as the first month’s payment.
From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of James Boncek Sent: November 15, 2011 11:32 AM To: Duane Woods Subject: Re: [Tessitura Technical Forum] Online Membership Auto-Renewal
From: Duane Woods <bounce-duanewoods8158@tessituranetwork.com> Sent: 11/14/2011 11:43:47 AM
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