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
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 (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,
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.
Duane
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?