Hi Everyone,
I am a relatively new Tessitura user (my org switched less than a year ago), and one of my biggest frustrations right now is that I feel there are a lot of things that could be automated but aren't. The particular frustration right now is around gifts coming in over certain thresholds and that we can not easily fully automate adding plan steps or tasks related to these gifts. For example, any gift over $5k gets a thank-you call. Currently, we use the plan maintenance tool to add this as a step into multiple donors' plans. However, it still requires a person to go in and make a manual update. We also want to add general reminders not tied to plans or CSIs based on certain criteria, giving anniversary, first donation, etc. but don't want to do these on an individual basis.
Does anyone have suggestions on resources or suggestions any sort of automations that we can easily implement to help streamline our development operations?
I think this is especially frustrating for me because I have an extensive background in Salesforce, where I could easily set up automation without any coding. Words of encouragement that using Tessitura will get easier as well!
We continuously run into this problem as well. The closest we have gotten is using plans maintenance for those steps, sometimes adding post step in mass. We also have lists based on new or other criteria linked to various reports (new contributions, ticket etc.) on an email schedule to keep gift officers informed. Still means adding steps later, but at least we have an auto-update on actions.
If you find any useful solutions, would love to hear about them!