appeal package functionality
Please consider making it possible for package information living on the appeal tab to auto-populate on gift records using the same appeal!
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Guest
- Sep 11 2012
Related ideas
Please consider making it possible for package information living on the appeal tab to auto-populate on gift records using the same appeal!
Guest
I see this working for those mailed gifts that come in without a coded BRE, where we can tell that they're clearly from a specific appeal (and package) due to the timing. And the appeal/contribution correlation could be directly made within the Timeline tile in NXT.
I have to wonder if anything will be done with this, seeing as it's been requested for over 5 years and people have been asking about it, but it's still not addressed one way or another.
I 100% agree. We sent out a mailing, there are 3 packages for the appeal. BUT we don't have a barcode or finder number on the response piece. So there is no way for our gift processer to know which package to choose when entering the gift into the batch without opening up each donors account and looking at the appeals tab. This is a flaw. When the gift processor pics the appeal, it should populate the package that is associated with that appeal on the donor's appeal tab. Why should we have to go look for it - that is really a waste of time when the software/database already know what package that person had connected with that particular appeal. It should AT LEAST ask if you want to attach that package with you enter that appeal or something a more intuitive. Since the original post was2012 and the last response was 2016...I feel like this should have been addressed. Has anyone found a solution? (This would save a LOT of time when processing hundreds to thousands of gifts.)
What do you mean?
Example: within an appeal, I have added a package called Spring mailing - this is a segment of a particular appeal. If a gift comes in from a constituent that is associated with this appeal and this particular package, the package section on the gift record will not auto-populate with the package information that is on the appeal tab. And the appeal tab information will not update giving amounts without this particular package information being included in the gift record. So you have to look at the appeal tab to get the package information to record in the gift record.
I print the appeal and package on the reply devices so the gift entry person knows which to enter. I think this is what most of us do. I would not want it to pre-populate. Sorry.
I agree. I don't want to have to reference the constituent record when I have a new gift open (or am entering a batch) to find out which package I assigned them so that the constituent appeal "Gave" amount autofills.
For some organizations who use a direct mail marketing firm - the segmentation may be broken down to a level that packages may not be feasible - for example my client today uses a 'campaign segment', 'prior giving notation', and 'priority segment' all built into the marketing firms segmentation. Currently these three codes are text type gift attributes being manually added in the batch ~ the organization processed over 10000 gifts from the marketing firms appeals just in the last 6 months - so the manually typing is very time consuming. If the appeals tab of the constituent record has a "Package", "Marketing segment", "Marketing Source Code", etc coded it would be outstanding to have a feature that could be turned on (maybe in the batch design setup) that would enable the user to decide if an auto populate would occur or not. This client is considering barscanners - but there again the marketing segment and source codes aren't built into the barscan, just the package.
When we enter a gift into a batch, we may not know the exact package the donor received because it is not on the remit device. Since it's on their assigned appeal, we would like to automatically populate the package and when the batch is committed have the gift appear as the response even though there is no package.
Please make this possible in NXT.