Downloading or Syncing Survey Data to Tessitura

Knowledge Level: 
Time: Less than 5 minutes
Suggested Skills: Tessitura, Surveys
Objective: All survey data passed from mail2 into Tessitura is put onto a local table. From there, organizations can set reports or attributes to mine survey data. Survey data also shows up as view only on the Custom Screen tab in Tessitura on the respondent’s Constituent record. While mail2 and Tessitura regularly sync survey response data, you can manually sync this data at any time by following the steps below.
 
1

Go to Tessitura Integration > Surveys & Events > Manage Surveys 

2

Click “Sync” and then “Sync Now." or "Download" next to the survey

By default, mail2 only collects completed responses. You can choose to sync or download incomplete responses by not checking the checkbox.

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