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Redeeming Benefits Online - Your Tessitura Setup & Process

Amber Newsome
$organization

Hello,

We are currently working on a new website and would like to offer the ability to redeem benefits online, like parking vouchers, drink vouchers, etc.  If you are doing this, what is your current development business practice for how you process and store this information in Tessitura? 

Currently, we manually add most benefits to premiums, which is a cumbersome process.  The reason it is mostly manual is because our membership benefit structure is not cumulative and varies based on where and how you contribute funds.

Any feedback on your internal process and data entry methods would be most appreciated.  Thank you in advance!

Amber

_______________________________________________________

Amber Newsome

Manager of Special Campaigns
Segerstrom Center for the Arts

600 Town Center Drive, Costa Mesa, CA 92626

T (714) 556-2122 x 4259   F (714) 755-2712
E ANewsome@SCFTA.org

 

  • $organization

    Amber, 

    We offer a suite of membership related benefits online dependent upon your giving level. We do most of this based on attributes which determine your eligibility. For example, our more complicated benefit of allowing donors to CHOOSE which events they want to attend is administered online by an attribute which has a value of 1, 2, 3 or VIP (unlimited) that lets the web know how many events that donor can choose. For a simpler benefit (like redeeming one free gift or our season companion) the attribute value is set to eligible. 

    The attribute gets added (and removed based on expiration) from a donor's record based on a script that IT has written that looks at the membership level/contribution and determines their eligibility. We load the attribute on everyone's record at the beginning of the fiscal year and then the script keeps it up to date as newly eligible donors come on, donors upgrade or expire. 

    I hope that helps explain it a little. Let me know if you have any other questions!

    Marta

  • $organization in reply to Marta Garczarczyk

    Hi Marta, this is hugely interesting. May I ask how donors who's allocation have been fulfilled are treated in the system? How do you then deactivate the attribute when it is used? Is this an automated process or manual?

    Thanks,

    Victoria

     

     

  • $organization

    This IS really cool!  I am interested, too, in how the records is updated once a benefit has been fulfilled.

     

    Michelle

    Michelle Wohlers
    Tessitura and Data Services Manager

     

     

     

    2014/2015 International Season:

    La bohème, Don Giovanni, Nixon in China,

    50th Anniversary Celebration Concert

    San Diego Opera
    1200 Third Avenue, Suite 1800

    San Diego, CA  92101

    Phone: (619) 232-7636 

    Fax: (619) 231-6915

    www.sdopera.com

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Victoria Carlin
    Sent: Friday, July 11, 2014 7:42 AM
    To: Michelle Wohlers
    Subject: Re: [Tessitura Development Forum] Redeeming Benefits Online - Your Tessitura Setup & Process

     

    Hi Marta, this is hugely interesting. May I ask how donors who's allocation have been fulfilled are treated in the system? How do you then deactivate the attribute when it is used? Is this an automated process or manual?

    Thanks,

    Victoria

     

     

    From: Marta Garczarczyk <bounce-martagarczarczyk9387@tessituranetwork.com>
    Sent: 2/25/2014 12:29:31 PM

    Amber, 

    We offer a suite of membership related benefits online dependent upon your giving level. We do most of this based on attributes which determine your eligibility. For example, our more complicated benefit of allowing donors to CHOOSE which events they want to attend is administered online by an attribute which has a value of 1, 2, 3 or VIP (unlimited) that lets the web know how many events that donor can choose. For a simpler benefit (like redeeming one free gift or our season companion) the attribute value is set to eligible. 

    The attribute gets added (and removed based on expiration) from a donor's record based on a script that IT has written that looks at the membership level/contribution and determines their eligibility. We load the attribute on everyone's record at the beginning of the fiscal year and then the script keeps it up to date as newly eligible donors come on, donors upgrade or expire. 

    I hope that helps explain it a little. Let me know if you have any other questions!

    Marta




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  • $organization
    Victoria, 
    There is an automated script that our IT department has created that decrements their available benefits down to 0. The script looks at a system table that has all the eligible events and then looks at the donors record if their event status is in "attending" and decrements accordingly. Once the attribute is at 0 they are no longer eligible to redeem any more events. From the donor's perspective when they log into the website they can see the events that they have RSVP'd for and there is no longer an option to choose more. Does that make sense? 

    At the start of the new FY we load a new attribute onto everyone's record that makes them newly eligible for benefits. 

    Feel free to email me directly with anymore questions! 

    -Marta



    On Fri, Jul 11, 2014 at 9:40 AM, Victoria Carlin <bounce-victoriacarlin6554@tessituranetwork.com> wrote:

    Hi Marta, this is hugely interesting. May I ask how donors who's allocation have been fulfilled are treated in the system? How do you then deactivate the attribute when it is used? Is this an automated process or manual?

    Thanks,

    Victoria

     

     

    From: Marta Garczarczyk <bounce-martagarczarczyk9387@tessituranetwork.com>
    Sent: 2/25/2014 12:29:31 PM

    Amber, 

    We offer a suite of membership related benefits online dependent upon your giving level. We do most of this based on attributes which determine your eligibility. For example, our more complicated benefit of allowing donors to CHOOSE which events they want to attend is administered online by an attribute which has a value of 1, 2, 3 or VIP (unlimited) that lets the web know how many events that donor can choose. For a simpler benefit (like redeeming one free gift or our season companion) the attribute value is set to eligible. 

    The attribute gets added (and removed based on expiration) from a donor's record based on a script that IT has written that looks at the membership level/contribution and determines their eligibility. We load the attribute on everyone's record at the beginning of the fiscal year and then the script keeps it up to date as newly eligible donors come on, donors upgrade or expire. 

    I hope that helps explain it a little. Let me know if you have any other questions!

    Marta



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