Corporate ticket allocation & member renewals

Hi all

Here at Live Theatre we provide corporate partners with benefits such as free tickets. We can see on their ticket allocation on their record how many tickets have been used, but in terms of keeping an updated running total of how many free tickets/benefits they have left I simply record info in an excel spreadsheet. Does anyone do anything to integrate running totals of usage of benefits on Tessitura?

 

I also have a query about membership renewals. Currently we offer only paper standing orders for regular payment. Often these are made out 'until further notice' so on our system there is no end date to these memberships. We would like to start stewarding these donors with a yearly thank you, but I am unsure how we would utilise acknowledgment reports without a specified end date for memberships. Does anyone do anything similar or have any advice on this issue?

 

Lizzy

 

 

 

  • HI Lizzy,


    I don't have anything currently, but it is something that I am going to be looking at, at somepoint.

    If the data is all in Tessitura, then you could do something to just total the number of tickets (based on the year?) and pull into the constituent header, so when you loaded the customer you could see the number at the top level.

    I am probably going to design a custom screen that holds all the same information as the Excel doc our Sponsorship team have to track benefits, as they track other benefits, not just tickets.

    I'd be interested to know what route you go down to track these benefits, in case you get a solution in place before I start work on this. Similarly, I will let you know how I get on, what I end up doing.


    Caryl

  • Hi there,

    We're looking at tracking corporate benefits at the moment. We're investigating a custom screen option and also looking at attributes and lists as a way of keeping track.

    I'd be happy to discuss any ideas over email if you'd like?

    I know it's not an immediate answer but I believe there's a session at conference this year to keep an eye out for too.

    Victoria

  • Can you keep press nights in mind re this too, please…

     

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    Dominique Trotter

    Individual Giving Manager

    DD: 020 7452 3219

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Victoria Carlin
    Sent: 27 June 2014 12:00
    To: Dominique Trotter
    Subject: Re: [Tessitura Development Forum] Corporate ticket allocation & member renewals

     

    Hi there,

    We're looking at tracking corporate benefits at the moment. We're investigating a custom screen option and also looking at attributes and lists as a way of keeping track.

    I'd be happy to discuss any ideas over email if you'd like?

    I know it's not an immediate answer but I believe there's a session at conference this year to keep an eye out for too.

    Victoria

    From: Lizzy Skingley <bounce-lizzyskingley7902@tessituranetwork.com>
    Sent: 6/26/2014 6:40:12 AM

    Hi all

    Here at Live Theatre we provide corporate partners with benefits such as free tickets. We can see on their ticket allocation on their record how many tickets have been used, but in terms of keeping an updated running total of how many free tickets/benefits they have left I simply record info in an excel spreadsheet. Does anyone do anything to integrate running totals of usage of benefits on Tessitura?

     

    I also have a query about membership renewals. Currently we offer only paper standing orders for regular payment. Often these are made out 'until further notice' so on our system there is no end date to these memberships. We would like to start stewarding these donors with a yearly thank you, but I am unsure how we would utilise acknowledgment reports without a specified end date for memberships. Does anyone do anything similar or have any advice on this issue?

     

    Lizzy

     

     

     




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  • We have some custom reports built to show the number of corp comps used by a company during their membership year so far, but we haven't found a satisfactory way to track this against the number of comps they have yet. 

  • Former Member
    Former Member $organization

     



    [edited by: Brooke Gallagher at 5:56 AM (GMT -6) on 30 Jun 2014]
  • We aren't currently doing any tracking in Tessitura for these situations but I have a thought. If you used an attribute to say how many comps they are entitled to for the year and then another one for how many they have booked then maybe you can pull the difference into the constituent header? So it would show how many they have remaining when your staff member pulls up the account.

    I imagine the one showing how many have been booked would need a custom procedure to update it automatically for you.

    Not sure if that works in reality as I definitely haven't tried it.

    Whatever you decide to do - good luck!

  • Hey Lizzy -

    I do something similar for a subscriber benefit where they can come back and see a show for free. We use a specific Price Type Reason and then I have an icon that shows up in the header when that PT Reason has been used for that customer.

    You could, in theory, do something like that relatively easily but display a running count - as long as you always book the tickets in the corporate account. If you don't do that, then things would be potentially really messy. :)

    The other thing we've done, which would be another way to go, would be to actually pull those "free" tickets as comp vouchers in the corporate account and then have your box office exchange each voucher as tickets are used. No vouchers = no tickets left. This would be pretty easy for you to see as well from the front end. We've done this when we've offered a pair of complementary tickets to donors as part of a benefits package.

    Good luck!

    Heather

  • Hi Caryl

    Super yes it would be good to hear how you get on and likewise I will post back here when we have worked out what will be best for us to do.

    Thank you

  • Hi Victoria

    Yes that would be great if we could discuss over email. My address is lizzy@live.org.uk.

    Many thanks

    Lizzy

     

  • Hi Heather

    That's a really interesting idea re vouchers - shall definitely bear that in mind!

    Thank you

  • Hi Beth

    That sounds an interesting idea. Is it quite straightforward to create a new constituent header/attribute? I can't seem to work out how to do that - do you require specific administrative access rights?

    Thanks in advance

  • Thanks, Sarah. I will post back on here if we find an optimum method.

     

  • Hi Lizzy,

    Attributes are setup in the T_KEYWORD and TX_KEYWORD_CUST_TYPE system tables. Adding items to your header will depend on how your header is built. We use Tessitura's Flex Header solution which is setup in TR_FLEX_HEADER and TR_FLEX_HEADER_ELEMENT. But you may be using a completely custom one that is setup in InfoMaker.

    If you have a database administrator in house they should be able to tell you if they think this option is feasible.

  • Hi Lizzy,

    We created a custom header to track the number of donor parking spaces used as this parking benefits is part of our membership program for various levels.  We process parking similarly to tickets so the same concept could also be used to pull ticket totals. 

    We have it set-up to pull and display 3 separate price types and list them separately (Donor Parking, Comp, Full).  At the change of the season, the header is set-up to change to reflect the new season.

    If you want any info on how this is set up let me know and I can put you in touch with our IT department.

    Laurel

    lskehen@calperformances.org