Activities: Individual vs. Household

We actually track activities at the Household level and will enter guest names in the activity notes field and then break them save to excel and break them out for name tags but the majority of our events that we track with activities we don’t do nametags for. The ones that we do are a small enough number that it isn’t a problem when we do need to break out names. We find it best to have these at the household level because that is where memberships are located and it makes reporting (and some web benefits configurations) easier to have it in the same place.

For elevated events we also track the event at the household level but then enter every guest with their individual record so that we can record each individuals name, table info, and performance ticket info separately.

Laurel

Cal Performances

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian Parker
Sent: Thursday, February 23, 2017 2:57 PM
To: lskehen@calperformances.org
Subject: Re: [Tessitura Development Forum] Activities: Individual vs. Household

Joe,

When it comes to Special Activities and Elevated Events, we track attendance at the individual level. It just makes it easier for seating and name tags, and it also allows us to account for our patrons who don't attend events together all the time.

However, all of our gift entry goes at the Household level (along with much of the contact information). Thankfully, this isn't an issue because you can run a List against a List (happy to help if that's confusingly worded!) and choose to replace Individuals with their Households if you're building an email/physical mailing invitation list.

Thank you,

Brian