On-Account Donations with ticket purchase

We have TNEW set-up to create a CSI for all web donations. This way just run the “Customer Service Issue Tracking” report for the gift CSIs.

There is also an on account report that you can use to find what money is on account from donations.  It’s called the “On Account Tracking” report in the Finance section. 

Do you have your donations set-up to go to a donation only on account type?  If not, that might be helpful to do so that you can easily separate out what was a donation and what is just other money on account for tickets or something else.

Laurel

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jami Kozemczak
Sent: Thursday, May 25, 2017 4:25 PM
To: lskehen@calperformances.org
Subject: [Tessitura Development Forum] On-Account Donations with ticket purchase

Hello there,

Does anyone have a recommendation for how they track, manage, and receive notifications for donations that are added to an online ticket purchase via TNEW. Currently this is our process.

1. we ask for a gift during the checkout process.
2. The gift denomination goes "on account"
3. The box office staff gets notification of online ticket transactions via email with a ticket confirmation email i.e. Thank you for your order...
4. We have internally set up a rule through Outlook that auto-forwards any of those email confirmations that have the keywork "contribution" in the email so that we are immediately notified of this gift waiting on account. 

In the past we have run into situations when updates or changes have been made to TNEW in which the above email rules have stopped or the contribution was not recognized in the confirmation email - but was still held on account and charged to the account. For 2 months this problem went unnoticed.

 Does anyone have any other way to make this process more efficient or streamlined? 

Thank you! 

Jami

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Thank you all so much for your insights and your advice! This is truly helpful.

I have been running the on-account tracking report but the problem is exactly what Laurel has identified – I cannot tell which is a donation and which is other money on account for tickets or something else.

I am also extremely interested in what Megan and Alyssa have mentioned about having the donation written directly to a fund. I do not know how to do that either.

We have TNEW set-up to create a CSI for all web donations. This way just run the “Customer Service Issue Tracking” report for the gift CSIs.

There is also an on account report that you can use to find what money is on account from donations.  It’s called the “On Account Tracking” report in the Finance section. 

Do you have your donations set-up to go to a donation only on account type?  If not, that might be helpful to do so that you can easily separate out what was a donation and what is just other money on account for tickets or something else.

Laurel

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jami Kozemczak
Sent: Thursday, May 25, 2017 4:25 PM
To: lskehen@calperformances.org
Subject: [Tessitura Development Forum] On-Account Donations with ticket purchase

Hello there,

Does anyone have a recommendation for how they track, manage, and receive notifications for donations that are added to an online ticket purchase via TNEW. Currently this is our process.

1. we ask for a gift during the checkout process.
2. The gift denomination goes "on account"
3. The box office staff gets notification of online ticket transactions via email with a ticket confirmation email i.e. Thank you for your order...
4. We have internally set up a rule through Outlook that auto-forwards any of those email confirmations that have the keywork "contribution" in the email so that we are immediately notified of this gift waiting on account. 

In the past we have run into situations when updates or changes have been made to TNEW in which the above email rules have stopped or the contribution was not recognized in the confirmation email - but was still held on account and charged to the account. For 2 months this problem went unnoticed.

 Does anyone have any other way to make this process more efficient or streamlined? 

Thank you! 

Jami

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

We have separate on account types for box office and Development, so only gifts go into the Development on account types.

And we have chosen not to have donations written directly to a fund from a web or ticket order; we found many times it messed up our memberships and therefore donor levels for accounts with multiple gifts counted towards one year.  By putting everything in on account, we have more control at gift entry to make sure the contribution record and associated membership looks the way we want it to.  But the automatic donations do work and may suit your needs, depending on how you have Tessitura set up.

Kendra

KENDRA L. STRUTHERS, CFRE

INDIVIDUAL GIVING AND STEWARDSHIP MANAGER

DONOR CONCIERGE

P: 513-977-2024

F: 513-345-2254

962 Mt. Adams Circle

Cincinnati, OH  45202

cincyplay.com

In addition to what you have described, I schedule the on-account report to email to me once a week. It helps catch the hiccups. On that report, I can see who is on-account, for whom I don’t have knowledge of or did not receive an email receipt. This is especially helpful when the box office processes an in person or phone order. I then decide if I want to do screenshots or not of the transaction/ticket order.

I hope this helps.

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jami Kozemczak
Sent: Thursday, May 25, 2017 6:23 PM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] On-Account Donations with ticket purchase

Hello there,

Does anyone have a recommendation for how they track, manage, and receive notifications for donations that are added to an online ticket purchase via TNEW. Currently this is our process.

1. we ask for a gift during the checkout process.
2. The gift denomination goes "on account"
3. The box office staff gets notification of online ticket transactions via email with a ticket confirmation email i.e. Thank you for your order...
4. We have internally set up a rule through Outlook that auto-forwards any of those email confirmations that have the keywork "contribution" in the email so that we are immediately notified of this gift waiting on account. 

In the past we have run into situations when updates or changes have been made to TNEW in which the above email rules have stopped or the contribution was not recognized in the confirmation email - but was still held on account and charged to the account. For 2 months this problem went unnoticed.

 Does anyone have any other way to make this process more efficient or streamlined? 

Thank you! 

Jami

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!