On-Account Donations with ticket purchase

Hi Jami,

We use an on account report that is run every day gets sent to my inbox each morning. It shows the constituent, the on account type, and the amount. It's an out of the box Tess report that you can set up with a schedule. Reach out to me if you have questions about setting it up!

Best,

Madeline

From: Tessitura Development Forum <forums-development@tessituranetwork.com> on behalf of Jami Kozemczak <bounce-jamikozemczak3998@tessituranetwork.com>
Sent: Thursday, May 25, 2017 7:20:19 PM
To: Madeline Dummerth
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!

Hi Jami,

We use an on account report that is run every day gets sent to my inbox each morning. It shows the constituent, the on account type, and the amount. It's an out of the box Tess report that you can set up with a schedule. Reach out to me if you have questions about setting it up!

Best,

Madeline

From: Tessitura Development Forum <forums-development@tessituranetwork.com> on behalf of Jami Kozemczak <bounce-jamikozemczak3998@tessituranetwork.com>
Sent: Thursday, May 25, 2017 7:20:19 PM
To: Madeline Dummerth
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!