membership benefits tracking: invitations

Hi Meredith, 

It might be worth exploring the special activity functionality for this purpose…  you would be able to pull lists on members and how many activities (Opening Nights) they’ve been to, and also track invited vs declined/attended/no show, along with number of guests and any special requirements (needs aisle seat, allergic to peanut canapés, etc.).  Using lists of members, you could also use some development and data reports to mass invite/update records.  Feel free to give me a shout if you want to.

Cheers,

Kathleen

Kathleen Smith

Application Support

Arts Centre Melbourne

T              +61 3 9281 8578

E              kathleen.smith@artscentremelbourne.com.au

W            artscentremelbourne.com.au

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Meridith Nimke
Sent: Friday, 13 April 2012 5:35 AM
To: Kathleen Smith
Subject: [Tessitura Development Forum] membership benefits tracking: invitations

Greetings,

Apologies if this has been posted before. I suspect that this topic may have been brought up under different terms.

I'd like to informally poll the community about how one tracks invitations as membership benefits. For example, STC offers invitations to a certain number of opening night performances during a membership. We track this with attributes as the memberships are created. This allows us to invite members close to their donation date, but it's a manual process that can be cumbersome, time consuming and in the worst case, error prone.

How do others track this kind of information? Does anyone use premiums, CSIs, or the events module itself? Does anyone simply pull on membership, and if so, how do you ensure the correct number of invitations during the membership? Does anyone assign levels to certain productions (for example, all $500 members come to Show 1). 

And of course, what are the challenges you face and benefits of your method?

Thank you so much,

Meridith

Meridith Young

Development Operations Manager

Shakespeare Theatre Company

516 Eighth Street SE

Washington, DC  20003-2834

T: 202.547.3230 x2323

F: 202.608.6381

myoung@shakespearetheatre.org

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Hi Meredith, 

It might be worth exploring the special activity functionality for this purpose…  you would be able to pull lists on members and how many activities (Opening Nights) they’ve been to, and also track invited vs declined/attended/no show, along with number of guests and any special requirements (needs aisle seat, allergic to peanut canapés, etc.).  Using lists of members, you could also use some development and data reports to mass invite/update records.  Feel free to give me a shout if you want to.

Cheers,

Kathleen

Kathleen Smith

Application Support

Arts Centre Melbourne

T              +61 3 9281 8578

E              kathleen.smith@artscentremelbourne.com.au

W            artscentremelbourne.com.au

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Meridith Nimke
Sent: Friday, 13 April 2012 5:35 AM
To: Kathleen Smith
Subject: [Tessitura Development Forum] membership benefits tracking: invitations

Greetings,

Apologies if this has been posted before. I suspect that this topic may have been brought up under different terms.

I'd like to informally poll the community about how one tracks invitations as membership benefits. For example, STC offers invitations to a certain number of opening night performances during a membership. We track this with attributes as the memberships are created. This allows us to invite members close to their donation date, but it's a manual process that can be cumbersome, time consuming and in the worst case, error prone.

How do others track this kind of information? Does anyone use premiums, CSIs, or the events module itself? Does anyone simply pull on membership, and if so, how do you ensure the correct number of invitations during the membership? Does anyone assign levels to certain productions (for example, all $500 members come to Show 1). 

And of course, what are the challenges you face and benefits of your method?

Thank you so much,

Meridith

Meridith Young

Development Operations Manager

Shakespeare Theatre Company

516 Eighth Street SE

Washington, DC  20003-2834

T: 202.547.3230 x2323

F: 202.608.6381

myoung@shakespearetheatre.org

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!

Click here to report this email as spam.