v11—Selling to Teachers who are also members of Households

When it comes to education-based group sales (middle/high schools), our business practice places primary importance on our relationships with teachers, and secondarily the schools. We are not looking to change that, but wanted to get folks thoughts on the following:

In v10, Jane Smith, teacher at Chicago High School, has a constituent type of "Contact" (I/O). While her Contact account does have an association to Chicago High School's Organization account, we book her student group of 20 in Jane's account. Because in 2 years, when she leaves Chicago High School and moves to Evanston High School, we will update her address, expire her association with Chicago High School and enter a new association with Evanston High school. We'll still see that she has a long history of bringing student groups—no matter the school at which she's teaching.

In v11, things will function the same way, and those associations to the schools will become affiliations, and Jane Smith's account will become an Individual to the school's Organization. And we'll still sell to Jane's account.

Now, what about a teacher who is not only affiliated with a school, but with a household as well?

In v11, Mary Brown, another teacher at Chicago High School, now has an individual account for herself, and is affiliated to the organization account of Chicago High School. But, she's also affiliated as an Adult Member of the Mary and Patrick Brown Household. The subscription and single ticket history for Mary and Patrick Brown lives on their household account (and our business practices moving into v11 is to continue to sell to the household, not Mary or Patrick's individual records).

However, when Mary calls our education department to book a student group from Chicago High School, should we book that under:

a) Her Individual Mary Brown account (that's affiliated to both the Brown Household and Chicago High School accounts). This allows us to show the "link" between only Mary Brown (not her AND her husband) and Chicago High School.

-OR-

b) Her Mary and Patrick Brown Household account. In this scenario, we're able to see all of her activity in one place, as patron and school field trip organizer.

Opinions are split on our end, and would love to hear about others' experiences.



Many thanks...

julie stanton | senior marketing manager

chicago shakespeare theater on navy pier

312.595.5634  |  jstanton@chicagoshakes.com