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VIP Patrons

Steven Patton
$organization

Hello,

I am trying to run an extraction or list that will allow me to sort patrons based on their total transaction history (or transaction history over a period of time).  

We tend to treat the donors as VIPs but are now interested in searching for those constituents as well as constituents who maybe don't donate regularly but generate lots of ticket revenue, spend money at galas and special events, or at our camps.  

My thought is that the easiest way to find and sort these constituents would be a criterion that has to do with total transaction history (since this is something that is saved and can be seen in a constituent record).  Does anyone know if there is a list criterion or report that could help us with this?  Any help would be greatly appreciated.  Thanks!

Steven

  • $organization

    My thought would be to create a stored procedure that pulls specific information you are looking for and creates a constituency on the record. To me that would be the easiest way to get this list of people. Since I have no idea how stored procedures are created, sadly I can’t assist with that. But hopefully this gives you a jumping off point for an idea.

     

    Christopher Cuhel, Patron Services Manager

    First Stage

    Transforming Lives Through Theater

     

    From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Steven Patton
    Sent: Tuesday, September 17, 2013 1:08 PM
    To: Christopher Cuhel
    Subject: [Tessitura Marketing Forum] VIP Patrons

     

    Hello,

    I am trying to run an extraction or list that will allow me to sort patrons based on their total transaction history (or transaction history over a period of time).  

    We tend to treat the donors as VIPs but are now interested in searching for those constituents as well as constituents who maybe don't donate regularly but generate lots of ticket revenue, spend money at galas and special events, or at our camps.  

    My thought is that the easiest way to find and sort these constituents would be a criterion that has to do with total transaction history (since this is something that is saved and can be seen in a constituent record).  Does anyone know if there is a list criterion or report that could help us with this?  Any help would be greatly appreciated.  Thanks!

    Steven




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  • Former Member
    Former Member $organization

    Have you looked into ranking? You can use that to give points for certain things and so the total score is based on their activity.

     

    From: Tessitura Marketing Forum [mailto:forums-marketing@tessituranetwork.com] On Behalf Of Steven Patton
    Sent: Tuesday, September 17, 2013 2:09 PM
    To: Gloria Ormsby
    Subject: [Tessitura Marketing Forum] VIP Patrons

     

    Hello,

    I am trying to run an extraction or list that will allow me to sort patrons based on their total transaction history (or transaction history over a period of time).  

    We tend to treat the donors as VIPs but are now interested in searching for those constituents as well as constituents who maybe don't donate regularly but generate lots of ticket revenue, spend money at galas and special events, or at our camps.  

    My thought is that the easiest way to find and sort these constituents would be a criterion that has to do with total transaction history (since this is something that is saved and can be seen in a constituent record).  Does anyone know if there is a list criterion or report that could help us with this?  Any help would be greatly appreciated.  Thanks!

    Steven




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!

  • $organization in reply to Former Member

    Thanks for the information Gloria and Christopher.  Do you think this is something that could be researched in T-stats?  It seems like there would potentially be away to filter this information in a cube and then generate a Tess list.

    Any thoughts would be greatly appreciated!

    Steven

  • $organization in reply to Steven Patton

    Hi Steven,

    There are a few of options in T-Stats that come to mind. One of the standard constituent summary elements is Const Sum - Tickets - Total Ticket Purch Range. By default, this will sum the ticket amt of all of a constituent's tickets, and then place that patron into buckets based on that amount. So someone might be categorized as $1000-$1499, or $1500-$2000, and so on and so forth. Additionally, there is a similar constituent summary element for Total Giving Range. This is in the Const Sum - Contributions folder. This works similarly, but with total contribution amount, rather than ticket amount. Also, if you have a VIP constituency applied to specific patrons in Tessitura, you could use one of the Const Sum Custom attributes to refer to that constituency.

    You can also customize the definitions for these elements, if for example you wanted to exclude certain types of gifts, or tickets. There is more info on configuring these elements here. You might also want to take a look at this document, which details the default definitions for the constituent summary elements.