VIP Patrons

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

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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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

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!