Patron Ranking Questions

There is a numeric limit (SQL gurus, chime in) of something over 32,000, so it’s my understanding that a dollar-for-dollar ranking system is not the way to go.

We have several ranks:

·         Subscriber Donor Amount

·         Subscriber Renewal Date

·         Subscriber Support Groups

·         Subscriber Total Sub Years

·         Subscriber Ttl Consecutive Yrs

·         Subscriber Board Membership

·         Subscriber Subscription Value

·         Subscriber Customer Svce Bonus

·         Subscriber Compiled Rank

·         Current Subscriber

·         Current Donor

We have a report created for us by Paul Westerman at JCA (the company helped us with our Tessitura installation in 2004-2005) that allows us to assign point values to all ranks that start with “Subscriber.” For instance, for the Subscriber Donor Amount, you can pick the dates of the donations that count. All contributions received and credited within the specified data range get added together. Cumulative donations between $2,500 and $10,000 are assigned 10 points; between $10,000 and $25,000 20 points; etc. The Subscriber Customer Svce Bonus allows you to add an amount manually if you want to bump up a rank for some non-data-related reason. All Subscriber ranks are compiled into one number that we can use to sort patrons by rank for the purpose of subscription seating. We add these reports via report that runs perhaps once a year, at the point of seating.

The last two ranks allow us to control certain ticket offers to subscribers or to donors at a certain level. Current Subscriber gives a numeric rank to all subscribers (based on having the subscriber constituency). Current Donor has an assigned number between 1 and 12 (based on membership amount). They are managed by a scheduled SQL job.

Rank can be useful.

Lucie

There is a numeric limit (SQL gurus, chime in) of something over 32,000, so it’s my understanding that a dollar-for-dollar ranking system is not the way to go.

We have several ranks:

·         Subscriber Donor Amount

·         Subscriber Renewal Date

·         Subscriber Support Groups

·         Subscriber Total Sub Years

·         Subscriber Ttl Consecutive Yrs

·         Subscriber Board Membership

·         Subscriber Subscription Value

·         Subscriber Customer Svce Bonus

·         Subscriber Compiled Rank

·         Current Subscriber

·         Current Donor

We have a report created for us by Paul Westerman at JCA (the company helped us with our Tessitura installation in 2004-2005) that allows us to assign point values to all ranks that start with “Subscriber.” For instance, for the Subscriber Donor Amount, you can pick the dates of the donations that count. All contributions received and credited within the specified data range get added together. Cumulative donations between $2,500 and $10,000 are assigned 10 points; between $10,000 and $25,000 20 points; etc. The Subscriber Customer Svce Bonus allows you to add an amount manually if you want to bump up a rank for some non-data-related reason. All Subscriber ranks are compiled into one number that we can use to sort patrons by rank for the purpose of subscription seating. We add these reports via report that runs perhaps once a year, at the point of seating.

The last two ranks allow us to control certain ticket offers to subscribers or to donors at a certain level. Current Subscriber gives a numeric rank to all subscribers (based on having the subscriber constituency). Current Donor has an assigned number between 1 and 12 (based on membership amount). They are managed by a scheduled SQL job.

Rank can be useful.

Lucie