Memberships by Mode of Sale

Former Member
Former Member $organization

Hi
Does anyone have a way to report on memberships sold by mode of sale? Our frontline staff regularly sells memberships through the ticketing module and we would like to report on how many memberships each department is selling.
Thanks
Jess Levy
SFMOMA
jlevy@sfmoma.org

  • Former Member
    Former Member $organization

    Hi Jess,

                    We set up records for all cashiers in Tess as Staff Worker in the Plans tab of their records, then assigned them as Staff Workers in the Security app. Then, I run the Contributions By Worker report and select Worker Type “Staff Worker” and only the cashiers come up. Before, I was just running the report without the cashiers having records in Tess, but that ended up crediting the wrong membership sales to the wrong cashiers. After setting them up as described, everything’s easy to see and I even have cashiers asking me how many they’ve sold (we give them incentives for selling.)

     

    Thanks,

     

     

    witteemailsig.pngLaura MacKay, CTA
    Membership Coordinator
    3801 Broadway | San Antonio, Texas 78209
    p 210.357.1863 | f 210.357.1882
    www.WitteMuseum.org

     

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    The Witte Museum is accredited by AAM and is a Smithsonian Institution affiliated museum.

     

    From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Jess Levy
    Sent: Thursday, September 22, 2016 11:26 AM
    To: Laura MacKay <LauraMacKay@wittemuseum.org>
    Subject: [Tessitura Memberships] Memberships by Mode of Sale

     

    Hi
    Does anyone have a way to report on memberships sold by mode of sale? Our frontline staff regularly sells memberships through the ticketing module and we would like to report on how many memberships each department is selling.
    Thanks
    Jess Levy
    SFMOMA
    jlevy@sfmoma.org




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

  • We do that based on channel instead of MOS. Easy to do in T-Stats, or reports that have channel in them. You could also add channel as a parameter option on a report you already use.

    Beth





    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    National Parks Adventure, now showing at the Science Museum’s William L. McKnight-3M Omnitheater, is a stunning giant screen tour of more than 25 of our nation’s most celebrated parks. Experience Yellowstone, Yosemite, the Everglades, the Grand Canyon, and more as you’ve never experienced them before - on the only screen big enough to reveal their beauty and majesty. Variety magazine wrote that the film, narrated by Robert Redford, is a “stirring celebration of the United States’ true treasures.”



    From: "Jess Levy" <bounce-jesslevy6560@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Thursday, September 22, 2016 11:26:02 AM
    Subject: [Tessitura Memberships] Memberships by Mode of Sale

    Hi
    Does anyone have a way to report on memberships sold by mode of sale? Our frontline staff regularly sells memberships through the ticketing module and we would like to report on how many memberships each department is selling.
    Thanks
    Jess Levy
    SFMOMA
    jlevy@sfmoma.org




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!
  • I'm also working on the same thing and I tried it in T-Stats but it came out wonky- I did it in the memberships cube but I'm wondering if I should have run it somehow in ticketing?

    How do you run it in T-Stats, Beth?

  • I would run it using channel, rather than mode of sale. Should work in the memberships cube or in contributions, depending on what you want to get - if I want it for a certain purchase date, I'll run it in contributions. If I want it for a set of membership expy dates, then I'll do the membership cube. What kind of wonky is it?

    Beth






    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    The National Park Service is turning 100 – don’t miss your chance to unwrap the gifts! National Parks Adventure, a giant screen showcase of some of America’s most spectacular landscapes, is running in the Science Museum’s Omnitheater through October 13. Get tickets today!



    From: "Julia Scherer-Hoock" <bounce-juliaschererhoock8969@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Monday, October 3, 2016 12:36:33 PM
    Subject: Re: [Tessitura Memberships] Memberships by Mode of Sale

    I'm also working on the same thing and I tried it in T-Stats but it came out wonky- I did it in the memberships cube but I'm wondering if I should have run it somehow in ticketing?

    How do you run it in T-Stats, Beth?

    From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>
    Sent: 9/22/2016 4:51:07 PM

    We do that based on channel instead of MOS. Easy to do in T-Stats, or reports that have channel in them. You could also add channel as a parameter option on a report you already use.

    Beth





    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    National Parks Adventure, now showing at the Science Museum’s William L. McKnight-3M Omnitheater, is a stunning giant screen tour of more than 25 of our nation’s most celebrated parks. Experience Yellowstone, Yosemite, the Everglades, the Grand Canyon, and more as you’ve never experienced them before - on the only screen big enough to reveal their beauty and majesty. Variety magazine wrote that the film, narrated by Robert Redford, is a “stirring celebration of the United States’ true treasures.”



    From: "Jess Levy" <bounce-jesslevy6560@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Thursday, September 22, 2016 11:26:02 AM
    Subject: [Tessitura Memberships] Memberships by Mode of Sale

    Hi
    Does anyone have a way to report on memberships sold by mode of sale? Our frontline staff regularly sells memberships through the ticketing module and we would like to report on how many memberships each department is selling.
    Thanks
    Jess Levy
    SFMOMA
    jlevy@sfmoma.org




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



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