Memberships by Mode of Sale

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,

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

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!

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,

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

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!