Memberships - Recent Threads

Member Help with records

Kaitlin Aiello — Tue, 09 Apr 2024 15:59:03 GMT

Hello,

I am quite new to Tessitura and want to confirm best practices for households that have more than one membership on their record.

We are a museum and most of the time we will have a family purchase a Pair and Youth membership instead of a family membership because it is cheaper for them and they do not need the extra spots.

We have divided our youth memberships out from the rest of the general membership for this reason so a youth membership can be sold with adult/pair membership.

Currently, after the data transfer I have household records that look like this...

Example:1

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/1680.pastedimage1712676634081v3.png

and this....

Example: 2

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/1680.pastedimage1712676593142v2.png

What is the best practice for memberships to live on... should they live on the individual/affiliate record in a household or should the the youth and adult membership just live on the household record not connect to any affiliate in the household? (Even though the adult and youth own their own membership, not the household).

I have drawn a picture of the two structure types, please let me know what the "correct" way to proceed to clean up my data.

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/1680.Household-2.png

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/1680.Household.png

My thoughts on version 2: not everyone on the household record has the membership, so it should live on the affiliate/individual record

Membership Best Practices

Kaitlin Aiello — Tue, 09 Apr 2024 15:55:39 GMT

Hello,

I am quite new to Tessitura and want to confirm best practices for households that have more than one membership on their record.

We are a museum and most of the time we will have a family purchase a Pair and Youth membership instead of a family membership because it is cheaper for them and they do not need the extra spots.

We have divided our youth memberships out from the rest of the general membership for this reason so a youth membership can be sold with adult/pair membership.

Currently, after the data transfer I have household records that look like this...

Example:1

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/pastedimage1712676634081v3.png

and this....

Example: 2

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/pastedimage1712676593142v2.png

I have drawn a picture of the two structure types, please let me know what the "correct" way to proceed to clean up my data.

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/Household-2.png

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/Household.png

My thoughts on version 2: not everyone on the household record has the membership, so it should live on the affiliate/individual record

Total Number of Members

Kaitlin Aiello — Thu, 28 Mar 2024 14:18:54 GMT

Hello,

I need help finding out the total number of members on an active membership.

I have found my total membership count in analytics (6,352 ) but since we have bunch of levels of memberships with different amounts of people per membership.

For example a family membership could have 3-6 individuals/constituents on it.

I need to find out for the 6,352 active memberships we have currently, how many total members is that?

Total number of memberships vs. Total number of members (constituents with an active membership on their record).

Please help me out as I am very new tessitura and need help ASAP!

RE: Total Number of Members

Yessenia Zaragoza — Mon, 08 Apr 2024 16:44:57 GMT

Hello Kaitlin! This is Yessenia with Tessitura Network Support. We’re happy to assist you with this question. I’ve created a Support ticket where we’ll work with you to find a resolution to thi. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.

RE: Declined Benefits and Complimentary Admission

Jeffrey Mason — Fri, 29 Mar 2024 13:29:57 GMT

Gabby,

Would adding a new Membership Level or Organization for all donations where the donor declines benefit work? This way, the only benefit that would apply is the free admission benefit and by the nature of the level, would not include any other tangible benefits.

Declined Benefits and Complimentary Admission

Gabby Awuma — Thu, 28 Mar 2024 20:58:33 GMT

Hello!

I'm Gabby Awuma, and I work at the National Museum of Women in the Arts in Washington, DC. We reopened our museum to the public and migrated to Tessitura v16 last year. A recent issue we (mostly our Visitor Services team) has come across is that members who decline or waive their benefits cannot reserve tickets for free online or at the ticketing desk through our Visitor Services staff. We understand that Tessitura is working correctly in not providing that benefit, but it is an intangible benefit we offer to members and donors who decline their benefits and/or give through DAFs.

My question is, has anyone found a workaround or created a way to make this work even if it's internal staff reserving comp tickets for the member/donor on their behalf?

Any and all insights are welcome! Thanks so much in advance!

Best,

Gabby

Memberships sold on 29th Feb leap day- expiration date may need amending

Alison Lambert — Sun, 17 Mar 2024 20:08:06 GMT

Hello,

This might be of help to others-

If you sold any annual memberships on the 29th February, you might want to double check their expiration/end dates line up with your membership offer. Expected behavior would be end date of 28th Feb 2025, but ours showed as 27th Feb.

TN Support have logged it as a new defect now.

RE: Memberships sold on 29th Feb leap day- expiration date may need amending

Emily Allen — Fri, 22 Mar 2024 22:14:17 GMT

Thank you for the heads up! This was good to know and adjust.

RE: Issue with the header for a member account

Vannesa Hamilton — Wed, 20 Mar 2024 16:57:19 GMT

Thanks!

Issue with the header for a member account

Vannesa Hamilton — Tue, 05 Mar 2024 22:39:08 GMT

We have an odd issue with a member account . Contribution was processed and appears in the Contributions tab of the member's account.. Membership appears in the the History tab of the member's account and is active. But for some reason, the membership information is not appearing on the member's account header. Any advice on how to fix this issue would be appreciated.

RE: Issue with the header for a member account

Margaret Lehtinen — Tue, 19 Mar 2024 19:39:24 GMT

Hello Vannesa! This is Margaret with Tessitura Network Support. I can see from our records that you also created a Support ticket for this matter. We discovered that the membership was created on an individual record, not on the household. Later, that individual was added to the household, but the membership remained on the Individual. You can move the membership to the household by using the "Move Transactions to Household" feature found in the constituent menu. Tessitura v15 Help System - Household Operations docs.tessitura.com/.../Tessitura.htm. If you have any additional follow-up, questions, or concerns though, please let us know any time.

RE: Membership Renewal Untilty Report 0

Kevin Sheehan — Fri, 15 Mar 2024 15:33:37 GMT

Hi Kaitlin,

What you are looking at is a record a record of a source being targeted to or used by a constituent. We call that a Promotion and you can find all promotions for a constituent on the Promotions page of the constituent record. The Membership Renewal Notice created the source when you ran it and promoted the source to everyone for whom it generated a renewal notice. The promotion record can be used to create a list of everyone you targeted with a particular source and to track back ROI on the communication that source represents (i.e. how many people who received the renewal notice actually processed a membership transaction in response). You can also use that promotion to create a list of everyone you targeted with that source so you can use the list with reports or for new communications. You can't add any extra information to the promotion record. Here's a link to more information about sources: https://docs.tessitura.com/Help_System_v160/TN-Application/Campaigns-Appeals-and-Sources/Sources.htm

The Membership Renewal Notice report doesn't actually include an amount requested in the output it generates. It just lists the current membership level. So most likely you'd need reference the cost of their current membership level to figure out how much they were asked for the renewal. Can you give a little more detail on what kind of reporting you are looking for? That will help me point you to the best resource.

Membership Renewal Untilty Report 0

Kaitlin Aiello — Fri, 15 Mar 2024 13:57:49 GMT

Hello,

I am very new to Tessitura as my organization changed our systems when I was away during Parental Leave and I have been back for a week. I have been training myself through the documentation online help. I ran the Member Renewal Notice in reports and utilities and saw it placed an attribute on the Contact Log in the engagement tab.

I am trying to figure out how to get more information filled in this attribute field like the amount requested and user. How do I get Tessitura to pull this information into my report? I have read all the documentation but I am coming up short on where this information could be found in the system.

/resized-image/__size/320x240/__key/communityserver-discussions-components-files/370/pastedimage1710510788024v1.png

Is anyone using Tess for a loyalty program and tracking associated points?

Angela Tharp — Tue, 05 Mar 2024 11:56:30 GMT

We're newer to Tess and exploring all the cool things we might be able to do. If you're using Tess for a loyalty program and tracking associated loyalty points, can you please let me know? Our museum is hoping to get a count of how many are doing this. Also, would you be willing to chat by phone/email about your program and set-up? Really appreciate any help. Thx!

RE: Is anyone using Tess for a loyalty program and tracking associated points?

Gill Tasker (she/her) — Fri, 15 Mar 2024 15:01:49 GMT

Hi Angela - good question. It would be a case of re-posting to the other group. Thanks!

RE: Is anyone using Tess for a loyalty program and tracking associated points?

Angela Tharp — Fri, 15 Mar 2024 14:59:45 GMT

Is there a way to open up this post, or do I need to re-post in the group you mentioned? Thanks!

RE: Using TNEW v16 Additional Items Page to Sell Memberships

Gill Tasker (she/her) — Fri, 15 Mar 2024 13:46:33 GMT

Hi Dan if you're still looking for input on this it could be beneficial to cross-post to the TNEW community group? Hopefully you'll receive a response over there.

- Gill Tasker, Community Manager

Using TNEW v16 Additional Items Page to Sell Memberships

Dan Ruth — Thu, 29 Feb 2024 20:28:25 GMT

Is anyone using the Additional Items Page in TNEW v16 to suggest website visitors purchase memberships after they've added tickets to their cart?

RE: Is anyone using Tess for a loyalty program and tracking associated points?

Gill Tasker (she/her) — Fri, 15 Mar 2024 13:43:58 GMT

Hi Angela thanks for posting! If you're still seeking input on this it could be beneficial to cross-post to the Museums & Attractions community group? Hopefully you'll receive a reply over there.

- Gill Tasker, Community Manager

RE: Donate2 + Monthly Memberships

Lauren Matson — Thu, 29 Feb 2024 23:07:31 GMT

Hi Kristin,

Here at WTTW/Chicago PBS, we use Tessitura for sustainer memberships that are billed monthly. The way we have it set up is an annual pledge with a 12-month payment schedule. These pledges are rolled over each month for the month that member joined, and then they are billed on the same day of every month through a scheduled process. This generally works well, and we currently have sustainer and annual members in the same membership levels.

However, we are starting to work with L2 on a custom web cart that will use Donate2 to process gifts, and how sustainers will be billed is going to be a challenge. Donate2 passes through contributions on an order, and it will be billed as an individual contribution rather than one that pays off a pledge. Not only will this cause challenges for the way our sustainer memberships are currently set up and how we report on them, but there's also a challenge to seeing what their membership level is alongside our annual members if it's not showing up as payments towards an annual pledge.

Your idea set up sounds interesting, though I don't think it would solve for our problem. We are definitely very eager for Tessitura's recurring contribution feature, which we had been anticipating for v16!

Donate2 + Monthly Memberships

Kristin Nyquist — Tue, 27 Feb 2024 19:06:25 GMT

Hi all,

We're looking to launch monthly memberships using Donate2 very soon. We'd like to offer memberships that are $7/month instead of a lump sum $80/year.

In Tessitura, we'd set up new membership levels that expire after a month (instead of 12). We'd likely set up a production season with month-long performances, too (and price types etc.) This means that there would be a performance for the month of Jan 1st-Feb 1st, Jan 2nd-Feb 2nd, Jan 3rd-Feb 3rd, etc - 365 new performances per year, total.

I'm curious if anyone else has approached Donate2/monthly memberships this way, and what you might have to say about it! Also curious if there are any other ways to approach this that we may not have thought of.

Thanks,

Kristin

Member Birthday Email

Rachel Sait — Thu, 14 Apr 2022 02:55:10 GMT

Does anyone know if Tessitura can send out an automated birthday email to our members who have specified their Date of Birth? Is this something that can be setup?

Thanks
Rachel

RE: Member Birthday Email

Michael Dorsey — Fri, 23 Feb 2024 20:31:56 GMT

That makes sense. Thanks, Heath Wilder!

RE: Member Birthday Email

Heath Wilder — Fri, 23 Feb 2024 14:51:15 GMT

1900? Often there is a standard UNKNOWN start date,

Age is useful for qualifying for a youth discount or if you have restrictions on customer data for children (and other reasons). Tickets to the late show at Moulin Rouge come with 1/2 bottle of champagne ... 🤔

RE: Member Birthday Email

Michael Dorsey — Fri, 23 Feb 2024 14:12:38 GMT

Maybe kind of a dumb question, but how do you handle the birthday attribute in Tessitura if you don't know the year value? Do you just put in something so that at least you're notified when the birthday comes up? Is there any harm in handling it that way (aside from trying to reference an age in some scenario, but don't know why anyone would want to do that)?

I've never had to do anything with this attribute before, but just heard my CAO wish a board member a happy birthday after finding out. Figured we could use this so we know ahead of the important person reminding us.