Kia ora,
All our family memberships live on the Household record, but when people log into TNEW to buy tickets, the ticket purchase is under the Individual's name.
In my dashboards I need to show which purchasers are members and their membership level.
e.g. we had a member pre-sale start yesterday, so in theory the only ticket holders so far are all members (we're using v16 Benefits so they can only get the tickets if they definitely have a valid membership). However, of these 117 constituents who have purchased so far, only 5 of them are showing as having a membership level.
Does anyone know of a way to handle this in Analytics please?
Thanks,
Alison
Do you use TNEW? In any event, we require all transactions to happen on the household, so this connects more easily to us. When an individual on the household logs in via a login on their individual account, their id is recorded as the "initiator", so we don't lose the ability to identify them.
Thanks for your quick reply Gawain! I think we were told not to do this, but I can't remember why (we implemented recently... I will dig through my notes to see if I wrote anything down or will reach out to support!). But that is a very good point, and I think we had it working that way in a previous organisation I worked at. Appreciate the reminder of this function thank you
We do things the same as Gawain, which is what was recommended to us when we did our implementation.