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
Hi Alison,
I would still expect the CONSTITUENT field for Current Membership Level to show the membership from the household for those individual ticket buyers... assuming they are still members since their ticket purchase. Those constituent elements are designed to pull from the household and primary affiliates for transactions associated with the household, and for transactions associated with an individual, from their account or the household, but not another affiliate.
Thanks for all your quick responses! I've cross-referenced some of these against the actual order, and it does seem that it is putting the order onto the Household record of those I checked. However, the Current Membership level in the dashboard says "(none)". Their memberships are all valid.
e.g.
Thanks for sleuthing, Alison. Can I ask that you open a support ticket for someone to have a closer look at why your constituent elements are not populating as expected?
Although, one thought first. Is the System Table, System Settings value for PREFERRED_MEMBERSHIP_ORG_LIST populated? And does it contain the ID of the organization to which these constituents hold memberships?
Default Settings (tessituranetwork.com)
It only has ID 1 in the system table (and doesn't appear to have ever been edited since we implemented judging by the last edited dates)
However, our Membership Organization is ID 1 (if the ID lives right at the bottom of all the membership levels?)
h/t to James Davis who reminded me... this is in queue for 16.0.12 (mid-Dec to mid-Jan release date):
Defect DEV-19933: Membership constituent summary elements change to NULL / (none) values in incremental loads where members transact in a way other than membership.
I don't currently have a work around for this.
Thanks for the update. That's a shame, but good to know it's on its way.