Telemarketing Data Pull

While I'm putting in a ticket on TASK, I'm curious if the community has any thoughts on a situation I presently find myself in ...

I'm trying to cobble together a few data sets for a telemarketing firm that's working with us, and I'm wondering what the easiest way is make the dream a reality. Here's what my telemarketing friends need--
 
All the standard constituent information like:
Constituent ID
Salutation
First Name & Last Name
Address
City
State
Zip
Phone #s
Email

All of that's pretty easy to get at in a single place, so I'm not too terribly stressed about that. I have my extractions already together and have saved the lists, so this info is easy. HOWEVER, I'm having trouble figuring out how best to also include the following information that my tele-friends desire:

Up to 8 year ticket purchase info for subscriptions and single ticket purchases, including ...
Performance Date
Performance Name
Subscription Year & Series (if applicable)
Total Cost of ticket or Subscription Purchase
# of Seats purchased
Seating section/location

So what I'm currently considering is cross referencing different reports and combining the data into one sheet for my telemarketers. However, I've yet to find the combination of reports to make this happen. That said, if there's a smarter (or easier) way to do this using something like SQL, I'm game to giving it the old college try (with a little bit of coaching). Knowing what I know about SQL, I'm actually wondering if this would be terribly easy in SQL if one were so inclined as to know how to tease out such information? I presume somebody somewhere out there has done this without creating custom reports and the like?



[edited by: Brian Jones at 4:16 PM (GMT -6) on 31 Jan 2017]
Parents
  • Hey Brian, I just rebuilt a report just like this for our telemarketing campaign. The only parameter is a list number.

    Our pulls all the patron info and the following:

    Last five ticketed perfs and dates , total payed amount , num seats

    Last five  fyear subs if they had them including the Fyear, description, price, num seat

    Last five Contributions, dates, amounts and a suggested ask

    If you want to see it or need help shoot me an email.

    Travis

Reply
  • Hey Brian, I just rebuilt a report just like this for our telemarketing campaign. The only parameter is a list number.

    Our pulls all the patron info and the following:

    Last five ticketed perfs and dates , total payed amount , num seats

    Last five  fyear subs if they had them including the Fyear, description, price, num seat

    Last five Contributions, dates, amounts and a suggested ask

    If you want to see it or need help shoot me an email.

    Travis

Children