Revenue by Source and Appeal

Hi Sam,

Just to be clear, when you talk about people being "in" the source, I'm assuming you're talking about an inhouse source, which is promoted onto a list or extraction of people within Tessitura? (As opposed to an Outside source which can be used, but has no list of people attached to it.)

With Inhouse sources, when you run the promotion, it puts that source on all the promoted records in the Promotion section (under Connections > Promotions) with a default Response of (none). If someone with that inhouse source purchases something AND that source is used during the order, then the Response changes to TransProcessed, and the income will be counted against that source in the Revenue by Source and Appeal report.

This is relatively straightforward for orders over the phone or by mail, because box office staff can pick the inhouse source which will pop up in front of them.

It's more difficult on the web. Normally, a purchase on the web uses a default Web source (which is an outside source), so if you just send someone to the web page, that's the source that will be used, and you won't be able to see which email or communication sent them there.

There's currently two ways around it, depending on how your website is coded:

a) You can embed a promo code in a URL which will get triggered when they click through and show up as the source on the order. This is good for showing you who responded to a particular link. However, if someone were to go away from the email and go to the web page by themselves, the default source would get used instead.

b) You can offer some sort of special deal (10% off, $10 off, something like that) that requires a promo code to be entered to access it. When you do this, the customer HAS to enter the right promo code, and this makes sure the right source gets used, and thus flows through to the revenue report correctly.

Hope this helps.

Cheers,

Matt

Hi Matt,

Thanks for your response. Could you clarify what you mean by promo code in part a)- is it different to the promo code entered by the user in part b) or is it the source code?

If you are referring to source codes, currently we're not able to track these through to the website but we're working on it. If tracking is enabled then I guess the response would have to be someone who clicked through, and ordered.

Thanks,

Sam

Hi Matt,

Thanks for your response. Could you clarify what you mean by promo code in part a)- is it different to the promo code entered by the user in part b) or is it the source code?

If you are referring to source codes, currently we're not able to track these through to the website but we're working on it. If tracking is enabled then I guess the response would have to be someone who clicked through, and ordered.

Thanks,

Sam