Constituent Notes pop-up

Hi Beth,

You could add a constituency type to the patron through the attributes tab. Then when they are added to an order, the three letter code of the constituency type will appear below their name and constituent number.

You could create a message only pricing rule that fires based on a Tessitura list, attribute or constituency.

JH.

Jerry Hodgins

Audience Insights Manager

T +613 8663 2235 M +61404 011 452

From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Beth Jones
Sent: Tuesday, 12 September 2017 9:33 AM
To: Jerry Hodgins
Subject: [Tessitura Ticketing Forum] Constituent Notes pop-up

Hello!

There is probably a very simple solution to this, but I am looking for a way to add constituent notes that will "pop-up" in the ticket order details screen.  I am not looking at adding notes to the ticket order itself (notes field), but only when a constituent's information is added to a new order, a pop-up notification that is based on the constituent itself and not the specific order.  Does this make sense?  

I am in a unique working situation where I work in multiple ticketing databases, and I noticed that when I use Archtics (Ticketmaster), there is a way to add notes (Hot patron, high donor, special seating requests, etc) that pops-up when I add that particular patron to a new ticket order.

Does this make any sense?  Any thoughts on how to do this in Tessitura?

Thank you!

Beth Jones

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We using the Price Rules to call out particular patrons. Set your constituent criteria to whatever identifies (ranking, list, etc). For example a certain level of donor qualifies for free parking when they order, and the price rule pops up a message alerting the seller.

David Anderson | Director of Marketing

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

d: 816.216.5587 | o: 816.931.2232 x1323 | f: 816.931.1172

Buy tickets now at kcballet.org

From: Tessitura Ticketing Forum [mailto:forums-ticketing@tessituranetwork.com] On Behalf Of Beth Jones
Sent: Monday, September 11, 2017 6:37 PM
To: David Anderson <danderson@kcballet.org>
Subject: [Tessitura Ticketing Forum] Constituent Notes pop-up

Hello!

There is probably a very simple solution to this, but I am looking for a way to add constituent notes that will "pop-up" in the ticket order details screen.  I am not looking at adding notes to the ticket order itself (notes field), but only when a constituent's information is added to a new order, a pop-up notification that is based on the constituent itself and not the specific order.  Does this make sense?  

I am in a unique working situation where I work in multiple ticketing databases, and I noticed that when I use Archtics (Ticketmaster), there is a way to add notes (Hot patron, high donor, special seating requests, etc) that pops-up when I add that particular patron to a new ticket order.

Does this make any sense?  Any thoughts on how to do this in Tessitura?

Thank you!

Beth Jones

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Thank you again David! 

In looking at the Pricing Rule Sets and Set-up, it appears that these rules are meant for multitudes of patrons (donors, hot patrons, VIP’s, etc) across a certain constituency/demographic.  Is there a possibility of adding just one pop-up window for one specific patron?

For example, we have a staff member who orders/renews her parents’ season subscriptions every year.  While not tied to a specific order – no need for an order note – it would be nice if every time this staff member’s parents call into the box office to order tickets, a window pops up telling any BO Operator that these patrons are “X” staff members’ parents, and to not mention anything about renewing their season tickets (as they tend to panic about it, thus panicking this particular staff member). I would just need one pop-up window for one patron.

While we do train BO Operators to look at the attributes on a constituent order, they do not always go into the constituent’s account to see if there are any CSI’s or Research Notes or History to be aware of before continuing with a sale.  Does this make sense?  In Ticketmaster (Arctics) you can pull up a patron’s account into the actual sales order, and click on a pre-determined colored button near the patron contact information that contains vital notes about that specific patron.  No need to click off the order, or click on other tabs…

Sorry to compare – I love Tessitura, but I am trying to figure out if this is something that is pre-built in Tessitura or if it is an enhancement request.   Any suggestions or advice are welcomed!!!

Thank you!   

We have a handful of patrons that we have in a list (of which a list could be 1 or as many as you want). Then the price rule constituent criteria sends a message for just those patrons in that list.

Thank you again David! 

In looking at the Pricing Rule Sets and Set-up, it appears that these rules are meant for multitudes of patrons (donors, hot patrons, VIP’s, etc) across a certain constituency/demographic.  Is there a possibility of adding just one pop-up window for one specific patron?

For example, we have a staff member who orders/renews her parents’ season subscriptions every year.  While not tied to a specific order – no need for an order note – it would be nice if every time this staff member’s parents call into the box office to order tickets, a window pops up telling any BO Operator that these patrons are “X” staff members’ parents, and to not mention anything about renewing their season tickets (as they tend to panic about it, thus panicking this particular staff member). I would just need one pop-up window for one patron.

While we do train BO Operators to look at the attributes on a constituent order, they do not always go into the constituent’s account to see if there are any CSI’s or Research Notes or History to be aware of before continuing with a sale.  Does this make sense?  In Ticketmaster (Arctics) you can pull up a patron’s account into the actual sales order, and click on a pre-determined colored button near the patron contact information that contains vital notes about that specific patron.  No need to click off the order, or click on other tabs…

Sorry to compare – I love Tessitura, but I am trying to figure out if this is something that is pre-built in Tessitura or if it is an enhancement request.   Any suggestions or advice are welcomed!!!

Thank you!