Hello, Everyone - My Operations Director and Marketing Director saw a presentation at TLCC2018 and someone out there presented on using zip codes as constituents to avoid using the Gen Public ID#0 for admissions sales. They were very excited about the possibilities for reporting and marketing and I have been asked to make this happen. Does anyone else remember this presentation from conference? Or perhaps have some ideas for how best to capture/use zip codes for a museum without having to create new personal records for walk up sales (not always feasible as a museum which gets very busy!)
Thanks in advance!Mindee
Hi Mindee,
You can use survey questions to track zip codes for general public orders, and then in T-Stats and Tessitura Analytics (v15) you can then identify the question used to record zip codes for general public orders and then do zip code analysis on those along with regular constituent records that have addresses on file. Here's a link to the help topic on survey questions
https://www.tessituranetwork.com/Help_System_v141/Content/Sales%20Layouts/Survey%20Questions.htm
-Kevin Sheehan
Thanks, Kevin! They are currently using a survey question but the presentation they saw at TLCC2018 really fired them up about the idea of having a constituent record for each zip code. Thanks for the link to the documentation, though, because maybe we can adjust how they're currently doing this!
Yes, in both T-Stats and Tessitura Analytics you can designate which survey question represents postal codes for general public orders. Once you do that general public orders that have a response on file for that survey question will be treated as if that is the postal code on their primary address.
In T-Stats (right now), there is an optional parameter in the load_warehouse procedure, @gen_pub_survey_zip, that allows you to specify which survey question’s responses to use as postal codes for general public orders.
In Tessitura Analyitcs (very soon in v15) you can do the same thing, except it will now be controlled by a T_DEFAULTS entry, General Public Zip Question.
Also, in both T-Stats and Tessitura Analytics, if your org has decided to use a single constituent record other than ID 0 for your general public orders, you can specify the ID number for that constituent record as well (with a parameter/T_DEFAULTS entry), and the tools will use the postal code survey responses on file for the specified constituent ID instead of constituent 0.
I imagine you could do the same thing for any custom reports you write, though the specific code mechanics of that are outside my expertise (though you will be able to reference the views used by Tessitura Analytics for writing your own reports, so that might help. I’m sure once v15 is released support can point you in the correct direction for that).
-Kevin
Thanks Kevin,
That is very good to know and we will look at using survey questions for zips and test it out.