Zip Code as Constituent Name?

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

Parents
  • 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

  • HI Kevin,

    We were intrigued by Mindee's post because what it will do, that I think survey questions would not, is allow reports to be run on that zip code like a constituent.  One thing custom order data and also survey questions lack is the ability to get ticket sales reports, especially by price type.   Am I wrong?  Is there a way to get tickets sales by price type using a survey question?  I know doing something like this would muddy up the customer name, which is a text field with numbers but it sure does sound like an ingenious idea to get the numbers we yearn for with Gen Public sales.

  • Terry,

    I was curious about the same thing.  Something that has been discussed around here is creating a general order account whose only purpose is to have the relevant zip code on it so that those tickets at least have the correct location on them.

    That has not yet been done due to the sheer number of zip code accounts that might need to be created, and then using them in a timely manner for walk-up sales would be a bit of a hassle, too.  Sure, you could have something written down with the most common zip code account numbers written on them, but what about when someone wants one that is not on the list that still has a lot of accounts in the system with that zip?  Searching that way for the account number in the constituent search takes a while.  And then of course the time that must be taken to create a new one when someone comes up whose zip code does not have a generic account either.

    But I am curious about these things, too.  As we continually get requests from different departments asking about marketing and development things, they are going to become less and less pleased with walk-up sales not being counted.  We have few enough walk-up sales that this is nowhere near an immediate issue for us, but I am curious to see what other options might be out there.

  • Terry,

    If you use the built-in General Public account (customer_no 0) and a zip code survey question, and the T-Stats configuration option Kevin mentioned, you can absolutely report on sales by price type, including those to the zero customer, by zip code in T-Stats. Using the General Public zip code functionality moves all the survey-response zip codes into the standard zip code attribute in T-Stats. So it'd all be in one place.

    T-Stats can also be configured to store up to 10 survey questions and answers,so you could also report on sales by price type by (not necessarily zip code) survey question in T-Stats.

    Also I want to clarify that the option Kevin mentioned, regarding if you do not use customer_no 0 for General Public orders, on the T-Stats side does not expect a single non-zero constituent ID. Rather, that parameter in T-Stats allows you to specify the ID of a constituent type used for General Public orders, which may have one or more constituents associated with it. 

  • Thanks for that clarification, Amanda. And it applies to Tessitura Analytics as well, i.e. you specify a general public constituent type). What's the emoji for that feeling when you didn't reread the documentation you wrote yourself very closely before answering a question...

Reply Children
No Data