• Replies 2 replies
  • Subscribers 414 subscribers
  • Views 41 views
  • Users 0 members are here
Related

Lead sheets for AMS telemarketing

Dennis Keefe
$organization

I need to pull data into an Excel spreadsheet for AMS to create telemarketing lead sheets from, preferably by lead hierarchy from Extractions that I created.

I can pull the Constituent Data such as name, address, phone, email, etc.. by creating lists from the Extractions and I get the output that I need.

I'm having trouble with the Ticket and Subscription history part of it. I need to pull all history for the past 5 years for each Constituent,  and combine it with the Constituent Data and somehow separate it by this hierarchy.

Is there any report that will pull the constituent data AND ticket/sub history by list??

This is my first year with Tessitura, and we have no custom reports because we do not have info maker on our server.

Any suggestions would be greatly appreciated.

  • $organization
    Hi Dennis,

    I'm only in year 2 on Tessitura so I feel for you! I use Output Sets to build the criteria for our Telesales lead sheets. Generally I add Subscription Season (which will pull all series in their record) and/or Sub Series, No. of seats and the Sub location so telesales knows if they have 'preferred seats'. You can also include donation information (amount and date) if that's useful too.

    Good luck.

    Cheers,
    Tal


    Tal Hebdon | Manager, Patron Services
    Kitchener-Waterloo Symphony kwsymphony.ca
    Conrad Centre for the Performing Arts
    36 King St W | Kitchener ON N2G 1A3

    519.745.4711 x 278
    thebdon@kwsymphony.on.ca

    2010/11 Subscriptions on Sale Now!

    Make Time for Great Music

    KWS Patron Services: 519.745.4711 | 888.745.4717 Subscribe Now



    I support the Kitchener-Waterloo Symphony BECAUSE every gift is instrumental.

    Please play your part today donate now!

    ________________________________
    From: Tessitura Ticketing Forum [forums-ticketing@tessituranetwork.com] On Behalf Of Dennis Keefe [bounce-denniskeefe7718@tessituranetwork.com]
    Sent: April-05-10 3:29 PM
    To: Tal Hebdon
    Subject: [Tessitura Ticketing Forum] Lead sheets for AMS telemarketing


    I need to pull data into an Excel spreadsheet for AMS to create telemarketing lead sheets from, preferably by lead hierarchy from Extractions that I created.

    I can pull the Constituent Data such as name, address, phone, email, etc.. by creating lists from the Extractions and I get the output that I need.

    I'm having trouble with the Ticket and Subscription history part of it. I need to pull all history for the past 5 years for each Constituent, and combine it with the Constituent Data and somehow separate it by this hierarchy.

    Is there any report that will pull the constituent data AND ticket/sub history by list??

    This is my first year with Tessitura, and we have no custom reports because we do not have info maker on our server.

    Any suggestions would be greatly appreciated.



    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!
  • Former Member
    Former Member $organization

    Hi Dennis,

    Pulling data for Telemarketing vendors like AMS and SD&A is not as simple as one might expect.  I've had some experience with this, and I'd be happy to discuss it with you in detail.

    Give me a call or send me an email with a good time to call you.

    Best regards,

    Roger

     

    Roger A. Boltz

    Technical Consultant

    Tessitura Network

     888-643-5778 x 356 Toll Free

     214-427-5400            Direct Office

    RBoltz@TessituraNetwork.com