Hello,
We are looking to see how other organizations are handling group sales tracking in Tessitura. We've looked into using plans, but those don't quite fit our needs as we would need 1 plan per order and often have multiple orders for groups. When we tested it the system only allowed 1 plan per constituent at a time.
We are currently using the Hold Until date on group tickets orders to track their final balance due and then run an order export a few times a week to track them. But we also need to be able to track their deposit amount due and deposit due date, which we are doing in an order note and on a separate spreadsheet at the moment. We would love to find a way to better utilize Tessitura to be able to track group sales. We are finding the order export method a little clunky and analytics does not have the hold until dates for orders.
Thanks,Daniel
Have you thought about using CSI's? You can associate those with a specific performance, and have as many as you want. I'd just create a category / activity type for group sales related activities, and you can report on them very easily. You could also add actions to track specific things like deposit paid. You can't really track money with them, but it would give you information. For tracking money, do you use a specific source for group sales?
Hi Daniel,
I wanted to share what our Plans look like for one of our group buyers who purchases tickets for multiple shows. We are able to have multiple plans under the organization's account (see below). I don't recall if that was something our administrator had to update or if what makes that possible - but I'm happy to dig if you are still interested in using Plans.
All information about the group sales process lives in our Steps which then you can set reminders around those to remind you when payments are due and when you need to contact group leaders.
Let me know if you would like to set up a Zoom meeting to see how we're doing it! I hope it helps.
For plans, you just need to have a unique combo of campaign, fund, and designation to have multiples in a given season. So you can use the same campaign over and over as long as you have a different fund for each plan. In Emily's example, their performance's are their fund titles.
THANK YOU, JORDAN! It's been too long
Happy to help, haha!
I second the use for CSI's. We use them for all of our groups because you can enter whatever info you want in the open fields while also tracking 4 parameters you want to filter by.
Hello.
We have started to use payment plans/scheduled payments for group sales. Majority of our buyers used a credit card to take payments, so we have moved towards using this as our main payment type for groups. We set-up a layered plan that pays off - $100 down-payment at time of booking, followed by a percentage of the amount due at X days out from the performance date. The payment utility automatically charges the card. We use reports to track upcoming payments and also failed payments if we need to follow up on charges. We also accept direct deposit and cheques and use the same scheduled payment system to track up-coming payments.