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
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!