Constituency Codes Best Practices

We are fairly new to Tessitura and want to start utilizing constituency codes to help the front line staff. I am wondering if anyone would be willing to share any examples of how you have utilized constituency codes that have been successful. Specifically we are wanting to flag major donors and board members but are interested in growth with this function. Thank you!

Parents
  • Our donor constituencies are triggered by membership.

     

    I’ve got a job that runs every 20 minutes and updates many constituencies. Here are the ones that immediately pop to mind:

    ·         Members of the press are triggered by media attributes. The constituency gets deleted once the attributes are removed from the account—unless you put an end date into the constituency to make it inactive.

    ·         The board member constituency is triggered by an active association to the FGO Board of Directors account. We do the same for FGO staff. (When the association gets made inactive, FGO Staff gets deleted and replaced with FGO Former Staff.

    ·         Subscribers, single ticket buyers, and group ticket buyers have constituencies triggered by ticket history.

    ·         Accounts with a “No Telemarketing” phone restriction have a TMK constituency.

    ·         People who routinely bounce checks or challenge credit card charges get a “!!!” warning constituency triggered by an open CSI in the Warning category.

     

    The more you can automate, the easier it is to keep your database up to date.

     

    Lucie

     

     

    ___________________________________

    Lucie Spieler

    IT Development and Training Manager

    Editor, Season Program

     

    Florida Grand Opera

    8390 NW 25th Street

    Miami, FL 33122

    305.854.1643 x 1521

    Box Office: 800.741.1010

    To Give a Gift: 305.403.3315

    www.FGO.org

     

    2010-2011 | 70TH SEASON | THE MYSTERIES OF LOVE

    Turandot | The Tales of Hoffmann | Don Giovanni | Cyrano

     

     

Reply
  • Our donor constituencies are triggered by membership.

     

    I’ve got a job that runs every 20 minutes and updates many constituencies. Here are the ones that immediately pop to mind:

    ·         Members of the press are triggered by media attributes. The constituency gets deleted once the attributes are removed from the account—unless you put an end date into the constituency to make it inactive.

    ·         The board member constituency is triggered by an active association to the FGO Board of Directors account. We do the same for FGO staff. (When the association gets made inactive, FGO Staff gets deleted and replaced with FGO Former Staff.

    ·         Subscribers, single ticket buyers, and group ticket buyers have constituencies triggered by ticket history.

    ·         Accounts with a “No Telemarketing” phone restriction have a TMK constituency.

    ·         People who routinely bounce checks or challenge credit card charges get a “!!!” warning constituency triggered by an open CSI in the Warning category.

     

    The more you can automate, the easier it is to keep your database up to date.

     

    Lucie

     

     

    ___________________________________

    Lucie Spieler

    IT Development and Training Manager

    Editor, Season Program

     

    Florida Grand Opera

    8390 NW 25th Street

    Miami, FL 33122

    305.854.1643 x 1521

    Box Office: 800.741.1010

    To Give a Gift: 305.403.3315

    www.FGO.org

     

    2010-2011 | 70TH SEASON | THE MYSTERIES OF LOVE

    Turandot | The Tales of Hoffmann | Don Giovanni | Cyrano

     

     

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