Howdy network!
We would like to use TNEW to take submissions for our New Works Festival. Everything is still analog right now, meaning the Festival director has to wade through over 100 physical script submissions in his office for months during the selection process. I'd like to find a way to utilize the Documents section of the Research tab in the constituent records to house a digital copy of the scripts. TNEW has all the account info capture capacity that we need but I'm wonering if anyone has devised a way for patrons to submit documents via TNEW as well. We'd like to do this without a customization but I think that won't be possible.
Hi David,
I'm afraid not, however, in my last job where we took applications for Bachelor and Master courses, we got around this using FormSite.
The path was a little different to standard tickets - we first got users to register an account in TNEW. They were then redirected to the form we built in FormSite which accepted document attachments. Each attachment has a unique URL. I scheduled a daily .csv from FormSite containing that day's data which I could import into a local table, including the URLs for documents/headshots for use in the constituent custom tab. You could do something similar otherwise you have the option to download the documents so they can be attached to constituent records that way.
Once a FormSite form was submitted by the user, s/he returned to the TNEW purchase path to select an audition/interview timeslot and pay an application fee.
Cheers,
Kevin
David,
Our local consortium has been working with Tessitura consulting on a customization for our education needs. With this customization, there are pre-cart questions/forms that can be filled out based on what has been added to the cart and that information is added to the Custom tab of the constituent record so that there isn't any (or there's much less) manual data entry post-transaction.
There's also the ability to have waiver forms signed (useful for ballet classes!) and have the system hold a copy of the waiver as signed (in case it changes later) so that our records are good over time.
Let me know if you'd like to chat more about this.
Thank you,
Brian
Thanks Kevin! Was the redirection in the purchase path a customization or was that something you were able to set up on your own?
Sounds like we've been working on the exact same customization Brian! Does yours allow for the patron to submit a document of their own or are they just filling out pre-determined forms that you built?
I don't have anything anything practical to suggest for this, just a warning to make sure that any documents uploaded are vigorously scanned for viruses/trojans. My CIO shared a note recently that ransomware attackers are targeting arts organizations now: their payouts are generally low anyway, and this industry has atrocious security as a rule.
--Gawain
Excellent point Gawain. Thank you!
Our customization does not allow for document upload; we just build forms and waiver information in the System Tables for the customer to fill out and get imported into the Custom tab.
No you can do this yourself, I assigned a few auxiliary production season pages (auxiliary/pdDetail.aspx?psn=####) with text and HTML for button(s) so we could direct the user as necessary.
Be aware that we had a booking/payment as part of the user journey. If you are just looking for a faciility for users to attach documents and submit name/address/phone, perhaps you can just get away with using a FormSite form then use the consituent import to create records.
Thanks for the suggestions everyone! I'll let you know what direction we end up going with this.
Hi folks,
It seems to have been a very quiet enhancement but mail2 have just released a feature whereby documents can be uploaded as part of their Survey functionality.
Martin