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Patron Account Lookup

Beth Hawryluk
$organization

Hello Tessiturians,

We are looking into setting up a Patron Account Lookup function on our website. We've been trying to figure out the process and are wondering if other organizations that have this functionality already can share how it works for them.

We understand that we need to ask them to provide us with some information first which will then be used to find their Tess account. But we are confused as to what happens next.

How do they (or how does the website) actually log in to their account once it has been located? Does this action automatically create a web login for them in their constituent record? Are there any other important steps we should be sure to include in the process?

Sorry if this is pretty obvious. We're just having trouble wrapping our heads around it!

  • $organization

    Hi Beth,

     

    Here at First Stage we do have a look up function. I’ve never gone step by step to see what happens, but I’d be happy to send you a link to that portion of our webpage so you can see it if you’d like.

     

    Chris

     

    Christopher Cuhel, Patron Services Manager

    First Stage

    Transforming Lives Through Theater

     

    From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Beth Hawryluk
    Sent: Friday, March 23, 2012 12:39 PM
    To: Christopher Cuhel
    Subject: [Tessitura Web Forum] Patron Account Lookup

     

    Hello Tessiturians,

    We are looking into setting up a Patron Account Lookup function on our website. We've been trying to figure out the process and are wondering if other organizations that have this functionality already can share how it works for them.

    We understand that we need to ask them to provide us with some information first which will then be used to find their Tess account. But we are confused as to what happens next.

    How do they (or how does the website) actually log in to their account once it has been located? Does this action automatically create a web login for them in their constituent record? Are there any other important steps we should be sure to include in the process?

    Sorry if this is pretty obvious. We're just having trouble wrapping our heads around it!




    You were sent this email automatically because you subscribed to the Tessitura Web forum. You may reply to this message to post to the Web 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!

  • $organization in reply to Christopher Cuhel

    That would be great, Chris. Thank you!

    beth.hawryluk@winspearcentre.com

  • $organization

    I think there may be a standard web method for doing this? And it asks the patron for customer_no, phone and zip code. It doesn't create a web login. (But you could probably come up with something custom that might.) I believe it can only be used to find existing logins tied to accounts that match what's entered. I'm pretty sure it matches on any active phone/zip in the account, not just the primary, if that helps.

    This works well if you're automatically assigning logins to any account that has an eaddress. So existing patrons can find themselves, even if they've never used your site before. Of course, they need to know their customer_no for it work. Not sure if your patrons are the type to know/keep handy their customer_no when they call. If they are then they'd probably find it really handy. Or if you regularly assign logins and email the patrons that you've done so, if you did that in conjunction with this feature you could just tell them their customer_no in the email and say "go here to set up your account for online use", direct them to the lookup page and get them engaged in the process that way.

    I really like having this feature as it does slightly reduce the number of dupes creates online, but at least here A LOT of patrons, if they don't remember their account info, or don't remember what email they may have used to create their accounts, will just use a different email address and create a new one anyway. 

    Hope that helps.

  • $organization

    Take a look at GetConstituentsEx in the API documentation:

    http://www.tessituranetwork.com/network/Learning/Documentation/Web%20API/API%20Documentation.aspx

     

    This can also be done using the ConstituentSearch resource in the ConstituentService:

    The API help page can be found at this relative link (to your organization) from the Gateway/App server:

    /constituentservice/Constituents/help/operations/Search

    So, for instance, on my machine the address is:

    https://tessrcreps/constituentservice/Constituents/help/operations/Search

     

    Hope that helps.

     

    +Ryan Creps

    +Tessitura Network

     

    From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Amanda Freeman
    Sent: Friday, March 23, 2012 2:20 PM
    To: Ryan Creps
    Subject: Re: [Tessitura Web Forum] Patron Account Lookup

     

    I think there may be a standard web method for doing this? And it asks the patron for customer_no, phone and zip code. It doesn't create a web login. (But you could probably come up with something custom that might.) I believe it can only be used to find existing logins tied to accounts that match what's entered. I'm pretty sure it matches on any active phone/zip in the account, not just the primary, if that helps.

    This works well if you're automatically assigning logins to any account that has an eaddress. So existing patrons can find themselves, even if they've never used your site before. Of course, they need to know their customer_no for it work. Not sure if your patrons are the type to know/keep handy their customer_no when they call. If they are then they'd probably find it really handy. Or if you regularly assign logins and email the patrons that you've done so, if you did that in conjunction with this feature you could just tell them their customer_no in the email and say "go here to set up your account for online use", direct them to the lookup page and get them engaged in the process that way.

    I really like having this feature as it does slightly reduce the number of dupes creates online, but at least here A LOT of patrons, if they don't remember their account info, or don't remember what email they may have used to create their accounts, will just use a different email address and create a new one anyway. 

    Hope that helps.

    From: Beth Hawryluk <bounce-bethhawryluk7830@tessituranetwork.com>
    Sent: 3/23/2012 12:35:55 PM

    Hello Tessiturians,

    We are looking into setting up a Patron Account Lookup function on our website. We've been trying to figure out the process and are wondering if other organizations that have this functionality already can share how it works for them.

    We understand that we need to ask them to provide us with some information first which will then be used to find their Tess account. But we are confused as to what happens next.

    How do they (or how does the website) actually log in to their account once it has been located? Does this action automatically create a web login for them in their constituent record? Are there any other important steps we should be sure to include in the process?

    Sorry if this is pretty obvious. We're just having trouble wrapping our heads around it!




    You were sent this email automatically because you subscribed to the Tessitura Web forum. You may reply to this message to post to the Web 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!

  • $organization

    Hi Amanda,

     

    We have an account look up feature on our site. You are correct--it does require a custom procedure to actually create the login.

     

    Here's how ours works:

    1) The patron has to enter their account number and zip code.

    2) If we find a match, we display their account info and prompt them for an email address.

    3) If we already have a login on that record (or any other record) that matches the submitted email, we send them a "Forgot password" email.

    4) If we don't already have a login that matches the submitted email address, we create one behind the scenes, and send them a "Forgot password" email.

     

    We chose to use the email as a slight security buffer, so a user would have to have a valid email address to gain access to the account.

     

    It has had moderate success--I took a quick look at the analytics--it has been used successfully 1,200 times in the last calendar year.

     

    If you want some additional info or a few screenshots, please let me know.

     

    Thanks,

     

    Patrick

     

     

    Patrick FitzGerald

    Technical Project Analyst
    The Pittsburgh Cultural Trust
    803 Liberty Avenue
    Pittsburgh, PA  15222
    fitzgerald@pgharts.org

     

     

     

    From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Ryan Creps
    Sent: Friday, March 23, 2012 2:55 PM
    To: Fitzgerald, Patrick
    Subject: RE: [Tessitura Web Forum] Patron Account Lookup

     

    Take a look at GetConstituentsEx in the API documentation:

    http://www.tessituranetwork.com/network/Learning/Documentation/Web%20API/API%20Documentation.aspx

     

    This can also be done using the ConstituentSearch resource in the ConstituentService:

    The API help page can be found at this relative link (to your organization) from the Gateway/App server:

    /constituentservice/Constituents/help/operations/Search

    So, for instance, on my machine the address is:

    https://tessrcreps/constituentservice/Constituents/help/operations/Search

     

    Hope that helps.

     

    +Ryan Creps

    +Tessitura Network

     

    From: Tessitura Web Forum [mailto:forums-tessitura-web@tessituranetwork.com] On Behalf Of Amanda Freeman
    Sent: Friday, March 23, 2012 2:20 PM
    To: Ryan Creps
    Subject: Re: [Tessitura Web Forum] Patron Account Lookup

     

    I think there may be a standard web method for doing this? And it asks the patron for customer_no, phone and zip code. It doesn't create a web login. (But you could probably come up with something custom that might.) I believe it can only be used to find existing logins tied to accounts that match what's entered. I'm pretty sure it matches on any active phone/zip in the account, not just the primary, if that helps.

    This works well if you're automatically assigning logins to any account that has an eaddress. So existing patrons can find themselves, even if they've never used your site before. Of course, they need to know their customer_no for it work. Not sure if your patrons are the type to know/keep handy their customer_no when they call. If they are then they'd probably find it really handy. Or if you regularly assign logins and email the patrons that you've done so, if you did that in conjunction with this feature you could just tell them their customer_no in the email and say "go here to set up your account for online use", direct them to the lookup page and get them engaged in the process that way.

    I really like having this feature as it does slightly reduce the number of dupes creates online, but at least here A LOT of patrons, if they don't remember their account info, or don't remember what email they may have used to create their accounts, will just use a different email address and create a new one anyway. 

    Hope that helps.

    From: Beth Hawryluk <bounce-bethhawryluk7830@tessituranetwork.com>
    Sent: 3/23/2012 12:35:55 PM

    Hello Tessiturians,

    We are looking into setting up a Patron Account Lookup function on our website. We've been trying to figure out the process and are wondering if other organizations that have this functionality already can share how it works for them.

    We understand that we need to ask them to provide us with some information first which will then be used to find their Tess account. But we are confused as to what happens next.

    How do they (or how does the website) actually log in to their account once it has been located? Does this action automatically create a web login for them in their constituent record? Are there any other important steps we should be sure to include in the process?

    Sorry if this is pretty obvious. We're just having trouble wrapping our heads around it!




    You were sent this email automatically because you subscribed to the Tessitura Web forum. You may reply to this message to post to the Web 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!


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    You were sent this email automatically because you subscribed to the Tessitura Web forum. You may reply to this message to post to the Web 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!