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!

Parents
  • 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!

Reply
  • 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!

Children