Hello! I was wondering if anyone had something setup for the following:
For tracking corporate event invites in Tessitura under the contact’s account that includes an affiliation with their company, is there an easy way to indicate attendance in the company’s account as well? We’re tracking in Engagement under Activities. We need the RSVP to be in the individual’s account for names, RSVP numbers, and pulling information/contact addresses for any follow-ups, but would also like to track corporate engagement overtime in the company’s account.
Any process suggestions that have been working would be very much appreciated!
Yeah, that's tricky. The best I can come up with at the moment is either creating a dummy activity type (i.e. Corporate engagement) or status (corporate attendee) that could be used to track it on the company's record?
You could use the Events tab and have a campaign for that event. Although events are often used for Galas and other special events with paid tickets, you can use them for non-paid events as well.
in the corporate account add the event, and then add the guests using their account numbers. The event will show up in the contacts accounts.
HTH.
T.C.