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Please answer the wall question and log in to LIVE June 15, 2017 - Week 4

Tessitura Training: Campaigns, Appeals & Sources Events: Ticket, Non-Event, Activities and Elevated Events. Please answer the wall question and log in to LIVE June 15, 2017 - Week 4. Wall Questions. What are Campaigns, Appeals, and Sources?.

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Please answer the wall question and log in to LIVE June 15, 2017 - Week 4

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  1. Tessitura Training: Campaigns, Appeals & Sources Events: Ticket, Non-Event, Activities and Elevated Events • Please answer the wall question and log in to LIVE • June 15, 2017 - Week 4

  2. Wall Questions

  3. What are Campaigns, Appeals, and Sources?

  4. Campaign, Appeal and Source Overview Ticketing vs. Contributions Ticketing: anything relating to purchase of single tickets or packages. This considers marketing efforts to be a part of ticketing. Contributions: anything related to contributed revenue Campaigns = summations of efforts in contribution or ticketing FY Campaign Appeals = performance of an ask FY Appeals FY Appeals Sources = what led the constituent to make this donation or ticket purchase? Sources Sources Sources

  5. Sources • Are you using them correctly? • Inhouse vs. Outside

  6. Season Manager • All the information…no really

  7. Types of Interactions • Builders – putting together the architecture in the database • Editors – updating and maintaining the data (e.g. RSVPs, Ticket Reservations) • Viewers – reading and understanding the data (e.g. did they attend the this?)

  8. Ticket Builds • Performances • Merchandise

  9. Elevated Events & Special Activities: Defined • Types of Interactions • Builders – putting together the architecture in the database • Editors – updating and maintaining the data (e.g. RSVPs) • Viewers – reading and understanding the data (e.g. did they attend the this?)

  10. Elevated Events & Special Activities: Defined • Elevated Events – • A type of campaign intended to manage paid events where revenue should be recorded as contributions. Includes the ability to manage invitation lists and record seat or table assignments without seating charts or capacity management. Elevated Events are typically used to manage galas and other fund raising events. Currently Using This For – Gala Formerly: 5K Potential Uses – Other seated fundraising events for education

  11. Elevated Events & Special Activities: Defined • Activities — • Used to track the invitees and attendees of non-paid events (such as meetings, cocktail receptions, or open dress rehearsals) Currently Using This For – Advisory Council Prospecting Events Gala Committee Members Stewardship Phone Calls Potential Uses – Board of Directors Attendance Meet & Greets Special Offer/Voucher Redemption for target groups Anything you’re managing RVSPs for

  12. Let’s Compare Paid Unpaid Activities (Trainings, Advisory Council) • Ticket Build (performances, camps) • Elevated Event Build (Galas, 5Ks) • Non-Event Build (Merch)

  13. Let’s Compare Seated Not-Seated Non-event build Activity Elevated Event • Ticket Build

  14. Let’s Compare Available on the Web Internal Only Activity Elevated Event* • Ticket Build • Non-Event Build

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