1 / 6

Tessitura Training: Understanding and Utilizing Customer Service Issues (CSIs)

Join us on June 29, 2017, for Week 6 of training on CSIs in Tessitura. Learn how to record, communicate, and categorize constituent responses with CSIs. Dive into fields for reporting, searching, and data recording. Discover various uses of CSIs like donations, accessibility needs, messaging, and more. Don't miss out!

browncharlotte
Download Presentation

Tessitura Training: Understanding and Utilizing Customer Service Issues (CSIs)

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Tessitura Training: CSIs Memberships • Please answer the questions around the room! • June 29, 2017 - Week 6 – HALF WAY THERE!!!

  2. Phase 1: CSIs • Customer Service Issues (CSIs) are objects in Tessitura that can be used to record and internally communicate constituent responses, requests, and special needs. CSIs have four user-defined dropdown fields for categorizing the CSI. There are also fields for associating CSIs with performances or packages. All of these fields can be used for reporting, searching and/or recording the primary data of the issue.

  3. How are we currently using CSIs? Back-End Tip: They’re called Custom Form Data everywhere else, but the constituent record. Pay attention to this in TNEW V7 updates! • Return Tickets as Donations • Additional Benefit Fulfillment • Failed Monthly Donations • Wheel Chair & Accessibility Needs • NSCAN Messaging • Pre-sale • Gift Memberships • Monthly Givers

  4. Log into Tessitura! • Test

  5. Phase 2: Memberships • Review in Live!

More Related