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Tessitura Training: CSIs Memberships

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

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Tessitura Training: CSIs Memberships

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  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!

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