Category: Customers
Reminder Emails for Reservation Payments:
You can send reminder emails to customers with reservations, letting them know that their payment is due a set number of days before the event!
1. First, go to the side bar and click on Patron Database > Customer Permissions in the drop-down me
At any time, you can view and download all customers that opted in during the checkout process to get updates and/or newsletters.
- Click Patron Database > CRM and Mass Mail
- Under General Options select 'Opt-in only'.
- Click Search Customers
- Then, click Export Results
If you'd like to search for a customer who has not purchased a ticket since X date, please follow the steps below:
- Head to Patron Database > CRM & Mass Email
- Navigate to the 'Has not purchased' tab
- Click the 'Since'
- Enter the starting date
Happy s
First, you'll need to ensure that your Mailchimp account is connected to ThunderTix. Head over to Account > Account Settings > Marketing and ensure that your Mailchimp API is entered in the Mailchimp field. At any point, you can export all "new customers" over a specified time period
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Have you ever wanted to target emails to customers that purchased tickets to certain categories of events, such as Comedy or Musicals? Now, you can search all patrons that purchased tickets to the "Comedy" and "Musical" genres AND purchased tickets within your selected date range.
To
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To
Search your Patron Database for event purchases and donations at the same time!
To perform the search, follow these steps:
To perform the search, follow these steps:
- Head to Patron Database > Patrons Search
- Click on the Event/Package tab dropdown
- Search for an event using Purchased or Have not yet purchased
- Your list will pop
How to Use the Updated Patron Database Search!
ThunderTix now offers a more powerful way to search and segment your patrons. Instead of being limited to a single search criteria, you can now layer multiple filters to quickly build targeted patron lists for marketing, fundraising, and r
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The answer is yes! Head to Patron Database > Patron Search to perform your search. Enter in the beginning of the email address in the email field.
Click on Search Customers to search for all possible matches with the partial email address.
From
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Click on Search Customers to search for all possible matches with the partial email address.
From
When importing patrons into ThunderTix, you have the option to include classifications. A list of instructions are included on the Import Customers page, and the following is specific to point #15, the category columns.
#15: Columns labeled 'cat_1', 'cat_2', etc. are for customer clas
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#15: Columns labeled 'cat_1', 'cat_2', etc. are for customer clas
One of the best ways to save time is to allow your customers to process orders on their own behalf without taking up box office staff time. They can:
1. Process their own exchanges for the dates and times most convenient for them. This saves back and forth phone calls explaining which
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1. Process their own exchanges for the dates and times most convenient for them. This saves back and forth phone calls explaining which
At times, attendees will show up (sponsors, friends and family of the performers, etc.) and you need to add them to the guest list. This allows you to have an accurate head count for your event across all tickets -- paid and comped. The easiest way to do this would be to comp their t
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To see the total number of tickets sold, total ticket sales, event name and date exported on a spreadsheet, you will want to download the Performance Sales export.
To view this report:
1. Head to the Event Manager > Click on the name of your event
2. Go to the Reports column on your d
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To view this report:
1. Head to the Event Manager > Click on the name of your event
2. Go to the Reports column on your d
If you need to change the capacity of your total seats available, you can do so by editing the capacity of your event.
To edit the capacity of your event,
1. Head to the Event Manager
2. Click on the name of your event
3. When you find the correct performance, go to the 'Capacity' colum
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To edit the capacity of your event,
1. Head to the Event Manager
2. Click on the name of your event
3. When you find the correct performance, go to the 'Capacity' colum
You can inactivate a customer from your Patron Database, but there is no way to permanently delete a customer. Patron records are tied to orders, so we cannot delete a customer that has any orders associated with the record -- paid, declined, or otherwise.
When you view a customer fro
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When you view a customer fro
Many venues offer the ability for customers to exchange their own tickets. Please see this discussion with more information: Saving box office time with do-it-yourself exchanges, refunds, and reservation payments
This discussion is geared specifically towards self-exchanges. If a cust
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This discussion is geared specifically towards self-exchanges. If a cust
During the Customer Import process, there can only be one email in the import. However, once the Customer Import is complete, you can go back in and manually add a second email address to an existing customer.
To add a second email address to an existing customer that already has 1 em
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To add a second email address to an existing customer that already has 1 em
New ThunderTix Customers
When you first sign up for ThunderTix, we'll provide a one-time complimentary migration of patron and order history data for all active accounts included with all plans – excluding Maintenance.
The migration of your customer data into ThunderTix can be done in
You may optionally allow your customers to process their own ticket exchanges to save box office staff time. Further, your patrons may request a refund with a click from their confirmation emails without the need for back and forth emails.
To make use of these time-saving options, nav
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To make use of these time-saving options, nav
We suggest that you use Campaigns to sell memberships. You can get more information about how to use campaigns by clicking on the link below:
Using Campaigns: A How-To Guide
Campaigns can be created with suggested levels of giving (as membership tiers) based on the the price specified a
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Using Campaigns: A How-To Guide
Campaigns can be created with suggested levels of giving (as membership tiers) based on the the price specified a
When you go to process an order and the customer has purchased tickets before, this pop up will appear. This just means that we have found one or more customer records with the exact same first and last name.
If they are the same person, you can click merge to merge the two together
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If they are the same person, you can click merge to merge the two together
When customers use multiple email addresses for ticket purchases or donations, it makes it challenging to provide rewards through our Customer Loyalty Program or to find high-value buyers and donors since multiple customer records are created for each email address. Today, we’re makin
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Yes! You can now mark patrons as inactive.
To mark a patron as inactive head to Patron Manager > Search and Mass Mail. This will generate a list of all of your customers. Click on the customer ID of the customer you would like to mark as inactive. If you do not have the customer ID ha
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To mark a patron as inactive head to Patron Manager > Search and Mass Mail. This will generate a list of all of your customers. Click on the customer ID of the customer you would like to mark as inactive. If you do not have the customer ID ha
Currently, you can get this information by exporting your orders, and then sorting them by customer. Log in to your account, and then follow the steps below to export orders:
- Click on Orders
- Change the calendar to cover up to a 12-month period
- Click Search
- Click Export
Repeat the above ste
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If you forgot to enter an e-mail address, you can go back into the order and enter the email address so they receive a confirmation email and so that their email address will be added to their customer profile.
To enter a customer's email:
1. Go into the customer's order
2. Head to the
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To enter a customer's email:
1. Go into the customer's order
2. Head to the
If you would like to save our positive customer comments and post them on your website, there are a couple different ways to go about this. Either through an Orders export, or a Guest List export.You may not even need to export, as you do have the ability to scan either of the above's
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You may want to find the person that purchased the most tickets in a given time period, such as the most recent year, perhaps for a "Patron of the Year" award or thank you. To do so, follow these steps:
- Head to Patron Database > Search and Mass Mail.
- Click the Order History tab
- Choose th
What are customer classifications used for?
Customer Classifications allow you to label groups of or even individual patrons. Unlike Donor Classifications which classify donors by their total donations, and unlike Event Genres that classify events for easy searching of say, customers t
Connect patrons in your Patron Database to a household to tie donations together! When one member of the household makes a donation the other members of the household will receive a soft credit for the donation on their record, allowing venue staff to recognize all members of a househ
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