Category: Customers
Newest addition:
You can now filter your searches by fundraising campaign and a specific campaign level! Simply go to the donations tab and select the fundraising campaign, and you will see another box populate where you can select a campaign level within said campaign.
Genre Search:
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Genre Search:
Merging and Unmerging Patron Records
Over time, the same patron can end up with more than one record, usually because they purchased with different email addresses. Merging combines those records into one, and if a merge was a mistake, you can unmerge to restore the originals.
How to Me
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Household Management:
We've made several improvements to how households work in ThunderTix, making it easier to manage relationships between patrons and get a clearer picture of giving across an entire household.
Smarter Donation Tracking Across Households
Donation history now properly r
CRM Audience Segmentation Recipes
Looking for new ways to use ThunderTix CRM data to drive ticket sales, increase engagement, and improve patron retention?
We've put together a collection of CRM Audience Segmentation Recipes that provide practical examples of how to build targeted audie
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ThunderTix allows venue admins to block a patron from placing future orders when needed. This can be useful for handling chargebacks, disruptive behavior, fraudulent activity, or suspected ticket reselling.
What happens when a patron is blocked
When a customer is added to the block list
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The CRM now includes enhanced query logic that gives you more flexibility when building patron searches. This update improves how multiple selections are handled and introduces new exclusion options for refining results.
What’s new:
OR functionality for selections
Previously, when select
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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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If you need to investigate a suspicious order, you can open the related payment directly from ThunderTix in Stripe. From there, Stripe also gives you the option to block the customer from making future payments through Stripe.
Open the payment in Stripe from ThunderTix
- Find and open the
Groups & Organizations help you track orders and relationships when you’re working with companies, schools, tour operators, nonprofits, and other repeat buyers. Instead of only seeing an individual buyer on an order, you can also see (and report on) the group or organization behind th
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We’re excited to introduce Auto-Fill Patron Information on the Waitlist, a new feature designed to save time and reduce manual entry when adding customers to an event waitlist.
How it works:
When you begin typing a last name, email address, or phone number while adding a customer to t
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How do I print a receipt for my customers?
First, go to any order:
Then, simply click "File" > Print on for your browser. Upon doing so, a printable receipt will populate. We pull the logo shown at the top of the printable receipt from the logo uploaded for your email confirmation r
We’re happy to share an update that makes email confirmations clearer and easier to read—especially for group and large ticket orders.
What’s changed?
Moving forward, email confirmations now include the total number of tickets purchased in the order.
Instead of having to manually cou
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There's an easy way to identify new patrons. To obtain a list of all customers that were new in a given time period, do the following:
- Head to the Patron Database
- Click Orders
- Enter "1" in Orders
- Click Date Range
- Enter a date range
- Click "Retrieve new customers only"
- Click Search
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
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
