Category: Customers
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
... (continued)
#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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
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
... (continued)
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
... (continued)
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
... (continued)
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
... (continued)
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
Head to Patron Database > Import Customers to learn about options for migrating your data into ThunderTix. If you've already been processing tickets with ThunderTix with active customer data in your customer database, you can still request that we import your customers and/or their c
... (continued)
First, you'll need to add your MailChimp API key to your account settings. Read our guide on Mailchimp Integration.
Once your Mailchimp and/or Constant Contact account is connected to ThunderTix, we can automatically send patron data to your email service as purchases are made.
First,
... (continued)
Once your Mailchimp and/or Constant Contact account is connected to ThunderTix, we can automatically send patron data to your email service as purchases are made.
First,
Unfortunately, there's no way to delete a note at this time. But, you can edit notes that already existed and view the revision history of all changes made to a customer note.
When an email is included on an order, we'll automatically create the customer record in the database. Customers can also be manually added to the customers tab by clicking on the "Create Customer" link or customers can be imported from a CSV list that you provide to our team.
We offe
... (continued)
We offe
We never use or sell any data you collect on your accounts for any reason. The only time we ever share any aspect of your account is when you specifically enter things like a Google analytics tracking code or Eventful API information.
All customers are searchable from your Patron Database. It includes all people that have ever interacted with your organization which could be from purchasing a ticket, a season subscription, making a donation, or buying/receiving a gift card.
In addition, we offer a migration servi
... (continued)
In addition, we offer a migration servi
Auto-fill makes it easy for box office staff to quickly and efficiently process orders on behalf of ticket buyers. Auto-fill expedites orders made over the phone or in person by allowing staff to quickly retrieve a patron's record by doing a quick search using the customer's last name
... (continued)
The guest list has an export feature. Once you have exported the Guest List to a spreadsheet, you may sort it by the zip code column.
For all orders, we collect the name of the customer that is either purchasing the tickets or processing the order (if tickets are free). If you need to collect a customer name per ticket being ordered, you may either require or optionally request a customer name per ticket.
We recomm
... (continued)
We recomm
To see the Customer database under Patron Database > Search and Mass Mail, the user needs to have the permission "View/edit customers" enabled.
To enable this permission for your users:
To enable this permission for your users:
- Go to account settings > Users
- Click on the user and check the box 'View/edit Customers'
- Click Update
