New to using Tessitura in an education role?

Start here! In the steps below, weÆve mapped out the most direct route for gaining fundamental, intermediate, and advanced Tessitura skills.

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Education Fundamentals · 6 Hours

Step 1: Learn the basics about Tessitura constituent records and ticket/event/product sales and setup.

 

This overview and first three scenarios take a look at core features in Tessitura (like robust relationship management, built-in reporting and powerful transaction tracking) that can drive your education programs forward.

Video: Basics of Tessitura for Education >

Learn basic ticketing/event operations using our self-paced, interactive online course. Tessitura's ticketing functionality is often a great fit for education programs, because it allows you to define an event with a date and time, prices if applicable, and track who has signed up. Take all four, or pick and choose individual lessons in each class. (Recommended: Chapters 1, 2, & 4)

Course: Introduction to Ticketing >

Learn how the flexible nature of Tessitura product setup can work for events in your education department. Events already on sale in your system can be templates for what you might need. Check with your co-workers who set up Tessitura performances to see if they can lend any advice and expertise.

Documentation: Ticketing Setup >

Basic event tracking can be easily managed using Special Activity functionality. See how this simple feature can work for your free events.

Documentation: Special Activities >

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Education Fundamentals · 1 Hour 30 Min

Step 2: Discover how your education department can track processes and manage customers.

Learn how to utilize functionality found in Constituencies, Customer Service Issues (CSI's) and Plans for tracking processes, issues, and customer management.

 

Dive into the documentation to discover how Constituencies work, how to work with customer Attributes, and tracking customer Interests. Use surveys to collect customer data.

Documentation: Constituencies, Attributes and Interests >

Take a look at the information stored in CSIs and learn how to start an effective CSI implementation at your organization

Video: Introduction to Customer Service Issues >

Though built originally for Moves Management purposes in Development, many organizations are using Plans in other departments to track various constituent processes.

Video: Using Plans and Portfolios >

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Intermediate Education · 1 Hour 30 Min

Step 3: Investigate options for putting your education offerings online.

Whether you are looking to sell your paid (or free!) events online, or just looking to gather information about your customers online, we've got you covered.

 

A PowerPoint presentation that includes examples from around the Tessitura community of various education implementations through both custom websites and TN Express Web (TNEW) sites.

Conference Presentation: Education on the Web (2018) >

New to selling and gathering information online? Check out this tutorial for a primer on how Tessitura's out-of-the-box web hosting solution can work for you. Detailed documentation on TNEW functionality can be found here.

Video: Introduction to TN Express Web (TNEW) >

This three-part tutorial will walk you through a number of opportunities to collect data from your customers through TN Express Web (TNEW), including setup instructions and troubleshooting tips.

Video Series: Collecting Additional Data through TN Express Web (TNEW) >

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Intermediate Education/Marketing · 4 Hours

Step 4: Learn about Lists and Output functionality in Tessitura, as well as Communication Management features and merging to Word documents.

The last four scenarios in this education series build on the first three by demonstrating even more out of the box tools in Tessitura for you to use to dive deeper into your data with lists, extractions, plans, and pricing rules and messaging.

VIDEO: Additional Scenarios FOR EDUCATION >

The Lists and Output course has ten lessons that walk you through the criteria, to output set, to results workflow of lists in Tessitura.

Course: Lists and Output >

This two-part tutorial takes you through the process of using data from Tessitura to create merged documents in Microsoft Word.

Video Series: Merging Tessitura Data in Microsoft Word >

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Advanced Education/Marketing · 3 Hours

Step 5: Further your data manipulation and reporting skills, and better understand source and campaign structure setup.

A three-part series covering concepts, setup, and reporting. Gain a basic understanding of the campaign, product/fund, appeal and source structure in Tessitura.

Video series: CAMPAIGN STRUCTURE AND CODING >

Learning how Tessitura, Analytics, and the Web API work behind the scenes will help you understand report results and list criteria and improve communications with your IT department and web developers.

Video series: DATA STRUCTURES >

Additional Training Resources to Extend Your Knowledge and Ability in Tessitura

The Tessitura Help System is an online, interactive and easily navigated collection of usage and setup documentation for all areas of the Tessitura software.

Go to the Tessitura Help System >

Browse additional tutorial videos and recorded webinars related to the use of Tessitura.

View All Video Resources >

Join our friendly user forum dedicated to education-related topics and the Tessitura software.

Explore the Education Forum >

Our consulting team is happy to work on any scale of consulting project, whether it's just giving some general pointers, full-scale training, or even technical customizations.

LEARN MORE >