Customer Extras

Customer Extras is a new feature designed to allow you to add any field into the customer record within Ticketsolve. With the ability to add custom fields to the customer record, you can easily capture and store critical customer information, including secondary emails, fundraising pipeline stage information, preferences, and more.

This feature has a user-friendly interface, making it quick and easy to add the information that's important to your organisation. With Customer Extras, you can segment your customers and personalise your communication with them for a more meaningful customer experience.

What is it?

Many customers have requested for the system to have the ability to add additional fields to the customer profile section. This new feature, called Customer Extras, now caters for that with the ability to add 5 specific field types to a customers profile.

The new fields that can be added are;
 

1. Select (Dropdown) - This field type allows for multiple options to be created that a user can select one from.
2. Input - Field allowing text
3. Checkbox
4. Date
5. Time

Possible Use Cases

There are a myriad of different reasons why you may want to capture additional information from a customer and how you use the new feature will probably differ from one venue to another. However, some of the practical use cases could be;

• Recording Interest Types - use the checkbox field to capture the interest of each customer
• Customer Profiling - If you use any type of segmentation model within your organisation, you could add all your segments into a dropdown and apply the most relevant one to each customer
• Membership/Benefits - If you use an external membership system you can add that membership number into the customer record 
• Fundraising - You could build a fundraising pipeline using the dropdown field e.g. Research, Involve, Cultivate, Conform, Thank. Or you could use the dropdown field to pick what fundraising campaign that customer is a part of. 
• Educational - If you are a university of college, you can add a new field for student numbers
• Capturing Occupational/Job Role Information

Set Up Process

It’s important to stress that this feature is in ‘BETA’ development at the moment. By helping us test the feature as it is, your feedback will prove invaluable to us in ensuring that the final product is as good as it can be.

Because of the ‘BETA’ nature of it, the Support team will need to manage the creation and maintenance of the additional fields. Essentially that involves us getting in touch with you and setting up the Customer Extras fields as you would like to have them appear on those customer profile pages. If, at any stage, during the beta testing you need to amend a label or change the position of a given field, just get in touch and we’ll make the necessary changes. 

When the feature is finalised and feedback has been collated, the venue will have full control over managing the setup of new fields. 

Things to Note

The first iteration of this feature (0.1)  means that it will be for the customer profile pages for Boxoffice use only. Future iterations will most likely mean that the Customer Extras fields will be available online also but that’s in the medium to long term.

Further options  like a ‘Currency’ field will also be coming on stream shortly. 

Reporting

The reporting side of this feature is being implemented at present and is only a few weeks away from being available. This will take the form as a new filter in Your Reports so any saved Customer Extras entries will be reportable. 

Some Examples

In the above example, we’ve added additional fields using the new Customer Extras feature to this customers profile page. 

• The first new field is a ‘Checkbox’ which in this example we’ve labelled ‘Ok to Contact’
• The second field is an ‘input’ field which we’ve created with a label called ‘Occupation’ 
• The third field is a ‘select’ option (dropdown)  which when expanded allows the user to choose from one of 4 options that we’ve created using the new setting. We’ve called this ‘Donation Level’ and the dropdowns contain donation bands that the user can select.  (Better picture below)

• The fourth field is a ‘Time’ field with a simple label called ‘Ok to call at this time’
• The fifth field is a date field with a label titled, ‘Date of First Donation’

Again, these are really just examples of how you can use the fields to capture information that, previously, was unable to be captured within the customer profile section with Ticketsolve. Hopefully you’ll find it useful within your own workflows.

New! Customer Extras - Online Accounts

We've extended this functionality now to allow you to collect more information online about your customers should you wish. To allow customers record information, requires one simple change when creating or editing existing customer extras. There is now a 'visible for customers' checkbox at the foot of the editing page as seen here. 

If creating new extras fields, simply tick this to make it visible for customers to see in their online profile. To make existing fields visible, click on the 3 dots icon at the end of the existing extras row, hit 'edit field', now check 'visible for customers', hit the blue 'update' button to save the field and then the pink 'update' button to save the page. 
N.B - The 'globe' icon at the end of an existing extras row will allow you to see if that extra is available online or not. If it's not, a line will be going through the icon. 

When a customer logs into their account profile, they'll now see a new section at the foot of the page that will house these available extras. To add an entry or update an existing one, hit the 'edit' button to update an entry. They'll then be asked to input their password to save any change.