Open a dropdown below to view details about each course's content.

This course takes place in Version 15. We are developing Version 16 content to offer in late 2024. (If your organization uses v16, the material is relevant but the constituent interface is significantly different. This course may not be appropriate for new users with no familiarity with v15.) 

Constituent management

• Find, create, and update constituent records
• Manage constituent records and attributes
• Learn to locate and understand constituent’s engagement and transactional data
• Account management operations

Tessitura administration for end users

• Identify, edit, and update system tables
• Understand security permissions and data protection controls

Tracking contributed revenue and solicitation efforts

• Understand and create coding structure for tracking contributed income
• Create a sustainable fund structure
• Organize and track deployment and success of solicitation efforts

Contribution processing

• Detailed understanding of how to enter basic gifts, pledges and pledge payments
• Manage contribution batches
• Process new, renewal and upgrade memberships
• Advanced contribution processing, payments, and adjustments
• Process contributions across fiscal years
• Process soft credits including matching gifts and donor advised funds

Membership

• Understand the life cycle of a membership
• Identify different types of membership structures

Moves management

• Create a plan to support the moves management of your donors
• Set up and navigate your portfolio of donors
• Create and edit plans via plans maintenance

Maximizing customer service

• Leverage the constituent record flexible headers
• Log a customer service issue
• Constituent Data hygiene best practices

Lists and output sets

• Creation and application of constituent lists
• Creation and application of output set filters for a list of constituents

Reporting

• Schedule a report
• Identify and understand critical fundraising reports

Donor events

• Process event payments
• Manage a special paid charitable event

This course takes place in Version 16. (If your organization uses Version 15, this course would be an appropriate way to prepare for your v16 upgrade.)

Two levels of content

• Level 1: All students learn membership concepts, front-end processing, constituent management, benefit fulfillment, and reporting
• Level 2: Students can continue on to analytics, communications, and configuration after completing level 1
• Earn a completion certificate for level 1 only, or certificates for level 1 and level 2.

Membership concepts and examples

• Membership structures and cycles
• Apply memberships to different business models

Membership transactions for end users

• Detailed understanding of how to sell transactional memberships and enter philanthropic memberships
• Apply discounts and payments
• Upgrade and renew memberships

Constituent management

• Find, create, and update constituent records
• Learn how to locate and understand a member’s engagement and transactional data
• Account management operations

Benefits

• Administer and fulfill membership benefits
• Redeem membership benefits in ticket orders
• Offer comp benefits and other adjustments

Reporting and analytics

• Key reports for memberships and other operations
• Understand membership dashboard reporting

Membership communications

• Create lists and segmentation sets
• Generate membership renewals and other membership communications
• Output membership details

Membership configuration

• Set up key structures including membership level benefits
• Understand how campaigns, funds, and membership organizations work together in membership processing and reporting
• Configure membership discounts

This course takes place in Version 15. We are developing Version 16 content to offer in mid-2024. (If your organization uses v16, the material is relevant but the constituent interface is significantly different. This course may not be appropriate for new users with no familiarity with v15.) 

Constituent management

• Find, create, and update constituent records
• Manage constituent records and attributes
• Learn to locate and understand constituent’s engagement and transactional data
• Account management operations

Tessitura administration for end users

• Identify, edit, and update system tables
• Understand security permissions and data protection controls

Ticket order processing and management 

• Detailed understanding of how to process orders for single ticket buyers, members, and subscribers
• Learn how to refund and exchange tickets

Basic ticketing structures

• Learn how to work with reserved seat and general admission facilities
• Navigate the production element hierarchy and performances
• Understand how Mode of Sale controls product availability and transaction rules

Pricing management

• Understand the three components that result in the value of a ticket: price type, price zone, and price layer
• Learn how to support sophisticated pricing requests including promo codes, dynamic pricing, and automatic and rules-based discounting

Efficient ticketed product management

• Learn how to make basic updates to a performance including mode of sale setup, the application of pricing grids, and copying performances

• Understand how to leverage the Season Maintenance tool for efficient ticketing creation and ongoing maintenance
• Learn how to troubleshoot common ticketing setup mistakes

Package structures

• Understand how packages are used to manage packaged ticketing options including renewable subscription packages, choose your own packages, and daily combo ticket options

Day of event operations

• Work with hold codes to manage inventory
• Batch print tickets for a performance
• Understand critical ticketing and revenue reports
• Learn how to troubleshoot seating and event issues