1. Tessitura Training: CSIs Memberships
Please answer the questions around the room!
June 29, Week 6 – HALF WAY THERE!!!

2. Phase 1: CSIs
Customer Service Issues (CSIs) are objects in Tessitura that can be used to record and internally communicate constituent responses, requests, and special needs. CSIs have four user-defined dropdown fields for categorizing the CSI. There are also fields for associating CSIs with performances or packages. All of these fields can be used for reporting, searching and/or recording the primary data of the issue.

3. How are we currently using CSIs?
Return Tickets as Donations
Additional Benefit Fulfillment
Failed Monthly Donations
Wheel Chair & Accessibility Needs
NSCAN Messaging
Pre-sale
Gift Memberships
Monthly Givers
Back-End Tip:
They’re called Custom Form Data everywhere else, but the constituent record. Pay attention to this in TNEW V7 updates!

4. Log into Tessitura!
Test

5. Phase 2: Memberships
Review in Live!

6. Do we need a questions slide or is this something we can orally ask?