This is an online tutorial written for a ticketing software program, explaining how to use a very complicated customer profiling feature.

Tutorials | Customer Profile / Manage Customer Attributes Customer Profile The Customer Profile section of the software allows you to do a number of advanced customer data tracking functions, including: defining custom attributes you wish to associate with your customers. automatically associating certain attributes with customers during sales transactions. the ability to manually turn an attribute on or off for a specific customer. the ability to have attributes display during the sales process. the ability to gather sophisticated reporting against attributes for targeted marketing of shows, special discounts, and more. Setting Up Customer Attributes To use the Customer Profile feature, you must have the Customer Profile privilege assigned to your role and then set up your Customer Attributes. To do this: Go to Customer --> Manage Customer Attributes and click "New". Enter a short and long name for the attribute. Short names have a maximum character count of 5 characters. Long names may have up to 29 characters. Select to which sources, discounts, and events this attribute should be available (optional). If you do not select any sources, discounts or events, your attribute will not be constrained by any of these selections. Enter a sales and/or donation amount that triggers the attribute association (optional). Priority (optional): You may enter a priority number for this attribute that will be shown and used for sorting invoices when managing subscription renewals. You must also select the "Show in Subscription Renewals" checkbox if you wish to see them in the renewal area. If a customer has more than one attribute with a priority number assigned to him, only the highest priority attribute will be shown on the Manage Renewals sort screen. You will see all attributes activated for this customer on the address line on the Edit Invoice screen. Priority trick: When using this feature for the first time, you may want to assign your first priority number as "10", the next as "11" and so on. That way, if you ever want to make a newly created attribute a higher priority, you'll be able to do so by using numbers 1-9 before having to go back and re-prioritize your other attributes. Enter a message for this attribute (optional). This message will be sent with your e-mail notification if you select the "E-mail on Assign" checkbox. Start Sales Date and End Sales Date are evaluation parameters that will limit the results of the attribute to only those dates, if entered. The checkboxes below the End Sales Date field will be activated if checked. The choices for selection are: Show in Sales: Displays short name of attribute in the Customer Sales flow next to customer name. Update Automatically: A customer record will be automatically updated with the attribute once the parameters you set have been reached. Print on Header Card: Prints the short name of the attribute for a given customer on their header card. The header card will display up to 5 attributes. Print on Will Call Report: Displays the attribute short name on the Will Call Report next to the customer(s) associated with it. There is a limit of 3 attributes that can be printed or displayed on the Will Call Report. If you select more than 3, a dialog box will warn you of this and you will not be able to save that attribute with the "Print on Will Call Report" choice checked. You will need to deselect one of the three previously chosen attributes to choose a new one for display. E-mail Upon Assign: When the attribute is assigned to a customer, an automatic e-mail notification will be sent to the business e-mail address specified in your organization settings. It will include the attribute message if you entered one. See #6 above. Assign if Any Parameters Are True: If this checkbox is checked, ANY selection made across ALL parameters globally will trigger the attribute. For example, if three discounts were chosen for a given attribute, a sale made using ANY of the three selected discounts would cause the attribute to be assigned. Without this box checked, the customer would have to purchase all three selected discounts before the attribute was assigned. Please keep this in mind when creating your attributes, as checking this box after selecting a source such as PBO will then assign the attribute to ANY PBO sale, regardless of the other parameters selected. If your goal is to filter all subscription sales from the PBO source, you'd need to set up different attributes for sources and discounts and filter them using the Customer Profile Report. Do Not Telemarket: If this box is checked, running the Customer Profile Report with "Marketing Label Format" checked will exclude customers that are assigned the listed attribute. In this case, the customer will not show up in the report even if he has been assigned other attributes that do not have this option checked. The customer will show in the report as usual if the "Marketing Label Format" is not checked. Text Value: Checking this box will tell the system that the attribute you are creating has a text value. When you assign this attribute to a customer in Customer Profile, you'll be presented with a text box to enter the text string you wish to be associated to the attribute. See example #4 in the examples below for some cases where this would be useful. Numeric Value: Checking this box will tell the system that the attribute you are creating has a numeric value. When you assign this attribute to a customer in Customer Profile, you'll be presented with a text box to enter the numeric string you wish to be associated to the attribute. See example #5 in the examples below for some cases where this would be useful. Show in Subscription Renewals: Checking this box will tell the system that the attribute you are creating should be displayed next to the customer's address on the invoice screen in Manage Renewals. This box must also be checked if you are setting priority numbers for use in Manage Renewals. Click "Submit" after completing your selections. Your new attribute will be displayed in the list. The code (P) after an attribute shows that attribute is marked for printing on a header card. The code (W) shows that attribute is marked to be displayed/printed on the Will Call Report. Please keep in mind that there is a limit of 5 attributes that can be printed on a header card, and a limit of 3 attributes that can be displayed on the Will Call Report. Examples of Customer Attributes: Create an attribute called "Gold", which will alert you when a customer makes a donation of $500 or more. On the Customer Profile screen, enter 500.00 as the donation amount, check "Update Automatically" and "E-mail Upon Assign" checkboxes. A customer that makes single or combined donations that total $500.00 will automatically be assigned this attribute, and an e-mail notifying you of this will be sent to your organization's specified e-mail. Create an attribute called "Parent", which will be assigned when a customer buys a ticket using a Child discount. On the Customer Profile screen, select the Child discount in the Discount drop down and click "Update Automatically" and "Show in Sales". A customer that purchases a Child discount ticket will have the "Parent" attribute automatically assigned and shown next to their name during a Customer Sale. Create an attribute called "Subs", which will be assigned to a customer who purchases tickets using any subscription discount. On the Customer Profile screen, select all your subscription discounts, check "Update Automatically" and "Assign if Any Parameters Are True" checkboxes. A customer that makes a purchase using any of the selected subscription discounts will automatically be assigned this attribute. Create an attribute called "Allergic", and then the text string could be "shrimp" or "peanuts", for example, to track individual customer allergies. Create an attribute called "Old Sales". The numeric string could be the amount of sales that have been made prior to SABO. Or you could track income by making an "Income" attribute and the numeric value would be the amount of income. Editing a Customer Attribute To edit a customer attribute, select it from the list and click "Edit". Make any changes you want and click "Submit" to save your changes. Deleting a Customer Attribute To delete a customer attribute, select the attribute from the list and click "Delete". Note: Deleting an attribute only makes it inactive so it can be recovered by SeatAdvisor technical staff if needed. Assigning Customer Attributes Manually If you would like to assign your customer attributes manually, you may do so using the Customer Profile link. Click the Customer --> Customer Profile link. This will take you to the Customer Lookup screen. Click on Customer Lookup and enter the telephone number, first, or last name of the customer. When the customer's name is displayed in the list, select it and click "Go". The results screen will show the customer's name, address, phone number, and any previously entered notes at the top. At the bottom left of the screen is your list of Assignable Customer Attributes. You may also create new attributes, and edit or delete existing attributes right from this screen if your role has these privileges. Select the attribute you'd like to assign from the left list and click the single right arrow to add it to the Assigned Customer Attributes box on the right. Assign ALL the listed attributes by clicking the double right arrow. Remove an attribute from a customer's assigned list by selecting it on the right side and clicking the left arrow to remove, or remove all of them by clicking the double left arrow. If the attribute you select has been marked as a text or numeric value, you will be prompted to "Enter Text" or "Enter Number" in the text box above the list. If the text box reads "Enter None", no text or numeric value has been set up for that attribute. Once you have entered the text or numeric value, click the right arrow to assign it to your customer. If you wish to change your value, select the attribute from the Assigned Attribute list and you'll notice the text box now says "Update Number" or "Update Text". Enter the new value and click the "Update" button to change the value of your current customer's attribute. When you have manually assigned all the attributes you wish for the customer, click "Submit". Running the Customer Profile Report The Customer Profile Report is available from the Reports --> Run Reports link. Click the Reports --> Run Report link. Choose Customer Profile from the drop down list of available report types. You may refine your parameters for running the report by selecting a specific Event, Event Code, Venue, Event Category, Major Event Type or Minor Event Type. You also have 4 drop down lists for selecting any combination of attributes to display. The "AND" and "OR" radio buttons below each drop down allow you to combine or exclude the selected attribute from the results, respectively. The "NOT" checkbox further refines your results by excluding a specific attribute. You may also enter a Sales Date Range or Performance Date Range to refine your report by those parameters. Checking the checkboxes at the bottom will allow the report to display various personal information about the customer such as address, home or business phone or e-mail. Checking the "Marketing Label Format" will automatically format your results to include the customer's shipping address, but will exclude any customers with an attribute flagged with the "Do Not Telemarket" checkbox. Checking the "Show Customer Attribute Values" checkbox will display the text and numeric values you set for an attribute. The "Show Address Lines in Separate Columns" checkbox will separate your address lines into separate columns in your CSV file for easier formatting in some mail merge programs. Choose your method of delivery, HTML or e-mail, and click "Generate". When finished, click "Done".

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