Save on learning this year
Your success is important to us. We’re making learning easier with 50% off all 2024 Hands-On Courses at the Tessitura Training Center. Register by November 30 to take advantage of this discount. Courses are available in:
Fundraising
Memberships
Ticketing
Virtual learning with personal feedback
Our Hands-On Courses help students with limited to no experience in Tessitura obtain the foundational knowledge, hands-on experience and practical skills to become valued Tessitura users for their organizations.
Flexible schedule with 24/7 access—great for learners in any time zone
Personal feedback from expert Tessitura instructors
Access to a personal training database for practice
Tools to track progress and skills
Tessitura Training Center certificate of completion
Overview of Tessitura terminology and structures
Video lessons on fundamental topics, reinforced with quizzes and hands-on exercises
Pricing
We're offering 50% off all Tessitura Training Center Hands-On Courses. Take a course in fundraising, memberships or ticketing for only $298. Register by November 30 to take advantage of this rate.
Details & dates
- Courses are offered in three topics: fundraising, memberships and ticketing. See below for detailed curricula.
- Courses are offered February through November of 2024.
- Courses are three weeks long and begin on the first Monday of the month.
- Registration closes on the Friday ten days prior to the course start date or whenever the course sells out. Specific close dates for each course are listed on the registration landing pages.
Register for a course
If you are a member, please log in below to register. If you’re not currently employed by a Tessitura organization, please complete the form below to find out how to register for one of our paid monthly training courses.
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 early 2025. (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 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 ticketing concepts, basic transaction processing, constituent management, and advanced transaction processing
- Level 2: Students can continue on to reporting, analytics, inventory management, configuration, and communications after completing level 1
- Earn a completion certificate for level 1 only, or certificates for level 1 and level 2
Ticketing concepts
- Ticketing products in Tessitura
- How tickets are priced
Ticket transactions for end users
- Detailed understanding of how to sell tickets for general admission and reserved seat events
- Work with ticket discounts and promotions
- Process ticket returns and exchanges
- Sell packages
Constituent management
- Find, create, and update constituent records
- Locate and understand a customer’s engagement and transactional data
- Account management operations
Advanced customer service
- Customer-focused ticket troubleshooting
- Prepare for customers in the venue
Reporting and analytics
- Key reports for ticketing and other operations
- Understand season sales dashboard reporting
Inventory management
- Adjust when and where events are on sale
- Create and edit pricing grids, price events, and pricing rules
- Adjust event inventory with hold codes and allocations
Ticketing configuration
- Set up key structures including performances, packages, and fees
- Understand how configuration settings affect product searches and reporting
Ticketing communications
- Create lists and output sets
- Work with HTML templates for transactional emails
“The Tessitura instructors were GREAT teachers. I told them this is by far the best systems training class I’ve ever taken.”
Questions? Comments?
We'd love to chat with you about how the Tessitura Training Center can support your organization. Please get in touch with any questions about our Hands-On Courses.
