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Version:
6.8.0 Product Documentation
Release Notes
6.3.0 Product Documentation
AudienceView Documentation
Getting Started
Getting Started Content Map
Introduction to AudienceView
AudienceView Applications
AudienceView Desktop
AudienceView Desktop Shortcut Keys
Commonly Used Buttons and Icons
AudienceView Messages
Logging In and Out of AudienceView Desktop
Troubleshooting Desktop Login Failures
Invalid Username or Password
Too Many Invalid Login Attempts
Changing Your Login Settings
Changing Your Login Password
Changing Your User Role
Changing Your Location
Changing Your Printer
Changing Your Payment Terminal
Using System Override
Performing Searches
Using Wildcard Characters to Perform a Search
Adding Additional Search Fields
Search Page Settings
Sorting Search Results
Loading a New Search
The Find Dialog Boxes
The Find Appeals Dialog Box
The Find Articles Dialog Box
The Find Benefits Dialog Box
The Find Bundles Dialog Box
The Find Campaigns Dialog Box
The Find Customers Dialog Box
The Find Funds Dialog Box
The Find Gifts Dialog Box
The Find Memberships Dialog Box
The Find Miscellaneous Items Dialog Box
The Find Orders Dialog Box
The Find Performances Dialog Box
The Find Price Charts Dialog Box
The Find Programs Dialog Box
The Find Promotion Codes Dialog Box
The Find Questions Dialog Box
The Find Saved Lists Dialog Box
The Find Series Dialog Box
The Find Users Dialog Box
Using the Calendar to Select a Date
Using Relative Dates and Times
Using Notes
Creating a Note
Adding a File Attachment to a Note
Modifying a Note
Deleting a Note
Using the Rich Text and Source Editors
Using the Rich Text Editor
Rich Text Formats and Operations
Selecting and Using a Template
Copying Selected Text from Microsoft Word Documents
Searching for Text
Finding and Replacing Text
Creating a Hyperlink
Creating and Using an Anchor
Creating an Email Link
Inserting an Image
Editing an Embedded Image
Inserting a File
Inserting a Table
Editing an Embedded Table
Inserting a Horizontal Line
Inserting an Emoticon
Inserting a Special Character
Inserting a Page Break
Customizing the Text Appearance
Viewing the Text in Full Screen
Using the Source Editor
HTML Restrictions Within Messages
Customer Services Guide
Customer Services Content Map
Customer Services - Customers
Customer Services - Customer Pages
Customer Services - Customer|Search Page
Customer Services - Customer|Basic Page
Customer Services - Customer|Advanced Page
Customer Services - Customer|Notes Page
Customer Services - Customer|Users Page
Customer Services - Customer|Links Page
Customer Services - Customer|Entitlements Pages
Customer Services - Customer|Activities Page
Customer Services - Customer|Calendar Page
Customer Services - Customer|Opportunities Page
Customer Services - Customer|History Pages
Managing Customer Accounts
About Agents
Creating a Customer Account
Contacts and Linking Accounts
Managing Customer Addresses
Customer Associations and Message Sources
Customer Affiliations
Adding Default Payment Information for a Customer Account
Searching for a Customer or Contact
Hiding Duplicate Contact Information from Searches
Modifying a Customer Account
Working with Customer States
Merging Customer Accounts
Flagging Duplicate Accounts
Transferring Account Balances
Entitlements -- Memberships, Benefits, Passes and Offers
Setting and Managing Customer Donation Opportunity Forecasts
Using Customer Notes
Creating a Customer Pop-Up Message
Using the Customer Biography Report
Tracking Current Customer Orders and Status
Deleting a Customer Account
Managing Online User Accounts
Password Settings
Creating an Online User Account for a Customer
How Customers Create Online User Accounts
Logging Into AudienceView Online
Recovering Online User Passwords
Resetting Online User Passwords
Unlocking an Online User Account
Customer Services - Order
Customer Services - Order Pages
Customer Services - Order|Search Page
Customer Services - Order|Summary Page
Customer Services - Order|Customer Page
Customer Services - Order|Notes Page
Customer Services - Order|Seats Pages
Customer Services - Order|Bundles Pages
Customer Services - Order|Other Pages
Customer Services - Order|Gifts Page
Customer Services - Order|Order History Pages
Handling Customer Orders
Creating an Order
Customers, Agents and Orders
Delivery Methods
Performance Seating Requests
Making a Reservation
Checking a Seat’s Ticket Usage Status
Searching for an Order
Modifying Seats on an Order
Using Order Notes
Managing Customer Passes on an Order
Adding an Offer to an Order
Printing Orders
The Confirmation Email Invoice Template Versus the Order Confirmation Email Template
Billing Customer, Shipping Customer and Agent Email Delivery Combinations
Generating an Invoice
Generating a Tax Receipt
Order History
Handling Customer Payments
Currency Conversions
Using Credit and Debit Cards to Make a Payment
Credit Card Troubleshooting
Using Gift Certificates and Gift Cards to Make a Payment
Using a Customer Account to Make a Payment
Using Direct Debit to Make a Payment (UK)
Using Multiple Payment Methods
Scheduling Payments
Voiding, Cancelling and Refunding Payments
Payment Allocations
Customer Services - Seats
Customer Services - Seats Pages
Customer Services - Seats|Search Page
Customer Services - Seats|Map Page
Customer Services - Seats|Availability Page
Customer Services - Seats|Best Available Page
Customer Services - Seats|Quick Sale Page
Customer Services - Seats|Calendar Page
Making Seat Selections
Searching for a Performance Using the Seats|Search Page
Searching for a Performance Using the Seats|Calendar Page
About Selecting Seats Using the Seats|Map Page
Adding Seats to an Order Using the Seats|Map Page
Deleting an Admission Using the Seats|Map Page
Selecting Seats Using the Seats|Best Available Page
Updating Holds Using the Seats|Map Page
Using Quick Sales
On Offer Timeouts
Customer Services - Bundles
Customer Services - Bundles Pages
Customer Services - Bundles|Search Page
Customer Services - Bundles|Details Page
Customer Services - Bundles|Map Page
Customer Services - Bundles|Miscellaneous Items Page
Customer Services - Bundles|Gifts Page
Selling Bundles
Rules for Selling Bundles
Bundle Instances and Charges
Renewing Bundles with Customer Numbers
Rules for Including Bundles in Orders
Bundles and Entitlements
Adding a Bundle to an Order
Selecting Bundle Seats
Assigning a Bundle’s Admissions to a Pass
Saving an Unfulfilled or Partially Fulfilled Bundle
Removing a Bundle from an Order
Customer Bundle Requests
Customer Services - Miscellaneous Items
Customer Services - Miscellaneous Items Pages
Customer Services - Miscellaneous Items|Search Page
Customer Services - Miscellaneous Items|Details Page
Selling Miscellaneous Items
Miscellaneous Items and Entitlements
Adding a Miscellaneous Item to an Order
Viewing or Modifying a Miscellaneous Item on an Order
Deleting a Miscellaneous Item from an Order
Customer Services - Offers
Customer Services - Offers Pages
Customer Services - Offers|Search Page
Customer Services - Offers|Summary Page
Customer Services - Offers|Seats Page
Customer Services - Offers|Bundles Pages
Using and Managing Offers
Creating an Offer
Adding a Customer to an Offer
Adding Content to a New Offer
Adding Content to an Existing Offer
Modifying the Details of an Offer
Deleting the Content of an Offer
Managing Offers in the Desktop
Managing Offers Online
Using Utilities to Add Offers to a Large Number of Customers
Using Utilities to Invoice Customers with Offers
Customer Services - Gift Certificates and Gift Cards
Customer Services - Gift Certificates and Gift Cards Pages
Customer Services - Gift Certificates and Cards|Search Page
Customer Services - Gift Certificates and Cards|Details Page
Selling Gift Certificates and Gift Cards
Rules for Gift Certificates and Gift Cards
Adding a Gift Certificate or Gift Card to an Order
Viewing the Details of a Gift Certificate or Gift Card
Removing Gift Certificates and Gift Cards from an Order
Checking the Balance of a Gift Card or Account
Reloading a Gift Card or Loading an Account on an Order
Customer Services - Gifts
Customer Services - Gifts|Search Page
Handling Gifts (Donations)
Adding a Gift to an Order
Removing a Gift from an Order
Customer Services - End of Day Balance Pages
Utilities Guide
Utilities Content Map
The Maximum Number of Records that can be Processed
Business Intelligence Queries (Extracts)
Utilities - Customers
Utilities - Customers Pages
Utilities - Customers|Query Select Page
Utilities - Customers|Customer Marketing Page
Utilities - Customers|Add Offers Page
Performing Customers Batch Processes
Updating Customer Marketing Data in Batches
Generating Offers in a Batch
Utilities - Orders
Utilities - Orders Pages
Utilities - Orders|Query Select Page
Utilities - Orders|Order Invoice Page
Utilities - Orders|Order Update Page
Utilities - Orders|Order Marketing Page
Performing Orders Batch Processes
Printing Order Invoices in a Batch
Updating Orders in a Batch
Updating Order Marketing Data in a Batch
Utilities - Offers
Utilities - Offers Pages
Utilities - Offers|Query Select Page
Utilities - Offers|Offer Invoice Page
Utilities - Offers|Offer Update Page
Performing Offers Batch Processes
Printing Offer Invoices
Updating Offers in a Batch
Utilities - Renewals
Utilities - Renewals Pages
Utilities - Renewals|Search Page
Utilities - Renewals|Details Page
Utilities - Renewals|Seating Page
Utilities - Renewals|Gifts Page
Utilities - Renewals|Miscellaneous Items Page
Utilities - Renewals|Results Page
Handling Renewals
Creating an Offer Renewal
Creating an Order Renewal
Creating an Update Order Renewal
Working with Renewal Seat Rules
Working with Renewal Gift Rules
Working with Renewal Miscellaneous Item Rules
Running a Renewal
Modifying a Renewal
Deleting a Renewal
Utilities - Print
Utilities - Print Pages
Utilities - Print|Print Query Select Page
Utilities - Print|Order Print Page
Utilities - Print|Print Cancel Page
Printing in Batches
Printing and Reprinting Tickets in a Batch
Cancelling Printed Tickets in a Batch
Utilities - Performance
Utilities - Performance Pages
Utilities - Performance|Template Page
Utilities - Performance|Admissions Page
Utilities - Performance|Tickets Page
Modifying Performances in a Batch
Searching for Performances to Update in a Batch
Updating Performance Holds, Price Zones or Fill Zones in a Batch
Adding Admissions to Performances in a Batch
Removing Admissions from Performances in a Batch
Adding or Cancelling Third Party Tickets
Utilities - Pledges
Utilities - Pledges Pages
Utilities - Pledges|Tax Receipts Page
Utilities - Pledges|Thank You Letters Page
Handling Pledges in a Batch
Extracting Tax Receipt Data
Extracting Thank You Letter Data
Using Mail Merge to Print Tax Receipts and Thank You Letters
Utilities - Data Management
Utilities - Data Management Pages
Utilities - Data Management|Search Page
Utilities - Data Management|Schedule Page
Utilities - Data Management|Results Page
Utilities - Data Management|Install Page
Using Data Management
Creating a Data Management Job
Scheduling a Data Management Job to be Run
Updating the Details of a Data Management Job
Exporting and Importing AudienceView Configurations
Deleting a Data Management Job
Core Data Management Scripts
My AudienceView Guide
My AudienceView Content Map
My AudienceView - My Notes
My AudienceView - My Notes Pages
My AudienceView - My Notes|Home Page
My AudienceView - My Notes|Notes Page
Calendar View in the My Notes|Home Page
Using My Notes
Monitoring Existing Notes in My AudienceView
Viewing My Notes
Printing a Note
Creating a Notes BI Extract
My AudienceView - My Settings
My AudienceView - My Settings|Password Page
Changing Your Password in My AudienceView
My AudienceView - My Executive BI
My AudienceView - My Executive BI Pages
My AudienceView - My Executive BI|Saved Page
My AudienceView - My Executive BI|Parameters Page
My AudienceView - My Executive BI|Preview Page
Running an Executive BI
Business Intelligence and Reports Guide
Business Intelligence and Reports Content Map
Reporting Permissions Requirements
Business Intelligence and Reports - Generated Reports
Business Intelligence and Reports - Generated Reports Pages
Business Intelligence and Reports - Generated Reports|Reports Page
Business Intelligence and Reports - Generated Reports|Parameters Page
Using Generated Reports
Running a Generated Report
Changing the Output of a Generated Report
Saving a Report
Date Formats within AudienceView Reports
AudienceView Reports
Access Control Reports
Accounting Reports
Charges Report
Dashboard Reports
Donation Reports
Marketing Reports
Miscellaneous Items Report
Pricing Reports
Sales Reports
Security Reports
Technical Reports
Business Intelligence and Reports - Saved Reports
Business Intelligence and Reports - Saved Reports Pages
Business Intelligence and Reports - Saved Reports|Reports Page
Business Intelligence and Reports - Saved Reports|Parameters Page
Using Saved Reports
Running a Saved Report
Changing the Output of a Saved Report
Configuring Saved Report Folders
Modifying a Saved Report
Copying a Saved Report
Deleting a Saved Report
Scheduling a Report to Run at Regular Intervals
Business Intelligence and Reports - Business Intelligence
Business Intelligence and Reports - Business Intelligence Pages
Business Intelligence and Reports - Business Intelligence|Search Page
Business Intelligence and Reports - Business Intelligence|Results Page
Business Intelligence and Reports - Business Intelligence|Formulas Page
Business Intelligence and Reports - Business Intelligence|Criteria Page
Business Intelligence and Reports - Business Intelligence|Filters Page
Business Intelligence and Reports - Business Intelligence|Preview Page
Using Business Intelligence
Masking Payment Methods
Creating a BI Query
Working with BI Criteria
Working with BI Filters
Working with BI Formulas
Working with Result Members
Running a BI Query
AudienceView Charting
Saving a BI Query
Saving a BI Query to a Folder (Custom Searches)
Scheduling a BI Query
Creating a Customer Correspondence Extract (Prior to AudienceView 6.8.10)
Joining BI Queries
Copying a Saved Query
Deleting a Saved Query
Business Intelligence and Reports - Saved Business Intelligence
Business Intelligence and Reports - Saved Business Intelligence Pages
Business Intelligence and Reports - Saved Business Intelligence|Saved Queries Page
Business Intelligence and Reports - Saved Business Intelligence|Parameters Page
Business Intelligence and Reports - Saved Business Intelligence|Preview Page
Running a Saved BI Query
Access Control Guide
Access Control Content Map
Configuring Access Control
Configuring Access Control in Application Security
Configuring Access Control User Permissions
Creating Username and Password Barcodes and QR Codes for Scanners
Enabling Gate Management Content
Configuring Marking Options
Configuring Access Control Notifications
Configuring Default Scan Colours
Setting Successful Scan Colours by Price Type
Setting Failed Scan Colours by Error Code
Modifying Notification Sounds
Configuring Access Control Fields
Configuring Access Control-Specific Field Labels
Global Customizations
Customizing Fields within a Business Object or Collection Object
Customizing Ticket Scanning Errors
Configuring Access Control Scanners and Mobile Devices
Access Control Assumptions
Additional Access Control Documentation
Before You Configure Your Scanner or Mobile Device
Configuring Your Mobile Device for Scanning
Getting to Know Your Scanner
Identifying the Windows Version on Your Scanner
Identifying Your Model of Scanner
Identifying Whether Your MC3090 Model Can Play Sounds
DataWedge Configuration (MC50)
Installing DataWedge
Enabling DataWedge for Barcode Capture
Symbol PocketBrowser Configuration (MC3090)
Installing Symbol PocketBrowser
Launching Symbol PocketBrowser
Setting the Internet Explorer Home Page
Configuring Notifications on a Scanner
Adjusting the Volume
DataWedge Notifications
Disabling Keyboard Sounds on the MC3090
Adjusting the Font Size
Scanning Tickets
Logging On to Access Control
Access Control Options Page
Troubleshooting Access Control Login Problems
Changing Your Access Control Password
Marking Tickets
Access Control Notifications
Scanning Bundle Passes
Troubleshooting Ticket Scanning Errors
Searching for a Performance in Access Control
Checking a Ticket’s Status
Showing Order and Customer Details
Ticket Scanning Reports Available Through Access Control
Understanding a Ticket’s Status
Scanned Tickets Report within Access Control
Additional Ticket Scanning Reporting Options
Email Marketing Guide
Email Marketing Content Map
Correspondence - Correspondence
Correspondence - Correspondence Pages
Correspondence - Correspondence|Search Page
Correspondence - Correspondence|Details Page
Using Correspondence
Correspondence - Messages
Correspondence - Messages Pages
Correspondence - Messages|Search Page
Correspondence - Messages|Basic Page
Correspondence - Messages|Build Page
Correspondence - Messages|Schedule Page
Correspondence - Messages|Preview Page
Correspondence - Messages Pages (AudienceView 6.8.10)
Correspondence - Messages|Search Page (AudienceView 6.8.10)
Correspondence - Messages|Basic Page (AudienceView 6.8.10)
Correspondence - Messages|Build Page (AudienceView 6.8.10)
Correspondence - Messages|Preview Page (AudienceView 6.8.10)
Correspondence - Messages|Deliver Page (AudienceView 6.8.10)
Sending Messages
Creating a Message
Creating an Email or an Internal Message (AudienceView 6.8.10)
Creating a Message Extract (AudienceView 6.8.10)
Building the Content of a Message
Building Links to Performances, Bundles, Articles and Miscellaneous Items in a Message
Inserting Tags into a Message
Previewing a Message
Testing and Scheduling Messages
Spotlighting an Internal Message
Modifying a Message
Copying a Message
Deleting a Message
Managing Customer Communication and Marketing Preferences
Opting Customers into Email Communications by Default
Opting Customers Out of Email Marketing by Default
Default Customer Email Marketing Message Preferences
Opt-In Options - Customer Communication Preferences List
Opt-Out Options - Customer Marketing Preferences List
Creating a Single Click Unsubscribe Link
Creating Mailing Lists
Creating BI Queries for Email Messages
Mailing List - Customer Communications Preferences
Do Not Mail List - Customer Marketing Preferences
Assigning Email Preferences
Assigning a Communication Preference
Assigning a Message Source
Assigning a Marketing Preference
Email Marketing Best Practices
Managing Customer Communication and Marketing Preferences
Product Guides
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6.8.0 Product Documentation
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Email Marketing Guide
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Managing Customer Communication and Marketing Preferences
Table of Contents
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The following sections describe how to work with customer communication and marketing preferences:
Opting Customers into Email Communications by Default
Opting Customers Out of Email Marketing by Default
Default Customer Email Marketing Message Preferences
Opt-In Options - Customer Communication Preferences List
Describes how to modify the
Customer Communication Preferences
list.
Opt-Out Options - Customer Marketing Preferences List
Describes how to modify the
Customer Marketing Preferences
list.
Creating a Single Click Unsubscribe Link
Creating Mailing Lists
Creating BI Queries for Email Messages
Mailing List - Customer Communications Preferences
Describes how to create a mailing list associated with the
Customer Communication Preferences
list.
Do Not Mail List - Customer Marketing Preferences
Describes how to create a do not mail list associated with the
Customer Marketing Preferences
list.
Assigning Email Preferences
Assigning a Communication Preference
Assigning a Message Source
Assigning a Marketing Preference
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