How to run a revenue report

Tessitura integrated accounts can generate an email campaign revenue report to see sales connected to promotions.


Topics covered in this article:

WordFly revenue report for Tessitura accounts

Enable Revenue Reporting in WordFly

Run a Revenue Report in WordFly

 

 

WordFly revenue report for Tessitura accounts

 

WordFly has a unique revenue report for Tessitura integrated accounts. The revenue report queries all revenue data for every subscriber promoted to your Tessitura list and brings back all orders and contributions for these subscribers within a date range selected within WordFly.

 

For example, if someone was promoted to the email list and happened to make a donation in the same time period of the date range selected in WordFly then the donation would be included in the WordFly revenue report. All sales and contribution activity of every subscriber who was promoted is counted in the report, whether they clicked on the email or not.

 

Review our what to expect notes to understand the revenue report and additional details. This report only gives one view of revenue. The report should be combined with other reports for the best revenue analysis. 

 

What to expect from the revenue report:

  • Quick summary of the campaign sent: campaign name, subject line, date sent and total subscribers
  • The start and end dates of the report. The report defaults start date to date send and end date to the most recent response received. Users running the report can modify the date range before running the report. Modifying the date range will change what revenue is reported for the promotion.
  • Number of ticket orders pulled from Tessitura.
  • Orders are tallied separately as ticket sales and fees to create one revenue total. The term orders refers to the purchase of a ticket or multiple tickets so an order may contain more than a single ticket.
  • Number of contributions pulled from Tessitura.
  • Contributions are added up to create one revenue total.
  • The final revenue total is Orders + Contributions
  • All amounts are displayed in your local currency as specified under the Account > Organization section.

 

Note: If your Tessitura list includes decoys, the revenue report will have trouble processing the decoy source number 999999999. Email WordFly support to have the decoy source number removed from the list data.

 

 

Recommended Revenue Review

We suggest looking at three reports to get the most accurate view of your email's revenue:

 

 

 

Enable Revenue Reporting in WordFly

Before running a revenue report in WordFly you must enable the feature under Account > Tessitura.

 

1. Go to Account (located in the upper left navigation).

 

2. Select Tessitura.

 

3. Check the box for Revenue Reporting.

 

4. Click Save.

 

 

 

Run a Revenue Report in WordFly

After enabling revenue reporting under Account > Tessitura you can go to Reporting > Run Reports to pull a report. Follow these steps to run the report.

 

1. Go to Reporting > Run Reports.

 

 

2. Under section 1, from the drop-down select Revenue Report.

 

3. Click I'm done.

 

 

4. Under section 2, select the Campaign for your revenue report.

 

5. Under section 3, name your file and select the date/time range for the report.

The date/time range will pull all of the orders and contributions for each constituent promoted in the Tessitura list used for this campaign. See notes in this article for things to consider when pulling this report.

 

6. Click Run Report.

Reporting_RunReport_button.png

 

7. Download your PDF report under Reporting > Reports + Data Manager

 

 

 

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