DonorSearch Direct Submission

To begin with a search, you will need to determine which patrons you wish to submit for analysis on. This could be from:

Submitting a New Search Request

  1. Select the patrons to request a new search for.

    If your submitting a request from the Patron window Donor's tab, there is no patron selection required. Proceed with the next step by Right-Clicking anywhere on the donation listing.
  2. Right-click on the selected patrons

    A context menu will pop-up

  3. Choose menu option DonorSearch Analytics >> Request Analysis

    The Export Donor Information for DonorSearch Analytics window opens

    Choose Patron Locations

    DonorSearch will use the addresses submitted to provide a better quality match the exact patron you are requesting analysis on.
    Home Address Select the location code that best matches the patron's home address.
    Home Phone Select the location code that best matches the patron's home phone.
    Home Email Select the location code that best matches the patron's home email.
    Cell/Mobile Phone Select the location code that best matches the patron's cell or mobile phone.
    Seasonal Address Select the location code that best matches the patron's seasonal/vacation address.
    Work Address Select the location code that best matches the patron's work address.
    Choose Patron Relationships

    DonorSearch will also use relationships between patrons to determine a better quality match during the analysis process.
    Spouse Select the relationship code that best matches the patron's spouse.
    Current Employer Select the relationship code that best matches the patron's current employer or the location where they currently work.
    Choose Export Format

    DonorSearch can receive a direct submission or an exported text file to their system as the source of information for the patron.
    Direct Submission Select this option to send information immediately for a more quick turnaround immediate response for a high-level analysis.
    Text File Select this option to create a text file to send to DonorSearch can for an in-depth analysis.
  4. Make the selections within the submission window.
  5. Choose "Direct Submission" for the Choose Export Format choice.
  6. Click the Create button.
  7. Review the response message to confirm the patron information has been submitted for analysis.

  8. Click OK
  9. Proceed to the steps on how to Retrieve Analytic Results from DonorSearch.
Diataxis: 
How To

Direct Submission Data Sent

The DonorSearch Direct Submission sends a portion of the patron's information as part of the analysis process. The more information Theatre Manager has about the patron, the better the results and experience using DonorSearch will be. Below are the list of fields sent when processing a request.

Information Sent During Direct Submission Request

The asterisk (*) denotes minimum required information for a Direct Submission. Patron's not meeting the minimum requirements will be excluded from the submission.

NOTE: DonorSearch is only able to match on addresses within the USA, US Virgin Islands, Puerto Rico, Guam, and Marshall Islands. Addresses outside of these locations will be excluded from the submission. If a patron's address is excluded resulting in the patron not meeting the minimum requirements, the patron will be excluded from the submission.
  • *Patron #
  • *Patron First Name
  • Patron Middle Name
  • *Patron Last Name
  • Patron Suffix
  • Patron Age (Current)
  • *Patron Address Line 1
  • Patron Address Line 2
  • *Patron City
  • *Patron State
  • *Patron Zip Code
  • Spouse First Name
  • Spouse Middle Name
  • Spouse Last Name
  • Employer Name
  • Business Address Line 1
  • Business Address Line 2
  • Business City
  • Business State
  • Business Zip Code
  • Seasonal Address Line 1
  • Seasonal Address Line 2
  • Seasonal City
  • Seasonal State
  • Seasonal Zip Code
Diataxis: 
Reference