If you are on the Empower Plan and would like to access this feature, please email your Account Manager for more information.
If you are on the Basic Plan and would like to access this feature, please email AccountManager@onthestage.com for more information.
Custom fields are data points that a user can add to patron profiles beyond the standard OTS fields. These fields will enable users to import data they have collected on patrons through former ticketing providers or other external sources. Reporting for custom fields is incoming.
Custom fields are only available on the Platinum plan
Custom fields are configured at the account level on the OTS platform
These fields have 3 possible data types that the user can choose: text, number, or date
I.e. If they wanted to store where patrons went to school, they would name the field ‘Institution’ and store text entries.
I.e. If they wanted to store annual income, they would name the field ‘Annual Income’ and store number entries.
I.e. If they wanted to store anniversary dates, they would name the field ‘Anniversary’ and store date entries.
Once they are configured at the account level, custom fields are seen on each patron’s profile on the custom fields tab.
Users can navigate to a patron’s profile to edit the entry for the custom field
I.e. If a user learns Jane Doe went to Harvard, they can navigate to Jane’s profile and type in Harvard as the entry for the Institution custom field
Users can bulk import custom fields along with patron data
User must configure custom field first
Bulk import functionality detailed at the end of this document
Noteworthy: At this time, it is not possible to pull reports on these custom fields.