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Jessica Abejar

Resources Editor at Spektrix

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Articles

Recent activity by Jessica Abejar

  • Creating Opportunities

    In this article we’ll guide you through the process of creating Opportunities including linking Opportunities to Customer interactions.Before you read this article, you should be familiar with: Int...

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  • Auto Renewable Memberships

    In this article, we’ll guide you with understanding, setting up and using Memberships that automatically renew for your Customers. You’ll also find links to other resources you may find helpful.Bef...

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  • Running Reports and Customer Lists in the Partner Companies Interface

    This article is intended for users who’d like to run Reports and/or Customer Lists in the Partner Companies Interface. This includes Spektrix users and users outside of the organization granted acc...

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  • Donation Sequence ID (Canada)

    The Donation Sequence ID is a number assigned to Donations processed in Spektrix, which can be used in tax receipts and for auditing purposes for Canadian nonprofits. IDs are assigned in sequential...

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  • How to Make an Exchange

    An exchange happens when one ticket (or item) is returned and swapped for another. TIP: Exchanges should be made in line with your organization’s terms and conditions and/or returns and ex...

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  • How to request Support

    There may be times when you need to request help using Spektrix. This article will outline the different ways you can get support.You can get support through a number of channels, but these fall in...

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  • Reporting and Invoicing for Agencies

    In this article we will cover reporting and invoicing for Agencies. Whether you sell tickets through an agent offline or through the API, when someone buys a Ticket, payments will be made to the Ag...

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  • How to Add and Run Reports in the Sales Interface

    Reports are typically run in the Insights and Mailings Interface; however, you can run certain Reports directly in the Sales Interface. There are certain Standard Reports available on reporting Eve...

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  • Managing and Closing Opportunities

    In this article you’ll be guided through the process of managing Opportunities including moving the Opportunity along Opportunity Stages in the pipeline. We’ll also guide you through closing out an...

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  • Criteria Groups

    Criteria Groups let you preset Customer Criteria that you may use often across different features. For example, when adding Customer eligibility to an Offer, you can use a single Criteria Group con...

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