The solution
For the Sadler’s Wells Barclays Dance Pass registration, the team knew that they wanted to continue collecting the same customer information as their previous sign up form (which was already stripped down to the bare minimum data required). So the new Action Links registration page replicates similar form fields on the front-end, but uses Action Links’ validation criteria functionality to check and prevent a user from signing up if the date of birth entered is ineligible - so no more confusing successful sign up confirmation messages.
This is coupled with behind the scenes logic to automatically write the registration back to the relevant places in Tessitura. This involves updating an existing constituent customer record or creating a new one; populating their address; adding an attribute to store their date of birth; and finally adding a ‘Barclays Dance Pass’ Constituency with an expiry date that will nullify the users benefits once they are over 30. This removes previous manual steps… with the integration running instantly on submission. This means users will immediately be able to login to their TNEW customer account and view and book discounted tickets because their constituent record in Tessitura, will now shift their mode of sale to unlock access to a Barclays Dance Pass £10 price type.
The new registration pages sits on a subdomain of the Sadler’s Wells main website that users can be signposted to, or Sadler’s Wells have the option to embed it in alternative locations using an iframe.
The RSC TikTok tickets registration follows a similar structure, with an added initial step that identifies whether or not the user already has a customer account in Tessitura using a two-step verification. To do this, we ask the user to supply their email address and then run a check using the Action Links Tessitura integration to identify any matching constituent records. If we find an account that does already exist, we ask the user to input their password and then proceed to the TikTok registration form. If there is no matching account, we ask the user to create one. However rather than redirecting them to the native TNEW create account page to do this (which requires over 10 different form fields to be populated), we instead only ask the user to provide the bare essentials of their first and last name using these to create a new constituent record.
Once the user has logged in, they are then asked to confirm whether they are either a full time student, or aged 14-25. Similar to Sadler’s Wells, the RSC can configure the validation criteria of a date of birth field to prevent users who are not aged between 14 and 25 from progressing. On submission, Action Links then adds a TikTok Tickets constituency to the constituent record which instantly allows the user to then book their £10 tickets (the RSC facilitate the discount by using the constituency to trigger a pricing rule applied to the TNEW basket, rather than unlocking a specific price type like Sadler’s Wells). Because the user is already logged in and Action Links has created a session, they are able to transition smoothly straight to TNEW without being asked to log in again.
Due to the flexibility of the Action Links CMS, this approach can be used for multiple different tailored sign up forms that automatically adds specific identifiers to a customer record to gate access to benefits (be that a mailing list; a discount price; a specific allocation of held seats). This could include access schemes, waiting lists, or specific newsletters - whatever type of sign up you need to offer, each time you can tailor the exact data you require from a user and the options you give them (e.g. only particular Interests and Contact Permissions) and choose how you’d like to configure submitted sign ups to store in Tessitura.