Creating the Future Orders report in Spektrix

After we have confirmed your Spektrix is set up we will need you to send over a CSV file that includes the order IDs for every booking for a future performance. This is to make sure all your customers are accounted for when sending out the messaging.

1. Click on the Control Panel

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2. Click on Insights & Mailings

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3. Click on New report

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4. Type "crowdEngage - Future Orders"

Future Orders Report in Spektrix

5. Click on Next

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6. Click on Seats

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7. Click on the "+" sign next to Event Instances

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8. Drag "Start Date" into the "Drag criteria here..." box

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9. Select Relative date range

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10. Set the range between "today" and "end of time"

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11. Click on Next

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12. Uncheck "Only show commonly used columns"

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13. Click on the "+" sign next to Order Items

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14. Drag "Order ID" into the dotted box under "Output Columns"

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15. Click on Ok

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