To prepare for your implementation, your ACME project team will need to understand some of your core business needs. This knowledge will inform your initial configuration and training approach.
We have prepared web-based questionnaires for you to complete, which will help uncover some core requirements. Each questionnaire response will be sent directly to your ACME team. Upon review of the information, your Client Services Manager will reach out to you to schedule a follow-up discussion with your team to clarify any questions and have a more in-depth discussion about your responses as needed. The questionnaires will not cover every detail, but it will help us get the configuration decisions on the table for the project team.
Note: If you are in the middle of any major process changes, we will focus on the future state.
Core Questionnaires
These questionnaires are typically relevant for all implementations.
| Questionnaire | What it covers | Who should complete |
| Stripe Connected Account form (REQUIRED) | Account setup information required to establish a Stripe Connected account for transaction settlement. This form is sent directly to ACME Finance. | Finance lead |
| SendGrid Domain Authentication (REQUIRED) | DNS configuration to facilitate email confirmations for ACME purchases | IT lead |
| Admissions Ticketing | Admissions ticketing needs, pricing, discounts, access control, point of sale processes. | Visitor Services/ Front of House lead |
| Membership Program | Individual and corporate membership program structure, membership sales, gift memberships | Membership lead |
| Group Reservations | Group admission, group tours | Group reservations lead |
| POS Hardware | Network information and front of house hardware | IT support lead |
| Education Programs | Education programs such as field trips, camps, classes and birthday parties | Education lead |
| OTA Sales | Third party reseller ticketing needs | Visitor services and/or OTA vendor manager |
| Donations (coming soon!) | Donations accepted with ticket sales, Standalone Donations page(s) | Visitor services and/or Development operations lead |
| Resource Management (coming soon!) | Assignment of resources (people, places, equipment) to an event such as a group tour or private booking, | Group reservations and/or facilities lead |
Optional Questionnaires
If relevant to your implementation, these questionnaires gather additional information based upon your CRM system integration needs.
| Questionnaire | What it covers | Who should complete |
| Raiser's Edge Interface | Membership data related to the file-based import/export processes for Raiser's Edge customers | Raiser's Edge admin |
| Salesforce Integration | Prerequisites for activating the ACME/Salesforce integration | Salesforce admin |
| Branded URL Activation | Gathers DNS and SSL certificate info needed to implement a branded URL. The form submission is sent to Echeyde | IT/Website Admin |