How to Automate Spektrix

Spektrix automates the audience relationship it can see: automated email programs driven by customer behaviour, segmentation across ticketing and giving together, more than forty standard reports and a two-way Dotdigital integration. Funder portals, agent sales reports and listings pages are outside it, so an agent like WebRun opens those and reports back.

Spektrix holds the audience, not just the seat map

Spektrix is the ticketing and CRM platform behind a large part of the arts sector: theatres and performing arts centres, concert halls and opera companies, museums, festivals, touring companies and commercial producers, across the UK and Ireland, North America and Australasia.

The reason it is one system rather than three is the way these organisations are funded. The person who books a Tuesday matinee is the same person who might take a season subscription, become a member, bring a school group and eventually leave a legacy. Split the ticketing from the fundraising and you split that person in half, and the development office ends up making an ask the week after the box office annoyed them.

So ticketing, memberships, donations and email all sit against one customer record. A fundraiser sees what somebody booked. A marketer sees what somebody gave. That single view is the product, and it is why a venue tolerates the pain of moving systems to get it.

Tickets get sold in places the box office cannot see

The trouble is that an arts organisation does not control most of the systems that decide its week.

Sales for a run happen through agents and third-party sellers as well as your own site, and their numbers arrive as a report on somebody else's portal, on somebody else's schedule. A co-produced show settles through the producer. A group booking comes in through a coordinator who works for a school.

The money side is worse. Grant applications and their reporting deadlines live on funder portals that send no reminder anybody sees. Trusts publish what they have funded, and somebody in development is supposed to be reading it. Sponsorship invoices sit in the accounts system. Contracts wait for signature somewhere else again.

All of it is checking, none of it is difficult, and every bit of it competes with an on-sale, a press night and a team of four.

The spektrix.com homepage, the app these three jobs run in. Spektrix
One number for tonight Sales held by agents and third-party sellers, read from their own reporting screens and added to the Spektrix figure so the count is one figure.
Funding dates raised early Application deadlines and grant reporting dates watched on the funders' own portals, surfaced months out rather than the week before.
Listings checked before press night What the local what's-on pages say about your dates, prices and access performances, next to what your own site says.

Automated emails reach the customers Spektrix already knows

Spektrix automates a great deal of the audience relationship, and an organisation should have all of it running before it looks further afield.

Automated email programs fire on customer behaviour rather than a list somebody exported: pre-show and post-show emails, donor thank-yous, birthday messages, reattendance campaigns and abandoned basket reminders, with send-time optimisation and dynamic content inside the message. Segmentation works across ticketing and giving together, so a list can be built from what somebody booked and what they gave in the same query. Reporting ships with more than forty standard reports covering attendance, campaign performance and the fundraising pipeline. The Dotdigital integration carries the email side with data flowing both ways, so engagement writes back to the customer record. The API and web integration put booking, donating and account access on your own site.

That is a well-covered relationship with the audience, and it is all built on transactions Spektrix processed itself.

The agent's allocation is not in there. Neither is the funder's portal, the listings page, the press, or the trust whose grants are published once a year. Those belong to other organisations, and no arts CRM is going to be handed access to them.

A funding deadline can find the development office first

No arts CRM will ever be handed a funder's login. A development office already has one, and the calendar stops depending on who happened to remember.

Funder portals watched for open rounds, application deadlines and the reporting dates attached to grants already awarded, raised months out rather than the week they fall due. A daily total that includes the agents and the third-party sellers, read off each of their own reporting screens and added to the Spektrix number, so tonight's count is one figure instead of four.

Then the things that sit in public and never get checked. Whether the listings sites and the local what's-on pages carry the right dates, prices and access performances for the run. What else opened in town on your press night. New reviews and press mentions for a production while there is still a run left to sell into. Whether a trust has published a funding round that fits the education programme.

Nothing there writes to a customer record or makes an ask. Anything addressed to a donor, a subscriber or a school gets drafted with the booking and giving history already in it, then read and sent by the person whose relationship it actually is.

An arts organisation cannot hire someone to open tabs

Marketing and development teams in this sector are small, and the work above is exactly what gets dropped the week a show is in tech.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens Spektrix the way your box office does, opens a funder's portal, an agent's reporting site or a listings page beside it, and leaves one list with the events and the deadlines attached.

It runs on your schedule in your own private environment, and a workflow can be locked to an explicit list of domains. You can watch a run and stop it. Anything addressed to a customer or a donor waits for a person to send it.

Each workflow below names the sites it opens.

Questions people ask

Will it email our donors or subscribers without us?

No. Donor and subscriber emails are drafted with the giving and booking history already in them, then left for the person who owns that relationship. In fundraising the wording is the relationship, so sending stays a human decision every time.

Does this write anything back into Spektrix?

Only if you ask it to, and it is safer not to. The usual pattern is read-only: it reads Spektrix and the outside sites, then returns a list, a digest or a draft. Customer records stay exactly as your box office left them.

Can it read an agent's sales report or a funder's portal?

Yes. It signs into those sites as your own user and reads the figures off the screen, so a portal with an unusual layout and no export is no harder than any other. Nothing has to be built by the agent or the funder first.

12 ready-made Spektrix workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Spektrix Post-Show Review Request Drafts
After each performance, WebRun finds attendees in Spektrix, drafts a personalised review-request email for each one in Gmail, and leaves them ready for your team to approve and send.
SpektrixGmail
Automated Spektrix Subscription Renewal Reminders
Every week, WebRun checks Spektrix for subscribers whose season package expires within 30 days and drafts personalised renewal reminder emails in Mailchimp, ready for your team to review and send.
SpektrixMailchimp
Automated Spektrix Pre-Show Reminder Drafts
Every morning, WebRun finds Spektrix ticket holders whose performance is in the next 48 hours and drafts a personalised reminder email for each one in Gmail, ready for your team to send.
SpektrixGmailTwilio
Automated Performing Arts Invoice Chaser
Every Monday, WebRun finds overdue sponsorship and group-booking invoices in QuickBooks, drafts a polite reminder email for each client in Gmail, and posts you a chase list in Slack.
SpektrixQuickBooksGmail
Automated Spektrix Group Enquiry Routing
When a group-booking enquiry lands in Spektrix, WebRun reads the request details, scores it by group size and event type, and pings the right box-office contact in Slack with a summary.
SpektrixSlack
Automated Spektrix Low-Selling Performance Alerts
Every morning, WebRun checks Spektrix ticket sales against each event's target pace and posts a Slack alert when a performance is at risk of underselling, giving your team time to act.
SpektrixGoogle SheetsSlack
Automated Spektrix Lapsed Donor Outreach Drafts
Every month, WebRun finds donors in Spektrix who gave last year but have not donated again, and drafts a personalised re-engagement email in Gmail for your development team to review and send.
SpektrixGmailGoogle Sheets
Automated Spektrix Sales Exception Alerts
Every hour, WebRun checks Spektrix for sudden drops in ticket sales or failed donation transactions and sends an immediate Telegram alert to your operations team so nothing slips past.
SpektrixTelegram
Automated Spektrix Donor Thank-You Letter Drafts
When a donation is recorded in Spektrix, WebRun drafts a warm, personalised thank-you letter in Gmail for your development team to review and send, so every gift is acknowledged promptly.
SpektrixGmail
Automated Performing Arts Contract Chaser
Every week, WebRun checks your Google Sheets contract tracker, finds agreements not yet signed or returned, and drafts a gentle chaser email in Gmail for each outstanding party.
Google SheetsSpektrixDocuSign
Automated Spektrix Daily Sales Digest
Every morning, WebRun opens Spektrix, pulls yesterday's ticket sales by event and channel, and posts a clean summary to your team's Slack channel.
SpektrixSlack
Automated Spektrix New Subscriber Onboarding
When a new season subscription is recorded in Spektrix, WebRun drafts a personalised welcome email in Gmail and logs the subscriber's details to a Google Sheet so your team can track onboarding progress.
SpektrixGmailGoogle Sheets

Want one of these running on your own Spektrix?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.