PatronManager Help

February 2019 Release Notes

Updated on

Use this link to share with your colleagues:

February 2019 Release Notes: https://help.pm.leapevent.tech/a/1028481

What's New in This Release

This release contains a diverse set of exciting PatronManager improvements that we built based on your feedback. They include:

  • Brand new Public Ticketing Site
    • Create a beautiful ticketing site - no design experience necessary!
    • New features include a mobile-first design, expanded events list, donation page, social sharing, analytics options, and calendar view.
  • Other Feature Improvements
    • Subscription renewal mail merge improvements.
    • Donation Form Enhancements.
    • Benefit Levels are now retained when cloning a discount code.
    • Facilities management app.
    • Better handling of third party fundraising integrations.
    • When building a Choose Your Own subscription, the price range displays on the Event Instance within PatronManager.
  • Bug Fixes
    • Creating an Event Instance with an inactive venue is now prevented.
    • Ticket Order Type updates after a refund.
    • Changing the Contact on a Ticket Order with a Donation updates that Donation's Contact Role.
  • Spring Salesforce Updates

Below you'll find more details about these features and enhancements.

February Release Notes Webinar

Our Product Development Team hosted a live webinar on March 7, 2019 all about the new release. Watch the video below and check out the presentation slides and full Q&A Log for questions asked during the webinar.

Public Ticketing Site Redesign

We are pleased to announce a brand new online ticketing experience for your patrons. With a modern design, themed templates, and a "do-it-yourself" admin interface, the public ticketing site has never looked better or been easier to manage.

This new and improved online ticketing experience was created with design standards in mind, including a mobile-first approach and industry standards for accessibility.

This new feature includes many exciting updates including:

  1. Customizable design themes.
  2. A Theme Builder tool to customize your theme.
  3. An expanded events list with event images.
  4. A new calendar view for your events page.
  5. A new and improved cart & check-out process.
  6. Mobile-first design approach.

This is the first version of the new public ticketing site. We plan to roll out additional features and themes in the coming months including PatronPortal support and improved Subscription and Membership functionality. Stay tuned!

Click here to preview each of these new features:

1. Design Themes

The PatronManager design themes streamline the process of designing your ticketing site. Think of a theme as the framework in which your events, branding, and custom content will live. Now, your team manages the design of your own ticketing site - no need to hire a web developer.

Each theme has some slight variations in how you can promote your organization using brand colors, your logo, and event listing styles. Try out each theme and see which one is right for you!

Here's an example of the same website shown in three different themes:

Chromatic

Cinematic

Moderne

2. Theme Builder

Once a theme is selected, you can customize it using the Theme Builder. Even if you are not a designer, you can create a professionally designed website using this tool.

The Theme Builder allows you to select a theme, add brand colors, font, a logo and optional event list styles. Draft Settings allow you to experiment with a new look and feel without impacting your live site.

You will be able to edit and save a draft, as well as share a preview link with colleagues.

3. Expanded Events List

Do you have beautiful event photos and thumbnails to showcase?

We now have an optional Expanded List View for your Events page. With the Expanded List View, events are promoted with a thumbnail image, title, and descriptive text. Selecting an event opens an event detail page with a larger size image which can be the same or different from the listing thumbnail.

If you don't have images for each event, or if you have tons of performances, you may prefer a simplified list of your All Events page. If this is the case, the optional Condensed List View is for you.

This view looks similar to what we had with the previous public ticketing site, but has been updated to match our current design:

4. Calendar View

In addition to the list view options above, we also have introduced a Calendar View. This optional view can be turned on or off for your organization. The calendar shows daily events by month, with the option for the patron to view upcoming months.

5. Cart & Check-Out

Once a patron has selected a general admission or seated ticket, they will be guided through a streamlined checkout process, following clearly outlined steps They can preview or make changes to their order, include a donation to your organization, and apply any available discounts.

You can even create a custom confirmation page for your patrons! This is a great place to thank them for their purchase, promote additional programming, and spread the word on social media.

6. Mobile-first design approach

What is mobile responsive design?

A responsive website automatically changes to fit smaller devices such as phones and tablets. We've built the new public ticketing site to support the growing demand for mobile ticket sales.

The ticketing site you design will look great for all your patrons - on any device and wherever they are.

The venue tool itself has not been updated with this release, but we are working on a solution for future versions. Venues will not be completely responsive at this time, but will work within the new design system.

Ready to get started?  Check out our All About Your Public Ticketing Site article.

Other Updates

In every release we include several smaller features and bug fixes in order to improve your experience with PatronManager. We've outlined these additional updates below.

Click here to review several new feature updates:

1. Subscription Renewal Mail Merge Fields

Do you generate annual renewal letters for your subscribers? You can now export a list of Ticket Orders with the "Subscription Seat Info" field, containing handy package and seat information for mail merges.

Learn how to use this new field in our How to Build a Report for your Pending Renewal Subscription Mail Merge article.

2. Donation Form Enhancements

You can now do more with donation forms! If your organization is selling tickets to a fundraising event like a gala, you can now create forms with ticket quantities, sponsorship options, and more. You can also add a checkbox to any donation form that will give patrons the option to add 3% to their total donation, to help offset credit card processing fees. Previously these types of forms could only be custom-coded in our office, but now you can create them yourself, code-free.

Learn how to make these enhancements in our How to Create an Enhanced Donation Form.

3. Cloning Benefit Associations with Discount Codes

In addition to cloning Price Level Associations, you can now clone Benefit Level associations when cloning Discount Codes.  This makes it much easier to run multiple discount code programs for members with benefits.

Click the Clone button on an existing Discount Code to see the new checkbox option.

4. Facilities Management

Do you have a multi-use facility or venue that you rent out or schedule different groups in? Are you currently tracking this in a different system but wish you could have it all in PatronManager? We've developed an app for that!

Sound good? Get your PatronManager Certified Admin on board; they can learn more about the app and find links to our installation/user guides.

Need help setting up or using the Facility Rentals app?

While our Client Services team isn't able to support the app, our friends at Opus Affair are happy to help you!  Contact Hailey Fuqua and Graham Wright at [email protected] to start the conversation.

5. Better Handling of Third-Party Fundraising Integrations

You can now see third-party donations (from integrated fundraising solutions like Classy, FormAssembly or Crowdrise, etc.) when qualifying a Contact. This behavior treats third-party donations just like donations coming through PatronManager.

In the below example, you can see the "Other" donation origin and source labeled with the third-party fundraising source name. This can be customized to reflect the integration you're using.

On the qualification screen, you will now have Donation Handling options and be able to view the Donation Detail section as well.

6. Show Price for CYO Subscriptions from Event Inventory

When you build a Choose Your Own subscription, we now show the price range in the Event Instance page in the Event Inventory. This was previously only displayed on the public ticketing site.

Click here to review some notable bug fixes:

1. Prevent creating Event Instances with inactive venues

When cloning an Event Instance with an inactive venue, we now show an error message, preventing inactive venues from being added to new Event Instances.

2. Ticket Order Type updates after a refund

When a patron purchased a subscription as well as a single ticket at the box office, then decided to refund the subscription, the Ticket Order type was still identified as "Tickets; Subscription". This type now automatically updates to match the updated Ticket Order.

There is both a Subscription and Tickets in this order below, and the Type is Tickets;Subscription.

Now that the Subscription has been refunded, the Type is "Tickets", since only tickets remain in the order.

3. Changing the Contact on a Ticket Order with a Donation updates that Donation's Contact Role

When changing the Contact and Account associated with a Ticket Order with an attached Donation, the Contact Role on the Donation was not updating correctly. We have fixed this issue, so the Contact Role will now match the changed information.

Spring '19 Salesforce Updates

Salesforce released it's Spring 2019 update earlier this month. Here are some notable highlights from their 437-page release notes!

Click here to review important Salesforce enhancements:

Alert for organizations on Salesforce Classic:

Do not activate the Critical Update called "Turn on Lightning Experience".

We always recommend that you don't click "yes" on the Critical Update pop-ups; Salesforce sometimes shows these pop-ups when you go to your Setup menu. Read more about why you shouldn't click "yes" here. This time, in particular, if you are not already transitioned to the Lightning Experience, you won't want to activate the critical update that will turn on Lightning automatically for your users before you're ready. You can read more about this critical update on the Salesforce Trailblazer Community here.

Ready to make the move to Lightning?  Check out our All About Lightning article!

Updates for all organizations:

Lightning Transition Assistant will replace the current Lightning Experience Migration Assistant

If you are in the process of making the move to Lightning Experience, you might have noticed that Salesforce has changed the name of their administrative tool that guides you through that process from "Migration Assistant" to the "Transition Assistant". The new assistant provides you with tasks and tools to help manage activities in the different phases of your Lightning transition: Discover, Roll Out and Optimize. This will be available shortly after the Spring '19 upgrade.

Updates for organizations on the Lightning Experience interface:

Pin a list as your default list view instead of having it default to the Recently Viewed

By default, when you navigate to a standard object tab in Salesforce, you'll see a list of recently viewed records for that object. If you haven't viewed any records in a while, sometimes that page is blank and/or unhelpful! If you have a favorite list view of important records, you can now pin that list as your default view instead of the Recently Viewed list. Just navigate to the list view of your choice and pin it.

You can now print your Account, Contact, Donation and Campaign pages in Lightning

While we all want to save paper whenever possible, sometimes you just need to print out a record and have it front of you. This feature is now available in Lightning (it was already possible in Classic). Click on the Printable View button and it will show you a printable version of the record with the details expanded or collapsed, depending on how you are used to looking at the page.

Close Tasks with just a click

Instead of scrolling through the Status dropdown to mark a Tasks as complete, you can now check them off as being done with one click.

Reporting Enhancements

You can now see more summary data in your reports right in the Lightning Experience report header. It now displays up to 8 metrics, depending on how you've formatted your report. These will include grand totals, subtotals, record counts, and formula column results.

Column headers are also now sticky, so they stay at the top even as you scroll through many rows of report results.

You can also resize columns in your report to fit their content -- whether that be to make them smaller to reduce white space, or make them larger to avoid truncated data.

These features and more were initially part of a Beta version of the report page called the "Enhanced Run Page" -- this is now generally available for all Lightning reports without you having to activate it.

Read more about these and other Lightning reporting enhancements here.

Assign unique home pages to different Lightning Apps

For Lightning Experience admins and power-users, this is a great way to customize PatronManager for your colleagues. You can customize the home page to highlight different information depending on their job functionality.

Remember!

Your feedback helps us improve PatronManager for all of our clients. Have ideas or comments for us? We'd love to hear from you if you submit a Product Idea.

Previous Article May 2019 Release Notes
Next Article October 2018 Release Notes
Still Need Help? Continue to the Client Community