They'll click the "Log In" link on the top right of your Public Ticketing Site. You can also create member-specific links to particular pages on the PTS that will prompt the user to log in - more on that here.

Once they've logged in, what do they see? For a tour, check out the video tutorial at the top of this article, or read a full article on the Portal-only pages available to your patrons right here!

They'll have a "forgot password" option on the login screen - choosing that option will send them a password reset email. If they're still having trouble, you can reset their password for them. Read up on their options here.

If your patron clicks the "Log In" link on your Public Ticketing Site, they'll be directed to the All Events page after logging in.

However, you can utilize page-specific Portal links on your primary website, with text such as "Members Click Here" to redirect your patron to the page you'd prefer they land on. Read more about creating these specific URLs here.

Yes! Click here for more information.

Donation records with a 90% or greater Probability will appear on your patrons' My Profile page. The Probability percentage is related to the Stage field. For example, a "Posted" Donation has a Probability of 100%, meaning you've received it, while a "Pledged" or "Pending" Donation has a Probability of 90%, meaning you expect to receive it but it hasn't yet come in. You can read more about this here.

Donations with lower Probability percentages will not appear, so if you use Moves Management to track major gifts from the early solicitation phases, you'll just want to make sure those early Stages have a Probability of less than 90%.

While PatronPortal allows logged-in patrons to view their donation history, PatronPortal is specific to the Public Ticketing Site. Patrons wishing to donate online (separate from a Ticket Order) will use a separate Donation Form, and will not be logged in when they do. Those stand-alone Donations will then need to go through the standard qualification process.

You do not have to qualify Ticket Orders made by a Portal user unless a Donation is made alongside that Ticket Order. If a Donation is made as part of a Ticket Order, that donation will need to go through the Donation qualification process.

Definitely! You will use Member/Passcode Access. Portal members must have a Benefit linked to their Contact in order to receive automatic access.

Yes! You can link an Access Code to a private seating Allocation, and connect it to a Benefit Level using Member/Passcode Access. Patrons with that Benefit will be able to purchase those otherwise-unavailable seats when they log in.

Sure thing. Check out our article on Discount Codes to see how to link them to Benefit Levels and apply them automatically in Portal.

You can! Note that you can only limit the number of times a patron with the linked Benefit can use the Discount Code in total - you can't limit the number of times a Discount Code can be used per Event or per time period.

This makes it easy to offer Portal users, say, two free tickets to use anytime in your season. If you want something more complicated, like offering Portal users two free tickets to every show, you would need to set up multiple Discount Codes, which can be more time-consuming.

To do this, you'll go to System Overview in Setup. The steps will be similar to those here, but instead of looking for Salesforce licenses, you'll look for Authenticated Website licenses.

If you’ve hit your limit, or if the limit is fast approaching, you can do one of two things:

• Deactivate users
• Order more licenses
  • To start that process, fill out this survey and select "User License purchase only" in the project drop-down menu.

It's up to you! As long as they have a Contact record in PatronManager, they can be a Portal user. They also must have a unique email address that isn't duplicated on other Contact records.

Commonly, our clients invite:

• All current members: if you sell memberships via your Public Ticketing Site, new members will be invited automatically and they’ll be able to renew their membership using their Portal login.

• All current subscribers: only subscribers with fixed packages can renew their subscriptions through PatronPortal. Those same subscribers can request seat upgrades or decline to renew through PatronPortal.
• Donors: you can invite all donors or limit it to donors who have given, for example, $500 or more in the past 12 months. That way, Portal access can be listed as a donor benefit.
• VIPs or other special prospects: special presales and discounts are great benefits to your special patrons!

During your PatronPortal setup, we'll mass enable Portal users for you.

After that process is completed, if you're selling Memberships using our ticketing module, your patron automatically receives a Portal account when they purchase the Membership. If you want to provide Portal access to other patrons manually (e.g. major donors) after your initial setup, you'll need to manually enable the patron as a Portal user.

Definitely. Learn about that here.

Absolutely! Learn about that here.

We're afraid not. If you need to deactivate a patron's Portal account, you'll need to do this manually.

Yep! Learn about reactivating a user here.

Only when a patron purchases a Membership through PatronManager. If you have additional (or different) criteria for enabling Portal users (for example, making a member-level Donation), you'll need to manually enable users one at a time.

There are a few key differences between Portal user licenses and your staff's Salesforce user licenses:

• Portal users have very limited permissions, so they'll only be able to log into PatronPortal on your Public Ticketing Site
• Portal users will always have a Profile set to Authenticated Website or Authenticated Website 2
• Portal users are not required to do multi-factor authentication (MFA)
• Your staff (non-Portal) users should all have the Admin Role assigned to them

In short, Benefits are records you can attach to Contacts which grant the Contact automatically applied privileges such as special discounts or ticket presales.

If you sell Memberships through PatronManager, Benefits will automatically be linked to your Contacts when they purchase a Membership. If you do not use Memberships, you can still use Benefits - you will, however, have to manually add those Benefits to your Contact records when the patron meets your criteria.

If your Portal users have Benefits assigned to their Contacts, they'll be able to receive special discounts and presale access that match their particular Benefit Level automatically, by logging in on your Public Ticketing Site.

We cover Benefits in depth here.

Nope! Benefits can be manually created on Contact records whenever a patron meets your criteria for receiving that Benefit. Read more about this process here.

No - but if you do sell Memberships this way, you'll have more Portal features available to use. Those features include the patron's new Benefits being immediately available for use within their automatically created Portal account, and reminders within their Portal account to renew their Membership wholly online.

Typically, no. A Membership purchase (through ticketing) will automatically grant Portal access to the Contact who bought the membership, and their login will be their email address.

If you want other members of their household to have their own unique logins with the same perks, you would need to manually add Benefits to those Contacts, and manually enable them for Portal. We don't normally recommend this approach, as it can make things tricky when it's time to renew the membership.

Absolutely - by updating the Membership header link to go to your Donation Form.

Yes! You'll define the renewal period in PatronTicket Settings. Benefits within the renewal period will appear in the patron's Benefit Renewal tab under their profile area in Portal, and the patron can renew them from there. Read more about this process here.

No, but you can manually enable them for Portal (and manually assign them Benefits if you want them to have access to additional perks, like automatic discounts or presales).

If you use the Subscription Renewal Tool to renew Fixed subscriptions, your Portal users will be able to view and complete their renewals from the Subscription Renewal tab under their profile in Portal.

Yes! If for any reason you don't want Portal users to be able to renew their subscriptions online, you can hide the Subscription renewal tab by checking Hide Subscription Renewal Tab in Portal in PatronTicket Settings.

No, the patron's subscription remains the same until someone in your box office changes the seat assignments or the seats are released, either by the patron or the box office.

When a patron submits the "Submit a Change Request" form, an email is automatically sent to the Subscription Fulfillment Administrator assigned in PatronTicket Settings. This email includes the information the patron has submitted.

The seats are immediately released for resale to other subscribers or single ticket buyers, and their Ticket Order status is changed to "Did Not Renew".

• How to set up Benefits
• How to set up Memberships (using PatronManager's built-in Membership feature)
• Selling a Membership
• Applying Benefits
• Reporting on Memberships