PatronManager Help

April 2020 Product Update

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April 2020 Product Update: https://help.pm.leapevent.tech/a/1230970

In light of COVID-19, we’ve been working as quickly as possible to bring you features that will help during this uniquely challenging time, which is why we’re releasing this product update as soon as possible.

The April 2020 Product Update allows you to quickly send cancellation or rescheduling emails for selected Event Instances using the Automated Communications feature.

Continue reading for an overview, plus links to full instructions to use it, information on best practices when you need to cancel an Event in PatronManager, and small bug fixes.

Sending cancellation and rescheduling emails

You can now use the Automated Communications feature for more than just pre- and post-show emails. Here's a quick overview; if you're ready to dive in right away, head over here for the full instructions.

Not yet using the Automated Communications? Get started today.

Set up merge fields

Depending on your needs, you may wish to set up custom fields on the Event or Instance, perhaps to provide the new date/time for a rescheduled performance.

Create a template

Once you've got your merge fields ready, you'll create a template with a friendly drag-and-drop HTML editor. Include images, your branding, and more.

Notify ticket holders with just a couple clicks

Once your template is ready and you've sent yourself a preview to make sure it looks right, you'll be able to send emails to all ticket holders for selected Event Instances, right from the Ticketable Event.

These emails go to all patrons with a valid email address, regardless of their email status; helping you reach patrons with crucial information about their tickets even if they've opted out of marketing communications.

Ready to get started? Check out these resources:

More resources for canceling and rescheduling Events

Check out this new resource about handling cancellations and schedule changes in PatronManager, including a set of best practices and a handy step-by-step guide (with a checklist!).

And as always, we encourage you to connect with your peers at other organizations via the Community!

Bug fixes

This update also contains a couple small adjustments to fix unexpected behavior in PatronManager.

Click here to review bug fixes

Non-subscription Orders no longer get stuck in "Awaiting Fulfillment"

Previously, adding a subscription to a Ticket Order would flag that Order as "Awaiting Fulfillment" until the subscription had been fulfilled. However, if the subscription was then removed from the cart before submitting the Order, the "Awaiting Fulfillment" status could get stuck -- and couldn't be removed, since there was no longer a subscription to fulfill.

Now, removing a subscription from an incomplete Ticket Order also clears that status. Problem: solved!

PTS Cart Timer no longer triggers extra page views

The recently-released Cart Timer provides patrons with a countdown clock on the new Public Ticketing Site, and updates each second as it ticks down. That's great, except that if you're also using Analytics tools you may have noticed a bunch of extra page views on certain pages on the PTS. Sorry about that!

Now the cart timer won't trigger a new page view with each tick of the clock, but instead will only do so only when the patron visits a new page, as intended.

That's all for now -- stay safe and healthy out there!

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