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All About CourseStorm and Class Registration: https://help.pm.leapevent.tech/a/1238520
Looking for a class registration solution that works with PatronManager? Look no further! In early 2020 we announced our partnership with CourseStorm, a dedicated class registration solution that is, as they put it, "simply powerful & powerfully simple."
We have an integration between CourseStorm and PatronManager called PatronStorm. The PatronStorm integration lets you view and report on CourseStorm data, giving you a holistic view of your patrons’ ticket purchases, donations, and class registrations — all in one place.
In this article we'll cover:
- What is CourseStorm and what can it do?
- How does the PatronStorm integration work?
- What does it cost?
- How do I get started?
- Finally, we'll cover some frequently asked questions
Ready? Let's dive in!
Do you prefer video to text? Check out this recorded webinar, and come back here for specific FAQs.
What is CourseStorm and what can it do?
CourseStorm’s streamlined enrollment management system allows you to take advantage of sophisticated features such as a customizable dedicated online course catalog and easy family registration for parents enrolling one or multiple children.
Robust, yet simple
CourseStorm offers all the features you'd expect from a class registration system, including payment processing, payment plan options, discount/promo codes, rosters and waitlist functionality, and more.
Combine all that with customizable themes and fully mobile-friendly registration experience, plus communication tools for things like automated reminders, and we think you'll love what you see.
Want to learn more? Check out all the CourseStorm features on their website, and they'd be delighted to set up a demo to show you how the software works.
What about PatronStorm? How does the integration work?
PatronStorm is a one-way data integration that automatically syncs data from CourseStorm to PatronManager. View all your patron data in one place, and report on class activity alongside ticket sales, donations, and more.
You can read more about PatronStorm on our Recommended Apps page.
How much does it cost?
For details on CourseStorm's pricing, get in touch with them directly using this contact form. They'll be happy to set up a demo and answer any questions you may have!
Once you've got your CourseStorm account, you can install and use the PatronStorm integration for free.
Sounds great, how do I get started?
It's easy!
- Start by contacting CourseStorm. and let them know that you are a PatronManager client
- Once you're up and running, install and configure the PatronStorm integration
During onboarding, make sure to discuss CourseStorm's Class Sessions plugin with your onboarding specialist to decide whether it's a good fit for your organization before integrating with PatronManager. This feature should only be activated before connecting CourseStorm and PatronManager.
Additional FAQs
Got more questions about CourseStorm or PatronStorm? We've got answers! If you don't see your specific question below:
- For questions about CourseStorm, get in touch with them directly
- For questions about the PatronStorm integration, submit a support request through the Client Community
Typically yes, but talk to CourseStorm to see if your existing data will be compatible with their structure.
If you do import data to CourseStorm, it will also sync over to PatronManager via PatronStorm.
Nope! The integration is one-way, to bring data from CourseStorm to PatronManager for viewing and reporting purposes. You'll do all your class management in CourseStorm itself.
Yes, you can accept non-credit card payments through CourseStorm if you'd like.
Yes, CourseStorm has built-in options available for payment plans.
Yep! This functionality is built in to CourseStorm.
Because these are two separate systems, a discount/promo code built in one system will not automatically work in the other. That said, you could certainly build a code separately into each system and use the same text string, so that patrons could type in the same code on both platforms to get their discount!
Need to gather specific information relevant to a class (emergency contact info, allergies, etc)? No problem: CourseStorm supports custom questions during the checkout process, and those questions and answers will also sync over to PatronManager.
Yes: you can create the class in CourseStorm without publishing it on your catalog and send the registration link directly to the relevant patrons.
CourseStorm is designed specifically for class registration. If you're looking for ways to sell other things, like merchandise or gift cards, check out our recommended solutions for those things. If you've got something else in mind, ask around for ideas in the Client Community!
CourseStorm has a dedicated support team to help you out! Reach out to them for specific details on what's included with your account.
No, because your Public Ticketing Site and your CourseStorm site are different, patrons would need to complete separate orders for those separate things. All the data will wind up attached to their Contact in PatronManager, though!
In most cases, we encourage you to use CourseStorm as the system of record for class and registration information. That means you should do things like financial reporting, pulling class rosters, and so forth in that system. This ensures you have the most up-to-date information and lets you take advantage of that system's robust tools for class registration!
Building lists based on patron activity
That said, the whole point of having all your data in one place (in PatronManager) is to help you know your patrons better. This allows you to build a variety of custom reports using a combination of data.
For example, maybe you want to find a list of Contacts who registered for a certain class but haven't yet bought tickets to a related Event, so that you can send them a discount code. For that, you'd use a Contact report with cross filters as shown below:
Finding CourseStorm information in PatronManager
PatronStorm comes with a handful of pre-built reports to help you easily find CourseStorm information in PatronManager - for example, if you have staff members with access to PatronManager but not CourseStorm, who need to quickly find information about which course sessions still have availability.
Head to the Reports tab, then
- Click "All Folders"
- Search for "PatronStorm"
- Click on "PatronStorm Reports"
Read the descriptions to find the best report for your needs! Remember to "Save As" before making further customizations, so that you can refer back to the template report later if needed.
Custom registration questions and answers sync into PatronManager on the "Registration Fields" object, which attaches to the CourseStorm Registration. You can view them in two ways:
1. As a related list on the CourseStorm Registration record
Don't see this related list? You may need to adjust the page layout for the CourseStorm Registration object.
2. In a report
The PatronStorm integration comes with two reports that show this data. To find them, head to the Reports tab, then
- Click "All Folders"
- Search for "PatronStorm"
- Click on "PatronStorm Reports"
From here, select one of two options:
- If you want to view all answers to custom questions, along with information like the Contact name and ID, use "CourseStorm Registration Answers"
- This option is great if you plan to run a data update to copy information into custom fields on Contact, for example.
- If you want to view a list of registrations, along with answers to any custom questions that may apply, use "Registrations w/ and w/out reg fields"
- This option is useful if you're preparing for a particular class and need to gather a collection of info related to that class, for example to find out how many t-shirts you need and in what sizes.
