Use this link to share with your colleagues:
Gathering Information: Discovery: https://help.pm.leapevent.tech/a/1253662
During the first few weeks of your implementation, your Implementation Manager will ask that you provide kickoff materials and fill out a series of short surveys in order to gather all of the necessary information to build and customize your PatronManager account.
We'll review all of the information submitted in these surveys and clarify any outstanding questions to finalize the work detailed in our Project Plan.
Kickoff Materials
Following your kickoff, we'll require some materials from you in order to get started. These items should be uploaded directly to our shared Upload Folder in Google Drive, which will be provided by your Implementation Manager following the Kickoff Call.
Legacy Data
In order to make the most of your time on our Data Discovery call, we will ask that you upload multiple data sets from your legacy systems to our secure, shared Upload Folder in Google Drive at least 48 hours prior to the call.
A raw, unedited export from each database will give us the best understanding of the level of difficulty and steps your team will need to take to prepare the data.
IMPORTANT TIP! Don't worry about providing a complete export of all of your data! That won't be required until after our Data Discovery Call. For now, just focus on pulling what is easiest out of your legacy systems, even if it's just patrons from one email list, ticket data from one event, or donation data from one appeal. That said, do try to include as many fields as possible when exporting these data sets so we can talk through what data should be migrated during our call.
Please provide data sets from each legacy system (ticketing, donor management, email marketing, etc.) where each line-item is a household or patron.
Include all fields possible, specifically: patron ID, name, address, phone, and email.
Please provide a data set from your legacy donor system where each line-item is an individual gift.
Include all fields possible, specifically: patron ID, patron name, donation ID, close date, and amount.
Please provide a data set from your legacy ticketing system where each line-item is an individual ticket.
Include all fields possible, specifically: patron ID, patron name, order ID, order date, event name, event date/time, ticket price, and ticket fees.
If you're interested in additional data sets being imported, please provide a data set with as much detail as possible so our team can review and discuss during the Data Discovery Call.
Other Items
The following will be used to build your PatronManager Public Ticket Site, Online Donation Form, and Mobile Ticket Design:
- A style guide for your organization, including fonts, colors, and logo specifications
- A transparent, PNG-file format of your company logo, at least 60 pixels tall and up to 600 pixels wide.
- For Mobile Tickets, a square PNG or JPG file of your company logo (200 pixels square should be plenty, 660 pixels square is the max) with a white background and 15% margin so it works when cropped to a circle (automatic in Google Wallet)
If you utilize reserved seating venues, please upload a detailed seat map for each venue.
We'll ask for more information about your Venue Build in the coming weeks, but having initial maps will give us a better understanding of the scope of your project.
If you currently sell Memberships, please upload a copy of your membership levels and benefit details.
Online Surveys
The following surveys will help us to customize your PatronManager interface to accommodate your business needs. Your Implementation Manager will provide direct links to these surveys for your organization to complete in the early stages of your implementation project.
This survey covers basic questions about your gift entry practices, Fiscal Year configuration, and details of upcoming development campaigns and major events.
This survey covers basic questions about your event configuration, fees, ticket stock and printing, and touches on high-level questions about your upcoming season.
This survey goes into the details of your internal and outbound development communication preferences and email templates.
This survey goes into the details of your internal and outbound Box Office communication preferences and email templates.