PatronManager Help

Update the Order Confirmation Page on your PTS

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Update the Order Confirmation Page on your PTS: https://help.pm.leapevent.tech/a/1265350

When your patrons purchase tickets on your public ticketing site (PTS), they see an order confirmation screen. This is a great opportunity to say thanks, promote the organization, or encourage patrons to share their purchase with their friends.

In this article, we'll cover how to:

  1. Update the Order Confirmation image/video/audio and message
  2. Update the social sharing options and message

Let's jump in!

1. Update your Order Confirmation image/video/audio/message

Add an image, audio, or video to make the maximum impact on your patrons!

Expand the instructions below based on what you'd like to do:

I'm adding/changing an image (and maybe the message)

1. First, make sure you've got the image you need

We recommend your image be:

  • PNG format
  • At least 730 pixels wide and any height

2. Ready? OK, go back to Salesforce Classic

Why Classic?

We need to put the image in the Documents tab, but that doesn't exist in Lightning yet.

3. Click the "+" sign

4. Find and click Documents

5. Set the picklist to "Shared Images" and click Go

6. Click New

7. Fill out the form as follows, then click "Choose File"

  1. Document Name: "Order Confirmation - [description]"
  2. Externally Available Image: checked
  3. Folder should already read Shared Documents
  4. Description: enter something to help people who stumble across it know it's important
  5. Keywords: something like "Order Confirmation" should do it
  6. Click Choose File

8. Find your image on your computer

9. Now click Save

10. Right click your image and click "Copy Image Location", then paste this into a text editor for safe keeping

We're gonna use this link in just one second! It should look something like this:

https://[YOUR-ORG-DOMAIN]--c.na54.content.force.com/servlet/servlet.ImageServer?id=0150a000003xQAi&oid=00D0a000002VbKK&lastMod=1592269591000

12. Head to the PatronTicket Hub

13. Go to PatronTicket Settings

14. Click Edit

15. Scroll down and find the Public Site Settings section

16. Find the Order Confirmation Copy field; click where you want the image to go, then click the image icon

It's a happy little tree!

17. Fill out the pop-up form with your image's URL (the one you just copied from the Documents tab in Classic), give your image a description, then click Insert

Once you paste the URL in, you'll see a preview of it in the pop-up.

18. Now's also a good time to edit the message

Make sure any phone numbers or email addresses are still valid.

Feel free to add bold, italics, text formatting, etc.

19. Scroll up and click Save

20. Success! You're done

Always a good idea to go buy a test ticket to make sure everything looks right - just be sure to refund the ticket after you buy it!

I'm adding/updating embedded audio/video (and maybe the message)

1. First, go to the video/audio you want to embed

In this example, we're using a YouTube video, but the recommended video/audio embed codes all work similarly. Here are your options:

  • Video: Embed code from YouTube or Vimeo
  • Audio: Embed code from Spotify, Bandcamp, Soundcloud or Apple Music

2. Got your embed code? OK, head to the PatronTicket Hub

3. Go to PatronTicket Settings

4. Click Edit

5. Scroll down and find the Public Site Settings section

6. Find the Order Confirmation Copy field and click the HTML icon

7. In the pop-up window, insert your embed code where you'd like the video to appear, then click Update

8. Now's also a good time to edit the message

Make sure any phone numbers or email addresses are still valid.

Feel free to add bold, italics, text formatting, etc.

9. Scroll up and click Save

10. Success! You're done

Always a good idea to go buy a test ticket to make sure everything looks right - just be sure to refund the ticket after you buy it!

I just need to update the message

1. Head to the PatronTicket Hub

2. Go to PatronTicket Settings

3. Click Edit

4. Scroll down and find the Public Site Settings section

5. Find the Order Confirmation Copy field and make any edits you need

Make sure any email or phone information is still up-to-date.

Add bold, italics, and all sorts of other formatting to craft the perfect message.

6. Scroll up and click Save

7. Success! You're done

2. Update social sharing options/message

Here, we'll turn on Twitter (and optionally, Facebook) sharing and change the messaging next to our sharing options.

Q: What about sharing via Google Calendar?

A: No configuration needed! This option appears on your PTS automatically.

Click here to update your social sharing options

1. Head to the PatronTicket Hub

2. Go to PatronTicket Settings

3. Click Edit

4. Scroll down and find the Public Site Settings section

5. Find the Social Sharing Heading field and update it

The social share heading is the text field above the share links. It should be something short, such as "Help us spread the word!"

Here's where it appears on your site:

6. Enable Twitter with the "Post to Twitter" checkbox and add your organization's handle

7. Scroll back up to the top of the page and click Save

8. Optional: set up Post to Facebook

If you'd like to allow patrons to click a button on the confirmation page to create a Facebook post that pre-populates with info about the show they purchased (and a link to buy tickets), you can set up Post to Facebook with these instructions.

This setup is a little more complex, and you'll need to have admin access to your organization's Facebook account.

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