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PatronManager Instructor-Led Training Sessions: https://help.pm.leapevent.tech/a/1008847
In conjunction with our Help Tab materials and our webinars, we offer one-on-one training sessions on standard PatronManager topics to help you dive deeper into your PatronManager education. Before you request training, we highly recommend all attendees complete our PatronManager User Certification.
Submit a case in the Client Community if you're interested in scheduling a training session for your organization!
Instructor-Led Training Agendas
We'll introduce you to the best practices for finding new potential donors, managing incoming donations, and tracking and organizing your donations.
Prerequisites
Be sure to complete your PatronManager User Certification before attending, and double check you've watched our video tutorials on entering Donations and refunding Donations.
Agenda
- Donation entry
- Acknowledgments
- Online Donation Form management
- Reporting for Development
- Campaigns (brief overview)
We'll walk through our Marketing best practices - the features to use for success, our most highly recommended reports, and how to build lists for Campaign Monitor, Emma, or MailChimp.
Prerequisites
Be sure to complete your PatronManager User Certification before attending.
Agenda
- Reporting for email and direct mail, including CRM Snapshots
- Discount Codes, Access Codes, and Passcodes
- Campaigns
We'll cover all your reporting options, the anatomy of a report, and our best practice recommendations for reporting.
Prerequisites
- Complete PatronManager User Certification
- Read through our article All About Reporting
Agenda
- Your reporting toolbelt:
- Financial Reports
- CRM Snapshots
- Customizing reports
- Report types
- Filters and Fields
- Anatomy of a report
- Cross filters
- Subscribing to a report
- Dashboards and Charts
- Reporting best practices
This training is focused on box office operations in PatronManager. This will include how to sell, exchange, and refund tickets, as well how to sell subscriptions. We'll also cover qualification and why that's important, printing tickets, and searching for ticket orders.
Prerequisites
Be sure to complete your PatronManager User Certification before attending.
We also recommend reading and watching the content laid out in the Box Office Learning Path (if your organization doesn't sell subscriptions, you can skip the Subscriptions section).
Agenda
- Event inventory structure
- Selling, refunding, and exchanging single tickets
- Selling and fulfilling subscriptions
- Qualifying a Ticket Order
- Ticket printing
This training includes instructions on setting up Ticketable Events in the Event Inventory, managing Price Levels and Allocations, setting up Discount Codes and Access Codes, Fee setup, and confirmation emails.
For training on selling tickets and processing refunds or exchanges, check out our Box Office Selling & Operations training session.
Prerequisites
Be sure to complete your PatronManager User Certification before attending.
We also recommend reading and watching the content laid out in the Build Events and Subscriptions Learning Path (if your organization doesn't sell subscriptions, you can skip the Subscriptions section).
Agenda
- Event building
- Event Inventory structure
- Public Ticketing Site: settings and setup
- Ticket printing
- Reporting for Box Office
The Subscription Management/Renewals training covers subscription structure and the basics of setting up all three subscription types: Fixed, Pick Later, and Choose Your Own.
We'll also cover a tour of the best CRM Snapshots and Reports to use for contacting subscribers, as well as how the Subscription Renewal process works: Creating Subscription Series, Managing Seat Assignments, and creating Pending Renewal Orders.
Note that Subscription Renewals (via the Subscription Renewal Tool) are only available for Fixed subscriptions.
Prerequisites
Be sure to complete your PatronManager User Certification before attending.
We also recommend reading and watching the content laid out in the Build Events and Subscriptions Learning Path.
Agenda
- Subscription Types
- Setting up Subscription packages
- Linking Events and Instances to Subscriptions
- Reporting on Subscription sales
- CRM Snapshots and Reports for contacting subscribers
- Creating Subscription Series for renewal
- Managing Seat Assignments
- Using the Subscription Renewal Tool to create Pending Renewal Orders
We'll outline the process of using PatronManager's built-in Memberships and Benefits feature, and cover setting up Benefits, setting up and managing Membership packages, selling Memberships, applying Benefits, setting up Digital Membership Cards, and reporting on Memberships and Benefits.
Note this training will only cover our best recommended practice of Memberships as Tickets. Memberships as Donations will not be covered in this training session.
Though you may use Memberships without PatronPortal, the experience is much greater with Portal.
Prerequisites
Be sure to complete your PatronManager User Certification before attending.
We also recommend reading and watching the content laid out in the Build Events and Subscriptions Learning Path (if your organization doesn't sell subscriptions, you can skip the Subscriptions section).
Finally, get familiar with the feature via our All About Memberships article.
Agenda
- How to set up Benefits
- How to set up Memberships (using PatronManager's built-in Membership feature)
- Selling a Membership
- Applying Benefits
- Sending Digital Membership Cards
- Reporting on Memberships
Previous recordings of our group based Instructor-led Training sessions can be viewed below. Select the link and then enter the corresponding passcode to watch the recording.
- Development Passcode: uQ2t?*+C (recorded 8/28/24)
- Marketing Passcode: 52W$?vQ3 (recorded 3/5/25)
- Reporting Passcode: 1f9rdv.V (recorded 6/18/25)
- Box Office Selling & Operations Passcode: 6#yDrGZ^ (recorded 4/17/24)
- Box Office Admin/Event Building Passcode: Z.?Yp4.! (recorded 2/28/24)
- Memberships & Benefits Passcode: *?XKgU*9 (recorded 6/11/25)
- Subscription Administration Passcode: bkJM$13& (recorded 3/1/23)
- Subscription Renewals Passcode: Xy6748*f (recorded 5/14/25)