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Add-On Product: PatronPortal: https://help.pm.leapevent.tech/a/1310432
This article outlines an add-on product that can be purchased at an additional configuration cost. If your organization is brand new to PatronManager, this may already be included in your contract - check with your Project Manager if you're not sure!
What's included in this project?
Before initiating a PatronPortal project we highly recommend you set up DKIM and SPF records, if you haven't already, to assist with email deliverability. This will increase the likelihood of your patron's receiving their PatronPortal login credentials once they're enabled as PatronPortal users.
An Implementation Specialist will configure your PatronManager account to include PatronPortal functionality. This configuration includes user interface customizations to your:
- PatronPortal Login Page
- All Events Member Page
- Seat Selection Member Page
This configuration will also include customization of the email templates that will be used when:
- A patron is invited to log into PatronPortal
- A patron forgets their password to PatronPortal
- A patron updates their email address (which will change their Username for PatronPortal)
Once your account is fully configured and your staff has tested the features, you'll have the opportunity to have a bulk invitation sent to your initial batch of PatronPortal users. These users should be patrons that are existing Contacts within your PatronManager account; we recommend choosing a segment of patrons that can be easily reported on, such as "Contacts with Active Benefits," or "Current Subscribers."
Bulk invitations can also be purchased as a standalone project (post-configuration), should your organization need to send invitations to a new list on an annual basis. If you choose to purchase this as a standalone project, we will re-confirm your email templates, to ensure that the correct language is used in your New User Login email template.
Each new user that logs into PatronPortal will require an Authenticated Website User License. These licenses differ from the licenses that your staff members use, as they'll be limited to the PatronPortal functionality. PatronPortal licenses are sold in tiered pricing packages, which are listed in the second half of the cost table below.
How much does it cost?
The PatronPortal cost structure is broken into two components: the project (setup and/or bulk invitation of new users) and the annual purchase of licenses.
Project Costs
| Project Options | Project Cost |
|---|---|
|
Option A: Initial Configuration Includes:
Ideal if your organization doesn't have an existing member base, but you'd like to start inviting new users gradually as you roll out your membership program in PatronManager. |
$500 (one-time fee) |
|
Option B: Bulk Invitation of New Members Includes:
Ideal if your organization needs to create and invite new users to PatronPortal on an annual basis. |
$500 (per import project) |
|
Option C: Initial Configuration + Bulk Invitation of New Members Includes:
Ideal if your organization is new to PatronPortal and has an existing membership program that you'd like to invite to PatronPortal at the outset. |
$750 (one-time fee) |
License Costs
| Number of Licenses | Annual Cost |
|---|---|
| 100 Authenticated Website User Licenses | $120/year |
| 1,000 Authenticated Website User Licenses | $600/year |
| 5,000 Authenticated Website User Licenses | $1,800/year |
| 25,000 Authenticated Website User Licenses | $5,400/year |
How long does this project take?
Our Implementation Team will require a minimum of 2 weeks to set up your PatronPortal configuration and/or bulk invitation project.
1. You'll fill out a survey with information about the experience you want to provide your patrons
Survey questions vary depending on the type of project chosen, but in general, the survey asks questions about the language you'd like to use in your email templates and on your PatronPortal site, which patrons you'd like to invite in bulk, and how many user licenses you'll need. This survey link can be found at the end of this article.
2. We'll send a Change Order or Contract Addendum for you to sign
Once you've submitted your survey, a case will be created with our Implementation Team. We'll review your request details and draw up a Change Request (for one-time projects) or a Contract Addendum (for new user licenses) for the cost of the project.
3. We'll order your PatronPortal licenses and configure your account
Using the information provided in your survey, we'll order your Authenticated Website User licenses and configure your PatronPortal account in preparation for your launch.
4. You'll test the PatronPortal configuration and make edits as needed before confirming the setup
You'll follow our steps to create test users, login to PatronPortal, review the email templates, and make changes as needed.
5. Bulk Invite Only - You'll generate the list of patrons that you wish to receive the first batch of PatronPortal invitations
After providing us a report (or multiple reports) of Contacts you plan to invite to PatronPortal, we'll ask you to remove duplicate email addresses, since emails are used as default usernames, and all usernames must be unique.
Simply put: to keep things easy for your patrons.
Emails are used as default usernames, and duplicate usernames are appended with a "1" - making it difficult to remember and overall frustrating for your patrons. Here's an example.
Jim Halpert's email address, [email protected], is listed on his Contact record. His wife, Pam, also uses this email address; it's on her Contact record, as well.
When they're both invited to Portal, Jim's username is [email protected], but his wife's username is [email protected]1.
6. Bulk Invite Only - We'll send invitations to that list!
Your patrons will receive their username and password and will have access to log into PatronPortal. It's important to have DKIM and SPF records set up beforehand to ensure your patrons receive these emails. More information here.
Can I get a demo first?
Check out our Introduction to PatronPortal article for a video demo of PatronPortal functionality. Here are a few additional resources:
Ready to get started?
Great! To initiate this project, fill out this survey to let us know which items you'd like to purchase and provide some initial customization information. Once we have your information, a Project Manager will reach out with billing information to get started.
If you've been using PatronManager for a while and haven't yet transitioned to Lightning, you'll need to complete that first. Head to the Lightning Transition Guide to get started.