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November 2021 Release Notes: https://help.pm.leapevent.tech/a/1472689
Welcome to the November 2021 release, with a focus on integrations! This release prepares you to use a brand new integration with 360MatchPro, an industry-leading matching gift solution by PatronManager's latest partner, Double the Donation.
In addition to this exciting new offering for driving more matching gift revenue, in this release you'll find improvements to our integrations with Smart Transaction Systems (gift cards) and CourseStorm (class registration).
We've also got a wide range of updates and bug fixes for you, particularly around box office functionality and the Public Ticketing Site. Read on to learn about:
- 360MatchPro by Double the Donation
- STS gift card updates
- PatronStorm improvement
- Box office & PTS updates
- Donation Form updates
Let's jump right in!
Reminder: Legacy Donation Forms will stop working as of January 31, 2022
Follow the steps outlined here to ensure there's no disruption to your ability to process online Donations.
You can also watch a recent webinar on the topic here: New Donation Forms: Making the Switch.
Prefer watching to reading? Here's the release webinar:
PatronManager & Double the Donation
Looking for a robust matching gifts tool that works with PatronManager? Look no further! We're proud to partner with Double the Donation, the leading provider of matching gift and volunteer grant solutions to nonprofits and educational institutions.
360MatchPro lets you automate your matching gift fundraising with the industry-leading solution from Double the Donation. The 360MatchPro platform provides nonprofits with tools to identify match-eligible donors, drive matches to completion, and gain actionable insights. As of this release, you can integrate 360MatchPro directly into PatronManager Donation Forms and your Salesforce account to capture employment information and follow up appropriately with donors about matching gifts.
Excited to learn more? Head over here for all the details.
Prefer watching to reading? Check out this webinar recording:
STS gift card integration improvements
Our partnership with leading gift card company Smart Transaction Systems (STS) provides a great gift card management system that integrates with PatronManager. Patrons can purchase gift cards (physical cards or virtual/digital ones) for themselves, or easily send those cards to their friends. They can then redeem their gift cards when buying tickets at the box office, by phone, or online.
This release makes gift card management easier, helping you and your patrons locate gift card numbers used in PatronManager. Stay tuned for more gift card improvements in the coming months as well, but for now:
While refunding part or all of a Ticket Order to an STS gift card (either an existing card that had been used previously or a new e-certificate created on the fly) has been possible in PatronManager for a while, it was previously a challenge to get the patron their gift card information for future use. As of this release, it's automatic! Now the refund confirmation email will include the patron's gift card balance and gift card number, so that they can use it toward a new purchase on your Public Ticketing Site.
Previously, refunding a transaction to STS gift card showed the amount you had just refunded in an informational pop-up in PatronManager Box Office, but in some cases (like if you refunded to a pre-existing gift card), the new balance on the gift card may have been more than the amount you just refunded.
Now, the pop-up message will also show the new gift card balance following the refund:
When a patron uses a gift card in PatronManager (or receives one as the result of a refund), that card is saved as a Stored Payment Method attached to their Contact record. The full card number is available there (you'd click into the record to view all details), but if a patron has more than one gift card attached to their Contact, in the past it was difficult to tell which one had been used for which transaction.
Now the Payment Transaction includes the gift card number in an encrypted field; any user who views the Payment Transaction (or accesses the field in a report) will be able to see the last four digits of the card. Users with the "View Encrypted Data" system permission will be able to view the full card number in that new Payment Transaction field.
CourseStorm integration improvements
Looking for a class registration solution that works with PatronManager? We're proud to partner with CourseStorm, a dedicated class registration solution that is, as they put it, "simply powerful & powerfully simple."
With this release, clients using the PatronStorm integration will be able to more easily qualify incoming Contacts and get them into appropriately named Accounts, thanks to an update that shows a bit more info during that process:
Previously, all Contacts created via the PatronStorm integration came into your Unqualified Contacts list with the same identifying information - a note in the "Signup Source" column telling you that the Contact originated in CourseStorm. That's a start, but it made it difficult to correctly categorize family members if you offer children's classes, since the child and adult Contacts looked the same.
With the latest update, this column will now show "CourseStorm Child" if the Contact is marked as a child student in CourseStorm, and will continue to say just "CourseStorm" for everyone else.
The qualified Contact will also have a "Child" checkbox marked on their Contact record. You can add that checkbox to the page layout if you'd like, or use it as a filter in reports.
Box Office improvements and bug fixes
This release contains a wide range of updates for the ticketing side of PatronManager: more control over the fees you charge to patrons, more information at your fingertips when selling tickets and seating subscribers, Public Ticketing Site improvements, and much more.
Internal ticketing updates
Improvements related to Event setup, Ticket Orders, and Automated Communications.
Heads up! Your PatronManager account may have previously had custom Process Builder automation set up as a workaround for this purpose. If so, you must deactivate that before using this feature. Learn how here.
When creating or editing an Order-level fee in the Fee Setup tab, you'll see a new option to "Waive if order subtotal is zero". Checking this box will automatically waive that Order Fee for any Ticket Orders that contain only free tickets.
Note: the patron can still add a Donation to their Ticket Order, without affecting whether or not this fee is automatically waived - as long as the ticket total is zero, the Order Fee would be removed.
Heads up! Your PatronManager account may have previously had custom Process Builder automation set up as a workaround for this purpose. If so, you must deactivate that before using this feature. Learn how here.
On the Ticketable Event setup page, you'll see a new checkbox for Order Fee Exempt. Check this box if purchasing tickets to only these types of Events should automatically waive some or all Order-level fees for the patron's entire Order.
Then, when creating or editing an Order-level fee in the Fee Setup tab, you'll see a new option to Waive if order contains only "Order Fee Exempt" Events. Checking this box will automatically waive that particular Order Fee for any Ticket Orders that contain only Ticketable Events with the "Order Fee Exempt" checkbox marked.
You asked for more information about occupied seats when you're selling tickets, reallocating seats, and fulfilling subscriptions, and we heard you!
For single ticket sales and when viewing the seat map in the Event Inventory, hovering over an occupied seat provides more information than it did before. In addition to info about the seat itself and a link to the Order and the buyer, you can now see the Order Status and the created date of that Ticket Order Item. This makes it easier to tell if the seat you're looking at is really sold (or just reserved), and if so, when it was sold.
And that's not all! Selling and fulfilling subscriptions that contain multiple shows? You can now view information about occupied seats for all underlying shows on the layered seat map used during fulfillment. Hovering over an unavailable seat tells you how many of the underlying Event Instances are unavailable, and lets you click to view details:
And the details include information for all the underlying shows:
Automated Communications, a.k.a. pre- and post-show emails, lets you use an HTML editor to design beautiful (non-marketing) emails and have them sent to ticket holders automatically using Salesforce's native email functionality. As such, this feature is subject to Salesforce limitations regarding the number of emails that can be sent through the system per day (5,000 - though keep in mind that includes *all* system emails, confirmation emails, task emails, etc). This is a hard limit; hitting it can break your ability to process Orders and Donations in PatronManager until it resets.
The process PatronManager uses to find and assemble the list of ticket holders who should receive a given automated email was a bit more complex than it needed to be. As a result, there were rare cases where Automated Communications would fail to send even well under the Salesforce email limit, due to a variety of factors that weren't always predictable or clear.
In this release, the query that gathers the list of email recipients for Automated Communications has been overhauled and simplified to avoid these unexpected failures. Keep in mind that the Salesforce email limit is unchanged.
A recent update to the Firefox browser was incompatible with the Ticketable Event and Event Instance setup pages inside PatronManager, which caused some buttons (like "Edit") to be grayed out/unclickable. This has been fixed.
Previously, clicking the button to create a new Price Level multiple times would jump the screen back to the first one you were creating, which could be frustrating when creating many Price Levels across multiple Allocations.
It was also easy to click the button to create a new Price Level too many times, resulting in an extra row. It was not possible to save your changes without filling in all the rows, meaning you had to fill in nonsense values for the extra row and then delete it afterward.
Both of these things are better now!
- Clicking to create a new Price Level keeps the screen where you are when you click, no more jumping around
- Clicked a few too many times? No problem - fill in the Price Levels you want, then click "Delete" to remove any extra empty rows. The screen will refresh and the extra rows will go away, allowing you to save the rest of your work (don't forget that part!)
Unless you've specified a past date range, clicking on a Ticketable Event in PatronManager Box Office should only show you Event Instances that haven't happened yet(!). Previously, switching between Ticketable Events on the selection page could sometimes cause the system to glitch and display *all* active Event Instances for those Events. This has been fixed.
PatronManager uses Activities to track some automated actions on Ticket Orders, like sending a confirmation email when the Order is submitted. These Activities appear on the "Order Info" section (visible if you click "Show Details"), and each Activity record displays a date indicating when the action took place.
In some rare cases, the date displayed on that list was incorrect, and did not match the date recorded on the Activity record itself. This led to confusion about when, for example, an confirmation email had been sent. This date discrepancy has been fixed!
Public Ticketing Site updates
Improvements to your PTS.
A recent update to Facebook's proprietary web browser was incompatible with the Public Ticketing Site, causing patrons to see a message telling them to use a different browser when they attempted to open links to the PTS from the Facebook app on a mobile device. This has been resolved.
Did you know you can use up to five Ticketable Event categories as filters on your PTS? You can! And now, the filter buttons have been updated to match other branding on the site; particularly important for folks who use the "Cinematic" dark mode theme.
Shading varies slightly between selected filters ("Play" and "Musical" in the above image) and hovering over a filter option in preparation to click ("Comedy") in the image above).
If a Ticketable Event contained a link in its Detail field to a different Ticketable Event on the Public Ticketing Site (for example, to direct prospective buyers to an alternate version of the Event), and if that link was set to open in the same window, the link would fail to reload the new page due to the way URLs are constructed on the PTS.
This has been fixed, so that links between Ticketable Events will load properly within the same browser window.
Before a patron completes their Ticket Order on your Public Ticketing Site, they have an opportunity to confirm the details of the Order, including the tickets they're buying and the contact info (name, address, email) they provided. Previously, this page didn't show them the phone number they had entered... and now it does!
Donation Form updates
Improvements to V2 Donation Forms.
The header/logo image for V2 Donation Forms now has a maximum height of 200 pixels; taller images will be scaled down automatically. This is to ensure maximum screen space for your ask and for the form fields, and to better accommodate image scaling on mobile.
To use a larger image elsewhere on your Donation Form, add new Content to the body of the form.
Because Donation Levels can vary based on the donor's frequency selections, patrons must choose their giving frequency (one time, monthly, annually, etc) before entering the amount they wish to donate. Previously, the "Amount" section of the form wasn't visible at all until a frequency was chosen, which caused a bit of confusion. Now patrons will see clear instructions to choose frequency first:
That's it for this release!
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