PatronManager Help

PatronManager Release Summary

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PatronManager Release Summary: https://help.pm.leapevent.tech/a/1565829

PatronManager provides 4-6 major releases each year. This article summarizes the primary feature updates in each release from the past few years in an at-a-glance list, with links to the relevant Release Notes.

Release Notes also include information about bug fixes and many smaller improvements that aren't covered below. We encourage you to read the full Release Notes for each update to make sure you're taking advantage of all the latest functionality!

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2024 Releases

September 2024 Release

  • PatronManager Box Office updates:
    • Apply quick discounts in the mini cart
    • Removed two steps from the flow to speed up sales
    • Added the Big Cart for viewing and editing item-level detail (discounts, price levels, and more)
  • Edit Contacts during Qualification
  • Improved connectivity for Leap Merchant Services credit card terminals
  • New partner integrations with MailChimp and AccountingWare

June/July 2024 Release

  • Easier reconciliation with Leap Merchant Services
  • New PatronDonate Hub
  • PatronTicket Hub updates

April/May 2024 Release

  • PatronManager Box Office updates:
    • Add a donation at any point
    • Make changes on the Payment page
    • Reserved seating purchase path updates
    • Mini cart expanded to Buyer and Payment page
    • Email selected mobile tickets
  • Qualification enhancements
  • Personal Pronouns

February 2024 Release

  • The Ticket Design Tool
  • PatronManager Box Office updates:
    • New mini cart (item selection pages only)
    • Order Notes overlay and new Internal Comments field
    • Repositioned filters
    • GA purchase path updates
  • Sell tickets from a tablet

2023 Releases

December 2023 Release

  • Pay What You Will ticketing
  • Membership price ranges
  • Partial refunds for Donations

October 2023 Release

  • Mobile Tickets
  • Complex refunds for Leap Merchant Services
  • More qualification filters

September 2023 Release

  • Google Pay and Apple Pay for the PTS and Donation Forms
  • Automatic stored credit card updates
  • Editable recurring donations
  • Introducing: Leap Merchant Services

April 2023 Release

  • Automated memberships with a donation portion
  • Accessibility updates for Signup Forms

February 2023 Release

  • Faster ticket selection
  • Captcha for Signup Forms
  • Google Analytics 4 for Donation Forms
  • Dynamic Pricing with Vatic

January 2023 Release

  • Household Memberships
  • Pick Your Own Seat Subscriptions
  • Streamlined Ticket Order Donations
  • PatronManager Box Office updates:
    • Find in-progress online orders
    • Collect City/State/Zip/Country for anonymous orders
    • More room for badges in the header

2022 Releases

November 2022 Release

  • Public Ticketing Site improvements:
    • Accessibility improvements
    • Choose Your Own subscriptions purchase path overhaul
    • Google Analytics 4 integration
  • PatronManager Box Office updates:
    • Improved Contact lookup
    • Email tickets regardless of Delivery Method

August 2022 Release

  • PatronManager Box Office updates:
    • Tile redesign
    • Quick Sale tiles for recently sold and pinned Event Instances
    • Some Order settings carry over from one Order to the next
  • CRM Snapshot to find lapsed members with Portal logins
  • Ability to display prices inclusive of item fees on the PTS
  • Automatic fulfillment for general admission tickets in Choose Your Own subscriptions
  • A new look for the Help Tab
  • Compatibility updates for Salesforce Enhanced Domains

May 2022 Release

  • Subscriber badges
  • PatronManager Box Office updates:
    • Update info on a Contact record while submitting their Order
    • Process anonymous purchases for quick walk-up sales
    • Contact Overlay screen
  • CRM Snapshot to find Members by level and expiration date

April 2022 Release

  • Member badges
  • New subscription theme option for the PTS
  • Donation Form accessibility improvements

January 2022 Release

  • Refund Ticket Orders to credit card after multiple payments
  • Differentiate refunded vs voided Donations
  • State & Country Picklists
  • STS gift card updates:
    • Charge or refund to gift card during an exchange
    • Gift cards "on file" are available for use in Portal
  • Alternate mobile header image for PTS/Donation Forms

2021 Releases

November 2021 Release

  • Double the Donation integration to drive more matching gifts
  • STS gift card number and balance included in refund confirmation emails
  • PatronStorm: differentiate children from adults during qualification
  • New Order Fee options:
    • Automatically waive order fees for free-ticket orders
    • Automatically waive order fees for specific Events

September 2021 Release

  • Annual and semi-annual recurring donation options
  • Donation Form updates:
    • Decide which frequency options are available by form
    • Show specific Donation Levels for each frequency
  • New Account fields:
    • First Donation Amount
    • Largest Donation Date
  • Geofencing for Virtual Events

July 2021 Release

  • New financial reports:
    • Event Summary Report: Refunds/Exchanges
    • Transaction Summary Report w/ Details
    • Donation Summary Report w/ Details
    • Tickets Refunded to Donation
  • Salesforce Duplicate Management
  • PatronPortal: decide when to make subscription renewals visible in Portal
  • PatronStorm: new built in reports

March 2021 Release

  • PatronManager Box Office overhaul for:
    • Exchanges
    • Subscription fulfillment
    • Subscription & membership sales

2020 Releases

December 2020 Release

  • Virtual Event updates:
    • Convert a completed livestream to Video On Demand
    • Upload a VOD via URL
    • Closed captions for VOD
  • Option to remove the Discount page from checkout on the PTS

September 2020 Release

  • Virtual Event updates:
    • Video On Demand
    • Embedded Donation Forms
    • Livestream control panel
    • Chat functionality
    • Download a recording of a completed livestream
    • Tip jar buttons

July 2020 Release

  • PatronManager Virtual Events: full release
  • Public Ticketing Site updates:
    • Require custom fields at checkout (e.g. a terms agreement checkbox)
    • Include links in "Not on sale" messages (e.g. redirect to a virtual event)
  • Email scheduled financial reports to non-users
  • Mark and clear ticket attendance on the Ticket Order

May 2020 Release

  • PatronManager Virtual Events: available in beta
  • PatronStorm: new options for online classes
  • V2 Donation Forms:
    • Themed forms to match your PTS
    • Mobile-first design
    • Single and recurring donations on the same form
    • Customizable footer
    • Embedded video support

April 2020 Product Update

  • Cancellation/rescheduling emails with Automated Communications

March 2020 Release

  • PatronStorm: integration with CourseStorm's class registration system
  • Public Ticketing Site updates:
    • Cart timer
    • Event category filters
    • Accessibility warnings in Theme Builder
  • CRM Snapshot updates:
    • New Snapshot to find subscribers by frequency
    • Updated Snapshot for program acknowledgments
    • Option to exclude deceased patrons from Snapshots
    • Added list of Events to frequent buyer Snapshot
  • Set default internal view for Allocations (expanded vs collapsed)

2019 Releases

December 2019 Release

  • Passcodes: offer access to presales or special seating via code

September 2019 Release

  • STS gift cards: allow patrons to redeem gift cards on the PTS

August 2019 Release

  • Automated Communications (pre- and post-show emails)
  • Credit card brand-exclusive presales
  • New financial reports:
    • Transaction Summary
    • Donation Summary
  • New Account field: Amount Donated Last Fiscal Year

July 2019 Release

  • Payment Transactions for Donations to support comprehensive financial reporting
  • PatronPortal: only Donations with Probability of at least 90% are visible

May 2019 Release

  • Public Ticketing Site updates:
    • Hide or redirect header links
    • Footer fields
    • Option to skip the section map by venue

February 2019 Release

  • New Public Ticketing Site
    • Customizable theme
    • Mobile-first design
    • Optional donation page in checkout flow
    • Calendar view
  • New Subscription Renewal Mail Merge field
  • Enhanced Donation Form Fields (e.g. for gala ticketing)
Next Article September 2024 Release Notes
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