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What to Do When Your Organization Is Changing Its Name: https://help.pm.leapevent.tech/a/1612693
When your organization or company changes its name, whether for rebranding purposes, legal purposes, or change of ownership, it's an exciting time!
Amid all of the things you'll do on your end, there are a few steps you'll need to take to make sure that the transition is a smooth as possible from a PatronManager perspective.
In this article, we'll go through:
- What you'll need to tell us at PatronManager
- What you'll need to do on your end to update things
What PatronManager needs to know
When your organization changes or plans to change its name, we at PatronManager will need to know. If we don't have the correct name for your organization, we may not be able to disburse funds to you, meaning you won't get the money from your ticket sales and donations.
To determine what you need to tell PatronManager, answer the following questions:
- Is your organization's legal name changing?
- Is the name on your banking account changing?
- Is the tax identification number (EIN) associated with your 501(c)(3) changing?
You will need to provide information to PatronManager to ensure that your funds get properly disbursed to your organization!
If the answer to even one of the questions above is yes, then you'll need to submit a case to the Client Support team in the Client Community with the following information:
- Written verification that this is a legal organization name change that includes both the old and new name and the new logo (if applicable)
- Confirmation that the current EIN will remain the same (or details if it is changing)
- Confirmation that the banking account where your funds are disbursed will remain the same
- A copy of your legal name change document (i.e.
- Usually this will be the articles of amendment or articles of incorporation; alternatively a business license or another state-issued document confirming the change from your old name to your new name can work
- A copy of a voided, blank check with your new name, or a letter from your bank listing the Name of Account, Account Number, and Routing Number
- A recent (i.e. within the past month) W-9 with your new organization name
- Your preferred Statement Descriptor (must be between 5-22 characters, including any spaces)
- Your new website URL (only if you're changing your own website)
- Your new email addresses (only if you're changing your email addresses)
The written verification, confirmation of EIN, and confirmation of banking account (items 1-3) can all be included in the same letter!
If the answer to all of the questions above is no, you'll need to submit a case to the Client Support team in the Client Community letting us know that your name is changing for branding purposes only, and include a recent (i.e. within the past month) W-9 with the new name.
If you're changing your own website, we'll also need your new website URL. Likewise, if you're changing your email addresses, we'll also need your new email addresses.
What you'll need to do
With your organization's name change, you may want to update some things in PatronManager. For example, you may wish to update the domains for your public sites like the Public Ticketing Site (PTS), your Donation Forms, and your Signup Forms to fit your company's new name.
We'll help you go through the different things you'll want to check and change below.
If you have Leap Merchant Services (LMS) as your payment processor, if your bank account or email addresses are changing, you'll need to update that information in the LMS widget.
Your designated LMS Contact, the user who set up LMS, will need to update those details via the widget in the Client Community.
PatronManager will take care of updating critical details about your organization in Stripe like your business name, website, and statement descriptor, as we monitor changes like this to respond to any issues that arise during Stripe's review process.
Don't know who your designated user is? Submit a case in the Client Community and our team can help!
From here, you'll be able to use the pencil icons to update the information you need.
There are several different places in PatronManager where you may display your organization's name. Here are some places to check:
- The Public Ticketing Site (PTS), specifically
- Donation Forms
You'll also want to check your various email templates to ensure that all instances of your old name are replaced with your new name. You can learn more about editing Classic Email Templates here, and below are some suggested templates to check:
- Confirmation Email Template
- Awaiting Fulfillment Confirmation Template
- Membership Confirmation Email Template
- Donation Thank You
- Recurring Donation (Creation)
- Recurring Donation (Payment)
- Contact Form Welcome Template
There's also a copyright note at the bottom of your PTS and Donation Forms that you'll want to update to your new name.
1. Go to Setup
2. Use Quick Find to find and select "Company Information"
3. Click Edit
4. Change your Organization Name
5. Scroll down and click Save
You can update the domains for your sites with Enhanced Domains, so hop over here to get started with that switch!
Once you've done this, submit a case to the Client Support team asking us to re-verify your Apple Pay and Google Pay domain so that those payment methods remain available for your patrons.
Remember that with Enhanced Domains, Salesforce will only redirect to your new domain from the one immediately preceding it, so you should limit the number of times you change your domain.
If you have PatronPortal and decide to change your domain with Enhanced Domains, the login link for your Portal users will change too!
The new Portal login link will be the URL to your Public Ticketing Site (PTS) with this at the end of the URL:
?promptForLogin
So, for example, if your new PTS link is:
https://metropolisopera.my.salesforce-sites.com/ticket/#/
The login link for your PatronPortal users will now be
https://metropolisopera.my.salesforce-sites.com/ticket/#/?promptForLogin
For more information about Portal-specific links, check out this article.
You'll need to update the following email templates to include the new link:
- Patron Ticket Patron Portal: New User Login Information
- Patron Ticket Patrol Portal: New Username
- Patron Ticket Patron Portal: Reset Password
- Any custom Portal email templates you've set up
You can learn more about editing these PatronPortal email templates here.
If you're changing your own website (i.e. www.[YourCompanyName].org) too, then you'll also want to update the Logo URL for your Public Ticketing Site in PatronTicket Settings
and on each of your Donation Forms.
This will ensure that if patrons or donors click on the logo in the header for these sites, they'll be directed to your new website!
If you're changing your email addresses to match your new name, you'll also need to update your From email addresses in PatronManager to ensure that communication with your patrons is uninterrupted.