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What to Do When Your Season Ends: https://help.pm.leapevent.tech/a/1631155
You've just finished your season, full of events, ticket sales, and some effective marketing; congratulations!
When your season ends, there are also some housekeeping things you'll want to take care of in PatronManager too, both to wrap up from this season and to set you up for success next season. In this article, we'll walk you through what to do and check when your season ends.
Specifically, we'll look at:
- Managing your past events
- Managing your past season's subscriptions
- Updating your Public Ticketing Site
- Updating your Email Templates
Then at the end we'll go over some Frequently Asked Questions (FAQs).
So grab a snack or beverage to celebrate the closing of your season, then come back here and let's get started!
Managing your Event Inventory
Once your season ends, you'll want to make sure that you can easily filter out old events when you view your list in the Event Inventory tab. To do this, you'll need to mark the events from your past season as inactive.
1. From the PatronTicket Hub, go to your Event Inventory
2. Click into one of last season's Ticketable Events
3. Click Edit
4. Uncheck the Active box
5. Click Save
Repeat steps 1-5 for all Ticketable Events in your past season
Managing your Subscriptions
When your season ends, you'll want to update your Subscription Events to make sure that last season's subscriptions are no longer associated with the Current Subscriber Badge for your patrons.
Let's get that cleaned up so that your subscriber badges are accurate!
You may also wish to go to Subscription Events from two seasons ago and update the Subscriber Badge field to "Lapsed" instead of "Recent."
1. From the PatronTicket Hub, go to Event Inventory
2. Click into one of last season's Subscription Events
You can use the Event Type filter to see only your Subscription Events in the list.
3. Click Edit
4. Adjust the Subscriber Badge picklist
Depending on whether you'd like patrons who purchased this subscription to have a "Recent Subscriber" badge or "Lapsed Subscriber" badge, you'll need to select either "Recent" or "Lapsed" in this picklist.
5. Click Save
Repeat steps 1-5 for all Subscription Events for your past season
Updating your Public Ticketing Site
After your season ends, you'll want to check your Public Ticketing Site (PTS) to make sure that any references and images to your past season are updated appropriately.
Some good places to check are:
- The main images and language on your PTS
- The Order Confirmation page
We have a webinar that covers everything we recommend checking to maintain your PTS that you can watch here and we have an article covering the same items here.
Updating your Email Templates
Once your season has wrapped, you'll want to check your Email Templates to make sure any language or graphics about your past season.
Specifically, you'll want to check the:
- Order Confirmation Template
- Subscription Order Confirmation Template
- Membership Order Confirmation Template
- Awaiting Fulfillment Confirmation Template
- Any custom Confirmation Templates you've set up
You can learn more about updating these Email Templates here.
Frequently Asked Questions (FAQs)
Nope! We only recommend marking an Event Instance as inactivate if that event was cancelled.
By deactivating the Ticketable Event but keeping the individual Event Instances active, you'll be able to easily filter those old events from your Event Inventory list, while keeping the instances active for easy reporting with CRM Snapshots.