PatronManager Help

What to Do When Your Season Ends

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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:

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.

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."

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:

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)

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