PatronManager Help

New Confirmation Emails, Custom Questions on Ticket Orders, and Other Box Office Features (February 2014)

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New Confirmation Emails, Custom Questions on Ticket Orders, and Other Box Office Features (February 2014): https://help.pm.leapevent.tech/a/166988

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Confirmation Emails for Refunds and Exchanges

You now have the option to send an email confirmation at the time of a refund or exchange. This option appears on the final page of the refund or exchange process:

Confirmation Emails for Refunds and Exchanges

We'll automatically check that box, assuming you want to send the confirmation email to the email address on the original ticket order; you can choose not to send the email, or choose someone else to send it to as needed.

For refunds, the email lists the items and amount refunded as well as the refund method (and the text is customizable, as with all our email templates):

And for exchanges, the email lists the original items and cost as well as the new ones:

Logging Activities on Ticket Orders

We've added a new "Activity History" related list that appears at the bottom of every Ticket Order (after it's been submitted, partially paid, or saved as a reservation). This means you can re-send email templates directly from an order (if, for example, a patron tells you they never received their confirmation email). In addition, you'll see the log of every confirmation email automatically sent to your patron:

Logging Activities on Ticket Orders

Add Custom Questions on Ticket Orders

You can now add one or more custom questions to your Public Ticketing Site and the Quick Order Form. Questions like: "Are you interested in receiving information about our summer camps?" and "Please check the box to accept our terms and conditions."

These questions will appear on every order placed through your website, in a new "Other Information" section during the checkout process:

Add Custom Questions on Ticket Orders

These fields are also available when selling a ticket via the Quick Order Form:

Public vs. Private Order Sources

You can now define which Order Sources appear for people to choose on your public site (for the "How did you hear about us?" field) and which ones only show up for box office reps using the Quick Order Form. Set this up on the PatronTicket Settings tab, under "Supported Order Sources." On the left you can see the available order sources to the public, and on the right are the available order sources internally:

Public vs. Private Order Sources

Specialized "Add Items to Order" Buttons

We've replaced the single "Add Items to Order" button on ticket orders with three new buttons. You'll see a button corresponding to each type of event you have available for sale. Here's what this looked like before:

Specialized "Add Items to Order" Buttons

And here's what it'll look like now:

Discounted Price Displays When Applying Discount

When applying a discount to one or more tickets via the Quick Order Form, you'll immediately see the name of the discount code that was applied as well as the discounted price.

Discounted Price Displays When Applying Discount

Venue Display Name

If you have multiple layouts for the same venue, this feature is for you! You can now include important information in the name of your venue that displays internally (such as "No Balcony" or "No Pit") but hide that information from your patrons. All you have to do is define a Venue Display Name in addition to the internal Venue Name. The display name will magically appear in place of the internal name on your point-of-sale and print-at-home tickets, in confirmation emails, and on your public ticket site.

Venue Display Name

Improved Analytics and Tracking

We've made two huge improvements to analytics and tracking in this release: Event-level tracking using Google Analytics, and detailed conversion pixel tracking. This means you'll be able to learn much more about how your online marketing efforts are performing and how your patrons behave when buying tickets online. You'll be able to learn more about Google Analytics and pixel tracking in the Help tab.

 Improved Analytics and Tracking

Ticket Order Import Tool Improvement

A small change that will make using the Third Party Ticket Order Import tool much friendlier: we'll now provide the name of the import file at the time that the import is completed.

Ticket Order Import Tool Improvement
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