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PatronManager December 2023 Release: https://help.pm.leapevent.tech/a/1746544
Welcome to the December 2023 Release! We're thrilled to bring you three highly requested features this month. On the ticketing side of the system you'll find Pay What You Will ticketing so you can set a minimum price and let your ticket buyers enter the price they'd like to pay. You can also set up membership price ranges to accept a write-in price for any/all membership levels, with a set minimum for each.
On the fundraising side, thanks to Leap Merchant Services (our new in-house payment processing solution), you can now process partial refunds on Donations to help you fix up mistakes or make adjustments when you need to.
Other updates and improvements include branding adjustments as part of our parent company's recent rebrand from Patron Technology to Leap Event Technology. You'll notice small changes like a new PatronManager logo and a new email domain* for future PatronManager communications.
Use these quick links to jump down to a section, or scroll through for an overview of everything in this release!
- Pay What You Will ticketing
- Membership price ranges
- Partial refunds for Donations
- PatronManager branding adjustments
- Other improvements
* Be sure to allow emails from @leapevent.tech addresses past your spam filters so you won't miss any future updates!
Prefer watching to reading?
Check out the release webinar recording below! We recommend watching in full screen.
Pay What You Will ticketing
Pay What You Will (PWYW for short) has been one of our clients' most popular Product Ideas for a while, and now it's here!
Name your Price Level whatever you'd like and set a minimum amount (which can be zero). Your ticket buyers can then enter their price per ticket for both general admission and reserved seating.
Pay What You Will Price Levels can even be just one option alongside other fixed Price Levels if you'd like.
To get started, just create a fresh Price Level and check the "PWYW" checkbox before you save!
The "Price" for a PWYW Price Level is the minimum amount per ticket, which can be zero if you'd like.
A Price Level cannot be changed to Pay What You Will (or vice versa) after it has been saved. This is to maintain compatibility across the system and ensure clear reporting.
If you'd like to change an existing Price Level over to PWYW, deactivate or delete the old Price Level and create a new one instead.
Reporting on Pay What You Will
The PWYW checkbox from the Ticket Price Level is included in most ticket and transaction-based report types, so there are a variety of reporting possibilities for your admin to explore. For example, you could use a Ticket Orders and Ticket Order Items report to check out the number of tickets sold at PWYW Price Levels, the average price per ticket, and so on.
Want to see specific, built-in reports on PWYW ticketing in future? We'd love to know more so that we can bring you the most useful options. Suggest a Product Idea and let us know what kinds of reports you'd like to see and how you would use the resulting information.
Membership price ranges
Use the same Pay What You Will functionality to offer tiered membership ranges! This feature is even compatible with memberships that include a donation portion, and you can set a fixed or flexible price for each membership level.
Set it up in your Membership Inventory by creating new Membership Price Levels and checking the PWYW box before you save. With that box checked, the "Price" for that level becomes the minimum permitted amount.
A Membership Price Level cannot be changed to Pay What You Will (or vice versa) after it has been saved. This is to maintain compatibility across the system and ensure clear reporting.
If you'd like to change an existing Price Level over to PWYW, deactivate or delete the old Price Level and create a new one instead.
Donation partial refunds
Thanks to development work on Leap Merchant Services, partial refunds are now possible for Donations!
To partially refund the donor, just adjust the Donation Refund Amount (it defaults to the full amount, and cannot be set to anything larger than that), and submit.
Partial Donation Refunds are treated like a correction in the system, so the Amount on the Donation record will change to reflect the updated, retained amount, and the Stage will remain Posted (or equivalent). Your Donation reports, rollup fields, etc. will reflect the new amount.
When you process a full refund, the Amount on the Donation record does not change, but the Stage changes to Refunded (and the Probability drops to 0%). Reports and related lists will show the Amount as it was before the full refund, or may not show the record at all if filtered by Probability or Stage.
PatronManager has a fresh new look!
Don't worry, everything you know and love about your PatronManager system (which is still called PatronManager) and the team here supporting you is staying the same, but we're freshening things up as part of our parent company's recent rebrand to Leap Event Technology.
You'll start seeing references to Leap Patron Management, our overarching solution for arts nonprofits. Leap Patron Management encompasses PatronManager plus other tools that are available to our clients thanks to our position in the Leap family. That includes things like Leap Merchant Services (our in-house payment processing solution), Leap Virtual Events, and more exciting things to come!
We also have a new email domain! Be sure to allow emails from the @leapevent.tech domain past your spam filters so you won't miss any future updates.
You can add @leapevent.tech to your address book, and/or have your admin add that domain to your organization's list of approved senders. Here are admin instructions for Outlook and Gmail.
Other improvements
Each release brings incremental improvements and bug fixes to keep your PatronManager system running smoothly. Expand the headings below to learn more.
When you're processing mail-in subscription orders or donations, you'll use the keyed entry option to manually enter the credit card details. Because it's not PCI compliant to send the CVV of a credit card through the mail, that CVV field is no longer required for keying in mail orders. You should not ask for this information on a paper form.
Zip/Postal Code is still required, so make sure your paper forms have a space to collect that billing Zip.
You must continue to collect the CVV for phone orders. This protects your patrons from fraud and helps win potential chargebacks.
Mobile Tickets are available for all PatronManager clients! If you haven't yet enabled this great feature, don't delay, use the instructions here to get started.
Once you've enabled Mobile Tickets, you can easily add the Mobile Ticket Link to your pre-show emails with the handy merge field. Just open the merge field dropdown in the template editor:
Select the "Ticket Order: Mobile Ticket Link" field:
And it'll be added to the template for you!
Previously, patrons with a large number of tickets on a single Order could sometimes receive more than one pre-show email. This has been fixed, so that each ticket holder will only receive one email.
Note: if a patron buys tickets to the same Event Instance on multiple different Orders, they will receive one email per Ticket Order.
That's all for this release!
Want to be part of the product development process? Log in to the Client Community to suggest and vote on Product Ideas, track suggestions your organization has given us in the past, see what's planned and in progress, and much more. Read All About Product Ideas to get started!
