PatronManager Help

September 2024 Release Notes

Updated on

Use this link to share with your colleagues:

PatronManager September 2024 Release Notes: https://help.pm.leapevent.tech/a/1880054

Check out the latest PatronManager features and updates, and keep an eye on your email for your exact upgrade date!

Let's take a look!

Prefer watching to reading?

Check out the release webinar recording below! We recommend setting to full screen, particularly for the demo portions.

Salesforce alert

Salesforce will stop redirecting links from old secure.force.com URLs to newer Enhanced Domain my.salesforce-sites.com URLs in October.

Make sure you've finished updated any old links (on your website, in email templates, etc.) for your Public Ticketing Site, Donation Forms, or Signup Forms before then. Find our guidelines here.

PatronManager Box Office Updates

Selling tickets is faster and easier than ever with the changes in this release! We've removed two steps from the checkout flow in the box office, and replaced those pages with an easily-accessible and cohesive Big Cart where you can manage discounts, adjust prices, and remove items as needed.

Need to quickly apply a valid Discount Code? You can now do that right from the mini cart, just like your online buyers can on the Public Ticketing Site!

Quick discounts in the mini cart

If any of the items in the cart have an associated Discount Code, you'll see the Quick Discount option appear in the mini cart:

Click here for a step-by-step guide to the new field!

Use that dropdown to quickly view applicable Discount Codes. It shows the internal name, the actual code, and the discount details.

Select the code you want, and click Apply!

Any applicable items in the cart will receive the discount. That's all there is to it!

As has always been the case, discounts only affect items that are in the cart when you apply the code. If you add more items later, you'd need to apply the code again.

Each item can only have one discount applied, so there's no harm in selecting the same code again - it won't double-up.

Granular edits in the Big Cart

Need to make more nuanced adjustments? Click the "Edit Cart" button in the mini cart to access the Big Cart.

From here, you can:

  • Change Price Levels - item by item or in bulk
  • Apply discount codes or ad-hoc discounts
  • Clear discounts
  • Remove individual items
  • View line-item detail about seat assignments, prices, discounts, fees, and subscription packages

Let's take a look! Expand each section for more details:

Change Price Levels

To change the price for a given item one at a time, just select your desired Price Level and it will update immediately:

Need to change the price for lots of items at once? There's a faster way! Select all the items with the checkboxes on the left, then click "Adjust Price Levels" here:

You can set a price for each selected Event Instance/Allocation, which applies instantly to all the matching items.

You can also make adjustments item by item if needed, before applying all your changes at once.

Manage discounts

Need to add a discount? Select items, then click Manage Discounts:

If there's a Discount Code available for any of the items you selected, you can choose it here (1), or if needed you can enter an Ad-Hoc Discount instead (2).

Either way, click Apply (3) when you're done!

If an item is discounted, you can hover over the discount amount to view details:

If you need to remove a discount, select the items and click "Clear Discounts" here:

Click to confirm your choice:

Remove items

To remove items from the order, select the items and then click "Remove Items" here:

Click to confirm your choice:

View line-item detail

The mini cart contains your order-level information - it summarizes the totals across all cart contents, and details order-level things like the donation amount.

The Big Cart is where you'll find complete line-item detail, which includes the seating assignment, Price Level, original price, discount amount, item fee total, sales tax, and total for each item in the order.

You can also see the total quantity and the final price subtotal (including discounts, item fees, and tax) for all tickets to a given Event Instance. If there were discounts applied, you'll also see the pre-discount total in crossed-out red text.

Review subscription packages

You can now see all the shows contained in a subscription package, even if you haven't fulfilled it yet! Placeholders will show with text noting they're "Unfulfilled" here:

Fulfillment is when you assign seats (or GA tickets) to the package. As you do so, those details will replace the "Unfulfilled" text, and once all placeholders are fulfilled with real tickets, the status of the entire package will change to "Fulfilled" as well.

Edit Contacts during Qualification

We're thrilled to deliver one of our most popular Product Ideas! You can now edit incoming Contact records during qualification, to clean up formatting, fix typos, and even retain more info (e.g. by copy/pasting a secondary phone number into the "Other Phone" field).

Click here for all the details!

When merging Contacts, you'll select the values to keep with the checkboxes as usual. If you need to make changes, click the new "Edit" button:

You can now edit selected fields before clicking "Qualify" to complete the merge!

When creating a new Contact (rather than merging with an existing record), you'll find the same "Edit" button at the top of the page, which will open up the Contact fields for adjustments before you complete qualification at the bottom of the page!

Improved connectivity for Leap Merchant Services terminals

Previously, the credit card terminals you use with Leap Merchant Services had to be on the same network as your computer in order to communicate directly with PatronManager.

With this release, that requirement no longer applies! Now your terminals just need a secure internet connection - they'll communicate with PatronManager securely via Stripe (the architecture that underpins Leap Merchant Services). This more sophisticated connection is made possible by advances and new best practices from Stripe's side, and we're delighted to bring you this improvement.

You don't need to take any action, and you shouldn't notice anything different (other than smoother connectivity, if you had network difficulties with your terminals before). The change will happen automatically when your PatronManager account receives the new release.

Brand new partner integrations

We're excited to bring you two fresh integrations that are fully compatible with PatronManager!

AccountingWare

Our newest partner integration is a custom-built solution developed by the folks at AccountingWare in collaboration with the team at PatronManager.

Sync your financial data from PatronManager with their ActivityHD accounting system at the touch of a button. They're even able to adjust the connector to capture specific nuances (like custom fields) unique to your organization!

Check it out here, and be sure to let them know that you're a PatronManager client!

Mailchimp

Our friends at Beaufort 12 have developed the new official integration between Mailchimp and Salesforce, and we've worked with them to ensure that it's fully compatible with PatronManager!

This fantastic integration delivers our most-requested features for a Mailchimp integration, including a robust and automatic two-way sync, the ability to create new Contacts in PatronManager from Mailchimp (so you can use Mailchimp signup forms),  none of the storage issues that affected other integrations, and more.

It is a paid app, but the folks at B12 are offering a generous discount to PatronManager clients: 50% off your first year. Learn more and get started at the link below!

The new integration is compatible with PatronManager, but only if you follow our specific setup instructions. You can find those instructions, along with our partner discount code, here!

Other improvements

Custom Cart Text for Memberships

You can now use Custom Cart Text on Memberships! Set it on the Membership here:

It'll appear in the cart on the Public Ticketing Site when a patron adds that membership to their cart:

New "Entry Ticket Type" value for reporting

Entry Ticket Type is a field on the Ticket Order Item that tracks what kind of ticket was used to check a patron in, typically by scanning their ticket. In most cases, this field will log a value like "Point of Sale" or "Apple Wallet" based on the ticket you scanned.

It's also possible to mark a ticket as Attended from the Ticket Order (via the "Print" tab on a completed Order). Previously, tickets checked in that way showed as "Point of Sale," but PatronManager will now log "PMBO" for that Entry Ticket Type.

That's all for this release!

Want to be a part of the product development process?

Do you have ideas for new PatronManager features or want to tell us about a part of the system where you'd like to see updates? 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!

Thanks for reading all the way to the end!
Previous Article PatronManager Release Summary
Next Article June/July 2024 Release Notes
Still Need Help? Continue to the Client Community