Use this link to share with your colleagues:
All About Emailing Your Patrons: https://help.pm.leapevent.tech/a/1980456
There are many different ways to communicate with your patrons via email with PatronManager. From order confirmations to pre-show emails to renewal reminders, there is a treasure trove of options to take advantage of!
In this article, we'll go over:
- What email options exist in PatronManager
- How to customize email templates
- Where to find more resources on email templates
What are my email template options?
There are many different email templates in PatronManager that you can use, depending on what you plan to do with them!
Here's a breakdown of the main options, along with their use cases.
Classic Email Templates
Classic Email Templates (which are available, even in Lightning Experience!) are the most commonly-used email template type in PatronManager. They're used for all confirmation emails for Ticket Orders, Donations, and Signups.
Additionally, Classic Email Templates are the only kind of email template available for use with custom automation, like with Flow.
Automated Communication Templates
Automated Communication Templates are used for automatic pre- and post-show emails and ad-hoc alert emails.
These kinds of templates use BeeFree's template editor within PatronManager.
Membership Communications Templates
Membership Communications Templates are used for automated communications with your members, like Digital Membership Cards and Member Renewal Reminders.
These kinds of templates use BeeFree's template editor within PatronManager.
Lightning Email Templates
Lightning Email Templates are a Salesforce feature available within PatronManager that allow you to create templates to use when sending a one-off email, like an email you can manually send from a Contact or to a list of Contacts from a Campaign.
Email Marketing Templates
Email marketing templates are templates for your promotional and marketing emails.
These are created in your email marketing solution, such as Mailchimp, Emma, or Campaign Monitor.
How can I customize my email templates?
How you customize your email templates depends on what kind of email template you're using!
Classic Email Templates
You can create or customize Classic Email Templates for donations, orders, or signup forms from the Classic Email Templates page in Setup.
Get to Setup by using the gear icon towards the top right of any page. If you don't have access to Setup, talk to your organization's administrator to ask for access.
Automated Communication Templates
Automated Communication Templates can be edited from Automation Templates after Automated Communications have been set up.
If you don't see the Automation Templates tab, make sure you have Automated Communications set up and search for it in the App Launcher.
Membership Communications Templates
Membership Communications Templates are customizable from Membership Communications Templates from Membership Setup.
You can get to Membership Setup from the PatronTicket Hub or using the App Launcher.
Lightning Email Templates
You can create Lightning Email Templates from Email Templates within your account.
You can get to Email Templates using the App Launcher, as we've done here.
Email Marketing Templates
You'll create email marketing templates in your email marketing solution, like as Mailchimp, Emma, or Campaign Monitor.
Where can I learn more?
We're so glad you asked! We have a ton of resources about different email templates in the Help Tab, and we've linked to some key articles about each type here.
You can also always post in the Community Forum of the Client Community to ask questions, share tips, or even ask to see some cool examples!
- General Resources:
- For Ticketing:
- For Fundraising:
- For Marketing:
Because Membership Communications Templates are used for Digital Membership Cards and Member Renewal Reminders, so resources about these templates are tied to these features:
Because Lightning Email Templates are a Salesforce feature, we recommend checking out Salesforce's resources to learn more about them:
Your best bet for help creating email marketing templates is to consult resources from your email marketing solution.
- For Mailchimp: https://mailchimp.com/help/
- For Emma: https://support.e2ma.net/s/
- For Campaign Monitor: https://help.campaignmonitor.com/s/