PatronManager Help

Post-Implementation

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Use this link to share with your colleagues:

Post-Implementation: https://help.pm.leapevent.tech/a/1992987

Now that you're wrapped up with Implementation, here are some resources to consider setting up or bookmarking for the future!

Before Your First Event

Automated Communications

If you want to send pre- and post-show emails or know before you go emails, you can turn on this feature!

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Emergency contingency plans

It's a fact of life that emergencies will come up, and it's good to have a plan in place to be ready when they do.

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Before Next Season

End of season housekeeping

It's always good to do a refresh when you finish your season! We've got some recommendations on managing this in PatronManager.

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Subscription renewal preparation

A few months before your next season, begin preparing for your subscription renewals. We have different recommendations and instructions based on the types of subscriptions you sell and whether you plan to use the Subscription Renewal Tool.

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Any Time

Helpful integrations

Several programs integrate with PatronManager to help you with more specialized initiatives and you can implement them as your organization sees fit.

Read more about dynamic pricing with Vatic

Read more about matching gifts with Double the Donation

Read more about class registration with CourseStorm

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