PatronManager Help

March 2011 Release Notes

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March 2011 Release Notes: https://help.pm.leapevent.tech/a/29629

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Here's a list of the major new features included in this release.

1. PatronSignup (for PatronMail) -- better contact management  

1. PatronSignup (for PatronMail) -- better contact management  

When patrons use the "PatronSignup" form to sign up for your e-mail list, you'll find them in the new "Unqualified Contacts" queue, where you can quickly merge them with existing contacts in the database (updating their preferences and opt-in status), or create new contacts and accounts for them.

You can find the Unqualified Contact List tab by clicking on the plus sign at the end of the tab list -- click the orange "Customize my Tabs" button to add it and make it visible all the time.

This release also offers some more design flexibility for the sign-up form, and we'll have even more configuration options coming in future upgrades.

2. "How did you hear about us?" -- new Order Source field on ticket orders    *Contact us to enable this feature*

2. "How did you hear about us?" -- new Order Source field on ticket orders    *Contact us to enable this feature*

How's your show's word of mouth? Are your patrons talking it up to their friends? And how effective was that newspaper ad you ran last week?

The new "Order Source" field helps you get answers to these questions. You can ask patrons how they heard about your show or your events, and create a list of responses for patrons to select from.

Plus, if someone uses the "Post to Facebook" feature to share their purchase with their friends, and one of their friends ends up buying tickets using that link, their order source will automatically be set to Facebook.

There are a few configuration steps required to activate this feature, so if you're interested in using it, please contact us!

Let us know what you want the question to say, and what you want the response choices to be.

3. Performance Reports

3. Performance Reports

There's a new button on the event inventory page for each event instance: View Performance Report. Clicking it launches the new pre-formatted Performance Report, designed to give you a summary that brings together key information about sales for that performance.

4. See available inventory before choosing a section.

4. See available inventory before choosing a section.

Back by popular demand! When creating ticket orders at the box office, see how many seats are available in each section, divided up by allocation.

5. Private Price Levels

5. Private Price Levels

Similar to private allocations, you can now set up private price levels for your events. If you want to charge a different price online than you do over the phone or at the door, no problem! "Private" means that box office users can access the price levels, but they won't display on the public ticket pages online.

6. GA Tickets have individual line items once added to the cart.

6. GA Tickets have individual line items once added to the cart.

This makes refunds and exchanges easier for General Admission events. Once you've added GA tickets to an order, they'll now display as separate line items (instead of as one line item with a quantity of 2+), so you can refund or exchange the items individually.

7. Subscriptions!   *Contact us to set up subscriptions*

If you're about to sell subscriptions, or if you've sold subscriptions in the past, we're going to follow up with you individually with more information. (And if you haven't sold subscriptions yet but you will in the future, just let us know and we'll help.)

For now, here's just a quick look at the basics of how subscriptions work -- we'll publish the real detailed training documentation soon.

We support three types of subscriptions: Fixed, Pick Later, and Choose Your Own.

Fixed Subscriptions

Fixed Subscriptions

With fixed subscriptions, the system will guide you through the fulfillment process by pre-selecting the events that make up the subscription package.

Pick Later Subscriptions

Pick Later Subscriptions

Pick Later subscriptions have "placeholder events" that are automatically added to the order -- when patrons let you know which event(s) they want to attend, just switch out the placeholder ticket for a real one. This lets you track how many of the eligible tickets actually get used.

"Choose Your Own" Subscriptions

"Choose Your Own" Subscriptions

Create a "choose your own" subscription option by setting a quantity and the eligible events, and your patrons can make their event selections right on your website, building their own flexible subscription package.

Again, if you're about to start (or just started) selling subscriptions for this season, we've probably already been in touch with you and you'll definitely be hearing from us again soon.

(If you sold subscriptions in the past and have already fulfilled them, no action is required -- your subscription orders won't change, you can print tickets and do exchanges just as you have been.)

Everyone else, just let us know when/if you're ready to get started!

Best,

Michelle Paul, Product Manager

Nathan Anderson and the Client Support team

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