PatronManager Help

Greenvelope

Updated on

Use this link to share with your colleagues:

Greenvelope: https://help.pm.leapevent.tech/a/682693

At A Glance

  • Paid
  • This app's provider does offer support.

App Details

Pricing:

Free trial available. Single mailing packages start at $99 for up to 100 recipients.
Yearly membership packages start at $375 for unlimited mailings of up to 250 recipients.
Rates subject to change. Learn more about pricing here.

Good for:

Sending beautifully designed electronic event invitations for galas or other special events, and managing the guest list and RSVPs in PatronManager.

How it works:

Use Greenvelope's collection of elegant and fun templates to match the look and feel of your event, or design your own. Customize it with the event details and RSVP instructions, plus add-ons like photos, maps, and calendar links.

Once your Greenvelope and PatronManager accounts are connected (you'll want your PatronManager Admin to do this for you), you'll be able to sync your guest list information from a PatronManager Campaign to Greenvelope, and when the responses start rolling in, those will be synced back to the Campaign as well.

You can also create your own, or work with a designer to create a custom invitation

You can include fun and elegant touches like a personalized envelope and stamp

You can even include sponsor logos:

Then, use PatronManager to manage your guest list

Create a Campaign in PatronManager and add the people you want to invite to your event as Campaign Members.

When you're ready to send out the invitations through Greenvelope, you'll be able to do so via their Salesforce add-on.

Once the invitations go out, you'll be able to see your RSVPs both in Greenvelope and the PatronManager Campaign.

Previous Article FedEx Shipmate
Next Article Nintex Document Generation (formerly Drawloop)
Still Need Help? Continue to the Client Community