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Upcoming Webinars: https://help.pm.leapevent.tech/a/987976
Check out our upcoming webinars below! Webinars cover a variety of topics, ranging from a deep dive on a particular feature to admin tips & tricks to best practice recommendations.
Of course, you can always catch up on previous webinars in the Webinar Recordings section of the Help Tab. It's a great resource!
Go with the Flow, Part 2: Email Notifications
Thursday, March 13, 3:00 PM ET
Join our stellar consultant partners at Data Geeks Lab to learn more about Flow, Salesforce's automation tool, with clear, practical examples you can use with PatronManager. Flow is a powerful tool that is replacing older automation options like Workflow and Process Builder with a modern interface and lots of flexibility. With great power comes great responsibility, though, because Flow allows you to break things in your system as easily as fix them!
Come learn how to safely use Flow to send email notifications based on changes in PatronManager, for example to notify your development director when someone gives $1,000 or more, or to notify your executive director when a VIP patron has their ticket scanned at the door.
This webinar follows "Go with the Flow, Part 1: Record Updates" and here we'll focus on demonstration.
We strongly encourage you to watch Part 1 here before attending Part 2, as Part 1 includes introductory material that won't be repeated here.
This webinar is geared toward PatronManager Admins.
Feature Focus: Email Marketing Integrations
Thursday, March 27, 3:00 PM ET
Choosing the right email marketing solution for PatronManager? You've got great options: Emma, Campaign Monitor, and Mailchimp all have fully compatible integrations. But which one best fits your needs?
Join us and our partners at Beaufort 12 (B12), who provide robust two-way sync integrations for all three platforms. We'll break down each integration option, explore key features, and answer your questions in real time to help you make an informed decision!
More learning opportunities
Check out our instructor-led training sessions!
PatronManager webinars focus on new features and ways you can extend your knowledge to get the most out of the system. If you're looking for a solid grounding in PatronManager functionality, we also offer instructor-led training sessions on standard topics to help you get started or dive deeper into your PatronManager education.
Check out the upcoming calendar and sign up for sessions that interest you!