PatronManager Help

Troubleshooting/FAQs for Virtual Events Users

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Troubleshooting / FAQs for Virtual Events: https://help.patronmanager.com/a/1287949

You've got Virtual Events enabled, but perhaps you have more questions! That's what this article is for - to get you over the most common speedbumps our clients encounter when setting up and using this feature.

We'll cover a number of frequently asked questions, best practice recommendations, and troubleshooting tips:

Here we go!

Virtual Events general questions

Setting up a Virtual Event

Expand or collapse content How do I set up a Virtual Event Instance in PatronManager?

It depends on what content format (Livestream vs Video on Demand) you're using! We've got articles to walk you through How to Set Up a Livestream Event Instance and How to Set Up a Video On Demand Event Instance, so check that out after you decide what format you're using.

Expand or collapse content What's the "Standard" content format?

This is what you'll use for regular, in-person Event Instances.

Selling Virtual Events

Expand or collapse content Should I sell one ticket per person or one ticket per household?

We recommend a model where one ticket is good for one viewing device. If two patrons live together, they'll likely watch your virtual event on the same screen (or virtual "seat").

Expand or collapse content How do we sell tickets ahead of time? I want to set up our Virtual Events season, but I'm not ready with the platform and/or our VOD content yet.

Great question. The answer depends on the type of content:

  • For VOD content: When you set up your Event Instance, you should:
    1. Insert a placeholder link (e.g. to your YouTube channel or your website)
    2. Set global availability to the date you plan to publish the video
    3. Make sure to set the Allocation view limit to start from "first-viewed date" (rather than from "purchase date")
    4. Remember to update the link to your video on the Event Instance before the availability window opens
  • For Livestreamed content:
    1. Insert a placeholder link (e.g. to your YouTube channel or your website)
    2. Update the link to point to the real livestream more than one hour before the Instance Date
Expand or collapse content How should I offer discounted tickets for my members/VIPs?

The process here is the same as for any other kind of Event. We recommend using Discount Codes tied to Benefit Levels if you use Portal, or Passcodes (with or without Portal) to give your members discounted access while still selling full-priced tickets to non-members.

Communicating with Virtual Event patrons

Expand or collapse content Can I use automatic post-show emails with virtual events?

You can send automatic post-show emails for livestreamed events! And because PatronManager automatically tracks attendance for virtual events, you can use the option to only send post-show emails to attendees if you wish.

Automatic post-show emails are not compatible with Video on Demand Event Instances. If you choose to send outreach to these patrons manually, the date the patron first viewed the content is available for reporting in the "Entry Date" field on the Ticket Order Item.

The patron experience

Livestreaming questions

How do I...

Expand or collapse content Send automatic pre-show emails for livestreams?

Just like any other performance! The Automated Communications feature is fully compatible with tickets sold to virtual livestreamed events, and pre-show reminder emails are highly recommended!

You can also add a merge field to include a button with the patron's link to view the livestream in their pre-show reminder email:

Because the MobileTicketLink merge field generates a button, do not use this merge field on a button element.

Doing so can cause issues with your final email.

Note: Automatic pre-show emails are not compatible with Video On Demand Event Instances.

Expand or collapse content Sell tickets to an event that is both livestreamed and in-person?

Great question! You'd need to set up two separate Event Instances: one with the "Standard" content format for the in-person show, and a separate Event Instance for the livestream. Your Standard Event Instance might have reserved seating or attendance caps, while the livestream may have different pricing, details, and capacity.

Tip: you can use the Event Instance Detail on each Event Instance to link off to the other one (Standard vs Livestream), to help the patron choose their preferred option!

Expand or collapse content Launch a livestream?

The details depend on the content format you choose. Check out this article for more.

Expand or collapse content Run a livestreamed event?

We have some best practices for you; from a dress rehearsal to a stage manager, we've got you covered in this article.

Expand or collapse content Run a panel discussion or webinar via this platform?

We highly recommend using Zoom for panel discussions or webinars for livestreams!

Expand or collapse content Do a free stream?

Use the Livestream Content Format and set all your prices/fees to $0.

Expand or collapse content Set up a recurring event, like a series of class sessions on Zoom?

Let's say you're doing a set of art classes using Zoom and the Livestream option. These classes will happen weekly on Wednesdays at 6pm for 8 weeks. How should you set this up?

It depends! Here are a few things to consider.

  1. Do you want to be able to keep selling tickets after the first session and/or sell classes individually?
    • If so, you should set up the classes as separate Event Instances, and consider building them into subscription packages (all 8 classes, 7 classes, etc).
  2. Do you want to automatically track attendance in PatronManager for each class separately?
    • If so, you'll need to set up a separate Event Instance for each class.
  3. Were the answers to questions 1 and 2 "no"? Will the external (i.e. Zoom) link be the same for every class?
    • You could set up a single Event Instance with the Instance Date as the first class start time and the Instance End Date as the last class end time.
    • Patrons will be able to use their ticket links to click through the player page to the external stream link as many times as they need to during that range.
Expand or collapse content Make sure my patrons have their ticket link before the event starts?

Your patrons will receive the link they need to access the your livestream in their Order Confirmation email immediately after they purchase a ticket. 

If you use PatronPortal, your Portal users will also have access to their ticket links from their Portal order history.

However, our recommended best practice is also send them an email just before the show with the same link - it's no fun to sift through your inbox for a link to a show you paid for. You can do this easily with Automated Communications!

  1. Set up automated communications if you haven't done so already
  2. Create a pre-show email template that contains the Ticket Order Item merge field "MobileTicketLink" (again, if you haven't done so already)
  3. Set that template as the pre-show email, either:
    1. On your Automated Communications Settings, if you want to use that template for all your Ticketable Events
    2. On the specific Ticketable Event, if it's more specialized
    3. On the Livestream Event Instance, for the most granular level of detail
  4. Make sure the email is set to go out an hour before the show (again, either in your Automated Communications Settings or on the Ticketable Event)

Here's what that email might look like:

Pro tip!

Last minute ticket buyers won't get this automated pre-show email, but they will receive their confirmation email with their ticket link. We recommend putting any crucial information for the ticket buyer in the confirmation email.

Expand or collapse content Get a patron back into the stream if they lost their connection?

Direct them back to their email and have them click their ticket link again, just as they did to join the stream originally.

Alternately, you could send them the direct link to the livestream.

Expand or collapse content Make my livestream available as a recording afterward?

You can do one or both of the following:

  1. To sell tickets to the recording of the livestream, you can create a separate Video on Demand Event Instance. You can even have it on sale at the same time as the livestream, just set the Video Availability Start Date late enough that you'll have time to upload the video and update the link.
  2. To allow patrons who purchased tickets to the livestream to access the recording after the fact, you could use PatronManager's post-show email feature to send them the direct link to the recording you upload after the livestream. Or, you could send them a 100% off discount code for a ticket to the Video on Demand Event Instance if you choose to sell that separately.
Expand or collapse content Choose what video equipment to use?

Our Client Community has a whole group of organizations like yours who are streaming content - we recommend asking them what they've tried and liked so far!

If you haven't joined the Virtual Events Community Group yet, it's the last step in enabling the feature for your organization.

Video On Demand questions

How do I...

Expand or collapse content Set up a specific screening time for my VOD?

Our best practice recommendation is to go with a Livestream Event Instance instead. It's the best way to make it "seem" like it's a live performance, or emulate something like a TV special.

Consider this:

If you just need to restrict availability to a given timeframe, you can still use VOD. Set your global availability window to a certain date range, and no one will be able to access it before or after that period.

However, make absolutely sure you use the "from first viewed date" timing restriction when setting up your Allocations. If a patron buys a ticket to that VOD early and your timing restriction is set to "from purchase date", their tickets may expire before they're able to access the video.

Expand or collapse content Reset an expired Video On Demand (VOD) ticket?

Resetting a VOD ticket's validity depends on how the tickets are set up:

  • "First-Viewed Date" validity: go to the patron's Ticket Order in PMBO, open the "Print" tab, and clear the "Attendance" for that ticket
  • "Purchased Date" validity: exchange the ticket for a new one, and send the patron the automatic exchange confirmation email (this will contain their new ticket link)
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