Use this link to share with your colleagues:
Post-Implementation: https://help.patronmanager.com/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 take advantage of this feature by setting up templates and default settings.
Read more (starting at step 2 to Create automatic pre- and post-show email templates)
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.
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.
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.
Any Time
Payment Request Forms
If you'd like to request donors and patrons pay online for Group Sale Payments, and Pledge Payments, Rental Payments then make sure to create Payment Request Forms.
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
Related Accounts
If you'd like to associate Contacts with more than one Account to track relationships, like to track a patron's involvement on a personal and professional level with your organization, you can do so with the Related Accounts feature.