Patrons CRM
Database
5min
the patron database will provide you with a list of patrons and their corresponding information by default, it will list all patrons in your database the database allows you to manage duplicate patron records import or add patrons suggested article import patrons to ludus search for patrons display patrons based on tags view all patrons or new ones based on the last purchase or donation (past week, past 30 or 60 days, or past year) display patrons by event purchased print your filtered database report with only the columns selected export to csv your filtered report with all available columns edit columns add or remove columns from the report edit columns the edit columns button allows you to select which columns you wish to include in your patrons' report and the order in which those columns appear to add columns to the report, click the checkbox next to what you wish to have present to remove columns, uncheck the boxes or click the delete button next to the column on the selected columns list in the selected columns area, you can click and hold to drag and drop the columns into the order you would like the report displayed, with the top being the first column and the bottom the last click apply to update the report view specific types of patron reports using the instructions below, you can pull different types of reports on patrons global patrons report to pull an account wide patrons report, click patrons (from the top navigation bar) > database event patrons report to pull an event specific patrons report, click the events tab from the top navigation bar then, click reports > patrons next to the desired event collection patrons report to pull a collection specific patrons report, click collections > standard from the top navigation bar then, click reports > patrons next to the desired collection class patrons report to pull a class specific patrons report, click collections > classes from the top navigation bar then, click reports > patrons next to the desired class note if you are viewing the database report, you can use the all events drop down menu to easily navigate to the patrons list for one or more specific events, classes, or collections terms and definitions on the patrons report each row on a patron report will represent a different patron the columns will display whatever data you enable at the bottom of the page see below for more details on each first name , last name , email , company , phone number , address , city , state , zip code the general contact information for the patron total tickets the total number of tickets the patron has purchased total add ons the total number of add ons the patron has purchased total passes the total number of passes the patron has purchased total donations the total number of individual donations a patron has made first purchase the date of the patron's first purchase last purchase the date of the patron's most recent purchase first donation the date of the patron's first donation last donation the date of the patron's most recent donation first seen the date the patron first entered your account this could be from a patron upload or the first transaction they made such as a ticket purchase or donation last seen the date the patron last interacted with your ludus site notes the internal notes for a patron accommodations any accessibility details that have been added to the patron's profile suggested article collect accessibility notes during checkout docid\ gbwwvl hqiheujdidr3h9 tags any patron tags that have been added to a patron's profile add patron tags docid\ a3sfngbqfghdyzvjmkvh9 status the marketing email subscription status for the patron subscribed or unsubscribed alumni year the alumni year associated with the patron (if applicable) household the household to which the patron belongs