Patrons CRM
Patron Profiles
Patron History
1min
The patron history tab, located on a patron's profile is where you can see a list of items related to the patron.
This information can be helpful if a patron has called about an order, or if you have questions about who made a change to the account. Or even if they received a marketing email.
The following action items are reported on the patron's history.:
- Cart Activity:
- Added tickets to a cart: Includes the number of tickets.
- Abandoned Cart: Generally following an "Added Tickets to a cart" message. Indicates the purchase was not completed and that an email was sent to bring them back to create and complete an order
- Abandoned Success: Indicates that the patron used the link in the Abandoned Cart Email to complete an order.
- Placed Order: Indicates a successful order of an event, collection, or class was placed and how (Online vs. Box Office)
- Placed Pass Order: shows the passcode and pass name as well as how purchased (Box Office / Online)
- Transferred items: Lists when an item is transferred by the patron with old and new order ID along with the email of the patron it was transferred to.
- Donated: Showing amount and how processed (Online vs. Box Office)
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- Patron Profile Activity:
- Edited Patron info: indicates that the patron information was updated and by which Admin.
- Relationship Created
- Relationship Edited
- Relationship Deleted
- Patron Merged
- Edited Own Info
- Membership related:
- Received Membership Renewal
- Received "Payment Info Needed" email for membership renewal
- Marketing Items:
- Subscribed/Unsubscribed: Will appear any time the status is changed, and state if an admin made the change
- Received Email: shows when a marketing or automation email was received by the patron and the name of the email.
- Opened Email: includes the email subject and time.
- Clicked Link in Email
- Bounced: Lists when an email bounces.
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