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) 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