Patron Profiles

every time a patron interacts with your ludus — buys a ticket, registers for a class, makes a donation, reads an email, etc — we build a profile on all of their activity and history the patron profile gives you a glimpse at an individual and allows you to edit their info, add private notes, create relationships with other patrons (spouse, parent, friend, arch nemesis, etc ), attach custom tags (donor, vip, volunteer, etc ), and more managing patrons is an important aspect of ludus, allowing you to set patron tags, add private notes, see patron activity, merge profiles, and more video overview information available on the patron profile patron profiles include the patron details on the left side panel as well as 3 different pages on to the right of that main display these include the overview, orders, and history pages patron details the main details for a patron are listed on the left side panel of a patron profile these items will always be visible when viewing a patron's profile there are two blocks of information here that can be edited, these blocks are separated by a divider on top is the name field, and then below that is additional patron information to edit, either hover your mouse over the name or the additional information, and an edit icon will appear to click to open the editor the information included in the patron detail panel comprises full name the name of the patron nickname optional and searchable email the email and possible secondary email for the patron company the company the patron is attached to phone the phone number for the patron address the full address for the patron to edit, you would enter the street address first, and additional fields for city, state, and zip code will appear contact owner internal tool for assigning a patron to a specific admin in your group see contact owner household households are a way to view the spending habits of a household for instance, a married couple might have separate patron profiles but be viewed as a household for spending statistics email subscription whether or not they are subscribed to your marketing emails (new patrons will be subscribed to start, and can choose to unsubscribe) alumni year year of graduation (if enabled) vaccination status vaccination status of the patron (designated by you as an admin, internal use only ) note when clicking on the patron's email on the profile, it will open the mail to on the computer this will not always open the mail client (depending on your browser) additionally, you can always right click and copy and paste for later use if easier too (see the below images for the "mail to" feature examples ) the overview page the overview page is where you will find important information about the patron including a breakdown of spending active memberships all active memberships will appear in this area recurring memberships will show the status of the membership (valid until, due, or past due) non recurring memberships will display a message stating how long they have been a membership holder clicking on a membership here will take you to the membership screen where you can view the information on payments and renew you can also view the amount received to date for the membership spending spending provides a breakdown of the spending totals for the patron broken down by tickets, collections, classes, passes, add ons, and donations transactions this area contains dates of when the patron was first seen,as well as the date of their first transaction and last transaction tags tags are an additional way to segment your patrons you can add as many tags as you'd like to a patron for example, you could add the tag "vip" to important patrons or "mega donor" to patrons who have historically donated large amounts these tags can be used in our marketing docid\ i37w zilmmgog7s0xceb6 feature to help sort your audiences docid 7hl0rjmxrigdirvyxor5n to add a new tag, simply begin typing in the text box provided and hit enter to save to remove a tag, click the x next to the existing tag in blue relationships this area highlights any relationships the patron has with other patrons or students in your database to add a new relationship, click the green +relationship button search for the patron and choose the relationship mailing if you are utilizing mailing lists docid\ tqhkhykol0olmkirfw798 in our marketing feature, their subscriptions will appear here notes the notes field replaces the patron details field here you can add multiple notes on the patron account to add a note, click the + icon to open a modal to create the note once you save your note it will be added to the patron profile and will be visible to admins on the checkout screen to view the patron notes as an admin clcik the view details button on the checkout screen which will open a pop up with all notes for the patron profile accessibility details if you are utilizing the accessibility details feature, any notes typed by the patron or the admin will appear in this field suggested article collect accessibility notes during checkout docid\ gbwwvl hqiheujdidr3h9 form submissions any forms submitted by the patron will be shown on the overview page so you can easily locate this information the orders page here you will find just as the name implies, a list of all orders the patron has made broken down by category the categories in order are tickets incluiding collections donations passes pass renewals (if you use this feature) invoices (if you use invoices) transfers gift cards (if active on your account) class registration (if used on your account) the activities page the activities page is the home for tasks related to the patron as well as a center to log activity with your patrons here any tasks that are created and assigned will appear, but you can also use this area to log things as an example, if peter parker calls the box office and you would like to have a note of the discussion you can go to the activity page while you are talking to them and click log activity this will open a window in which you can enter information about the phone call the date and time fields will auto populate with the current date and time you can then set the outcome of the call, as well as if it was an incoming call, or outgoing and make any notes you would like to add when completed, simply click create to add this call to the activity page on this page you can log the following items calls emails meetings gifts the history page this page includes historical activity for the patron this includes online purchases, admin panel sales, abandoned carts, subscription actions, and such a list of all patron history messages can be found here learn more merge patron profiles docid\ r25voixxvbsidpgrt9dww merge two patron profiles into one view/edit patron profiles docid 04n1zrbexp0mlzs0pndnx learn more about patron profiles