Patrons CRM
2 min
patrons crm is the home of your patron database as well as other customer relationship management (crm) tools within ludus tools that you will find in the patrons area include database this is your full patron database this is also where you will import or add pagrons audiences build your audience for marketing emails patron tags create and manage tags for groups of patrons households create and manage household relationships when there are multiple patron accounts in a family crm features include nicknames the ability to record your patron's nicknames (admin only) account owners used to assign your administrators to certain accounts often used for fundraising contact or if you want to have a specific admin that takes care of a patron learn more create a household docid\ jwskwmxguslzik e97 rp exporting audiences docid\ vui30fw1esagn1lcegcj7 contact owner (crm) docid\ ummuyuissyweilnmq9evx patron tag manager (crm) docid\ dotbewaysavmwj3uebbu4 patron nicknames patron tab (crm) docid\ olzg2fqj701hwbe 3sgxd database docid 95bbkjivuc8eays3ceqyv