Marketing track
8 lessons, in order. Each one links to the help topic it teaches, a task to try on your own venue, and a three-question checkpoint.
- 1.The venue hub — navigation and quick links
Venue admins can orient themselves in the venue hub and navigate to any major section.
- 2.The patron record — what it is and how it's built
Fundraising staff understand how patrons are created, what data they hold, and how they relate to ticket buyers.
- 3.The patron detail page — tabs and giving history
Fundraising staff can read a patron's giving history, ticket history, marketing consent, and custom fields in one place.
- 4.Email campaigns — creating, drafting, and sending
Marketing staff can create and send a targeted email campaign to a segment of patrons.
- 5.Simple audience segments
Marketing staff can select a preset audience scope and understand what each one matches.
- 6.Compound audiences and saved audiences
Marketing staff can build multi-rule audiences with include/exclude logic, save them for reuse, and export them.
- 7.Marketing automations — triggered email sequences
Marketing staff can set up automated emails that fire when patrons meet a trigger condition.
- 8.Marketing analytics — audience, pace, promos, and channels
Marketing staff can read the four marketing report tiles and act on what they find.
Finished everything? Open your completion page — it prints on one page with your name, venue and the date.