Marketing track
11 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.
- 9.The Marketing hub — your starting point for email and reports
Marketing staff can find the Marketing page and read its audience, email campaign, automation and report summaries.
- 10.Campaign analytics — open rate, click rate, and attributed revenue
Marketing staff can read how each marketing email performed and understand how attributed revenue is worked out.
- 11.Venue information on every event page — and AI drafts it from your website
Marketing staff can write venue information that appears on every event page, draft it with Generate with AI, and override or hide it for one event.
Finished everything? Open your completion page — it prints on one page with your name, venue and the date.