Patron Connect

Meet your day of show, personal assistant. Patron Connect is a full scale CRM that helps build face to face relationships with your audience during live events. With information and alerts right at your fingertips, you can use real time data to better serve your guests and improve engagement and fundraising efforts.

Benefits:
• Provides notifications and seat location when a key patron arrives
• Displays patron stats, transaction history, past and pending activities
• Allows new patron additions without having to process a donation or sale
• Offers embedded task management

Features:

Patron and Fan Engagement
• Easily access full and snapshot views of individuals including household information, transaction history and activities
• Set notifications, including seat location, when guest arrives at event
• Toggle between an individual and his or her entire household
• Sort and filter attendee manifest based on on multiple value rankings

Alerts and Activities
• View pending tasks and create and assign tasks on the fly
• Automatically track all activities (emails, phone calls, live interactions, etc) related to a patron or fan
• Easily schedule follow-up activities and receive reminders
-Sort and filter tasks based on priority factors

Profiles and Tags
• Dynamically add new records and tags without having to process a donation or sale
• Sort, filter, and search your roster

Automation
• Scan individuals based on defined rules and tags
• Calculate patron ratings based on an RFM (customer value) algorithm
• Merge and de-duplicate patron data on-the-fly or once you’re back in the office or box office

NOTE: Patron Connect is an app available exclusively for Vendini customers with live accounts. To access patron data, create and track activities you’ll need to login with your Vendini username and password. Show More