This lesson will cover management of consent for your organisation's Patrons and Stakeholders.



Links:

New Zealand Privacy Legislation (New Zealand Customers Only)

What is a Production Partner? (Follow the steps to set up for opt-in email/communication data sharing with Promoters/Distributors/Third-Party Organisations and more)

Privacy Levels

Key Points:

  • The team at PatronBase New Zealand recommend your New Zealand based organisation seeks independent legal advice from a New Zealand registered lawyer regarding all matters of privacy.


  • Whilst the General Data Protection Regulation (GDPR) has a broad extraterritorial scope, its application outside of the European Union is dependent on a number of complex factors. 


  • The PatronBase team also recommend you discuss implementation of your organisation’s required privacy settings with a PatronBase New Zealand Support Agent. 


  • You will be using the information produced by the Marketing Module in one of 3 key ways: 


  1. For non-communications based reporting: collecting data for reports that inform your funding  applications, strategic direction and more. 
  2. For transactional communications-based reporting: communication based on transactions e.g. sending essential information re. tickets purchased. Things to know about the show or event booked for. 
  3. For opt-in marketing emails: For example, when you are sending a marketing email about upcoming ticket sales for a show to patrons who bought tickets to a similar show, or the same show last year, and have opted-in to receive marketing communications. 


  • It is these opt-in marketing emails for which we need to be concerned about managing consent for our organisation’s patrons.


  • There’s two key ways of opting in to receive marketing communications: 
  1. The Standard Privacy Boxes
  2. Mailing list self-opt group attributes


  • If your organisation is working with a large number of production partners, then you will be using an advanced opt-in scenario called ‘data sharing’ which is linked with the Advanced Privacy Filter. 


  • Sometimes the PatronBase team may have removed your organisation’s privacy box options in order to replace them with the newsletter group as the main method of opting in. If you’d like to consider this, please talk to the support team. 


  • The way a patron is signed up to your organisation’s newsletter will be determined by what your organisation has configured. That could, for example, be a mailchimp form or a squarespace sign-up form or similar. It could also be the PatronBase Embedded Newsletter signup form. 


  • Signups to a Mailchimp or squarespace form, for example, will go directly to the respective audience list in MailChimp or Squarespace, and will then need to be manually imported into PatronBase. 


  • Sign-ups to the PatronBase Embedded Newsletter sign up form will go directly into PatronBase to the default newsletter group (unless the form is otherwise configured). 


  • In Box Office under the Personal Tab of the Patron Window, on the right hand side is the Privacy Box with Privacy Settings for the Patron. These may be updated by the Box Office Operator with written or verbal permission from the Patron. Attributes, found on the attributes tab may also be updated in the same way, with written or verbal permission from the patron. 

Administrator Course Videos

Video Course: Administrator: Lesson 1: The Administration Module - An Overview

Video Course: Administrator: Lesson 2: The Administration Module: How to navigate the toolbar

Video Course: Administrator: Lesson 3: How to set up an operator with Administrator Security Privileges

Video Course: Administrator: Lesson 4: Understanding the Hierarchy: Venue, Production, Performance

Video Course: Administrator: Lesson 5: How to set up a venue - Step 1 - Form Filling

Video Course: Administrator: Lesson 6: How to set up a venue: Step 2: Defining a seating plan for a venue - setting up a section

Video Course: Administrator: Lesson 7: How to set up a venue: Step 3 - Setting up an Area

Video Course: Administrator: Lesson 8: How to set up a venue - Step 4 - Defining a seating plan for a venue - How to create seats

Video Course: Administrator: Lesson 9: How to set up a production (or event): Step 1 - Creating a new production from scratch

Video Course: Administrator: Lesson 10: How to set up a production: Step 2 - Setting up a pricing plan

Video Course: Administrator: Lesson 11: How to set up a Production - Step 3 - Creating Performances

Video Course: Administrator: Lesson 12: How to set up a production - Step 4 - Making the production live online

Video Course: Administrator: Lesson 13: How to set up a production - Step 5: Adding an image and some copy


Box Office Video Course 


Video Course: Box Office Operator: Lesson 1: The Box Office Module - An Overview

Video Course: Box Office Operator: Lesson 2: How to navigate the toolbar

Video Course: Box Office Operator: Lesson 3: Finding a performance using the production list and locating the statistics legend

Video Course: Box Office Operator: Lesson 4: Understanding the Performance Graphic Step 2: Understanding Sections and Areas

Video Course: Box Office Operator: Lesson 5: Understanding Unreserved or General Admittance Displays

Video Course: Box Office Operator: Lesson 6: How to display seats by Status, Type or Hold Code

Video Course: Box Office Operator: Lesson 7: Displaying additional seat info: configuring seat label & cursor text display

Video Course: Box Office Operator: Lesson 8: How to select seats

Video Course: Box Office Operator: Lesson 9: How to place holds, and how to release them

Video Course: Box Office Operator: Lesson 10: How to book a ticket: The standard booking process

Video Course: Box Office Operator: Lesson 11: Ways to find a sale


Administrator Level 2 - Page Styling Course


Video Course: Administrator Level 2: Lesson 1: Page Styling: An Overview

Video Course: Administrator Level 2: Lesson 2: Page Styling: Front Page Styling

Video Course: Administrator Level 2: Lesson 3: Page Styling: Previewing events

Video Course: Administrator Level 2: Lesson 4: Page Styling: List styling and productions list details

Video Course: Administrator Level 2: Lesson 5: Page Styling: Seasons, Donations, Memberships, Products & Vouchers

Video Course: Administrator Level 2: Lesson 6: Page Styling Misc (Miscellaneous) settings


Marketing Level 1 - Video Course


Video Course: Marketing Module Level 1 Lesson 1: Who?!

Video Course: Marketing Module Level 1 Lesson 2: Preparing your system data for accurate reporting in the Marketing Module

Video Course: Marketing Module Level 1 Lesson 3: common reports and queries, how to set up and use Patron Custom Attributes

Video Course: Marketing Module Level 1 Lesson 4: Manage consent for your organisation's patrons and stakeholders (New Zealand)

Video Course: Marketing Module Level 1 Lesson 5: Segment your audience and stakeholders

Video Course: Marketing Module Level 1 Lesson 6: Understanding report outputs and saving and downloading files from queries

Video Course: Marketing Module Level 1 Lesson 7: Using Marketing in WebHub

Video Course: Marketing Module Level 1 Lesson 8: How to send a marketing email to a segment of your database