Marketing Level 1
This course is an introduction to the Marketing Module. Learn why and how we can use it with an overview of the Reporting Window and its functions. Produce ...
Mon, 9 Feb, 2026 at 4:54 PM
This lesson gives a brief overview of the PatronBase Marketing Module and why we use it. Links: New Zealand Privacy Legislation (New Zealand Cu...
Mon, 21 Apr, 2025 at 2:59 PM
This lesson discusses effective data management within PatronBase, including data security and privacy. You will learn how to set up Patrons and Company Pat...
Mon, 21 Apr, 2025 at 2:59 PM
This lesson explores common reports and queries and how to set up and use Patron Custom Attributes and Group Attributes. Links: Member Catego...
Mon, 21 Apr, 2025 at 3:00 PM
This lesson will cover management of consent for your organisation's Patrons and Stakeholders. Links: New Zealand Privacy Legislation (New Zea...
Mon, 21 Apr, 2025 at 3:00 PM
This lesson explores segmentation using the PatronBase Marketing Module. Key points: As a verb, to ‘segment’ is to take the action of filtering...
Mon, 21 Apr, 2025 at 3:01 PM
This lesson explores report outputs and explains how to save and download files from queries. Key Points: Report output options are located o...
Mon, 21 Apr, 2025 at 3:01 PM
This lesson explores the marketing module's connection with WebHub. WebHub plays an important role in preparing your system data for accurate...
Mon, 21 Apr, 2025 at 3:02 PM
This lesson explains how to send a marketing email to a segment of your organisation's database. Key points: Select Record in Patron contac...
Mon, 21 Apr, 2025 at 3:02 PM