Clicking on the Contacts tab on either the Ticketing or Fundraising dashboard will lead you to a list of the most recent patrons that have been added to your contacts list - either via purchase through our system, or through uploading.
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Click on View Contact Details to see the new contact page for that patron. You can also search a patron's email address at the top of the page to access their page directly.
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The redesigned patron profile page has a number of tabs that display all of the information formerly found on the patron profile, plus a few new extra features. This is the Overview page - it has information on the contact's history, and information about the patron.

On the top right corner of this page, you can directly email the patron. Hit 'Email' to open up the modal.

The From/Reply to email is set here as the logged in User's email address. The User can enter a unique subject line and body of the email. When your message is complete - hit 'Send Email' and the email will be sent to the patron's inbox.

Below the user profile information, you can see their Metrics Overview and any segments the patron belongs to.

Click on the Contact Info tab to review emails, addresses, phone numbers, and preferred communication methods.

Edit information and click on the Save button.

Switch the preferred contact method to denote which method to contact this patron. Push Save.

Click edit under email addresses to add a secondary email address and change the primary email address for a patron. The email associated with the patron initially cannot be changed.

The contact logs allow Users to log interactions they have had with a patron in person or via phone. Users can also email patrons directly from this page and view all logs. Any emails sent from the email modal on the Personal Info page will also update here.

Click on Add New to Log add a new entry into the contact log

On the dropdown, the three options you can select are in-person, phone call, and email. In-person and phone call will allow you to write a subject and details of the interaction. If you choose email, you will be able to send an email directly to the patron through the system.

Click on the Actions dots, then View log to view previous interactions.

In this modal, you will see all details of the entry. If the entry is an email, you will not be able to edit this entry.

If the entry is a phone call or in-person interaction, you will be able to edit any details you wish. Click 'Save' to save the update.

The Reoccurring Donations page contains any monthly donations the patron currently has. This was previously referred to as Subscriptions on the old view of the contact page. On this page, you can view the monthly amount and the donation term. Click on the email button to contact the patron.

Click on the Actions dot button to send the subscription management link directly to the patron. Click on the trash icon to cancel the patron's subscription. Enter the cancellation reason in this modal and click 'Cancel Subscription' to process the cancellation.

The Orders page contains the date, confirmation number, and order details for any order associated with the patron's profile. The labels will show whether the order placed was a donation, a ticket purchase, a fundraiser contribution, or a mix of donation and ticket purchase.

Click on details to be brought to that order and manage the order.

On The Stage (OTS) has enhanced its platform to streamline the management of patron and donor contact information. The updated Contacts tab on both the Ticketing and Fundraising dashboards provides access to a comprehensive list of recent patrons, whether added through system purchases or manual uploads. The redesigned patron profile page now features multiple tabs, offering detailed insights into each contact's history and personal information.