Alert Employee if patron is on the mail list. If a patron is marked on a list as a VIP, the employee will be reminded that the patron is on the list via a popup-dialog window each time they open the particular patron's record.

Allow Patrons to subscribe/unsubscribe via the internet. For most mail lists, this is never checked. However, if it is checked, this flag allows patrons to add (or remove) themselves to the Mail List using the online sales module. Possible uses for this setting on mail lists are where the customer can elect to belong (or remove themselves) such as:

• Send me a season brochure
• Tell me about auditions
• I'm interested in Dance performances

Learn more about Double Opt-In Mail Lists and how to set one up.

If this is:

• Checked, the patron cannot add themselves to this Mail List unless they are logged in. These mail lists are intended for the patron's account page online.
• NOT Checked, then the patron can add themselves to this Mail List through the mail list quick add web link. This option is intended for letting people subscribe to lists with a minimum of data (name and email address).

This feature is only valid for mail lists that are external. If enabled, then any patron who is added to the Mail List (manually or automatically) will be sent an email asking them to confirm that they want to be on the list. If the patron:

• Does not respond to the email within 24 hours, they will be removed from the list.
• Responds within 24 hours (or even at a much later date), they will be placed on the Mail List with a status of double-opt-in confirmed and the date that they confirmed opting in.

This feature is very useful for implementing CASL (Canadian Anti-Spam Law and/or to improve accuracy of email addresses in the system because it requires the patron to confirm the email address, automatically improving the accuracy of the data.

Detailed description of the purpose of the Mail List in descriptive plain language so that others will understand its purpose or suggested usages.

Inserts criteria for a Mail List. Click here for more information on adding new criteria.

Removes the selected criteria.

Opens the parameter window for the selected criteria.

Rebuilds the Mail List based on the selected criteria.

Duplicating will take the criteria group that you have selected and make a duplicate of it at the end of the list of criteria.

Customizable field that allows for classification of patrons by type (e.g. individual, student, staff, etc.)

Unique number assigned to a patron.

Patrons first, last name and business.

How the patron came to be in the mail list:

• Added Manually: an employee selected the Mail List and added to the patron's record
• Ticket Purchase (Box Office): the patron was automatically added to the default mail list for an event by purchasing a ticket to an event at the box office
• Mail List Build: the patron satisfied the criteria for the mail list and was added when the Execute button was pressed
• Added During Data Import: the patron was associated with one or more mail lists due to a data import. This could have been done when converting to theatre manager or by using the patron import feature
• Internet (Patron Self Added): the patron placed themselves on the Mail List online either on mail list screen or on the patron account window after logging in online
• Internet (Plug In): you have a custom plugin that may have added the patron to the Mail List as part of the processing.
• Ticket Purchase (Internet): the patron was automatically added to the default mail list for an event by purchasing a ticket to an event at online
• Double Opt-In Pending (Box Office): an employee added a patron to a Mail List that requires double opt-in to satisfy CASL or to simply have the patron confirm that want to be on the mail list. The patron is automatically sent an email. If they:
  • Confirm: the status will be changed to Double Opt-in Confirmed
  • Don't Reply: the patron will be removed from the Mail List within 24 hours. However, if they subsequently confirm, they will be added to the Mail List again as Double Opt-in Confirmed
• Randomly Assigned: you can build a Mail List for marketing purposes and find it too large for our purposes or that you want to try an A-B marketing strategy. if so, you can use the Mail List Randomization feature to randomly assign people to a smaller list or to a number of other lists.
• Double Opt-In Confirmed: this means that the patron has received the email request to confirm participation in a Mail List and confirmed it. This has two main benefits:
  • It confirms the accuracy of the email address because the patron had to respond to it
  • It provided a record of explicit consent as per CASL (Canada's anti-spam laws) or equivalent in other countries.
• Pass/Gift Certificate Purchase (Box Office): the patron was automatically added to the default mail list for a Pass/Gift Certificate by purchasing one at the box office
• Pass/Gift Certificate Purchase (Internet): the patron was automatically added to the default mail list for a Pass/Gift Certificate by purchasing one online
• Patron Unsubscribed (Internet): the patron removed them selves from the Mail List online. Theatre Manager actually retains this record as an indication of WHEN they removed themselves. You cannot pick these people for other mail lists.
• Double Opt-In Pending (Internet): an employee added a patron to a Mail List that requires double opt-in to satisfy CASL or to simply have the patron confirm that want to be on the mail list. The patron is automatically sent an email. If they:
  • Confirm: the status will be changed to Double Opt-in Confirmed
  • Don't Reply: the patron will be removed from the Mail List within 24 hours. However, if they subsequently confirm, they will be added to the Mail List again as Double Opt-in Confirmed

Patron primary contact telephone number.

Clicking on the New button causes a pop up to be shown that lets you:

• Manually add a patron to the list.
• If some patrons are selected that are unsubscribed, you can resubscribe them to the list. Note that the subscribe feature is intended for patrons to manage themselves for mail lists that they can access online. However, if you have a large Mail List that is not public, you might find this useful to track who was on the list, and now wishes to be corresponded with by subscribing them.

Opens the Patron Window of the selected patron.

Clicking on the Remove button causes a pop up to be shown that lets you:

• Manually remove a patron from the list.
• If some patrons are selected that are subscribed, you can unsubscribe them from the list instead of deleting them. Note that the unsubscribe feature is intended for patrons to manage themselves for mail lists that they can access online. However, if you have a large Mail List that is not public, you might find this useful to track who was on the list and no longer wishes to be by unsubscribing them.

Export the selected rows of contact information from a Mail List. If you want everybody in the list, select all the rows (or click on a line and the Ctrl-A or Cmd-A select them all) before clicking the export button. You will be given a choice of export format (tab delimited, comma delimited, xls, or xlsx) and then you will be asked where you want to put the file.

Can be used to add a pass or gift certificate to a number of patrons at the same time.

Can be used to process an unsub/bounce file from an external emailer program and remove patrons from a Mail List or remove their email addresses permanently.

Search options for finding patrons within the selected Mail List.

Search's the selected Mail List for patrons matching the selected search criteria.

Grants an employee access to the Mail List.

Removes an employee from having access to a Mail List.

Opens the employee data window for the selected employee.

First name of the employee who ran the mail list.

Last name of the employee who ran the mail list.

Number of patrons in the list before the list is executed.

Number of patrons in the list after the list is executed.

Amount of time in seconds the Mail List took to populate.

The method chosen to populate the mail list. This will be one of:

• Duplicated - the Mail List was originally created from a duplicate of another one. The starting and ending counts will be the same and the time indicates how long it took to duplicate.
• Proceed - the Mail List was built without clearing it first. It may mean there are patrons in the Mail List that may not match the criteria (e.g. if they were manually added prior to the rebuild)
• Rebuild - the Mail List was cleared of patrons prior to applying the criteria

The date and time at which the instance of the Mail List was begun.

The date and time at which the instance of the Mail List finished running.