Automated Contacts List
There's nothing worse than manual data-entry. Ugh, boooorrriiinnnggg! That's why Party Pro Manager wants to do the data entry for you. With our Automated Contacts List, you'll get an auto-generated list of contacts in real time! These contacts ar...
Personalize your emails, communications, docs with PPM Placeholders
Party Pro Manager offers 'placeholders' which enable you to add dynamic, personalized information to your client and staff emails, communications and docs. All you need to do is paste the appropriate placeholder where you want the personalized inf...
Send automated emails with PPM Autopilot
Step 1: Set up your default Autopilot Settings Go to Settings > Autopilot Settings Here you'll see, there are two types of Autopilot Automations: Action Automations and Date Automations Action Automations : Automations that trigger when your ...
Bulk-email clients
Using PPM’s event list, you can quickly send out personalized emails to many clients at once! Here’s how... Step 1: Go to your Events page Step 2: Filter your events list as you see fit. Step 3: Using the checkboxes in the list, select any/...
Add Images to Your Emails
To add an image to your emails in Party Pro Manager, follow these steps: Step 1: Open the email editor (found in the Utilities section of the Event Editor) or Standard Text editor (found in the Settings panel) Step 2: Click on the image icon to ...
Create Email Templates with 'Standard Texts'
To Access go to " Settings " > "Standard Texts" Standard Texts are arguably one of the most powerful features PPM offers you. This feature alone can save you hundreds of hours of work!! What is a “Standard Text”? In a nutshell, a Standard Text is...
Email your clients, your staff, and/or yourself
To send email, first you need to open the event the email is in relation to to access the Event Editor Click on the "Utilities" tab (the wrench / screwdriver icon) Look for the COMMUNICATION section Here you can send various types of emails: Ema...
Export Client and Event Data
You can export your client and event data at any time. To do this... Step 1: Go to the Events page Step 2: (optional) Filter your Events List to only display the events you want to export Step 3: Click the "Export" bottom at the top right (on...
Send Finalisation Link (a.k.a. Confirmation Form) to your clients
Send a confirmation form to your clients to have them confirm event details, add missing info, and make payments