Contacts & Communication

This collection of help docs will show you how to manage your contacts and communicate with clients

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

About the SMS Power-Up

The SMS Power-Up is an optional upgrade that enables you to send SMS messages to your clients, your staff, and even yourself. Once activated in your account, there are a number of ways you can start sending SMS messages. SEND SMS TO CLIENTS -  C...

Sending SMS Messages to Clients

When you activate the SMS Power-Up you can send SMS messages to your clients, your staff, and even yourself. This article will outline some of the more common methods used to send SMS messages to your CLIENTS. Click below to jump to a particular...

Sending SMS Messages to Staff

When you activate the SMS Power-Up you can send SMS messages to your clients, your staff, and even yourself. This article will outline some of the more common methods used to send SMS messages to your STAFF. Click below to jump to a particular o...

Sending SMS Messages to Yourself

When you activate the SMS Power-Up you can send SMS messages to your clients, your staff, and even yourself. This article will outline some of the more common methods used to send SMS messages to YOURSELF. Click below to jump to a particular opt...

How Your SMS Credits Work

When you activate the SMS Power-Up  (optional upgrade) for your account, a limited set of SMS credits are applied to your account.  In this article we share more information about the SMS credit system and how it works. How many credits do you ge...

Can clients/staff respond to SMS messages sent via PPM

The SMS Power-Up offers a 1-way SMS push notification system for updates and alerts to both clients and staff. When you send SMS messages, every message automatically has your business name inserted at the beginning of the message, and a footer ...