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...

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By PPM Team

December 9, 2022

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...

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By PPM Team

February 2, 2023

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 ...

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By PPM Team

December 19, 2022

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/...

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By PPM Team

December 9, 2022

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 ...

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By PPM Team

December 13, 2022

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...

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By PPM Team

December 19, 2022

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...

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By PPM Team

December 19, 2022

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...

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By PPM Team

December 21, 2022

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

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By PPM Team

December 21, 2022