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Fundraising at your library
Select sign in from www.patronlink.com
Enter your Email Address (Username) and Password then press Sign In to access your account. If you have
forgotten your pas...
This is the dashboard for Patronlink. To search for people click on Search for Leads.
Choose U.S. Consumers to search for people.
A drop-down menu appears select build a list.
Begin by selecting your geography from the left hand side. I am searching for individuals in my County.
In a county search you will select the state from the dropdown menu, then start typing in the name of the
county. Select t...
The list now shows everyone in the geography selected. Further refine the list select other search criteria
on the left ha...
Pressing the + button will expand the selection showing more criteria you can search for.
Clicking on the square will place check marks next to your selections. If you place the mark next to the -/+
the entire ca...
Selecting for home income will further narrow the selection.
Select the household incomes you wish to include in your search.
Selecting Omit Lead Status will allow you to omit your current donors or patrons.
Check mark next to the lead status you wish to have omitted.
Learn more about the individuals you are planning to speak with by selecting Overviews.
The overviews page tells you more about the people in the list you create.
If you want more information you can select the grid in the top right corner of any of the segments.
Pressing the arrow will show you more information about each InfoPersona.
Select list to go back to the list of individials.
If you want to email individuals select the email campaign button.
Start Your Campaign
Once you have built your list within Salesgenie, click on the Email Campaign button above your list. T...
Designing Your Email (Step 1 of 6)
Choose I Want To Design My Email and click Get Started. Next you will create your Email...
Designing Your Email (Step 2 of 6)
Next you will get a pop up asking you to choose the Industry you are in- for public lib...
Customize Your Email (Step 3 of 6)
From here you can customize your email. You are able to change the color theme, modify ...
Customize Your Email (Step 3 of 6)- change the color theme
To change the color theme select the change color theme button....
Customize Your Email (Step 3 of 6)- Modifying Layout
To change the layout select the Modify Layout button. Choose the elem...
Customize Your Email (Step 3 of 6)- Customizing Content
To customize the content of your email by clicking each section of...
Confirm Plain Text Content (Step 4 of 6)-
You have the option of cleaning up the text version of your email for anyone who...
Test & Approve Email (Step 5 of 6)-
You now can send a test email of the campaign to yourself and other individuals. Enter...
Test & Approve Email (Step 5 of 6)-
Select the time and date your wish the emails to be sent to your list. List the email ...
Accessing/Reviewing/Monitoring Campaigns
Select the My Account drop down menu from the top right corner. Select Email Camp...
Email Stats
From the gear icon select See Stats. You can Re-Blast the email, Export Mailing List, or Copy the information....
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Finding Donors for your Library

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Patronlink is a great tool for helping library foundations to find donors. Here is an example of how this can be done.

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Finding Donors for your Library

  1. 1. Fundraising at your library
  2. 2. Select sign in from www.patronlink.com
  3. 3. Enter your Email Address (Username) and Password then press Sign In to access your account. If you have forgotten your password, select the forgot password link and follow the instructions given to reset your password.
  4. 4. This is the dashboard for Patronlink. To search for people click on Search for Leads.
  5. 5. Choose U.S. Consumers to search for people.
  6. 6. A drop-down menu appears select build a list.
  7. 7. Begin by selecting your geography from the left hand side. I am searching for individuals in my County.
  8. 8. In a county search you will select the state from the dropdown menu, then start typing in the name of the county. Select the correct county and it will move to the left hand column.
  9. 9. The list now shows everyone in the geography selected. Further refine the list select other search criteria on the left hand side. Lifestyles will allow you to narrow in to people who are book buyers or charitable donors.
  10. 10. Pressing the + button will expand the selection showing more criteria you can search for.
  11. 11. Clicking on the square will place check marks next to your selections. If you place the mark next to the -/+ the entire category will be selected.
  12. 12. Selecting for home income will further narrow the selection.
  13. 13. Select the household incomes you wish to include in your search.
  14. 14. Selecting Omit Lead Status will allow you to omit your current donors or patrons.
  15. 15. Check mark next to the lead status you wish to have omitted.
  16. 16. Learn more about the individuals you are planning to speak with by selecting Overviews.
  17. 17. The overviews page tells you more about the people in the list you create.
  18. 18. If you want more information you can select the grid in the top right corner of any of the segments.
  19. 19. Pressing the arrow will show you more information about each InfoPersona.
  20. 20. Select list to go back to the list of individials.
  21. 21. If you want to email individuals select the email campaign button.
  22. 22. Start Your Campaign Once you have built your list within Salesgenie, click on the Email Campaign button above your list. This will bring up pricing based on the emails available per your search’s criteria and ask you to name your campaign. Then click Get Started.
  23. 23. Designing Your Email (Step 1 of 6) Choose I Want To Design My Email and click Get Started. Next you will create your Email Subject Line and make sure your information is correct under the Sender’s Physical Address section. Once complete, click Next.
  24. 24. Designing Your Email (Step 2 of 6) Next you will get a pop up asking you to choose the Industry you are in- for public libraries this would be other. Then select continue. Select the type of email you want to send or scroll through the list of all templates and select the one you would like to work with. If you have a predesigned template you can upload it from this page as well.
  25. 25. Customize Your Email (Step 3 of 6) From here you can customize your email. You are able to change the color theme, modify the layout, and change the content. When you are done select the next button.
  26. 26. Customize Your Email (Step 3 of 6)- change the color theme To change the color theme select the change color theme button. Choose the color theme you’d like for the email then press done. You can modify this at any time while in step 3.
  27. 27. Customize Your Email (Step 3 of 6)- Modifying Layout To change the layout select the Modify Layout button. Choose the elements you’d like to add. Drag and drop them to the area you’d like them in the email. When complete press done. You can modify the layout at any pint in step 3.
  28. 28. Customize Your Email (Step 3 of 6)- Customizing Content To customize the content of your email by clicking each section of the email. A popup will open and allow you to modify the various elements of the section. Add the text, images, and links required for your email.
  29. 29. Confirm Plain Text Content (Step 4 of 6)- You have the option of cleaning up the text version of your email for anyone who is unable to receive HTML emails. Click in the grey text box and edit as you wish. This does not make changes to the HTML version of the email. When you are satisfied with the appearance of the text email, press next.
  30. 30. Test & Approve Email (Step 5 of 6)- You now can send a test email of the campaign to yourself and other individuals. Enter the email addresses into the box and select send test email. If you want to go back and edit your email select the back button or the edit email button. Once you are satisfied with your email enter the initials of the account holder and select approve email.
  31. 31. Test & Approve Email (Step 5 of 6)- Select the time and date your wish the emails to be sent to your list. List the email address you would like to receive a copy of the email blast. Select whether you have an opt-out list or not. Agree to the terms and conditions. Once you have selected next, credits for the email blast are taken from your accounts and the email is placed in the queue. If you don’t have the credits you will be prompted for credit card information.
  32. 32. Accessing/Reviewing/Monitoring Campaigns Select the My Account drop down menu from the top right corner. Select Email Campaigns. Select the title of the campaign to continue working on it. You can also select the gear icon to view stats take other actions.
  33. 33. Email Stats From the gear icon select See Stats. You can Re-Blast the email, Export Mailing List, or Copy the information. You can view an overview, catergory, or tracking of the statistics as well.

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