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THE EVOLUTION OF A PATRON:

SUMMER FLING TO LONG TERM RELATIONSHIP
ELIZABETH SANTANA | AUGUST 2016
2
Barry’s Story
Deepen relationships
Recognize touch points
Focus on the right 

next step
It’s SIMPLE!
WHAT MAKES A GREAT
CUSTOMER EXPERIENCE?
4
It’s time

to get
personal!
5
THE AMAZON EFFECT
According to a BloomReach research report,* 

87% of respondents said that when retailers
personalize, they are influenced to buy more.
*BloomReach 2016
6
Evolution of a Patron INVESTOR
AND/OR
BOARD
MEMBER
DONOR
SUBSCRIBER
MEMBER
MULTI
TICKET
BUYER
REPEAT
TICKET
BUYERNEW 

SINGLE
TICKET
BUYER
*TRG Arts
7
New Single Ticket Buyer

“The First Date”
Data collection is key
– “Can I get your digits?”
Make an extra effort to
make newcomers feel
welcome
Ask them back
8
Repeat Ticket Buyer

“Second Date”
76% of audiences who
attend in any one year, do
not return in the very next
year*
Give them an incentive to
return
Encourage multiple visits
*TRG Survey
9
Multi Ticket Buyer

“It’s Getting Serious”
Encourage upgrades
Give them a taste of
subscriber benefits
Time to pop the question
– “Will you subscribe/become a
member?”
10
Keep the romance alive
with special benefits
Give them a taste of
donorship
Make a personalized ask
Subscriber/Member

“We’re Engaged!”
11
Donor “Married Life”
Donors have higher
expectations.
Thank them quickly and often.
Provide special access
opportunities
– Donor benefits with deeper
engagement at higher levels of
giving
12
Advocate/Investor

“The Golden Anniversary”
Recognize and delight your
most loyal patrons
Ask them to join the family
Cultivate legacy giving
13*Study produced by the Greater Philadelphia Cultural Alliance and TRG Arts
LOYALTY IS CRITICAL TO SUSTAINABILITY
According to a 2014 Patron Loyalty Study,*
Less than 3% of patrons generated over
62% of patron revenue.
14
Are you providing the 

romance your attendees 

need to stay passionate 

about your organization?
15
Primary Keys to Success
Cross-Department Collaboration
– Align goals
– Staff meetings
– Incentives
Data! Data! Data!
– One source of truth
– Know who your patrons are
– Measure loyalty
16
Tools
Groups
Email marketing
Tip Jar Donations
Patron Manager
17
Audience Experience 

=
The Sum of all the 

Points of Contact
What are your touch points?
18
Where to

Start?
19
FINAL QUESTION
What is one take away from today,
that you can implement tomorrow?
20
Loyalty Strategy
Target Group Goal Touchpoint Measurement
New single ticket
buyers
Get them back for a
second date
Send personalized
email from the
Artistic Director with
offer code
Check e-mail

open rate;
# of ticket buyers
that use offer code
21
Resources
TRG Arts - The Results Group for the Arts (TRG Arts) is a consulting firm
that teaches arts and cultural professionals a patron-based approach to
sustainable revenue.
Matt Lehrman - Audiences Everywhere
Thefifthwall.com - Breaking the Fifth Wall: Rethinking Arts Marketing for
the 21st Century
Arts Reach - The Association Of Arts Management, Marketing &
Development Professionals
The Wallace Foundation - Building Audiences for the Arts
THANKS!
ELIZABETH SANTANA

DEVELOPMENT DIRECTOR, PALO ALTO PLAYERS

ESANTANA@PAPLAYERS.ORG

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Evolution of a Patron - Elizabeth Santana

  • 1. THE EVOLUTION OF A PATRON:
 SUMMER FLING TO LONG TERM RELATIONSHIP ELIZABETH SANTANA | AUGUST 2016
  • 2. 2 Barry’s Story Deepen relationships Recognize touch points Focus on the right 
 next step It’s SIMPLE!
  • 3. WHAT MAKES A GREAT CUSTOMER EXPERIENCE?
  • 5. 5 THE AMAZON EFFECT According to a BloomReach research report,* 
 87% of respondents said that when retailers personalize, they are influenced to buy more. *BloomReach 2016
  • 6. 6 Evolution of a Patron INVESTOR AND/OR BOARD MEMBER DONOR SUBSCRIBER MEMBER MULTI TICKET BUYER REPEAT TICKET BUYERNEW 
 SINGLE TICKET BUYER *TRG Arts
  • 7. 7 New Single Ticket Buyer
 “The First Date” Data collection is key – “Can I get your digits?” Make an extra effort to make newcomers feel welcome Ask them back
  • 8. 8 Repeat Ticket Buyer
 “Second Date” 76% of audiences who attend in any one year, do not return in the very next year* Give them an incentive to return Encourage multiple visits *TRG Survey
  • 9. 9 Multi Ticket Buyer
 “It’s Getting Serious” Encourage upgrades Give them a taste of subscriber benefits Time to pop the question – “Will you subscribe/become a member?”
  • 10. 10 Keep the romance alive with special benefits Give them a taste of donorship Make a personalized ask Subscriber/Member
 “We’re Engaged!”
  • 11. 11 Donor “Married Life” Donors have higher expectations. Thank them quickly and often. Provide special access opportunities – Donor benefits with deeper engagement at higher levels of giving
  • 12. 12 Advocate/Investor
 “The Golden Anniversary” Recognize and delight your most loyal patrons Ask them to join the family Cultivate legacy giving
  • 13. 13*Study produced by the Greater Philadelphia Cultural Alliance and TRG Arts LOYALTY IS CRITICAL TO SUSTAINABILITY According to a 2014 Patron Loyalty Study,* Less than 3% of patrons generated over 62% of patron revenue.
  • 14. 14 Are you providing the 
 romance your attendees 
 need to stay passionate 
 about your organization?
  • 15. 15 Primary Keys to Success Cross-Department Collaboration – Align goals – Staff meetings – Incentives Data! Data! Data! – One source of truth – Know who your patrons are – Measure loyalty
  • 16. 16 Tools Groups Email marketing Tip Jar Donations Patron Manager
  • 17. 17 Audience Experience 
 = The Sum of all the 
 Points of Contact What are your touch points?
  • 19. 19 FINAL QUESTION What is one take away from today, that you can implement tomorrow?
  • 20. 20 Loyalty Strategy Target Group Goal Touchpoint Measurement New single ticket buyers Get them back for a second date Send personalized email from the Artistic Director with offer code Check e-mail
 open rate; # of ticket buyers that use offer code
  • 21. 21 Resources TRG Arts - The Results Group for the Arts (TRG Arts) is a consulting firm that teaches arts and cultural professionals a patron-based approach to sustainable revenue. Matt Lehrman - Audiences Everywhere Thefifthwall.com - Breaking the Fifth Wall: Rethinking Arts Marketing for the 21st Century Arts Reach - The Association Of Arts Management, Marketing & Development Professionals The Wallace Foundation - Building Audiences for the Arts
  • 22. THANKS! ELIZABETH SANTANA
 DEVELOPMENT DIRECTOR, PALO ALTO PLAYERS
 ESANTANA@PAPLAYERS.ORG