Event Info

Introduction to Patron Point: Forms, Custom Fields, & Patron Imports

Wednesday, April 17, 2024
12:00pm - 1:15pm (Eastern Time - US & Canada) change time zone


Patron Point allows users to tap into patron information beyond that of the ILS. Use forms to engage your patron base with a feedback survey, or add numbers to your targeted lists with an email sign-up form. Users can even expand or further customize their contact lists with patron imports utilizing a CSV file.

In this session, you will learn about:

  • How to create custom Fields
  • The basics of building Forms
  • How to create patron records
  • How to format CSV files and do patron imports
  • Learn how to export data from LibCal and use it for Patron Point Segments & Campaigns
Registration has closed.