Encore Pro Quick Start Guide

Welcome to Encore Pro.

Encore Pro is a live entertainment management platform built from the ground up for arts, entertainment, and event organizations. It brings together sales tracking, audience management, marketing campaigns, and performance analytics into a single platform.

Encore Pro consolidates the capabilities of two of our legacy products — the Activity Stream marketing platform and the crowdEngage audience engagement tool — into one unified experience. If you are transitioning from either of those products, you will find familiar concepts with a modernized interface and expanded feature set.

Navigating the Interface

All Encore Pro navigation uses the left-hand sidebar menu. The sidebar is dark green with white text and can be collapsed to give you more screen space on the active page. Sections with sub-pages (like Audience, Sales Performance, and Campaigns) expand when clicked to reveal their child pages.

Other navigation shortcuts include:

Global Search: Press Ctrl+K (or Cmd+K on Mac) to open a search bar that lets you find any item in the system — shows, segments, campaigns, and more.
User Profile: Your profile is accessible in the bottom-left corner of the sidebar.
Create Buttons: Green "Create" buttons appear in the top-right corner of listing pages throughout the platform.

Platform Sections at a Glance

Here is a summary of every section available in the left sidebar:

Section	What It Does
Home	Your daily performance dashboard with KPIs and top shows
Shows	Browse and manage all your productions and events
Audience > Segments	Build rule-based audience groups using filters and AND/OR logic
Audience > Lists	Manage contact lists organized by communication channel (Email, SMS)
Sales Performance > Time Comparison	Compare sales KPIs across multiple time periods (years, quarters, months)
Sales Performance > Offers	Analyze the performance of promotional offers and discount codes
Sales Performance > Channels	Track sales by distribution channel (coming soon)
Sales Performance > Memberships	Membership program analytics (coming soon)
Sales Performance > Donations	Donation analytics (coming soon)
Campaigns > Email	Create and send branded email campaigns with a visual designer
Campaigns > SMS	Create and send text message campaigns
Campaigns > Lead Capture	Build sign-up forms to capture new email subscribers
Campaigns > Connected TV	Manage connected TV ad campaigns
Automations	Build automated email sequences triggered by your event calendar
Visitor Experience	Mobile ticketing, preorders, and engagement tracking (premium add-on)
Websites	Web presence management tools (premium add-on)
Data Warehouse	Centralized data repository for advanced reporting (premium add-on)
Settings	Manage branding sets (logos, sender emails, brand identities)

Home Page

The Home page is your landing page after logging in. It provides a snapshot of your organization’s performance for the current month.

Monthly KPIs

Eight KPI cards are displayed in two rows, each showing a value and its percentage change compared to the prior period:

Row 1: Revenue, Tickets sold, Average days out, Customers
Row 2: Returning customers, New customers, New list signups, Same-day revenue

Green percentages indicate improvement over the prior period; red indicates a decline.

Top Shows by Revenue

Below the KPIs, a leaderboard table shows today’s best-selling shows with columns for revenue, tickets sold, and average days out — each with their own trend indicators compared to yesterday.

Shows

The Shows section is where you manage your productions and events. A "show" in Encore Pro represents a production or event series (e.g., a theatrical run, concert series, or festival). Individual performances within a show are called "events."

Shows Listing Page

The listing page displays all your shows in a table with name (including thumbnail image) and date range. Use the search bar and date filters to find specific shows, and toggle "Include past shows" to view completed productions.

Show Detail Page

Click any show to open its detail page, which includes a banner image, show name, and date range. The detail page is organized into tabs:

Tab	Description
Overview	KPI cards (net revenue, tickets sold, avg ticket price, new customers %, avg days out, same-day revenue), sales-over-time charts, offers breakdown table, advance-over-time chart, and customers-also-bought cross-purchasing analysis
Assets	Show-specific media library for uploading and organizing promotional images, logos, and creative. Each show has its own dedicated library. Filter by search, upload date, or tags.
Events	Table of individual performances with date, venue, revenue, and quantity. Use date filters and the "Include past shows" toggle to navigate.
Goals & Targets	Coming soon
Key Dates	Coming soon
Campaigns	Coming soon — will link campaigns to specific shows
Automations	Coming soon — will show automations linked to this show (the main Automations feature is live in the sidebar)

Audience: Segments and Lists

The Audience section has two sub-pages for managing who you communicate with.

Segments

Segments are dynamic, rule-based audience groups. Use the visual segment builder to define filter conditions such as event date ranges, production types, or booking history. Combine conditions with AND/OR logic, nest groups for complex queries, and drag to reorder. The segment updates automatically as your customer data changes.

Lists

Lists are managed contact groups organized by communication channel (Email or SMS). They contain opted-in contacts and can be targeted by email and SMS campaigns. Lists complement segments: segments are dynamic and rule-based, while lists are curated subscriber groups that can be populated through lead capture forms.

Campaigns

Encore Pro supports four campaign types: Email, SMS, Lead Capture, and Connected TV.

Email Campaigns

Create branded email campaigns using a multi-step workflow:

Audience — Select your target audience from segments or lists using the visual filter builder.
Message — Name your campaign and choose a template (Marketing or Transactional).
Tessitura (optional) — If your account is integrated with Tessitura, configure writeback fields (Appeal, Source Group, Media Type) to sync campaign data back to your CRM.
Design — Build your email with a drag-and-drop editor supporting headings, text, images, video, dividers, and social icons. Preview across desktop, tablet, and mobile, including dark mode.

The design editor includes built-in image editing tools for filters, resizing, cropping, and adding shapes or text.

SMS Campaigns

Send text messages directly to your audience using a streamlined two-step process: define your audience (same filter builder as email), then write your message. There is no design step since SMS messages are plain text. Keep messages under 160 characters when possible.

Lead Capture Campaigns

Build sign-up forms to capture new email subscribers. The form editor lets you customize design options and required data fields. View total leads, lead status, and subscriber information, and export lead lists as CSV files. Share forms via a hosted URL or embed code for your website.

Connected TV Campaigns

Manage connected TV advertising campaigns. This is a new channel not available in the legacy Activity Stream or crowdEngage products.

Automations

Automations let you create reusable email sequences that are triggered by your event calendar. Instead of manually sending pre-show reminders or post-show follow-ups for every performance, define a set of timed email steps once and associate them with as many events as you need.

Each automation has two configuration tabs:

Steps: Define your email sequence. Each step has a timing category (Pre-show or Post-show) and a schedule (e.g., 1 day before at 10:00 AM). Steps can be individually toggled on or off.
Associate Events: Select which events or productions this automation applies to. Use filters to narrow by date, day of week, or start time.

Click Activate Automation to go live. You can deactivate at any time without losing your configuration.

Sales Performance

Sales Performance is a dedicated analytics section with tools for understanding your sales data from multiple angles.

Time Comparison

Compare sales KPIs across multiple time periods side by side. Four KPI summary cards (net revenue, tickets sold, average ticket price, new customers) show totals with percentage changes, while line charts below let you visualize trends over time. Control the comparison with toggles for cumulative vs. per-period view, time period range, duration (month, quarter, year), and granularity (day, week, month, quarter).

Offers

Analyze how your promotional offers perform. Five KPI cards summarize net revenue, average order value, average days out, average ticket quantity, and new customers. Comparison charts show metrics for transactions with vs. without offers, and a sortable breakdown table lists every offer type with revenue, quantity, and customer metrics.

Coming Soon

Three additional Sales Performance sub-pages are in development: Channels (sales by distribution channel), Memberships (membership program analytics), and Donations (donation analytics).

Premium Add-Ons

The following features are available as plan upgrades:

Visitor Experience: Mobile ticketing with scannable QR codes, revenue-boosting preorder menus for food and drinks, and engagement tracking with shortened/tracked links. This replaces the mobile ticketing and pre-order features from crowdEngage.
Websites: Web presence management tools for building and managing your online presence.
Data Warehouse: A centralized data repository for advanced reporting and analytics across your organization.

Contact our success team to learn more about enabling these features for your organization.

Settings

Branding Sets

Manage multiple brand identities for your organization. Each branding set includes a name, sender email address, and logo. One set is marked as the default and is used automatically when creating new campaigns. Click Add Branding Set to create additional identities for sub-brands or special event series.

Getting Help

If you need assistance, click Help in the left sidebar to access the Encore Pro help center. You can also reach out to your Account Manager directly for questions about your account, integrations, or feature access.