---
title: Encore Pro Quick Start Guide
description: A quick start guide to Encore Pro
---
[Skip to content](https://support.encorepro.com/encore-pro-quick-start-guide#main-content)
[Get Help](https://support.encorepro.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.encorepro.com/portal?hsLang=en)
[](https://support.activitystream.com/?hsLang=en)
- [Encore Pro](https://support.encorepro.com/)
- Yesplan
Show submenu for Yesplan
- [Manual](https://manual.yesplan.be)
- [Learning](https://learning.yesplan.be)
- Legacy Tools
Show submenu for Legacy Tools
- [Activity Stream](https://support.encorepro.com/activity-stream)
- [crowdEngage](https://support.encorepro.com/crowdengage)
- [Integration Guides](https://support.encorepro.com/ticketing-integration-guides-tessitura-and-spektrix)
Open main navigation
Close main navigation
- [Encore Pro](https://support.encorepro.com/)
- Yesplan
Show submenu for Yesplan
- [Manual](https://manual.yesplan.be)
- [Learning](https://learning.yesplan.be)
- Legacy Tools
Show submenu for Legacy Tools
- [Activity Stream](https://support.encorepro.com/activity-stream)
- [crowdEngage](https://support.encorepro.com/crowdengage)
- [Integration Guides](https://support.encorepro.com/ticketing-integration-guides-tessitura-and-spektrix)
- [Get Help](https://support.encorepro.com/kb-tickets/new)
- [Customer portal](https://support.encorepro.com/portal)
How can we help you?
- There are no suggestions because the search field is empty.
1. [Knowledge Base](https://support.encorepro.com/?hsLang=en)
2. [Get Started](https://support.encorepro.com/get-started?hsLang=en)
# Encore Pro Quick Start Guide
## A comprehensive introduction to the Encore Pro platform for new users.
### 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 |
| Dashboards | Build and manage custom dashboards |
| 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 |
| Events | Table of individual performances with date, venue, revenue, and quantity. Use date filters and the "Include past shows" toggle to navigate. |
| Content | Manage Standard and Custom fields |
| Images | 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. |
| Key Dates | Manually plot "offline" dates for comparison analysis (eg. "Press Release Launch", "Cast List Announcement", etc.). These dates are logged on charts on the Overview tab as well as available in Show Comparison. |
| Campaigns | Show information about associated campaigns |
| Automations | Show information about associated automations |
---
### 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:
1. Audience — Select your target audience from segments or lists using the visual filter builder.
2. Message — Name your campaign and choose a template (Marketing or Transactional).
3. 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.
4. 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 or SMS 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 (Coming Soon)
Manage connected TV advertising campaigns. This is a new channel not available in the legacy Activity Stream or crowdEngage products.
---
### Automations
Automations let you set up email or SMS messages once and let them send themselves. Each automation runs on one of two triggers, chosen when you create it:
- When people attend a show: an events automation sends messages timed to each performance, like pre-show reminders and post-show follow-ups. Define the steps once and connect them to as many events as you need.
- When people join or leave a segment: a segment automation watches a group of patrons and sends a message as soon as someone joins or leaves it, like a next-morning thank-you or a lapsed booker win-back.
Events automations have two configuration tabs:
- Steps: Define your sequence. Each step has a timing category (Pre-show or Post-show) and a schedule, such as 1 Day Before at 10:00. Steps can be switched on or off individually.
- Associate Events: Choose which events or productions the automation runs for. Filter by date, day of week or start time.
Segment automations have three:
- Steps: Define what gets sent. Each step fires when a member joins or leaves the segment, and sends an email or an SMS message.
- Segment: Build the group to watch with the filter builder, choose how often Encore Pro checks it (hourly, as often as possible, or at a set time each day), and check the live audience count before you go live.
- Reporting: See how the automation is performing.
---
### 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.
---
### Dashboards
Dashboards are where you put the numbers your team checks every morning. Build one from scratch: drag widgets onto the page, arrange and resize them, and choose who can view or edit it.
Pick from two kinds of widget:
- **Build from scratch:** KPI, line chart, bar chart, pie chart, table, text block and map, configured the way you need them.
- **Presets:** Ready-made sales and email widgets, like net revenue, tickets by ticket type, revenue by sales channel, open rate and open rate by campaign.
Each person gets either view or edit access, and dashboards follow show permissions. A colleague or outside collaborator limited to certain shows only sees numbers for those shows, even on a dashboard someone else built.
Click **Dashboards** in the left sidebar to see everything you have access to. Dashboards don't save automatically, so save before you leave.
---
#### 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
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.
#### Custom Fields
Add your own fields to your shows for the details your box office and marketing teams track that Encore Pro doesn't ask for by default: a subtitle, content warnings, intermission length, an arrival alert. Create a field once under **New custom field**, give it a title and type, and it's available on every show.
#### SAM
SAM reads your organization's brief at the start of every chat, so it knows who you are and how you work. Describe your organization, venues and audience, or click **Generate a new brief** to start from a draft, then save your changes. Everyone who can use AI chat can see the brief, so keep confidential information out of it. Version history keeps earlier briefs, so you can read one or make it the active brief again.
#### Users
Invite your team and control what each person can see and do. Set a platform role, then limit access by show and by mailing list, so a promoter or outside collaborator only sees their own production. There's no cap on users, and permission changes take effect immediately.
#### Sending Domains
Send campaigns and automations from your own domain, so email comes from an address your patrons recognize. Add the domain, publish the DNS records at your registrar, and once it's set up it's available in the From Email dropdown when you build an email.
---
### 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.
- [Get Started](https://support.encorepro.com/get-started?hsLang=en#main-content)
- [Settings](https://support.encorepro.com/get-started?hsLang=en#settings)
- [Shows](https://support.encorepro.com/shows?hsLang=en)
- [Audience](https://support.encorepro.com/audience?hsLang=en#main-content)
- [Segments](https://support.encorepro.com/audience?hsLang=en#segments)
- [Lists](https://support.encorepro.com/audience?hsLang=en#lists)
- [Campaigns](https://support.encorepro.com/campaigns?hsLang=en#main-content)
- [Email](https://support.encorepro.com/campaigns?hsLang=en#email)
- [SMS](https://support.encorepro.com/campaigns?hsLang=en#sms)
- [Lead Capture](https://support.encorepro.com/campaigns?hsLang=en#lead-capture)
- [Automations](https://support.encorepro.com/automations?hsLang=en)
- [Dashboards](https://support.encorepro.com/dashboards?hsLang=en)
- [SMS Setup](https://support.encorepro.com/sms-setup?hsLang=en)
- [Yesplan](https://support.encorepro.com/yesplan?hsLang=en)
- [Integrations](https://support.encorepro.com/integrations?hsLang=en)
- [Activity Stream](https://support.encorepro.com/activity-stream?hsLang=en#main-content)
- [Access & Navigation](https://support.encorepro.com/activity-stream?hsLang=en#access-navigation)
- [Dashboards & Overviews](https://support.encorepro.com/activity-stream?hsLang=en#dashboards-overviews)
- [Customers & Segmentation](https://support.encorepro.com/activity-stream?hsLang=en#customers-segmentation)
- [Campaigns & Email](https://support.encorepro.com/activity-stream?hsLang=en#campaigns-email)
- [Working with Activity Stream](https://support.encorepro.com/activity-stream?hsLang=en#working-with-activity-stream)
- [Integrations](https://support.encorepro.com/activity-stream?hsLang=en#integrations)
- [crowdEngage](https://support.encorepro.com/crowdengage?hsLang=en#main-content)
- [Messaging](https://support.encorepro.com/crowdengage?hsLang=en#messaging-1)
- [Preorders](https://support.encorepro.com/crowdengage?hsLang=en#preorders)
- [Mobile Ticket](https://support.encorepro.com/crowdengage?hsLang=en#mobile-ticket)
- [Templating](https://support.encorepro.com/crowdengage?hsLang=en#templating)
- [Resources](https://support.encorepro.com/crowdengage?hsLang=en#resources)
[](https://www.activitystream.com)
[mailto:support@activitystream.com](mailto:support@activitystream.com)
Copyright © 2026, Encore Pro