1. Create a Voucher Product
a) Select Products on the left hand side
b) Click New Product
b) Enter details:
Name
Description
Type - select Voucher from the dropdown
Image - jpg or .png image (no larger than 1MB)
Inventory - Set a stock level of the product or select Unlimited inventory
Available for Standalone Purchase? - tick this box if you'd like to sell the Voucher product by itself
Tags - for internal use, these will appear in your product list
External ID - for internal use, a unique identifier for the product
Voucher Settings - enter Voucher Name and Days Valid For (how long you would like the voucher to be valid until it expires)
c) Submit your product
2. Create a Price Table
a) Select the Prices tab and New Prices
b) On the pop-up, enter the following details:
Name
Description
Tax Rate - select from the dropdown
c) Add Band
Click New Band
Enter a name
Select a colour from the chart
Add a description (optional) by right-clicking on Band and selecting Band Settings. Enter description and then click Done
d) Add Variants
Click New Variant
Enter a name
Enter the price for your Variant per Band
Add a description (optional) by right-clicking on a Variant and selecting Variant Settings. Enter description and then click Done
e) Add Channels to Variants:
Right-click on a Variant and then click Manage Channels
Select your Channels and then click Done
Hover over the channel icon to see the Channels that have been added
f) Add Adjusters to Variants (if applicable - if not, skip to step g):
Right-click on a Variant and then Manage Adjusters
Select your Adjusters and then Add Selected Adjusters
Select the arrow dropdown to see the Adjusters you've added and their fees for each price
g) Add Discounts (if applicable - if not, skip to step h):
Select the Discount Mode toggle
Click Add Variant Discount
From the pop-up, select your Discount from the drop down
Select which Variant(s) to apply the Discount to
Click Done and you'll see the discounted price for each Variant
h) Save and Review Price Table:
Click Save and then Review
NOTE - You must click Save before leaving the page, otherwise your changes will be lost
Want to make changes? Click Back to Edit
Happy? Click Publish & Make Active
Want to make changes once it's published? Click Duplicate As Draft and make edits to a new version of your Price Table
Once that's edited and published then that will replace the previously published version
3. Manage Visibility - Channels
a) On the Visibility tab select which channels the product will appear for
b) Click Update
4. Link voucher product to Performances
Would you like to limit which performances this voucher is available? (If no, skip to step 6)
a) Go to your Event and click the Performances tab
b) Click the box next to the Performances you want to link Products to
c) Select the Product icon on the Action Bar at the bottom
d) Select your Product from the pop-up list
e) Select either just Link to Performances
f) Or Link to Performances and a stock level per Performance and enter a number
g) Click Submit
f) To see linked performances, go back to Products and select your product
g) Select the Visibility tab and scroll down to Linked Performances
NOTE - By default a product will appear for all events and all performances. By linking the product to performances it will then only appear for these specific performances. If after that you would like the product to appear for another event, then you would need to link it to those specific performances as well
5. Create Visibility Rules
a) Create Ruleset - on the Visibility tab of the Product, scroll down and enter the following:
Name
Description
Type - either All Rules must apply or At least one Rule must apply
b) Select Rules:
Choose either Performance or Transaction
Choose from Start Date, Start Time, Tag or Day of the Week
If Start Date or Start Time - choose from is, is greater or equal to or is less than or equal to
If Tag - select is and then enter/select your Tag
If Day of the Week - select day from the drop down
Click Save Ruleset
6. Choose Print Rules for your Delivery Method
NOTE - You may want to create a new voucher-specific Delivery Method if you'd like your customer to have certain information in their email confirmation, e.g. the voucher code. See here for how to do that
a) On the Product page, click the Settings tab
b) Click the pencil icon on your chosen Delivery Method
c) When would you like the barcodes to be generated for your vouchers?
Immediately - barcodes will be generated once the order is placed
Scheduled - set date and time for the barcodes to be generated
d) Do you have a Ticket Template attached to? Select from drop-down
NOTE - these will need to be created prior to this step and will need to have Voucher Merge Tags in order for the right info to appear for the customer.
e) Save Print Rules