How to Set Up a Package Offer

Nicola Bierton
Nicola Bierton
  • Updated

A Package Offer will apply discounts across a specific combination of Merchandise and/or Tickets for a single Instance. This is the only Offer type that will allow you to discount non-Ticket items such as Merchandise. 

To be eligible for a Package Offer a customer has to have the relevant number of each item that is contained within the 'package', in their basket. Any Tickets included can only apply to one Instance at a time. To qualify for the Offer, a customer needs the right combination of Tickets against each applicable Instance as well as any other items contained in the Offer. Package Offers also allow you to discount by a fixed value or by a percentage

After reading this guide, you’ll be able to set up and edit a Package Offer. To learn more about setting up different Offer types see the below articles:

Before you read this guide:

  • Read Introduction to Offers first (if you haven’t already)
  • Know which type of Offer will work for your purposes

Think about the answers to these questions:

What are the discounts you are offering, and on which Events would you like them to apply?

For how long would you like the offer to run?

Who’s it for? 

Is there anyone in particular this offer is aimed at?

Will this Offer interact with any other existing Offers? If so, do you need to create a Priority Group or a Limit Group?

Configure the Basic Details 

Have you created a similar Offer in the past? Consider copying an existing Offer with the ‘copy’ button. Once you have checked the Criteria and the rules, just activate the copied Offer, which is much quicker than creating a new Offer from scratch!

From Admin Interface > Other > Offers click the ‘Add Package' button.

When you click ‘Add Package’ from the menu on the bottom-right of your Offers page, a new ‘Add Package Offer’ window will appear. From here you’ll set up the Offer.

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  • Name (required): The name of the Offer. It will be visible to Customers in Order Confirmation Emails and on your website if the Offer is available online so make it clear and unique.

  • Description: An internal description of what the Offer does, who it’s for, and any other information that’s useful to know. 

  • Priority group: If you want to include this Offer in a specific Offer Priority Group, choose it here. By default, Offers will be added to the lowest priority group.

  • Image: Here you can upload an image to appear alongside this Offer in the Online Savings Panel.

  • Start date & time/End date & time: Use these to schedule when an Offer becomes available and when it ends. If you leave these blank, the Offer will be active as soon as you save it and will remain active until it is deactivated.

  • Active: Ticking this box will make the Offer active on the System.

  • Active in box office: This will make the Offer available to use in the Sales Interface. You can use this and the Active box in conjunction with each other to make a variety of availability levels.

  • Total applications/Total items/Total discount: Once the Offer is live this section will automatically populate to show how much an Offer has been used to date.

Click ‘Next’ to proceed.

 

Configure the Discount rules

Please Note: Package Offers apply discounts across a specific combination of Merchandise and/or Tickets for a single Instance. You can choose which items get the discount and this is the only Offer type that can include Merchandise.

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  • Add ticket item/ Add merchandise item: This is where you select the Ticket Types or Merchandise items you want included in your Package. The dropdowns include all Ticket Types or Merchandise items that are available. Selected items will appear underneath 'Item' meaning it will be included in the Offer. You can only select one item at a time.
  • Qty: This is where you set the number of each item a customer will need to purchase in order for the Offer to apply.
  • Discount?: Check this box to select which item(s) you want to be discounted in the Offer. You need to have at least one item discounted, but it’s up to you which one(s) to discount. Checking this will open a further pane where you can set what is to be discounted. 
  • Waive Cmsn/Dlry?: Select this to waive Ticket Commissions on the selected Tickets or Delivery Commission on discounted Merchandise items. Applicable Ticket/Delivery Commissions will still apply to items in the Package which haven't specifically been discounted.
  • £ [ ]/ % [  ]:  Tip: Select the Discount Logic and how you want it to affect different Price Bands before coming back to this discount section. This is where you will enter the value of the discount - what you see in this pane will change if you select different options in the two selectors below.

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  • Discount logic: This is where you choose how a discount will apply. You can discount by a fixed value or percentage if you select 'Discount By' and selecting 'Discount to' allows you to set a fixed value for items, such as all Adult tickets being discounted to £5.

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  • Price bands: This is where you will choose which Price Bands to include in your Offer. You can choose all Bands or Specific Bands. All Bands means all Ticket Types in that Price Band will be discounted. Specific Bands will allow you to choose specific Price Bands to offer the Discount on, allowing you to tailor your Discount.
  • Split out discount by band?: This box is available for ‘Discount by’ offer types where you have selected ‘Specific Bands’. Checking this box will show additional fields next to any Ticket Types you have selected, allowing you to enter a different discount per Ticket Type for each Price Band you selected above. This will enable you to discount each Price Band by a different value or percentage.
  • Minimum price an item can be discounted to: This allows you to set a lower limit to a discount so that regardless of what you set as a discount amount, an item can only ever be discounted down to a set value. The default is £0.

Warning: The options you choose in the above will be the same across all items included in your Package. You can't, therefore, discount one item by a percentage and another to a value in the same package. You also can't exclude a Merchandise item from the minimum price requirement.

  • Minimum Basket Value: This allows you to set a minimum Basket value, meaning that the Offer will only apply when Customers meet a minimum spend requirement, e.g. you could set up an Offer where, although all price bands are included the Package would not work unless the combined value of the tickets is above a certain amount.

If you have a Package with multiple options for different combinations of tickets, you'll need to create a new Package Offer for each potential combination of Tickets. For example, a ‘Family Package’ which gives a discount with 2 Adult and 2 Child Tickets or 1 Adult and 3 Child Tickets will need to be set up as two different ‘Family Package’ Offers.

Click ‘Next’ to proceed.

Specify applicable Event(s)

Here you can choose whether an Offer applies to all Events, a single Event, or several specific Events.

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  • All Events: If you want an Offer to apply across all Events, leave this section as it is - the default setting is for all Events to be included.

  • Specific Event(s): If you want to specify which Events to include in the Offer, click on the Specific Event option and you’ll see the Event Instance criteria picker appear.

This works in the same way as any other criteria chooser does in Spektrix, giving you a range of options to choose from by clicking criteria boxes and dragging them into the ‘Drop criteria here’ box. If what you’re looking for isn’t visible, untick the ‘Only show commonly used criteria’ box to see the full range of options. As with other criteria pickers, you can combine criteria using the AND, OR and NOT.

Note that your Package Offer will only apply to Tickets purchased for the same Event Instance, and not across any of the Event Instances selected above. For example; If you have a ‘Buy 2 Tickets and get a free programme’ Offer on one Event, the Customer wouldn't be able to buy one Ticket for one eligible Instance and one for another and still get a free programme.

Click ‘Next’ to proceed. 

Specify Fixed Series criteria

Here you can decide whether to include Fixed Series Tickets in an Offer. You can ignore this section if you're not using Fixed Series.

Note: You will only see this tab if you have at least one Fixed Series set up.

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  • Not Fixed Series Tickets: exclude all tickets bought as part of a Fixed Series subscription from the Offer
  • Only Fixed Series Tickets: make this Offer apply only against Tickets bought as part of a Fixed Series subscription
  • Either: include tickets bought as part of a Fixed Series subscription, as well as Tickets that aren't

Click ‘Next’ to proceed. 

Set Limits on the Offer

Here you can choose how to limit the use of your Offer.

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To apply a limit to your Offer, choose one or more of the options from the list. For each limit, you can set Max Applications (the maximum number of times the discount can be applied) and/or Max Discount (the maximum value of discount).

  • Per Event: The maximum number of times the discount can be applied or the maximum value of the discount that an Offer can apply. Events included in the Event criteria will have their own allocation of applications or overall discount value. For example; a 'Family Package' Offer which can be applied up to 30 times across the whole run of ‘Aladdin’ and 30 times across the whole run of ‘Jungle Book’.

  • Per Event Instance: The maximum number of times the discount can be applied or the maximum value of the discount that an Offer can apply per eligible Event Instance. Each Event Instance included will have its own allocation of Offer applications or overall discount value. For example; a 'Family Package' Offer which can be applied up to 30 times on each individual Instance of ‘Aladdin’.

  • Per Offer: The maximum number of times the discount can be applied overall or the maximum amount of discount an Offer can apply across all eligible Events. For example; a 'Family Package' Offer which can only be applied 30 times in total whether booking for ‘Aladdin’ or’ Jungle Book’.

  • Per Customer: The maximum number of times the discount can be applied or the maximum amount of discount an Offer can apply per individual Customer, an Offer which gives a ‘Free programme with 2 Adult Tickets’ the first time someone books either ‘Aladdin’ or ‘Jungle Book’ that could not be used to get free programmes for both.

  • Per Customer Per Event: The maximum number of Tickets that can be discounted or the maximum amount of discount an Offer can apply per individual Customer for each eligible Event. For example, a 'Free programme with 2 Adult Tickets’ Offer for the first time someone books for ‘Aladdin’ AND the first time they book for ‘Jungle Book’.

  • Per Membership Period: The maximum number of times the discount can be applied or the maximum amount of discount an Offer can apply per Customer across all Events during their Membership period, for example an Offer that gives Members up to 3 free programmes each year they’re a Member.

An Offer with any ‘per Customer’ limits will only apply once a Customer has logged in online or been added into the Basket in the Sales Interface.

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  • Display Offers with ‘per Customer’ limits before a Customer logs in: By default, an Offer with a ‘per Customer’ limit will only apply once a Customer is in the Basket or has logged in online.  However, ticking the ‘Override this...’ box will enable your Offer with per Customer limits to apply even before a Customer has logged in or been added to the Basket. This can be useful if you want an Offer to calculate the potential discount a Customer could gain.

Use this override wisely!  Enabling the override will make an Offer appear to apply before a Customer has logged in/been added to the Basket; but if that Customer has already reached the per-Customer limit of that Offer, it will be removed from their Basket/Cart once they are logged in.

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  • Select the Offer's Limit Groups: If you'd like to add a limit group to the offer, this can be done by selecting the name of the Limit Group in the left-hand ‘Available Offer Limit Groups’ column, then click the > button to add it into the ‘Selected Offer Limit Groups’ column.
  • Offer Limit Groups allow you to set limits across a group of Offers. This ensures that Customers can’t take advantage of discounts, even if they’re eligible for multiple Offers. If you’d like to include this Offer in an Offer Limit Group, you first need to have it set up. 

You can get more information in our article about Offer Limit Groups.

Click ‘Next’ to proceed. 

 

Specify who’s eligible to use the Offer

If you want all your Customers to have access to an Offer, leave this section as it is. But if you want to restrict an Offer so that only certain Customers can use it, you’ll need to set some eligibility criteria.

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Each subsection includes different types of criteria. Setting these will determine if a Customer is eligible to use the Offer. To select your criteria, click on the relevant subsection:

  • Tags: all Tags in your system, organised by Tag Group. If you add a Tag to the eligibility criteria, the Customer will have to have that Tag on their account in order to use the Offer.

  • Attributes: all Customer Attributes that are set up on your system.  If you add a Customer Attribute to the eligibility criteria, the Customer will have to have that Attribute on their account to be able to use the Offer.

  • Memberships: all Memberships that are currently available on your system.  If you add a Membership to the eligibility criteria, the Customer will have to have that active Membership to use the Offer.

  • Promotion Codes: requires Customers to enter a Promotion Code to use the Offer or for your box office staff to select the appropriate Promotion Code in the Basket of the Sales interface. If you don't already have a Promotion Code for your Offer, click the 'New' button to set one up. 

  • Criteria Groups: all available Criteria Groups that are set up on your system. If you add a Criteria Group to the eligibility criteria, the Customer will have to be included in the specified Criteria Group to use the Offer.

Drag and drop the criteria into the ‘Drop criteria here’ area to apply it to your Offer’s eligibility. As with other criteria pickers, you can combine criteria using the AND, OR and NOT rules.

You can get more information in our article about the Customer Eligibility Chooser. 

If you want an Offer that is only able to be manually applied by box office staff, and is not based on any Customer eligibility rules, then you can use a Promotion Code. If you set a Promotion Code as unavailable for web then this can be applied to a basket by a staff member.

Click ‘Next’ to proceed.

 

Configure how the Offer appears on your Website

If you want an Offer to be available to Customers online, check the ‘Active on website’ box, and you’ll see website configuration options appear. Leaving it unticked will mean the Offer is only available on the Sales Interface.

You don't need to add any further information here beyond the Offer name, however the other fields might be useful if there is additional information about the Offer that needs to be shared. For example; terms and conditions or information about the Events or items included in the Offer.

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  • Display on Price List on Web: If your Package Offer only includes tickets (and not merchandise), you can select this option to display the full cost of the Package in the Price List on the Choose Seats iFrame. It will appear alongside the other single ticket prices below the Seating Plan.

  • Name on web: The Offer name Customers will see online.

  • Description on web: The Offer description Customers will see online if you are using an Offers iFrame page (not the same as the 'Offer description' field in Step 1).

  • Web URL: If this Offer already has its own page on your website, add it to this field. This is instead of Offer Page Content. This will turn the Offer Name into a hyperlink everywhere it appears and link to this page on your website.

  • Show in online savings panel: Check this box if you want the Offer to be advertised to eligible Customers when they’re adding items to their Basket/Cart. (Please note your page might look slightly different to the below - depending on how your web developer has styled your booking journey)

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  • No website content necessary: Check this box if you’ve already entered a Web URL above, or, if you don't need to share any additional information about the Offer with the customer online. If you haven't entered the URL above and have checked this box, the Offer name will be plain text, not a hyperlink.
  • Offer Page Content: If you want to share more information about an Offer online in addition to the above, and you don’t have an independent Offers page on your website, you’ll want to complete the Offer Page Content field. You can use Wikitext to format your Offer Page Content - just refer to the Wikitext box that appears on the right when editing the Offer Page Content. Filling in information in this field will generate an iFrame page with the information you have inputted, which the Customer will be taken to when the Offer Name is clicked. 

You only need to complete the Web URL field if you plan to send Customers to a dedicated page on your website with information about this Offer. 

Click ‘OK’ to finish creating your Package Offer.

 

Test your Offer

Always test your Offer to ensure it's working as intended.

When testing:

  • Try the Offer in the Sales Interface, online, or both (depending on where it should apply) 

  • Add the relevant number and combination of Tickets into a Basket.

  • If your Offer has any 'Per Customer' limits, make sure to add a Customer to the Basket who meets the eligibility criteria.

  • Try buying the same Tickets without meeting the eligibility criteria to ensure the Offer doesn’t apply where it shouldn’t.

  • Don’t forget to double-check the Offer’s limits too!

  • If you need to edit your Offer, return to the Admin Interface, locate it and click the 'Edit' button. You'll see the same configuration options as before.

If you need to test your Offer online, and you don’t want Customers to be able to use it yet, try temporarily amending your Customer Eligibility Criteria. Set up a Customer Tag called ‘Offer Testing’ in the Admin Interface. Then edit the Offer by adding the ‘Offer Testing’ Tag as eligibility criteria with ‘AND.’  Return to the Sales interface and add the ‘Offer Testing’ Tag to your Customer Record. Test your Offer, then remove the Tag from your Customer Record, and remove it from the eligibility criteria in the Offer setup.

You should now be able to set up and edit a Package Offer in Spektrix.

For more guidance about Offers, see the Offers section of the Support Centre.