Package Offers can apply a fixed value or a percentage discount to a group of Tickets or Merchandise items. To be eligible for the discount, the customer must have the qualifying number of Ticket Types or Merchandise items in their Basket/Cart.
Before you read this guide, make sure you're familiar with:
Before setting up a Package Offer
Consider the following questions before setting up your Package Offer:
- What is the discount value?
- Which Instances or Merchandise Items will the Offer apply to?
- How long will the Offer be available?
- Who is eligible for the Offer?
- Will you limit the number of times this Offer can be applied?
- Will you limit the Offer to specific Ticket Types, Price Bands or Fixed Series subscriptions?
- Will this Offer interact with any other existing Offers? If so, do you need to create a Priority Group or a Limit Group?
How do Package Offers work?
Package Offers can be used to apply a discount to a combination of Ticket Types or Merchandise Items. You cannot use a Package Offer to discount a combination of Tickets and Merchandise Items. Package Offers for Tickets will only apply to Tickets purchased for the same Event Instance. There are two ways you can configure a Package Offer discount:
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Discount by will let you set a fixed value or percentage to remove from the total price of the Ticket Type or Merchandise item.
- Discount to will let you set a fixed value to reduce the total price of the Ticket or Merchandise Item.
Offers apply the discount to the Price of the Ticket or Merch Item, which includes VAT/taxes and levy. Commissions are not calculated as part of the discount; however, you can opt to waive commissions when applying an Offer.
To create 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 for two Adult and two Child Tickets or one Adult and three Child Tickets will need to be set up as two different Family Package Offers.
TIP: You can’t discount one item by a percentage and another by a fixed value in the same Package.
How to set up a Package Offer
To set up a Package Offer, follow the steps below:
- Go to the Admin Interface > Other > Offers
- Click the Add Package button
TIP: To access the Admin Interface, you’ll need the General Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.
1. Basic details
Complete the Basic details to set up your Offer:
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Name (required): Enter a descriptive name for the Offer. The name will be visible to Customers on your website if the Offer is available online (you can enter a different name to appear online in the Website section of setup).
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Description: Use the description to add information that is useful for other users in your organisation.
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Priority group: If required, select an Offer Priority Group. By default, new Offers will be added to the lowest priority group.
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Image: Upload an image to appear alongside this Offer in the Online Savings Panel.
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Image Alt Text: If you have uploaded an image, enter an image description for web accessibility.
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Start date, time: Enter the date and time you want the Offer to start. If you leave this blank, the Offer will be available as soon as you save it (if the active in box office / website boxes are also checked).
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End date, time: Enter the date and time you want the Offer to end. If you leave this blank, the Offer will remain active until it is deactivated.
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Active: Check this box to make the Offer active. This box alone does not make the Offer available in the Sales Interface or online.
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Active in box office: Check this box to make the Offer available to users in the Sales Interface.
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Total applications: Once the Offer is live, this section will automatically populate to show the total number of times the Offer has been applied to date.
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Total items: Once the Offer is live, this section will automatically populate to show the total number of items the Offer has been applied to date.
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Total discount: Once the Offer is live, this section will automatically populate to show the total value of discounts an Offer has been used to date.
- Offer Attributes: Any custom Offer Attributes you have configured can be set here.
Click Next to move to the next section.
2. Discount
Complete the Discount details:
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Add ticket item: Select the Ticket Types you want to include in your Package. Each Ticket Type you select will then appear underneath the Item section.
- Add merchandise item: Select the Merchandise Items you want to include in your Package. Each item you select will appear underneath the Item section.
REMINDER: Package Offers can be used to apply a discount to a combination of Ticket Types or Merchandise Items. You cannot use a Package Offer to discount a combination of Ticket and Merchandise items.
In the Item section, you can set:
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Qty: The number of each item required for the Offer to apply.
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Discount?: Check this box against the item(s) you want to apply the discount to. You will need to choose at least one item to discount. When this box is checked, you can set the discount amount or percentage.
- Waive Cmsn/Dlry?: Check this box to waive Ticket Commissions on Tickets or Delivery Commission on Merchandise Items.
In the discount logic section, you can set:
- Discount by/to: From the dropdown select Discount by or Discount to. Discount by will let you set a fixed value or percentage to remove from the total price of the Ticket Type or Merchandise item. Discount to will let you set a fixed value to reduce the total price of the Ticket or Merchandise Item.
- £/$/€ / %: Choose to discount by price or percentage.
- Price bands: Choose to discount Ticket Types in all or specific Price Bands.
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Split out discount by band?: If you choose
Discount by and Specific bands you
can check this box to enter a different discount per Ticket Type for
each Price Band. This means you can discount tickets in each Price Band
by a different value or percentage.
- Minimum price an item can be discounted to: Set a minimum price per item. If you set the minimum price at £5, then the item will never be discounted to less than £5. The default minimum is 0.
- Minimum Basket Value: Set a minimum Basket value. The Offer will only apply when customers meet the minimum Basket/Cart value.
Click Next to move to the next section.
3. Event Criteria
For Package Offers which only contain Merchandise, you do not need to specify the Event Criteria.
For Package Offers containing Tickets, you can choose to limit the Offer for Tickets to specific Instances.
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All Events: Choose this option to have the Offer apply across all of your Events. Choose this option for Package Offers which only contain Merchandise.
- Specific Event(s): Choose this option to specify which Events or Instances the Offer will apply to. To specify the Event Criteria, drag and drop the Event metrics you want to use to filter in or out certain Instances. To learn more about how to choose specific Events and Instances, read the Event Criteria article.
REMINDER: Your Package Offer will only apply to Tickets purchased for the same Event Instance.
Click Next to move to the next section.
4. Specify Fixed Series criteria
If you have a Fixed Series subscription set up on your system, you can choose whether or not to include those tickets in this Offer.
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Not Fixed Series Tickets: Exclude all tickets bought as part of a Fixed Series subscription from the Offer.
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Only Fixed Series Tickets: Only apply this Offer against Tickets bought as part of a Fixed Series subscription. All Fixed Series Subscription tickets that meet the Event and Ticket Criteria will be included.
- Either: Include tickets bought as part of a Fixed Series subscription, as well as Tickets that aren't. All Fixed Series Subscription tickets that meet the Event and Ticket Criteria will be included.
Click Next to move to the next section.
5. Limits
In the Limits section, you can choose how to restrict the use of the Offer.
You can limit the Offer per:
- Event
- Instance
- Offer
- Customer
- Per Customer per Event
- Per Customer per Event Instance
- Per Membership period
To apply a limit, check the box next to your preferred limit. For each limit, you can set the number of applications in the Max Applications box. This dictates the number of times the Offer can be applied.
Click through the tabs below to understand each type of Offer limit.
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Per Event: The maximum number of applications of the offer per Event. For each Event that is included in the Event criteria, the Offer can be used the specified number of times.
For example, if you apply a limit of "3" per Event, then the Offer can be used three times on each of the eligible Events.
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Per Event Instance: The maximum number of applications of the offer per Instance. For each Instance that is included in the Event criteria, the Offer can be used the specified number of times.
For example, if you apply a limit of "3" per Instance, then the Offer can be used three times on each of the eligible Instances.
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Per Offer: The maximum number of applications of the offer.
For example, if you apply a limit of "3" per Offer, then the maximum number of applications is three. The three per Offer limit can be spread across one or more Events, one or more Instances, and one or more Customers. In its lifetime, this Offer can be applied a maximum of three times.
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Per Customer: The maximum number of applications of the offer per each eligible Customer.
For example, if you apply a limit of "3" per Customer, then the maximum number of applications for each Customer is three. The three per Customer limit can be spread across one or more Events and one or more Instances. There is no limit on how many customers can use this Offer, just how many times each customer can use it.
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Per Customer Per Event: The maximum number of applications of the offer per each eligible Customer for each eligible Event.
For example, if you apply a limit of "3" per Customer per Event, then the offer can be applied a maximum of three times for each customer for each event. The three per Customer per Event limit can be spread across one or more Instances.
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Per Customer Per Event Instance: The maximum number of applications of the offer, per each eligible Customer and Event Instance.
For example, if you apply a limit of "3" per Customer per Event Instance, then a maximum number of three offers can be used for each Customer for each Event Instance.
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Per Membership Period: The maximum number of applications of the offer per eligible Customer during a Membership period.
For example, if you apply a limit of "3" per Membership period, then a maximum number of three offers can be used for each Customer during a Membership period.
This limit should be combined with a Membership eligibility. Only one type of Membership can be added to Eligibility per Offer. Non-members won’t be eligible if this limit is set.
- Override this…: Any Offer with a per Customer limit will only apply once the Customer has logged in online or is added to the Basket/Cart in the Sales Interface. You can override this behaviour by checking the Override this… box. This can be useful if you want an Offer to calculate the potential discount a Customer could gain. Checking the Override this... box will mean that the Offer will apply before a Customer has logged in or is added to the Basket/Cart. 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.
- Select the Offer's Limit Groups: To add a limit group, select the name of the group on the left, then click the > button to add it to the Selected Offer Limit Groups column. To learn more, read our article on Offer Limit Groups.
Click Next to move to the next section.
6. Eligibility
Eligibility dictates which Customers can access an Offer.
To make this Offer available to all Customers you do not need to populate the Eligibility section. If the Offer is available to all customers, then it will apply before a customer is added to the Basket/Cart.
To limit the Offer to certain Customers, set the Eligibility Criteria:
To specify the Eligibility Criteria, drag and drop the Customer metrics you want to use to filter in or out certain Customers.
To learn more about how to choose specific Customer Eligibility Criteria, read the Customer Eligibility article.
TIP: To set up an Offer that can only be manually applied by box office staff, and is not based on any Customer eligibility rules, then you can use a Promotion Code. Set the Promotion Code as unavailable for web so that it can only be applied by a member of your team.
Click Next to move to the next section.
7. Website
In the Website section, you can choose how the Offer will appear to Customers online:
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Active on website: Check this box to make the Offer available to Customers and Agents online. Leaving it unchecked will mean the Offer is only available on the Sales Interface and cannot be applied to transactions using the Agency API.
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Display in Price List on Web: If your Package Offer applies to Tickets, check this box to display the full cost of the Package in the Price List on the Choose Seats iframe.
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Name on web: When creating a new offer, the name of the Offer will auto-populate. However, you can enter a different name for Customers to see online.
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Description on web: If you’re using the Offers iframe, enter a description for Customers to see online.
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Web URL: If this Offer already has its own page on your website, add the URL to this field. Where the Offer Name appears, it will be hyperlinked to this URL.
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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.
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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.
- Offer Page Content: Populate this section to create an iframe page about this Offer. Where the Offer Name appears it will be hyperlinked to a page, which shows this content. You can use Wikitext to format your Offer Page Content.
Click Save to finish setting up your Package Offer.
Test your Offer
Always thoroughly check your Offers before advertising them to Customers. When testing:
- Try the Offer in the Sales Interface, online or both (depending on where it should apply).
- Test your Offer across different Events to check the Event Criteria.
- Test your Offer across different Customers to check the Customer Eligibility.
- Try buying the same Tickets without meeting the eligibility criteria to ensure the Offer doesn’t apply where it shouldn’t.
If you need to edit your Offer, return to the Admin Interface, locate it and click the Edit button to make further changes.
Testing online
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. To do this:
- Set up a Tag called Offer Testing.
- Edit the Offers Eligibility Criteria to include only Customers with the Offer Testing Tag
- Apply the Tag to your Customer Record
- Test your Offer online, then remove the Tag from your Customer Record and the Eligibility Criteria.