Manage subscription step 1

Step 1: General Information

Subscription Details

Subscription name: This is the main identifier of your subscription/package that will be displayed in the backend and online to customers. An example could be ‘2021 Season’.

Highlighted information: This allows you to enter any important information that you believe should be highlighted against the subscription online. For example, “Buy now before (date) to benefit from this package.”

Description: This will be your identifying description to get more of an understanding of the subscription/package itself plus any further key information for customers to understand what’s being offered.

Video URL: Allows you to add a YouTube video URL. Format must be This is great for promotional material and can be a good selling point. Please note ONLY YouTube video links will work and this will rotate in the image area online.

Subscription image: This is the area where you can upload multiple images to promote your subscription/package. These are the title images that appears when you select the subscription/package. Use a high-quality image – up to 2 mega bites: 800 pixels x 600 pixels.

Select Events & Products

This is the area where you add the content of your subscriptions. All of these are drop-down boxes that will populate all of your events/sessions, merchandise and memberships that you wish to apply to this subscription/package. You have the option to filter the drop-down lists if you need to narrow down your search.

*Please ensure that you select no more than 50 sessions/products at time to add to the grid below to ensure best performance.

Events/Sessions: When selecting this drop-down box, it will populate all of your events/sessions to the table below. You can expand each event/session to include a specific performance down to session times or select the entire event/session itself, it’s up to you!

Merchandise: When selecting this drop-down box, it will populate all of the merchandise items you wish to include in your subscription/package. Again, you can expand each product/item to only include certain t-shirt sizes, for example.

Membership: When selecting this drop-down box, it will populate all of the memberships that you wish to add.

Once you are happy with all of the items and events/sessions you have added to the subscription/package simply click on the ‘+ Click To Add To Table Below’ button to add these.

Subscription/Package Types

This is the main area where you create the type of subscription/package you desire, when clicking on the ‘+ Add Type’ a popup window will appear for you to enter your subscription/package type details. You can add as many types as you wish here, or you may want to create each separately depending on the content of the subscription.

Subscription/Package Type Name: This is the main identifier of your subscription/package type. For example, ‘6-play package’, ‘8-play package’, ’10-play package’ or ‘Opening Night package’. It could also be that the subscription/package name is 2021 Season and you wish now to create Gold package and a Silver Package types.

Description: This will be your identifying description to get more of an understanding of what is the subscription/package type. For example, you would want to add that this could be a numbered performance or event package.

Is Inventory applicable? Is this a subscription/package that you wish to have inventory allocated to it? If ‘YES’ enter the inventory amount you wish to cap this subscription/package at. If ‘NO’ this will have unlimited stock.

Fixed or Flex plan: Is this a fixed or flexible package plan? If this is a fixed plan you will need to select the events and products that you want to be included and the customer will have to choose all of them. For example, a football 12-month season subscription where the customer will get 12 games (1 per month) is a fixed plan. But if this is a flex plan, the customer is allowed to go to any number of performances that you allow in the box below. Just enter the number you wish this to be capped at and they can pick and choose from the options.

Only applies to events: If you select ‘NO’, this package type will apply to all events, product items and memberships you choose. Enter a minimum and maximum amount that will apply to this package. For example, the rules may be that the customer has to pick a minimum of 3 items, up to a maximum of 10 items from the options given. Please remember the minimum value should less or equal to the added events/products. If you select ‘YES’, this particular type will only apply to the event/sessions you choose. The same rules apply for min and max.

Subscription/Package Types Table

This is the main area that you can make any changes to your subscriptions/package types on the fly. You can update any events/products/memberships or even make them inactive/active if you wish to isolate what’s available to each of the subscription/package types. You can also edit the package type details by clicking on ‘Edit’ from the table and choose which items from the table are ‘Mandatory’.

Above: Example of what the table may display at the top.

The table will show you details of each package type such as the min and max, whether it’s fixed or flex and also if there is an inventory amount. From here, you are able to flick the switch on ‘Select All Is Active’, which will make all options active for that type. You may want to do this then make a select few inactive by going to that individual performance/item. Mandatory items are those that the customer must choose as part of the package. For example, they might have 10 options and a choice of 4 events/items in the package. If you’ve made 2 of those options’ mandatory, then they will need to make up 2 of the 4 items selected. There is a ‘Select All Is Mandatory’ tick box that you may check.

Above: Example of the table once expanded on a specific event/item.

From the table you can also individually choose which events/items are active/inactive or mandatory. Active/inactive is shown as a switch (orange meaning active) and this signifies whether that individual event/item or performance will be an option in that package type. Mandatory events/items are shown as a tick box and you have the option of ticking the box in the header of the event/product/membership which will select all options associated with it or choose individual performances, items or membership levels. It is important that you go through this table carefully as this builds the structure of your subscription and package types.

Marketing And Social Media

Marketing Codes

Do you want to modify marketing codes for this Subscription? 

By selecting yes, you can change the default marketing code question and choose/add your own marketing codes. If you select no, the previously set up global marketing codes will apply. If you update your marketing codes below, this will also update your main marketing code templates list available under Marketing > Marketing Codes. Click ‘Manage’ to manage your global marketing codes template list.

Enter marketing code question e.g.  How did you hear about us?

Change the default marketing code question that will appear for this subscription.

Tool tip: When people purchase, both back end/internal sales staff and online customers will view the marketing code question.

Select the marketing codes you wish to associate with this subscription

Select marketing codes from the drop-down list or click ‘Add’ to add a new marketing code. Any marketing codes created will also be added to your global marketing code templates list available under Marketing > Marketing Codes. To link directly to your main global marketing code templates, select ‘Manage’.


Select the marketing opt-in messages you wish to activate for this.

Opt-ins are a form of permission marketing where users/customers “opt-in” to receive follow-up communication via a specific communication channel. For example, opt-ins can be employed to send further information about what you have on offer to customers or to add them to specific mailing lists.

Manage Global Opt-In
Click here to edit an existing global opt-in or add an opt-in that you wish to display in the entire system. Please read the HELP wizard on the page carefully to get an understanding of the process.

+ New Sub & Package Opt-In

Click here to add a subs and packages opt-in, which means that it will only apply to this particular subscription. This option is available so that your organisation level opt-in grid isn’t clogged by opt-ins that are only going to be used once.

Social media integration

If you would like to integrate social media (Facebook, Instagram) for this Subscription, please select your preferences below.

Tool tip: Set your social media defaults in Marketing > Social Media.

Social media settings allow you to change your specific settings for particular subscriptions. You need to account for scenarios where this offering may be private and therefore not available on social media or where the package may require a specific direct link to Facebook.


URL for the Subscription’s Facebook page?

This is the specific URL for your subscription’s Facebook page. By adding the URL here, our system will connect ‘likes’ to the Facebook page. 

Do you want to enable Facebook likes?  This will enable Facebook likes to your Facebook page.

Share Settings

Do you want to enable social media share settings? Allows people to share to Facebook, Instagram…

This allows you to turn on ‘Social Media Share’ so that people can share your subscriptions/packages. You can choose how your customers share by selecting your preferred social media platforms and choosing the look and feel of the buttons presented online with 4 options given (grey, square, coloured, circle). We recommend turning on as many options as available. The more sharing, the more likely other people will see what memberships you have to offer. Social media options are visible to people right up to the confirmation page and confirmation email. Let your people spread the word.

Emails And Messages

Activate Internal alerts?

This message will appear during the sales process to alert your operators of any Subscription specific important information.

Internal alerts appear as either a splash alert just below the header or pop up where the operator needs to press OK to confirm. The alert can either occur at the start of the sales process (i.e. you need to warn the customer before purchasing) or on the Finalise Order screen.

Activate Online Alerts?

This message will appear as a pop-up during online sales to alert customers of any important information.

Online alerts appear as a pop up where purchasers need to press OK to confirm and continue with their purchase. The alert can either occur at the start of the sales process (i.e. you need to warn the purchaser before purchasing) or on the Finalise Order screen.


Messages – Sold out, Unavailable and Allocation exhausted.

These messages are from Organisation Settings and can be edited and saved for this Subscription only. 

In Settings > Organisation Settings, you have the ability to add your default sold out, allocation exhausted (meaning that tickets are sold out online, but counter could still be processing sales via held tickets/seats, i.e. for members only, promoters) and Unavailable. You could advise customers that a limited number of tickets may be available at the door.

Click Yes to “Would you like to customise your messages for this Subscription?”. Click the pencil icons to edit.

Sold Out

This message displays when a subscription has Sold Out.


This message displays when a subscription in unavailable. This can occur, for example, if you have created a 6 Play Package and there are only 3 plays left showing,

Allocation Exhausted

This message displays when a subscription’s allocation has been exhausted but may still be available via the backend.

Confirmation Email

There is only one email template per organisation which you can edit or preview. See below for some minor additions you can make specifically for this Subscription.

Do you want to add a special note?

Tip: Your special note will be added to the confirmation email to alert your purchasers of important information outside of your terms and conditions.

Do you want to attach additional documents or files?

Select the document from the list or click ‘Add’ to add a document. Click on ‘Select a File To Upload’, enter a file name and description, if preferred, and click Save. You can also click on ‘Manage’ to manage any centrally controlled documents that might be being shared by multiple events/activities and products you are creating.

Example of document use: a document could be a form that needs to be signed and returned for an event. Documents will be attached to the confirmation email and be printed if that option is available. For Standard and Enterprise customers, batch printing/bulk printing (i.e. for mail and collect at ticket counter on the night of a show) will display the option to print documents as well.

Terms and Conditions

Do you want to modify Terms and Conditions for this Subscription?

Select YES if you want to modify your terms and conditions for this subscription from your organisation terms and conditions i.e. the terms and conditions for a subscription may be tailored compared to your global default.

Options And Add Ons:

Online sales

Is this a featured subscription in online sales? If yes, this Subscription will be displayed at the top of the ‘what’s on’ page, and highlighted in a different style format.

In sales, display items for selection by Event or by Session: This will determine the way that the options will be displayed, either by ‘Event’ or ‘Session’ in the purchasing flow. If it is a mandatoryitem, it will break it out from the list. For example, if you have an event selected with multiple sessions, will you display the Event itself and be able to expand for sessions, or do you want to have all of the sessions displayed automatically?

Set a specific exchange fee for this subscription/package? The default exchange fee in the system is $5 which can be changed at any time in the Organisation Settings. As people that have a subscription/package are generally premium customers you may want to edit this so there aren’t any fees, it’s up to you! If you select YES, enter a dollar value you wish to change the exchange fee to for this subscription only. Enter ‘0’ for no fee.

Allow staff to override the exchange fee? This will allow certain backend staff with sales privileges to override the exchange fee to 0, for example, for premium customers.

Enable Donations? Select a campaign from the list to make your fundraising campaign(s) available when people purchase a subscription. Fundraising campaigns can be setup via the Fundraising/Donations menu.

Tool tip: You can create fundraising campaigns specifically for your organisation or for specific campaigns that you may be supporting e.g. Cancer Council Foundation.

Activate All Campaigns for this Subscription? By selecting YES, all active campaigns will be associated with this subscription. You will also have the option to set a default campaign in this instance.

Cross-sell related events and products? Sell similar items or other items that would be of interest.

Tool tip: Enter Headline Text e.g. Customers who purchased xxx also bought these.

You are able to add up to 4 cross-sell items e.g. 1 cross-sell could be another subscription or click here to purchase other t-shirts available. You can also mark a ticket type/discount when building an event/activity as an exclusive offer so you could do a deal where if you purchase a t-shirt, you get 10% off selected events.

  1. Click Add Event/Product to add a cross-sell.
  2. Select relevant module and items that will form part of the cross-sell.
  3. Select relevant items from your list to be associated with the 1 cross-sell.
  4. Upload an image for your cross-sell
  5. Add a sub-heading, e.g. purchase a comedy show and get 10% off
  6. Add a description to explain further information about the cross-sell.
  7. Repeat the process above up to 3 times to add 4 different cross-sells.