Allows you to sell merchandise/products such as drinks, programs or company branded t-shirts as either stand-alone items and/or as part of an experience (e.g. purchase an event and buy a drink at 20% off). When building an event/activity, you’ll be able to select one or more items as an up-sell experience. Merchandise items can also be created as up-sell only, meaning that you cannot buy the item without an event/activity.
Searching merchandise – Simply enter the term you want to search for, select from Active, Inactive or All, and click SEARCH. Please remember to click CLEAR FILTERS to see your full list after a search.
Active – Switch an item or sub item to inactive at any time straight from the table rather than having to go into the merchandise build. For example, you may not want to sell your Small t-shirts but may still consider selling the Medium and Large sizes.
Product Name – This is the name of the product (as you may have already guessed). If you have multiple types of the product, simply click “+Types” to expand and get the full details of the product types. At any point, click ‘Edit’ to change the name of the product in the Product Name column. You must press ‘Save’ to save your changes (green disk icon). Press the (x) icon to cancel any changes. You can also change product types by following the same process after expanding “+Types”.
Category – Thisis thetype of product specifically. If you classify a product as a type, you can generate a report to check how many sales have occurred by product category, which will save you having to select all product type items to view the sales data. There is no global area to manage categories apart from within the creation or editing of a product.
Date created – When the product was created.
Last modified – When the product was last modified.
Inventory – How many you have to sell (if applicable). If no inventory applies, the inventory will be set to Unlimited. If you have multiple types of products, e.g. small, medium and large, and each has a varied inventory, a range will be displayed which could be e.g. 1- unlimited.
Sold/Available – No prizes for guessing that his is how many products have been sold and how many are available. Your Inventory cannot be less than Sold. For example, if you have sold 4 products, your inventory can never be less than this amount.
Tool Tip: To show a product as sold out, reduce the inventory to equal the sold count (e.g. 4 inventory 4 sold).
Edit (allows you to edit the product), copy (copy a similar product and save time)and delete (delete the entire product) as long as there have been no sales. If sales have been processed, please make the product Inactive. The delete icon will not appear if there have been sales processed.
CREATE NEW PRODUCT
Click the button “+Create New Product” to create a new product.
Product ID: This is the unique identifier of the product.
Status: This is the status of the product:
- Active (Live): The product is live and ready to sell online.
- Active (Incomplete): The product is missing information to go live.
- Active (Off-sale): The product is now off-sale based on validity.
- Inactive: The product is inactive and no longer available for sale.
Private: Ability to make a product private and only accessible via a direct link.
Edit page settings: Allows you to customise the first page of the this build for enterprise clients to your specific requirements. You can change the order of the fields by dragging and dropping the fields into the desired position, how many characters the field size should accept (e.g. change the description number of characters accepted), whether the field is compulsory and must be completed or you can simply hide functions that you don’t intend to use. This is an important means of ensuring your build occurs according to your requirements.
Once you click Page settings, simply make your changes and click Save Settings.
STEP 1: GENERAL INFORMATION
What is the name of your product?
Yep, you guessed it – this is the name of the product (e.g. drink voucher, t-shirt). If you have types, (e.g. XL, L), they are created on the following page.
Write a short description that explains what the product is about.
Tool Tip: A Product Description is the marketing copy that explains what a product is and why it’s worth purchasing. The product descriptions purpose is to supply customers with important information about the features and benefits of the product, so they’re compelled to buy.
Product images and video
This image or video will display af the top of each product page and as a tile in the online store. Use a high-quality image – up to 2mb: 1200 × 900px (4:3 ratio). You can add multiple images and images will rotate.
Click upload image and select your image. Click Crop and Upload to crop the image to the size accepted. Repeat the process for multiple images. Your file size cannot exceed 2mb.
Add Video URL- I icon
Allows you to add a YouTube video URL. Format must be http://www.youtube.com.
This is thetype of product (e.g. T-shirt, program, drink voucher). Select a type from the drop-down list or click ‘Add Category’ to add a new type. Select a category from the list and click the ‘Edit’ icon to edit an existing category.
Tool Tip: By creating product types, you can generate a report to check how many sales have occurred by product type. This will save you time in having to select all items within the category to view (e.g. total sales, inventory and sold). There is no global area to manage product types apart from within the creation or editing of a product.
Do you want to generate a ticket/voucher for people who purchase this product?
Tip: By selecting NO, you’ll need to select Email Confirmation Only as your delivery type.
IF click YES, content is:
Select a template from the list below and people who purchase will be sent an e-voucher.
Click ‘Add’ to add a new template, ‘View’ to view the template and ‘Edit’ to change the details of the template (Standard and Enterprise plans only). We will email the voucher to the customer’s nominated address. The voucher can then be presented to the collection area and/or redeemed (e.g. at the bar for a drink). Scanning can be enabled to ensure that eTickets/vouchers are not duplicated.
Printed Ticket Layout:
Select a template from the list below and people who purchase will have their voucher printed.
Click the ‘Add’ icon to add a new template, ‘View’ to view the template and ‘Edit’ to change the details of the template (Standard and Enterprise plans only). Depending on your delivery methods selected below, all tickets will be printed via a Boca ticket printer. You can also print an A4 page to a local printer. The voucher can then be presented to the collection area and/or redeemed (e.g. at the bar for a drink). Scanning can be enabled to ensure that eTickets/vouchers are not duplicated.
Free text field
Enter any additional information about the product e.g. must be redeemed at the bar or any highlighted terms and conditions.
This is a free text field where you enter content that will then appear on the vouchers for the merchandise item. For example, add a special note such as “please take your voucher to the bar at least 45 mins before show time”.
How do you want your tickets/vouchers to be delivered? Select at least one option below by clicking the active switch.
Tip: To enable the delivery options eTicket and/or local printer as a delivery method, please switch on ‘Send Ticket/Voucher’ and select a template.
Please note: If you select Email Confirmation Only, all other delivery options will be disabled as the system will assume that the customer/patron will only receive an email – and no tickets will be issued.
For further details about delivery options click here.
Depending on your plan and access, select a delivery type from the list below. Click Manage Global Delivery Methods to customise your delivery methods if required (for Standard and Enterprise clients). You can also access your default delivery methods (Standard and Enterprise customers) by clicking on Settings > Organisations Settings > Sales & Delivery.
For basic account customers, your defaults are set to Email Confirmation Only (no vouchers are issued), Local Printer (vouchers are printed as A4 to a local printer), eTicket (sent as an attachment to the confirmation email) and mobile phone (an SMS is sent to your mobile/cell number with a link to access the barcodes). For Apple users, you can add barcodes to your Apple Wallet for storing and easy access.
Restrict this merchandise to a specific venue for redemption?
This allows you to restrict the merchandise item to specific venues. This is useful for organisations running multiple venues through the one system and need to restrict the selling of the voucher to specific venues.
Restrict this product as an Upsell or Add-on only?
If YES, this product will not be available for purchase as a standalone product.
This allows you to restrict the merchandise/product to an upsell only. When creating an event/activity, you’ll be able to select this product as an upsell e.g. purchase an event and get a program or branded t-shirt that is only available for people who attend the event/activity. You can also discount merchandise items that are an upsell option (e.g. purchase a drink voucher in advance of the session/performance and get 20% off). If restricted, the merchandise item will not be available in the merchandise page or the main listing page.
Scanning: Scan vouchers to verify validity?
Use the TicketSearch app available from the App Store or Google Play store and scan vouchers to verify their validity. Scanning will help you understand how many people have purchased vs. how many redeemed. Also be alerted if a voucher is scanned multiple times. For example, scan all vouchers at the bar – which might be separated by the ticket collection counter and entry.
MARKETING AND SOCIAL MEDIA
Would you like to turn OFF marketing codes for this product? i.e. how did you hear about this event/product?
Do you want to modify marketing codes for this product?
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 event/product.
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 product
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’.
ADD MARKETING CODE
Enter the name of your Marketing Code and select or create a Marketing Code Group (groups option is for Enterprise only). Select whether the marketing code is available Online (display in online sales) for customers to select, Backend (display in back office sales) which is from an over-the-counter sale and/or in private links (Use in private links).
‘Use in private links’ is useful if you send out an email campaign and you add the extension to your sales link created in the ‘Link Generator’. The system will track the sale and include the sale in the marketing code report. You’ll then be able to track how many customers purchased using the marketing code, how many sales were attributed and total revenue. It’s important to note that the marketing code will not be visible at all during the sales process as the customer has already responded to the private link through an email campaign.
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 your products to customers or to add them to specific mailing lists.
Manage Global Opt-In
+ New Event Level Opt-In
Click here to add a product level opt-in, which means that it will only apply to this particular merchandise/product. 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.
Enter the name for the product opt-in
This is the title of this product level opt-in that appears for your ease of reference. This name does not display to the customer.
Enter the message for the product opt-in
This is the message that will appear to customers when they are using the system. For example, “How do you want to be notified about the latest events and products we have on offer?”.
Social media integration
To integrate social media (Facebook, Instagram) with this product 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 events/activities and products. You need to account for scenarios where this offering may be private and therefore not available on social media or where the product may require a specific direct link to Facebook.
Do you want to modify social media for this product?
Select YES if you would like to edit the social media settings for this particular product. With NO selected, your global settings under Marketing > Social Media will apply.
What is the URL for the product Facebook page?
This is the specific URL for your merchandise/product 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 merchandise/product Facebook page.[change text]
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 product. 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 your product. Social media options are visible to people right up to the confirmation page and confirmation email. Let your people spread the word.
Meta Tags – Do you want to modify Meta Tags for this product? [add space between Meta Tags]
Meta Tags are little content descriptors that help tell search engines such as Google what a web page is about.
Tool tip: The Meta Tags don’t appear on the page itself, but only in the page’s code. Meta Tags will help your organisation’s product appear in search results.
General Meta Tags relating to your organisation can be created through Marketing > Meta Tags. For more information on how they work, see Marketing > Meta Tags.
To add the Meta Tags, type the word in the box provided and click the plus symbol. It’s recommended that Meta Tags are no longer than 160 characters each.
Emails and Messages
Activate Internal alerts?
Internal alerts are communication alerts to your team members e.g. “international delivery is not available with this product.”
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 – Online alerts are communication alerts to your customers alerting them to specific conditions e.g. “This product is not available for international delivery.”
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.
Change default SOLD OUT message for this product?
Would you like to change the default SOLD OUT message for this product?
If your product sells out, what would you like to tell your purchasers? Are there other options to sell? A waitlist? Your default message will appear, but you have the option to customise it here for this particular product.
If your product(s) sell out, would you like to notify internal users of stock being gone so that they can re-order? Choose whether users are notified by an alert on login or by email and set when you are triggered about stock (e.g. totally sold out or 90% sold).
Set inventory amount to trigger alert:
By setting an inventory trigger, if your inventory reaches (x) number or (x) percentage, our system will send an automated email to one or more email addresses and/or appear as a splash alert across the top of the users’ page.
Purchase Confirmation Email
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 a product. 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 print documents as part of the batch as well.
Terms and conditions
Click YES to modify your term and conditions specifically for this product. Often products that are sold have different purchasing and return conditions and they must be highlighted to the purchaser.
Enter your Terms and Conditions message below
FINANCE AND REPORTING
Primary and additional taxes
Review and adjust your taxes accordingly. By checking the active box, these taxes will be applied to all transactions associated with this particular product.
Tip: Click Manage Global Tax to adjust your taxes for your organisation.
GL Account Codes
Select a General Ledger account code from the list below or click ‘Add’ to add a new GL Account Code. You can also manage your global GL Account Codes.
Tool Tip: General Ledger (GL) account codes are numerals you assign to different debit or credit entries to make accounting easier and more functional. This is useful for when you would like to generate a report and you would like to identify products with a specified code.
When clicking the ‘Add’ button for a General Ledger account code, simply enter the GL account code name and internal description.
Select a Reporting Code from the list below or click ‘Add’ to add a new Reporting Code. You can also manage your Global Reporting Codes.
Tool Tip: Reporting Codes allow you to streamline your reporting, which is efficient and saves your organisation time. For example, you may setup external parties with a reporting code so you can generate a report to analyse how successful their events/activities and products are that you are selling at your venue.
Adding a Reporting Code: click the ‘Add’ button and enter the Reporting Code and click Save.
Options and addons
Is this a featured product in online sales?
If YES, this will be displayed with a featured badge and appear at the top of your online sales listing page.
Do you want to show remaining product inventory in online sales?
If YES, this will display online how many items are left for purchase. This is particularly useful if you have low inventory. For example, if you had a product that had only 5 items available, if you had sold 4, and had only 1 left, it could be frustrating for the potential purchaser to have to continually adjust their quantity to try and figure out how many are actually available for purchase.
Do you want to activate questionnaires per item? Change to: Would you like to ask questions for each item being purchasing of your product(s)?
Tool tip: Questionnaires/Surveys gives you the functionality to collect information from customers per ticket/item or per transaction. Per item questions could include questions about dietary requirements and per transaction questions could include topics about event improvement or thoughts on a show.
Select a Questionnaire from the list or click the ‘Add’ button to add a new one. Click ‘Manage’ to access previously created questionnaires through Tools & Templates > Questionnaires/Surveys.
Do you want to activate questionnaires per transaction- Change to: Would you like to ask questions at a transaction level for the purchasing of your product(s)? e.g. enter your preferred delivery time.
Do you want to enable donations?
Select a campaign from the list to make your fundraising campaign(s) available when people purchase your product(s). 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.
Cross-sell related events and products? add the following info next to this text: 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 membership 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.
- Click Add Event/Product to add a cross-sell.
- Select relevant module and items that will form part of the cross-sell.
- Select relevant items from your list to be associated with the 1 cross-sell.
- Upload an image for your cross-sell
- Add a sub-heading, e.g. purchase a comedy show and get 10% off
- Add a description to explain further information about the cross-sell.
- Repeat the process above up to 3 times to add 4 different cross-sells.
Do you want to change the redirect link? Change to: Do you want to change the order confirmation redirect link?
This function allows you to redirect your customers to a default webpage once a shopping cart payment has been processed. Redirect customers back to your home page, a sponsor’s page or your social media page such as Facebook. It’s your choice.
Enter payment confirmation page redirect button label:
This is the label of the button that customers click e.g. Click here to go to our Facebook page.
Enter short description to appear above button:
Enter a short description such as “Now that you order is complete” which appears above the redirect button.
Enter the full URL link that customers are to be redirected to including the http or https details.
STEP 2- SET PRODUCT PRICING AND OTHER OPTIONS
When is this product available for purchase?
The system will default to the current organisation date and time. Adjust as preferred.
Once purchased, when is your product valid until?
- No Expiry
Refers to the product always being available as long as it is active and on sale.
- Set number of days from date of purchase.
Enter number of days in box provided e.g. 2 years is 730.
- Choose an expiry date.
Select an absolute date from the calendar. End time will be 11.59pm.
- Specify start and end date of validity.
Enter validity start and end date. Times will be set internally as 11.59pm.
How do you want to sell your product?
Choose channels to sell this product.
Set where you want to sell the items via (e.g. internet, phone). You can then set different transaction fees for the different sales channels. Such as, phone channel as 5.95 and free on the internet to encourage people to purchase online which is less administrative and labour intensive. As you tick the options, the table below is populated with content.
Would you like to apply any fees?
Set what type of fees you want to charge. Per transaction is a charge no matter how many items you purchase in a single order. It’s charged once as a % or dollar value. Per item is on each item as a percentage or dollar value e.g. buy 5 items and you are then charged 5 per item fees.
Inside fees – An internal fee is applicable if you are working with third party providers where there are commissions applicable. The system can allocate multiple inside fee values. It allows you to understand through reporting how much to pay the external parties.
Other Product Options
Are there different types of products available? add this on page e.g. Small, Medium, Large.
By selecting YES, this activates the ‘Add Product Type’ button so that you can create varying types e.g. XL, L, M and S, or for drinks, white wine, red wine, chardonnay etc. You can be as specific as you like.
Track inventory for the product?-
Is there a set inventory allocation for this product or product type e.g. only 10 L t-shirts available.
Set maximum quantity per transaction?
Allows you to limit the number purchased in a single transaction e.g. can only purchase 2 drink vouchers
Click here for further information on how to best use the Product table.