Privilege group: Marketing

Marketing Codes

This privilege turns on the menu “Marketing Codes” throughout the system. Marketing codes are used to understand how customers/patrons heard about an event/activity. By default, we have added several standard marketing codes. Click the HELP file for further information about marketing codes.


This privilege will give access to Categories/Interests via the Marketing menu and Event/Activities Screen ( ability to Add / Edit).  Categories are aligned with types of events/activities you hold such as a Comedy Show, Sports, Tour, Theatre etc. You can also create sub-categories – for example, Tour could be the category, and the sub-category could be Island Tour, Land Tour etc. A category can also be made an interest.

Email & SMS Marketing

This privilege gives menu level access to our Mailchimp integration. Mailchimp is software which gives you the ability to create and manage mailing lists, newsletters, automated marketing campaigns and more. It is one of the most widely used email marketing systems in the world. Our integration allows for your data syncing of records between both Mailchimp and TicketSearch, saving you time in having to export records to Mailchimp to send a campaign.


This privilege gives menu level access to Tags. Tags allow you to automatically tag (i.e. big spender, frequent donor) or manually tag (seat preference E4) a customer/patron based on criteria you select. If auto-assigning based on criteria, as soon as the customer/patron falls within the criteria of the tag, they will be assigned the tag in their customer/patron account and be available for reporting analysis.

Social Media

This privilege gives menu level privilege access to Social Media and the ability to customise your social media settings at module level (i.e. Events/Activities). These are your social media settings available for your organisation. If your social media options change depending on your events/activities/products being built, you can click ‘YES’ in Social media options to appear and adjust against each module. For example, you might have a private event only for members that you don’t want shared with the wider public.

Customer – Household & Relationship

This privilege gives menu level access to Customer Relationships. Customer Relationships involves building relationships and linking customers together. You can create a main relationship title and then create sub-relationships i.e. Household, and the sub relationships are Mother, Father, Sister, Brother.

By creating these relationships, you can easily understand how customers/patrons are related to each other and what their relationship actually is. For example, school relationships may include a principal, teachers and cleaners.

CRM Setup

This privilege gives menu level access to CRM Setup. There are 3 areas:  CRM Setup- Notes/History, CRM Setup -Documents, CRM Setup- Tasks.

Pixel Tracking

This is Marketing Menu level privilege only. The Pixel Tracking menu appears if the user has access to this privilege. Pixel Tacking is a HTML code snippet which is loaded when a user visits a website or opens an email. It is useful for tracking user behaviour and conversions. We’ve provided 2 integrations, Facebook Pixel Tracking (advertisements created through Facebook) and Google AdWords Pixel Tracking (advertisements created through Google).

Tracking Links This feature is not yet available.

Google Analytics

This privilege gives menu level access only. Google Analytics is a web analytics service that tracks and reports website traffic, currently as a platform inside the Google Marketing Platform. This is a free service offered by Google to track your customers/patrons habits. For instance, it can show you where they drop off through your website. To enable this function select ‘yes’ and enter your google analytics ID.

Opt in-Manage

This privilege gives menu level access and Module (i.e. Events)Access ( Add / Edit). Marketing Opt-ins are a form of permission marketing where customers/patrons “opt-in” to receive follow-up communication via a specific communication channel. Your important opt-ins options (say that fast three times) will appear during the customer/patron setup or sales process. For example, opt-ins can be employed to send further information about your events/products to customers/patrons or to add them to specific mailing lists.

Meta Tags

This privilege gives menu level access and Module (i.e. Events)Access ( Add / Edit).  Meta Tags are snippets of text that describe a page’s content. The Meta Tags don’t appear on the page itself, but only in the page’s code. Basically, Meta Tags are little content descriptors that help tell search engines such as Google what a web page is about, this will help your organisations page/event/activity appear in search results.