November 2024
Release 86 introduces several updates to enhance platform functionality. Key highlights include the new Fundraising/Donations Detailed Report, which provides a comprehensive view of donation transactions, including customer details, donation type, and associated events or deals. It also includes options to display “Reservation Pay Later” status and order totals, you no longer need to use the doorlist report to retrieve this data. Additionally, the Primary Marketing Report now features columns for events and last purchase dates, offering more detailed customer insights when certain criteria are met. Also, the introduction of a new Holds Privilege feature, allowing for more flexible seat management based on user roles. This allows, for example, staff to sell accessible seating holds while restricting access to sound desk and promoter holds. External operators now have access to the Event Daily Sales Report, with permissions limited to specific events they are authorized to view. These updates are part of our ongoing efforts to enhance the platform’s efficiency and user experience.
Please press control + shift + R to refresh your browser and see the latest changes.
1. Fundraising/Donations Detailed Report
We have introduced a new Fundraising/Donations Detailed Report that provides a comprehensive view of all donation transactions. This report includes essential information such as customer details, transaction date and time, campaign name, donation start date, donation amount, and donation type.
Similar to the Doorlist report, it indicates whether each donation is a standalone contribution or part of an event, subscription, or specific deals and discounts. The report will display the associated event, subscription, or deal name alongside each transaction.
Additionally, the report offers options to:
- Show whether a transaction is linked to a “Reservation Pay Later” status with a “Yes/No” indicator.
- Include an Order Totals column, showing the total and subtotal amounts for each transaction.
2. New Holds Privilege Feature
We have added a new Holds Privilege feature that allows individual holds to be restricted based on the user’s role. Holds can be set to Sell/View or Hide, and these restrictions can be configured from the Manage Roles menu.
- If a hold is set to ‘Hide’, the operator will not be able to see which hold is assigned to the selected seats. Instead, an error message will appear, indicating that the user does not have the required access to sell that particular seat.
- If you have view access, you will be able to see the hold assigned to the seats but will be restricted from selling them.
3. Event Module Analysis Report for Repeat Purchases
A new feature has been added to the Event/Module Analysis Report to track repeat purchases for selected events. This addition includes a table showing repeat purchases for a chosen event, counting each transaction separately. For example, if a customer makes two separate transactions for the same event, they are counted as two purchases. The report also calculates the total spend of customers who have made multiple transactions (e.g., four purchases) for the same event, along with a percentage breakdown. You can view these updates in the existing report for a detailed comparison.
Additionally, a new table, Attendees’ Repeat Purchase – All Events, has been introduced to provide a broader view of customer behavior across all events. This table shows how frequently customers who attended the selected event have attended other events. For instance, if a customer attended the selected event and three additional events, they would be categorized under “3+.” This table allows for a more realistic analysis of customer engagement across multiple events and includes insights into overall revenue.
There are three customers with different purchase patterns:
- Customer A — Purchased The ABC Event ($2) in a single transaction.
- Customer B — Purchased both The ABC Event ($2) and The Lion King ($3) in two separate orders.
- Customer C — Purchased The ABC Event ($2), The Lion King ($3), and merchandise (Coke or T-shirt for $10) in two separate orders.
If the operator generates a report specifically for The ABC Event, it will display details on how many customers are repeat buyers and their total spending, including all previous repeat purchases.
The report also now includes a breakdown of Total Spend by Events and Total Spend by All Modules (covering merchandise, donations, etc.), offering a complete view of customer expenditures across different purchase types.
4. New Metadata Fields Added for Stripe Payment Gateway Transactions
We have enhanced our integration with the Stripe Payment Gateway (Stripe Pay/Stripe Connect) by including additional metadata fields. Now, when users complete transactions through Stripe, we send extra information, including the event start date and event name. This added detail provides clearer insights on transaction receipts and metadata for improved tracking and reporting.
5. Primary Marketing Report Update: Display Events and Last Purchase Date
A new option has been added to the Primary Marketing Report that allows displaying events and last purchase dates in additional columns when specific criteria are met.
How It Works:
- When at least one event is selected and the new “Show Events in Columns & Purchase Date/Time” checkbox is checked, new columns will appear at the end of the report showing:
- The events selected.
- The last purchase date and time for each applicable customer.
Important Notes:
- Both an event selection and the checkbox are required to display these new columns. Selecting only events or only the checkbox will not add any new columns.
- Sales Date Range: If a sales date range is set, the report will display the last purchase date and time within that range.
- No Sales Date Range: If the report is generated with events only, without a sales date range, the latest purchase date and time for each event will be shown, even if the customer purchased the same event multiple times.
6. New Event Daily Sales Report for External Operators
We have introduced the Event Daily Sales Report in the external user profile. External operators will only have access to the events they are specifically authorized to view. This ensures that event-specific sales data remains accessible only to those with the necessary permissions.
7. Display Categories in Reports: Primary Marketing & Primary Reconciliation
- Primary Marketing Report: When an event is selected as a report parameter, an additional line entry will now display the categories associated with that event (as selected during event setup). This provides clients with category information for marketing purposes. Note that this is purely informational and does not impact which customers are included in the report. If an event has no associated category, it will not appear in the additional line entry.
- Primary Reconciliation: A new checkbox has been added to this report. When selected, a “Categories” column will be displayed in the generated report. This new column will work alongside other parameters, including sales date range, performance date range, event selection, reporting code selection, and GL code selection.
8. Doorlist Report: Adding Scan Date/Time Column
We’ve added a column for scan date and time. If there are multiple scans, the data will appear as comma-separated or in separate columns.
9. iPay88 Message Update for Virtual Account (VA) Number
We have updated the messaging for iPay88 transactions to include clearer information regarding the Virtual Account (VA) number.
10. Added NEW Logo to Reports
We’ve introduced a new logo to highlight our latest reports. The logo, featuring the word “NEW,” will now appear next to all newly released reports.
Bugs and Fixes
11. Typo and Spacing Fix in Subscription and Packages
We have corrected a typo and spacing issue that was present in the Subscription and Packages build.
12. Enhancements to Pre/Post Report: New Date/Time Columns and Customer Count Fix
The Pre/Post Report now includes two new columns: First Sent and Last Sent date and time for both Pre/Post Email and SMS messages.
Additionally, we resolved an issue where the Customer Count column was not displaying data for SMS templates.
13. Primary Marketing Report: Display All Tag Columns with Selected Data
Due to a recent code change, an issue occurred where tags with multiple descriptions only displayed the latest entry. As a result, only the first tag column showed data when using the tag in an “OR” condition, and in an “AND” condition, only the first column appeared. However, the customer data in the report was correct; the issue was only with the tag column display at the UI level. This has been resolved, and now all selected tag data will display as intended.
14. Delivery Method Mismatch in Doorlist Report
When purchasing multiple modules with different delivery methods, the Doorlist Report previously displayed an incorrect delivery method for only one of the purchased modules. This issue has now been resolved, and the correct delivery method is accurately shown for each module in the report.
15. SecurePay Double Charge Issue – New Verification Process
We’ve noticed an increase in double charges from SecurePay due to slow response times. In this release, we’ve introduced additional verification processes to minimize the occurrence of double charges and improve payment processing reliability.
16. Issue with Customer Evaluation Report for High-Volume Purchases Resolved
The Customer Evaluation Report was encountering an issue where large volumes of event purchases by a single customer caused the report’s merged cell format to hide data for other customers. This occurred when one customer had numerous event purchases.
To resolve this, we have introduced multiple columns to display event data. Instead of merging cells, events will now be listed across several columns:
- Events (1-30)
- Events (31-60)
- Events (61-90)
- Events (91-120)
- Events (120+)
This change ensures that all customer data is visible, even when multiple events are purchased.
17. Pricing Template Decimal Points
We have updated the Pricing Template to display ticket prices with values rounded to two decimal points only.
18. Issue with Reservation Cancellation – Refunding a Reserve Pay Later Order
When canceling a reservation and attempting to use the ‘Refund to Hold’ functionality, the seats were not being reassigned properly. This issue only occurred when canceling a reservation, not when refunding one.
We have now fixed this issue, and the ‘Refund to Hold’ functionality works as expected when canceling a reservation.