Ticket Types on the Tickets Tab in Event Builder identify the available options of admittance to an event. Staff users can define Ticket Name, Dynamic Pricing, Accounting Information, and more directly from the Event Builder.
Any ticket, capacity, pricing, or waitlisting restrictions can be overridden by staff making purchases through the Rapid Order Entry (ROE) interface. The limitations set on ticket types are designed for Community Portal users.
Creating Ticket Types
To create your Ticket Type:
From the left-side nav in the Event Builder, select the Tickets tab.
Click + New Ticket Type to open the Create Ticket Type window.
In the Description section of the Create Ticket Type window, check Is Published and Is Active so tickets will show up in your Community Portal.
Enter a ticket name in the Ticket Name field.
Enter a price in the Ticket Price field.
To create a free event, enter the price as 0.00 and do not include any other Ticket Types for your Event. This will display as Free in the registration process.
- If you would like to enable waitlisting, check Enable Ticket Waitlisting.
- To create a description of your ticket, enter text in the Description text field.
- To add information on your ticket, enter this information in the Ticket Information text field.
- To add a picture to your Ticket Type, click Browse in the Ticket Image URL field to browse for an image from your device to upload. You can also enter a Photo URL into the Ticket Image URL field.
If it’s your policy to enable a refund for tickets, check Enable Refund Request towards the bottom of the Description section.
Enter your refund request policy in the Refund Request Policy text box field.
If you would like to show the number of tickets remaining for your Event, check Show Tickets Remaining towards the bottom of the Description section.
While creating your Ticket Type, you can create a simple Form for your guests to fill out in order to get additional information about them.
Create a New Form Record
To begin the process for creating a new Form from your Ticket Type, select Attach Form from the Create Ticket Type window and select Create New Form. This will open a new tab in your browser with fields to fill out to create your new Form record.
If you have a pop-up blocker, you will need to disable it to allow the New Form modal to open in a new tab.
You can establish alternate pricing for your tickets by enabling Early-Bird and/or On-Site pricing in the Alternate Pricing section of the Create Ticket Type window.
To create an Early-Bird price:
Select Alternate Pricing from the Create Ticket Type window.
Check the Enable Early-Bird Price field. The grayed-out Early-Bird Price fields will become active.
Enter your Early-Bird price in the Early-Bird Price field.
Click the Early-Bird End Date field to select the date the Early-Bird price will no longer be available.
Options for establishing an alternative ticket price for On-Site purchase are available beneath the Early-Bird pricing options. To create an On-Site ticket price:
- Check the Enable On-Site Price field. The grayed-out On-Site Price field will become active.
- Enter your On-Site price in the On-Site Price field.
Click Save and Continue at the bottom of the window to save your prices.
You can configure accounting details for event revenue in the Accounting section in the Create Ticket Type window. To set up your accounting information:
Select Accounting from the Create Ticket Type window.
If your ticket is taxable, check the Is Taxable field. The Tax Class field will become active.
Select your tax class from the Tax Class field.
If your ticket is a contribution, check Is Contribution.
If your ticket is tax-deductible, check Is Tax-Deductible.
Your Income, Refund, and Adjustment Accounts will be populated by default. Click either of the fields to open a picklist of all your available accounts. Select the account you wish to assign to the field.
If you are using Deferred Revenue, check the Defer Revenue field to activate the corresponding fields to fill out these details.
Click Save and Continue at the bottom of the window to save your accounting information.
Additional Ticket Information
From the Tickets tab, there are options to set the date for your tickets to go on sale, registration instructions and other options to further configure your tickets.
Purchaser Form (Form Per Order)
If you would like the purchasing Attendee to fill out a form separate from any forms attached to individual Ticket Types, you can add that form in this field. Type the name of a form previously created and choose it from the options generated. You can also click this field to choose from any available forms.
Ticket Display Order
You can select the order in which your Ticket Types display on the Event Overview page. You have the option to sort them by price or alphabetically.
Ticket Sales Start Date
By default, the date in the Ticket Sales Start Date field is your event's Start Date. If you want to start selling tickets before your event starts, you can adjust the date here.
- Click the Ticket Sales Start Date field. A calendar will open.
- Select your sale start date on the calendar. This will be the date that tickets will become available for sale.
- Alternatively, you can manually enter a date in the Ticket Sale Start Date field.
You can add instructions for registering for your event in the Registration Instructions text box. Enter text into the Registration Instructions text field.
Attendee Modal Instructions
Text entered in this field will display as instructions in the Attendee Modal during Event Registration.
Guest Registrant Field Set
If you want to add additional fields for your users to fill out when they enter their name and email under Attendee Information during event registration, you can do so using the Guest Registrant Field Set CSV field. This is helpful for collecting information on your guests without using a form.
These fields also get mapped to the Attendee record when attendees are created.
The Assignment and Attendee fields must have the same API name in order to map.
You will need to create an Assignment field set (not an Attendee field set) with the desired fields you wish to add to Attendee Information. For more information see Creating a Field Set.
When you have created your Assignment field set, enter the field set's API name in the Guest Registrant Field Set CSV field.