Scroll down for the Step-by-Step Guide on how to set up a Delivery Method for a single Event
KEY TERMS & TIPS:
What is an Event-specific Delivery Method?
A Delivery Method that is customised for a single Event, as opposed to one that you can use across multiple events.
It contains Email Sequences and Templates designed specifically for an Event, with Event-specific Print Rules.
How do I make a Delivery Method Event-specific?
By adding specific Email Templates on the Delivery Method itself, and selecting a specific Ticket Template on the Event Settings page. Here you can also set up the Event-specific Print Rules for that Delivery Method.
See step 5 in our Step-by-Step guide below for more info.
What are Email and Ticket Templates?
Where you can customise/design what your emails and tickets look like to your customers.
For more info about Email Templates, go here.
For more info about Ticket Templates, go here.
Do I need to add Print Rules to my Products too?
Yes - if a Product has no Print Rules set up on it, then the Delivery Method won't show when it is in the basket.
If you have multiple Event-specific Delivery Methods, then you can add Print Rules for each one on the Product Settings page. Then as long as the Product and tickets in the basket have the same Delivery Method attached, the correct one will appear for the customer to select.
If a Product and Event have different Delivery Methods attached, then no Delivery Method will appear.
See step 6 in our Step-by-Step guide below for more info.
STEP-BY-STEP GUIDE:
1. Haven't created a Delivery Method yet? (If you have, skip to step 5):
a) Go to the Tools page on the left hand side
b) Click Delivery Methods
c) Click New Delivery Method
2. Add Details:
a) Name
b) Description
c) Price - this will be added to the basket total. If no charge just enter 0.00
d) Tax Rate - select from the dropdown
e) Channel Access - select which channels can access this delivery method
f) Add Email Sequence - choose what emails should be sent to customers by clicking Add New Email and selecting the following options:
- Email Template - select from the dropdown, make sure it's the appropriate template for your event. These will need to be created prior to this step - go here for more info
- Send Time - select either At Point of Booking or Specific time before/after the send time and select your time options
- Attach Ticket Template associated with this delivery method - optional. NOTE - you can add the Ticket Template on the Event Settings page, see step 5 below
- Click Save
g) Image - optional, upload a .jpg or .png file, no larger than 1MB
4. Click Submit
5. Add Print Rules to your Delivery Method
NOTE - you'll need to do this in order for the Delivery Method to show for your customer and for them to receive their tickets. If no Print Rules are set up and no Ticket Template is attached, customers will not receive barcodes or tickets
a) Go the Events page and select your Event
b) Click the Settings tab, and you'll get taken to the Delivery Methods page
c) Click the pencil icon on the Delivery Method you want to set Print Rules for
d) When would you like the barcodes to be generated for your tickets?
- Immediately - barcodes will be generated once the order is placed
- Scheduled - set date and time for the barcodes to be generated
e) Do you have a Ticket Template attached to your Delivery Method? Select from the drop-down (these will need to be created prior to this step. Go here for more info)
f) Click Save
g) The Print Rules will then show on the Settings page for your event, which you can edit at any time
6. Selling Products? Add Print Rules to their Delivery Methods
a) Go to the Products page and select your Product
b) Go to the Settings tab and click the pencil icon to add Print Rules to a Delivery Method
NOTE - if you're selling this product alongside/as an upsell to your event, you'll want to select the same Delivery Method that has Print Rules set up on the event. If the product and event in the basket have different Delivery Methods attached, none will show in the booking flow
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