Tickets: Managing Ticket Orders and Offline Orders

Our Forms: Setting Up Ticket Form goes through the basics of setting up your tickets. This guide explores more features of Tickets, providing a deeper understanding to help you get the most out of the feature.

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Ticket Order Receipts

Managing Ticket Orders & Donations

Add Offline Ticket

Attendee Check-in and Reports

FAQ

Ticket Order Receipts

Order Confirmations is an automatic message found in Raisely Messages. They are sent to the Ticket buyer upon completion of an order. Attached to the order confirmation is the configured PDF receipt, which contains the order & donation details (if applicable).

Configure Order Confirmation

1

Within your campaign, from the sidebar select Messages > Order Confirmation (message)

2

The audience defaults with Ticket Buyers and triggers when a new order is placed

3

Within Step 3 & 4 you can configure your email content. Refer to the Understanding Messages guide for more support.

4

The message is enabled by default, so select Save to complete.

To configure your attached PDF receipt see the Understanding Receipts guide.

If a donation is made upon Ticket purchase, the buyer/donor will only receive an order confirmation receipt, containing the PDF receipt. 

Managing Ticket Orders & Donations

Ticket orders and donations are both seen as transactions in Raisely. To help manage these, you can view these in separation. 

Managing Ticket Orders:

1

From the campaign sidebar, select Tickets > Ticket Orders. Here you can see all your existing ticket orders, with the options to filter or search from the top bar.

2

Select an order to expand, giving you the options to see the order details, and also to Refund, Cancel, or Resend tickets. 

3

You can also Edit individual tickets to change their attendee preferences.

4

By selecting the Transaction ID, you can view this order from within Donations providing you with greater detail of the transaction. This is especially helpful if needing to view the transaction from Stripe, as you can access the direct link here.

Filter & Search Orders

1

To filter orders, select Filters from the top-bar to reveal options. You can filter by:

Successful, Refunded, Failed, Fraudulent, Error

2

To remove filters and see all orders, simple select the X on the filter preference.

3

To search for an order, enter either the buyer's name, email, or order ID into the search field (top-bar)

Changing Ticket Type

There's no immediate way to change a ticket type once the order has been placed. You'll need to cancel the tickets and either get the ticket purchaser to place a new order, or you can create a new order on behalf of them on the Ticket Orders page. Do note that this is the same process as creating an offline donation, where you will not be able to collect payment. So you want to take into account any refunds you might've issued to the ticket purchaser.

Moving Tickets

It is not possible to move tickets between people or fundraiser profiles. The ticket will be assigned to the person or the fundraiser profile at the time of purchase.

Add Offline Ticket

For flexibility, you can add new Ticket Orders with no payment process. This can be especially helpful if needing to add a quick free entrant.  

To add an offline Ticket order, simply:

1

From the campaign sidebar select Tickets > Ticket Orders > New order (top-right)

2

Select the Ticket quantities needed and click Next

3

Enter the Attendee fields for each of the Ticket purchases

4

Enter the Buyers Information

5

Enter a promo code if applicable, then review your order and select Place ticket order.

Attendee Check-in and Reports 

Since Events is the most common use case for Tickets, being able to check in, track, and report on your attendees can save you a lot of time on the rego desk or the office.

Simple report exports can also help you integrate with other 3rd-party solutions.

Checking In Attendees

If you are needing to check in attendees at the rego desk or the door, then it's easy.

1

From the campaign sidebar, select Tickets > Attendees

2

Here you’ll find a list of your attendees, sorted by Ticket ID. To sort by another column simply select the column heading. To hide/display different columns, select the  column icon on the right to show options.

3

Select the Filter bar (top) to filter your attendee list by All Valid Tickets, Not Checked In, Checked In, and Cancelled Tickets. You can also use the search bar to find individuals via their Ticket ID or Order Number.

4

To check in an attendee, simply select the Check In button next to their name. You can select again to undo.

5

To edit the attendee's preferences, select the Edit icon on the right side of the row.

If you are needing to check in individuals on a group booking, the point of reference is the Ticket ID which is found in the original confirmation email sent to the Ticket order Purchaser.

Exporting Attendee Report

Exporting Attendee Reports allows you to print a hard copy or integrate it with a 3rd party solution. The report is called a Transaction Items Report, and there are two ways to export this - via Ticketing or Reports. All reports are in CSV format.

From Ticketing:

1

From the campaign sidebar, select Tickets > Attendees

2

Select the Export icon from the top-bar

3

Set your date range, or select From the Beginning of Time to export all

4

Once the report has been generated, select Download

From Reporting - Enables customisation:

1

From the sidebar, select Reports > Create a Report

2

Scroll down and select Transaction Items and choose All Tickets

3

Like other Reports, you can customise your report with the drag-and-drop Report Builder and when ready, save and export.e

FAQ

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# Can Promo Codes be used for individual tickets in an order?

Promo codes apply to complete order totals, not individual transaction items.

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# Can I add Ticket sales to contribute as part of the overall campaigns goal?

Yes you can. From the campaign sidebar select Tickets > Setup > Ticket Settings (displays first by default. You will see the option to Include Tickets in Campaign Totals under General Settings. Switch this to On to enable. However, this does not apply for offline tickets.

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# Can I discount tickets based on the number of tickets bought?

Currently, discounts are only possible through creating Promo Codes. You could generate a report to see order quantities and offer those individuals a Promo Code for a free Ticket.

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# What happens if people purchase tickets at the same time?

When a user selects Process Payment on the final step on the Ticket Form, that order is locked until payment is processed or exited. If another hits at the same time, one of them will get an error message telling them they need to try again with fewer tickets.

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# Can I delete a Ticket Type?

A Ticket Type can be deleted if it has not yet any purchases allocated to it. If it has, then you can simply make that Ticket Type Inactive.

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# Can I move tickets to another person or fundraiser profile?

It's not possible to move a ticket once it has been purchased. You'll need to either issue a new offline ticket, or cancel the ticket and get the attendee to re-purchase the ticket.

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