Create/Edit Promos in an Event Template

From the Nliven admin home page, click on the "Events" tab in the left-hand navigation menu. Select “Event Templates”. Find the Event Template you would like to create Promos for. Click the "Edit Template" button on the right-hand side of the Event Template name. Select the "Pricing" tab and choose the "Promos" option.

 

To create a new Promo: click the “+ New Promotion” button (image above) in the top right of the Promo information screen. Enter the fields below.

 

Configure the following fields:

Name: For internal use only.

Code: Customers will enter this code in the “Enter Promo Code” box on the Tickets Page. This code will also be displayed in the Tickets Page URL when the promo is applied. Admins will use this field name to enter the Promo Code when granting access to a User Group at the “Account Settings” tab-> “User Groups”. For further details visit the Create/Edit User Groups page. The code is alphanumeric. It cannot contain special characters or spaces.

Display Name: The display name will go into the public web flow. It will populate on the customer Tickets Page when accessed from the Promo link or after the code is entered into the "Enter Promo Code" box. It will also appear during box office sales for Admin users in the Promotions drop-down menu on the "Sell Tickets" tab.

Active: Toggle on (blue) if the Promo should be available for use immediately (also dependent on booking Start and End Dates configured below).

Active During Presale: Detailed in Presale Configuration section below.

 

Limit Type: Here you can limit where you want the Promo to be available. The Promo price will only apply to seats available within the selected limit type.

• None: This means the Promo Code is valid on ALL open inventory.

• Price Level: This means the Promo will only be valid on certain Price Levels within an auditorium. If Price Level is chosen, you will be prompted to check relevant Price Level boxes in Promo Rules.

• Hold: This means the Promo will only sell from a certain hold, regardless of the Price. If Hold is selected, you will be prompted to choose the relevant Hold from a drop-down menu in the Promo Rules section.

• Tag: This allows you to tag a seat to say it applies to the promotion. If Tag is chosen, you will be prompted to check the relevant Tag boxes in Promo Rules. Tag is not available in the "General Admission Mode".

Show All Seats: If the box is checked and there are no seats obtainable at the Price Level assigned to the Promo, the customer will see ALL seats available in the auditorium, ie it will default them to full-price sales. If the box is left unchecked the box office will still be able to see all seats available.

Start Date/Time: This is the date and time that the Promo booking period should begin. For example, If a customer can book a ticket today using the promo code for a performance that starts in six months, then the start date and time is now.

No End Date: If this box is checked, the End Date/Time field is removed; this setting allows the Promo to run indefinitely.

End Date/Time: This is the date and time that the Promo booking period should end.

Require Even Number of Tickets: Check the box to require customers to select an even number of tickets.

Minimum Number of Tickets: Enter an amount to set the minimum number of tickets a customer can select. For example, you could set both minimum and maximum at 4 to force a four-pack ticket sale.

Maximum Number of Tickets: Enter an amount to set a maximum number of tickets customers can purchase per transaction.

Multiples of: When creating or editing a Promo, users can specify the multiples in which quantities of tickets can be purchased. For example, a family ticket bundle: Minimum 4, Maximum 8. This allows a customer to access the family ticket price for four seats at a discounted rate and buy an additional number of seats at the standard price, without having to enter a promo code.

A price type must be created if a family ticket bundle promo is to be offered. This functionality allows a multi-promo purchase in the basket. For more details, visit the Create Price Types in an Event Template page.

 

Instruction Text: Optional customer-facing field. This displays on the Tickets Page when a customer clicks "Enter Promo Code" then "Unlock Seats" (Note: “Show Promo Code Box” must be toggled on at “Settings” → “Options” for the customer to access; further details are provided in Edit Event Template - Settings Tab page) OR when a customer clicks on a locked seat (meaning the Promo Limit Type configured above is "Hold").

Example of $5 Off Promo using the Instruction Text Field

Instruction Text Field display after clicking on "Unlock $5 Off"

Available at These Sales Channels: Check as many Sales Channel boxes as the Promo should apply to. Defaults to “Web” upon creation.

Delivery Plan: Access the drop down menu to use any Delivery Plan other than the one configured on the Event Template. Doing so will populate the configured Delivery Plans built on the Account (further details provided on the Create/Edit Delivery Plans & Delivery Methods page).

 

Restrict to Credit Card: Check the box to restrict to a particular Credit Card; will be prompted to choose from the drop-down menu of Credit Card Types.

Restrict to Customer Tags: The Promo can be restricted to any Customer Tag configured on this Event Template. Check the applicable box so only customers with the specific Tag can access the Promo (further details provided in Customer Tags - General, Memberships & Marketing Opt-ins and Edit Event Template - Settings Tab pages).

 

Hide Full Retail Price on Web / Discreet Promo
As an admin, you may not want to raise with web customers that they are receiving a discount. This information is usually communicated by displaying the original price with a strike-through font and then the discounted price in red text, on pages where customers are adding tickets to a cart.

• Part 1. To hide the full retail price on the web, click the checkbox labeled “Hide Full Retail Price on Web”.

• Part 2: If you would like to use this setting for a Promo being used on the web, the strike-through full retail price is now removed and the normal font for the actual price is displayed. This only applies to sales on the web and no other sales channels. This affects the following locations:

  • Consumer seat map

  • Consumer best available results & modal

• Discreet Promo Not Applied - Seat Map

• Discreet Promo Applied - Seat Map

 

• Discreet Promo Not Applied - Best Available

• Discreet Promo Applied - Best Available

• Part 3: When “Hide Full Retail Price” is applied (via a deep link) there will be no green notification alerting the customer that a Promo was applied.
• Part 4: When “Hide Full Retail Price” is applied (via a deep link) the Promo name & “x” mark to remove is not displayed in the event list area. The customer will see no evidence there was a promo applied.

Group & One-Time Use Promo Codes / Direct Links

Group Promo Code: Check the box to use group Promo code (or One-time Use) functionality. Save the Promotion after checking the box and then go back to the promotion through the edit pencil icon on the main information table to add more details. New options will appear.

 

• Download Existing Group Codes: You will be asked how many codes you would like to download as a CSV. For example, entering 1,000 will generate the 1,000 most recent codes created for download. The real-time excel spreadsheet will include Buy URL Code, used date and Order ID. This helps to track which codes are being redeemed.

  

   

• Upload New Codes: from your desktop using CSV file with one code per row.
• Generate Codes: You will be asked how many codes you would like to generate. For example, entering 1,000 will generate 1,000 new, random codes. 

Presale Configuration (Valid only for WEB Sales Channel)

Active During Presale: Check the box if a Promo is being used for a presale.  If the box is checked you will see "Hide presale details from consumers" displayed as a checkbox (default setting is unchecked).

 

If "Hide presale details from consumers" is left unchecked, the name and validity of the Promo will be visible on the Event page.

 

If "Hide presale details from consumers" is checked, the name and validity of the Promo will NOT be visible on the Event page.  All the consumer will see is that there is a Presale scheduled.

 

This is useful if you are running several different presales at the same time (for different sponsors, for example).

An Event associated with a Presale Promo must have its “Publish Date” set before its “Web On Sale Date”, which triggers the presale functionality and is configured at the “Events” tab → “Event List”. Further details are provided on the Create/Edit an Event page.

Any Events associated with the presale must also be included in the "List of Events" of Presale Promo Rules, described below.

 

Manage a Promo

Edit a Promo: To further work on a Promo, find the newly created Promo name in the information table and click the pencil icon on the far right-hand side of the Promo name.This will allow you to create Promo Rules and assign individual events/performances to the Promo.

Archive: Toggle on (blue) to remove from the active Promo list. This will deactivate the Promo.

 

Create Promo Rules

To create a Promo Rule: Click the “+ New Rule” button at the bottom of the Promo screen in the newly populated Promotions Rules information table. The Promotion Rules table will only appear when you revisit the Promo by clicking on the pencil edit icon under the Actions column next to the Promo name in the main information table.

 

Configure the following fields:

Rule Name: For internal use only. For example, “Rule 1” or “Weekend Performances Only”.

Active: Toggle on (Blue) to make Promo Rule active. The fields below will populate.

Active During Timeframe: Field populates after toggling on "Active". Check the box to set an active timeframe. This enables you to build several different active rules at the same time.

Active Start Date/Time: Field populates after checking the "Active During Timeframe" box. Enter the Start Date and Time for the rule.

Active End Date/Time: Field populates after checking the "Active During Timeframe" box. Enter the End Date and Time for the rule.

Price Level, Tag or Hold (Limit Type): One of these options and its relevant categories will populate here depending on the limit type selected during the first stage of the Promo build. If “None” was selected these fields will not populate. Check the relevant Price Level boxes OR the relevant Tag boxes OR choose the relevant Hold from the drop-down menu, which the Promo Rule will apply to.

 

Pricing Type:  There are several ways in which this can be set up within a Promo. As a percentage discount off the ticket price, a flat amount discount off the ticket price, a Price Table, or Complimentary. Further information for Complimentary tickets is shown in the Create a Complimentary Ticket Promo section below.

• If the Price Table option is chosen (if there is a different discounted amount per Price Level, for example), select the correct Price Table from the drop-down menu. 
  • Note: The relevant Price Table must be created before this point at the “Price Tables” tab in “Event Templates”. Further information is provided in the Create/Edit Price Tables in an Event Template page.
• Percentage Discount: Select “Percentage” in the “Pricing Type” dropdown menu and then input the percentage amount to discount by in the “Amount” field.
  
  Percentage Discount example
  
  
  
• Flat Amount Discount: Select “Flat Amount” in the “Pricing Type” dropdown menu and then input the monetary amount to discount by in the “Amount” field.
  
  Flat Amount Discount example
  
  
  

Fee Set: Assign the correct Fee Set from the drop-down menu. For example, the “Default” Fee Set, which contains all standard Fees associated with an Event Template, or any other bespoke Fee Set that should be associated with this Promo Rule. Note: Different rules within the same Promo can contain different Fee Sets if necessary. For example, if certain events should not have a booking fee charged.

Waive order-level fees: All created Fee Sets take on the "Default" Fee Set order-level Fees. Check the box to waive order-level Fees for this Promo Rule, for example in the case of complimentary tickets where no fees would be assigned.

Allow Comp Seats: Populates if Sales Channel “Group Sales” is checked in the Promo. Toggle on (blue) to allow complimentary seats for Group Sales Agent Module.

Max Number of Comp Seats: Maximum amount per Group Sales request. Further information is provided in the Group Sales Agent Module/House Seats Configuration Guide.

 

List of Events: This is where you choose what performances/Events you are making this rule applicable for. 

• Inclusive: When Events are added, the Event List at the bottom of the Screen will include events/performances that the Promotion WILL apply to. For example, All Monday to Wednesday Performances will apply to the Promo code.

• Exclusive: When Events are added, the Event List at the bottom of the Screen will include events/performances that the Promotion WILL NOT apply to. For Example, the Promo will not apply to Saturdays.

  • Top Tip : If the Promo should be valid for ALL performances, choose the “Exclusive” option and leave the Event List at the bottom of the screen blank. The Event list is blank, nothing is selected, which means that the promo WILL NOT apply to any dates, therefore all performances will be valid for the Promotion.
• Filter: This option is available to enable you to create a set of rules for which events the Promotion will apply to. If the “Filter” option is chosen, you will then be prompted to select an Event Start and End date/time and days of the week that the Promo should apply to.
• If the Event start and end dates are specified, the promo will only apply to performances in that date range. If the dates are left blank, the promo will apply to all active events not included in the event list at the bottom of the screen.

Advanced Sale Cutoff: Enter the number of days before an event that a customer can purchase and apply the Promo. For example, Advanced Sale Cutoff = 7 if the customer can purchase Events that are 7 or more days away using Promo.

After choosing the Inclusive or Exclusive option: To ADD a list of events that will apply the Inclusive or Exclusive option click "+ Add Events" on the far right-hand side of the Events section at the bottom of the “New Promotion Rule” screen.

Add Events modal: Add events/performances that will be valid for use with your Promo. Search for events by using the filter, Event Date(s), Event Start Times, or Days of Week. Click "Find Events" to populate a list of events. Here you will search for performances that apply to the Inclusive or Exclusive application.

When the system has found relevant performances, check the box next to each event that should be added to the Promo Rule Event List. To select all events, check the box above the event list on the left-hand side of the page. Once all relevant events have been assigned, click the blue "Apply to Events" button at the bottom of the modal.

The Events/performances that the Inclusive or Exclusive application option applies to will appear in an Events list on the New Promotion Rule screen.

 

As performances take place, the Events will be removed from the list. If you want to remove a performance/Event from the list of included performances, click the “x” on the right-hand side of the event name and date.

Create a Complimentary Ticket Promo

There are several different ways to create a Promo that allow tickets to be issued as Complimentary.

Using a Price Table where all Price Levels are priced at $0
If the Price Table option is chosen, select the correct Price Table from the drop-down menu.
Note: The relevant Price Table must be created before this point at the “Price Tables” tab in “Event Templates”. Further information is provided in the Create/Edit Price Tables in an Event Template page.

Using a specific Price Type within a Price Table where the Price Levels are priced at $0
You are able to set a specific Price Type’s Price Levels within a Price Table to $0. This will allow the consumer to choose between Price Types in the consumer checkout. Further information is provided in the Create Price Types in an Event Template page.

Example Consumer Flow

Note: When configured by either a Price Level / Price Type (as shown above), this will allow the consumer to set all ticket(s) within their order to $0 price.

Using “Comp” as the Pricing Type within the Promo Rule
If the Comp is chosen as the Pricing Type, you will be able to also select whether a paid ticket must be included within the purchase. This means a Comp ticket can only be issued if it is accompanied by a paid ticket.
Note: "Requires at least one paid ticket" is only enforced on the Web sales channel.



With the requirement toggled on, a consumer will be presented with an error message when trying to checkout with only Comp tickets in their order.

 

Manage a Promo Rule

Edit a Promo Rule: To further work on a Promo Rule, find the Promo name in the information table at the Promos dashboard and click the pencil icon on the far right-hand side of the Promo name. Then scroll to the bottom of the Promo page and click the pencil icon on the far right-hand side of the Promo Rule name. 

Archive: Toggle on (blue) to remove from active Promo Rule list. This will deactivate the Promo Rule.

 

Copy Promos & Promo Rules

To copy a Promo or Promo Rule: Find the correct Promo from the Promotions information table or Promo Rule from the Promo Rules table within a Promo. On the right-hand side of either table, under the Actions heading, find the copy icon to the left of the edit/pencil icon. 

 

Enter the following fields: Name, Code (for copying a Promo only), Display Name (for copying a Promo only).

Select “Copy Promotion” or "Copy Promotion Rule" to pull over all previously created elements. After creation, a copied Promo or Promo Rule will be inactive by default. Find the newly created copied Promo or Promo Rule and edit to make it active (toggle on Active) or make any other necessary changes.

 

Unarchive Promos & Promo Rules

To unarchive a Promo or Promo Rule, click the blue "View Archived" link at the top of the "Promotions" or "Promotion Rules" table. Click the clock icon to automatically unarchive or the pencil icon to edit (can also unarchive by toggling off "Archive" in the Promo or Promo Rule). Unarchived Promos and Promo Rules will be inactive by default. If a rule clashes with another rule the system will give an error message.

 

Testing a Promo

• Click the edit pencil icon on the far right-hand side of the Promo name in the information table.

• Click the blue “View Tickets Page” link at the top right of the Edit Promotion screen.

  

   

• Select a day when the Promo is valid.

• The new Promo price will be displayed for applicable seats in the price legend at the top of the page. The Promo code name will appear above the traffic light availability indicator and in the basket during ticket purchases.