How to add team members with custom permission levels

(Last Updated 2/15/24)

  • 2 min read
  • Feb 20, 2024 2:22:58 AM

How to manage your event after publishing

(Last Updated 12/20/22) Here's how you manage your event after it's been published! 1. Click on your event to manage "Event settings" tab Click on the event you would like to manage from the dashboard. TIP: You can also click on the event on the left hand menu 2. Managing the "Details" tab *Details - you can edit your Event title and description, add photos, hashtags and embed a custom YouTube video - For more instructions on how to embed your YouTube video, click here. Once you're done making changes, don't forget to click the Save & continue button to save your changes and move to the next step. 3. Managing the "Where & When" tab *Where & when - Edit date(s) and time(s) of your event. NOTE: once your event is published the time zone setting cannot be changed. 4. Managing the "Ticket Types" tab * Ticket types - create and adjust ticket types, quantity, price and other options. A πŸ‘‰Currency cannot be changed after initial set up B πŸ‘‰ Add a title for your ticket type C πŸ‘‰ Set the available ticket inventory for your ticket type D πŸ‘‰ Set a price for your ticket type E πŸ‘‰ Show additional settings (see below) F πŸ‘‰ Duplicate your ticket type G πŸ‘‰Delete your ticket type H πŸ‘‰ Create an add-on TIP: Add-ons are similar to ticket types however they will not affect your attendance numbers. For example, create add-ons for products like VIP upgrades, parking passes, and merchandise items. You can also create multiple different variations of a single add-on (for example, different sizes of a T-shirt). I πŸ‘‰ Create a new ticket type Here are the additional settings you can adjust for each of your ticket types: J πŸ‘‰ If checked, your ticket type description will not be shown publicly, but it will be visible to you K πŸ‘‰ If checked, the number of remaining tickets available for this ticket type will be shown publicly L πŸ‘‰ If checked, ticket holders will be allowed to safely transfer this ticket type to others using PromoTix M πŸ‘‰ If checked, your ticket type will not be shown publicly, but it can still be sold by you N πŸ‘‰ If checked, your ticket type will only be shown publicly to customers who enter in the password set by you O πŸ‘‰ If checked, you can edit the minimum and maximum number of this ticket type that can be purchased at a time P πŸ‘‰ The minimum number of this ticket type that can be purchased at a time Q πŸ‘‰ The maximum number of this ticket type that can be purchased at a time R πŸ‘‰ Upload an image for your ticket type to display during the checkout process (optional) S πŸ‘‰ Add a ticket description to display during the checkout process (optional) T πŸ‘‰ Decide on when this ticket type will go on sale. You can either choose a specific date & time, or have this ticket type go on sale automatically once another ticket type goes off sale U πŸ‘‰ Set the date when this ticket type will go on sale V πŸ‘‰ Set the time when this ticket type will go on sale W πŸ‘‰ Set the date when this ticket type will go off sale X πŸ‘‰ Set the time when this ticket type will go off sale TIP: by default, in-person ticket types on PromoTix are automatically scheduled to go off-sale when your event ends. When your event starts, if you would like to sell tickets at the door (usually for a higher price), then follow these steps: Copy the ticket types that you plan on selling during the event and title them appropriately (ex. "Day-Of-Show: General Admission"). Set these ticket types to "Private" using the "Options" menu for each ticket type. Manually schedule all other ticket types to go off-sale when your event starts using the "Options" menu for each ticket type. 5. Managing the "Payments" tab A πŸ‘‰ Check this box if you would like to allow your customers to request refunds through the PromoTix system. Note that you always have the power to issue refunds regardless if this box is checked or not. B πŸ‘‰ Enter in your refund policy (recommended) C πŸ‘‰ Enter in any terms & conditions that you have (recommended). Note that your customers will have to agree to these terms & conditions before placing their orders. D πŸ‘‰ Click this box is you would like to include tax on each ticket. E πŸ‘‰ Click this box if you would like to pass on the service fees to the ticket buyer. F πŸ‘‰ Click this box to add a custom service fee that you keep. G πŸ‘‰ Enter the email address that ticket buyers can contact for support. H πŸ‘‰Connect a Stripe account so you can get paid! (required if selling paid tickets). Your funds will be deposited into your Stripe account instantly when orders are placed. For more detailed instructions on connecting your Stripe account to PromoTix, please click here. I πŸ‘‰Click here to activate PromoTix Processing Pro to lower your credit card processing rates to 2.75% + $0.25/transaction. NOTE: the Professional package is required in order to activate PromoTix Processing Pro. J πŸ‘‰Click the boxes to connect to Google Pay, Apple Pay and Klarna Pay. For more information on on connecting your Klarna account, click here. Once you're done, make sure you click "Save & continue". 6. Managing the "Advanced" tab On the Advanced tab you have four additional tabs: *Checkout - here you can set custom checkout options Time limit to purchase πŸ‘‰ Here you can set a time limit in which the ticket buyer has to complete their purchase during the checkout. Customize ticket availability message πŸ‘‰ Here you can create a custom message to display on your event page when tickets are no longer available. Check in questionnaire πŸ‘‰ Enable this feature if you need to trigger a series of questions to ask attendees upon arrival to your event. Enable best available feature πŸ‘‰ When enabled, a "best available" widget will display in your checkout process to help attendees select the best tickets. Customize registration πŸ‘‰ here you can decide what data is to be collected from each ticket buyer. (ex. - name, email, phone, address, gender, date of birth) Embed checkout on your website πŸ‘‰ here you can copy the checkout code to embed on your website. For more information on this, please click here. *Analytics - Here you can link ad tracking and event analytics. Ad tracking πŸ‘‰ Here is where you will enter your Facebook Ads Pixel ID, Google AdWords UID and your Google AdWords Conv Label to track conversions from ads Event page analytics πŸ‘‰ Here is where you will enter your Google Analytics ID, Google Analytics 4ID, AdRoll Pixel ID and your AdRoll Adv ID to track conversions from ads *Email - Here you will create a custom email that will go out to your attendees when they purchase tickets to your event. You can also create a seperate email will call ticket pickup instructions. *Event Settings - Here you will find your custom URL and QR codes for your event. Customize your event URL πŸ‘‰ Here you can customize the URL for your event. Download customized QR code πŸ‘‰ Here you can download a QR code for your event URL (for example, to include on event graphics and fliers). Hide event end time πŸ‘‰ Here you can choose to hide your event's end time or not. Tickets starting price πŸ‘‰ By default your event page will display "Tickets starting at" followed up the cheapest ticket type or add-on that you've created. If you need to customize this value, you can do so here. Customize buy tickets button πŸ‘‰ Here you can rename the default "Buy tickets" title on the button on your event page. Save & continue to save. Still Have Questions? Contact Us

  • 16 min read
  • Dec 21, 2022 4:45:17 PM

How to create an in-person event

(Last Updated 7/11/22) Here's how you create an in-person event on PromoTix! 1. Click on "+ New event" Click on the "+ New Event" button to start creating your event. TIP: You can also create a new event using the method below: 2. Fill out your event's details Add some basic details for your event. Add the title of your event, select your event category, and select the "In-person" event type. Once you're done, click on the "Save & continue" button. 3. Add your event's venue Once you're done, click on the "Save & continue" button. TIP: if you do not want to publicly announce your venue yet, leave "To be determined" in the venue field. Don't forget to come back and update this later! 4. Select your time zone, date(s), and time(s) of your event Select the drop down menu to choose your even time zone, enter your start date, start time, and end time. If your event continue past midnight, check the box that says "End time is past midnight." To add multiple days to your event, click the "+ Add another day" button. Once you're done, click on the "Save & continue" button. IMPORTANT: double check that your time zone is correct, because you won't be able to change it once your event is published. By default, your current time zone will be automatically selected. If your event is taking place in a different time zone, you will need to select it manually. 5. Create ticket types Time to let people know what you're selling! After you've set up all of your tickets, click on the "Save & continue" button. A πŸ‘‰Select your currency from the dropdown menu IMPORTANT: Event organizers are limited to one currency per account, so make sure that you select your preferred currency here. B πŸ‘‰ Add a title for your ticket type C πŸ‘‰ Set the available ticket inventory for your ticket type D πŸ‘‰ Set a price for your ticket type E πŸ‘‰ Show additional settings (see below) F πŸ‘‰ Duplicate your ticket type G πŸ‘‰Delete your ticket type H πŸ‘‰ Create an add-on TIP: Add-ons are similar to ticket types however they will not affect your attendance numbers. For example, create add-ons for products like VIP upgrades, parking passes, and merchandise items. You can also create multiple different variations of a single add-on (for example, different sizes of a T-shirt). I πŸ‘‰ Create a new ticket type Here are the additional settings you can adjust for each of your ticket types: J πŸ‘‰ If checked, your ticket type description will not be shown publicly, but it will be visible to you K πŸ‘‰ If checked, the number of remaining tickets available for this ticket type will be shown publicly L πŸ‘‰ If checked, ticket holders will be allowed to safely transfer this ticket type to others using PromoTix M πŸ‘‰ If checked, your ticket type will not be shown publicly, but it can still be sold by you N πŸ‘‰ If checked, your ticket type will only be shown publicly to customers who enter in the password set by you O πŸ‘‰ If checked, you can edit the minimum and maximum number of this ticket type that can be purchased at a time P πŸ‘‰ The minimum number of this ticket type that can be purchased at a time Q πŸ‘‰ The maximum number of this ticket type that can be purchased at a time R πŸ‘‰ Upload an image for your ticket type to display during the checkout process (optional) S πŸ‘‰ Add a ticket description to display during the checkout process (optional) T πŸ‘‰ Decide on when this ticket type will go on sale. You can either choose a specific date & time, or have this ticket type go on sale automatically once another ticket type goes off sale U πŸ‘‰ Set the date when this ticket type will go on sale V πŸ‘‰ Set the time when this ticket type will go on sale W πŸ‘‰ Set the date when this ticket type will go off sale X πŸ‘‰ Set the time when this ticket type will go off sale TIP: by default, in-person ticket types on PromoTix are automatically scheduled to go off-sale when your event ends. When your event starts, if you would like to sell tickets at the door (usually for a higher price), then follow these steps: Copy the ticket types that you plan on selling during the event and title them appropriately (ex. "Day-Of-Show: General Admission"). Set these ticket types to "Private" using the "Options" menu for each ticket type. Manually schedule all other ticket types to go off-sale when your event starts using the "Options" menu for each ticket type. 6. Start selling and publish your event A πŸ‘‰ Check this box if you would like to allow your customers to request refunds through the PromoTix system. Note that you always have the power to issue refunds regardless if this box is checked or not. B πŸ‘‰ Enter in your refund policy (recommended) C πŸ‘‰ Enter in any terms & conditions that you have (recommended). Note that your customers will have to agree to these terms & conditions before placing their orders. D πŸ‘‰ Enter a support email address so your customers can contact you f they have any questions. E πŸ‘‰ Connect a Stripe account so you can get paid! (required if selling paid tickets). Your funds will be deposited into your Stripe account instantly when orders are placed. For more detailed instructions on connecting your Stripe account to PromoTix, please click here. D πŸ‘‰ Click "Additional settings" to see advanced options. E πŸ‘‰ You can preview your event before you publish and see how the rest of the world will see it. Once you're done, click on the "Publish event" button to start selling! 7. View your event Congratulations, your event is now live! Follow these steps to view your brand new event page, and share it with the world: Click on your event from your PromoTix dashboard (the small green banner that says "Live" indicates that your event has been published) Click on the "View event" button in the top right hand corner of the screen Click on the orange "Share event" button Copy your event page's link (shown below) and start sharing it to begin selling tickets Still Have Questions? Contact Us

How to add a service fee to checkout and pass fees to attendees

(Last updated 5/7/24) Adding a service fee to checkout can help you to cover additional event costs such as payment processing fees, venue fees, permit fees, streaming fees, and ticketing fees. To add a service fee at checkout, or pass along fees to your attendees, follow these steps: 1. Click on your Event 2. Click on the "Payment" tab underneath "Event settings" 3. Check the box that says "Pass on PromoTix servicd fees to ticket buyer?". This will pass on all PromoTix fees to the ticket buyer. 4. Click on the box that says "Add service fee?". Enter a percentage which you would like to add as a service fee across all ticket types on your event.* For example, enter "5" if you would like to add a 5% custom service fee. *Note: This service fee will be be used to cover credit processing. Any extra fees will be paid out to you. Note: PromoTix adds an additional $0.99 inside ticket service fee only if the Professional Package is enabled, which is kept by PromoTix, per ticket charged to the attendee for enabling this option. This is added and displayed to the percentage you set to the attendee. Still have questions? Contact Us

How to setup your organizer profile page

(Last Updated 12/17/22)

How to View Performer Insights

(Last Updated 1/31/21) With Performer Insights, you can collect data on music acts your attendees are engaging with, helping you make better booking decisions for your upcoming events. This guide will teach you how to use Performer Insights.

How to Ticket Your Airmeet Event Using PromoTix

(Last Updated 1/19/21) Airmeet does not support RTMP, which means it cannot be used with our secured live streaming platform PromoStream. However, you can still sell tickets to your Airmeet event on PromoTix! Read below to find out how.

How to share your event page

(Last Updated 4/7/21) What good is creating an event if no one knows about it? This guide will teach you how to share your PromoTix event page with the world!

How to create a PromoTix secured live stream event

(Last Updated 8/24/23) Follow the steps below to create a secured live stream event on PromoTix. NOTE: "secured" means your viewers will not be able to access your live stream without purchasing a live stream ticket. Each live stream ticket issued contains a unique "join link" that an only be used by one device at a time. For more information, please click here. NOTE: only paid secured streaming events are supported at this time. Free secured streaming events (where live stream tickets are priced at $0.00), are not supported. NOTE: additional fees apply to live stream ticket sales, and fees vary depending on the video quality and duration of your live stream. For complete pricing information, please visit our pricing page here. 1. Get started by creating a new event 2. Complete the Event details step A πŸ‘‰ give your event a title B πŸ‘‰ select the category that best fits your event C πŸ‘‰ select the Streaming option NOTE: If you plan to sell both in-person and live stream tickets to the same event, then select the In-person & streaming option. D πŸ‘‰ select the Stream on PromoTix (secured) option E πŸ‘‰ if you would like us to send you a recording of your live stream once it is over, please check this box TIP: depending on the live stream equipment and software you plan to use, you may be able to record a copy of your live stream directly to your device. Once you're done, click on the Save & continue button. 3. Complete the When? step A πŸ‘‰ select the time zone for your event IMPORTANT: a time zone will be automatically selected for you based on your device's setting. Double check to make sure that the time zone is correct for your event. B πŸ‘‰ select a start date for your event C πŸ‘‰ enter in the start time and end time for the selected date D πŸ‘‰ if your live stream event ends past midnight on the selected date, check this box to extend the end time past midnight E πŸ‘‰ add a new date to your event IMPORTANT: Your live stream will end automatically at the specified end time each day. Please allow yourself more time than you need, as you will not be able to extend your live stream once it has started. IMPORTANT: all live stream tickets you sell will grant your customers access to the entire schedule of your event. Gating access to specific date(s) is currently not supported. If you would like to gate access to specific date(s), please create a new event specifically for those date(s). Once you're done, click on the Save & continue button. 4. Complete the Ticket types step A πŸ‘‰ select the video quality for your live stream. You can choose from the following options: 720p - Standard High Definition 1080p - Full High Definition B πŸ‘‰ review the pricing details for your event here. Your pricing is directly related to the video quality you select, as well as the total duration of your live stream. C πŸ‘‰ enter in a title for your live stream ticket type D πŸ‘‰ enter in a quantity (how many of these tickets should be made available) NOTE: live stream events with over 5,000 live stream tickets available must be approved by a PromoTix representative before publishing. If you create more than 5,000 live stream tickets, you will not be able to publish your event until your event is approved by a PromoTix representative. E πŸ‘‰ set a price for your live stream ticket type F πŸ‘‰ set the currency to charge your customers G πŸ‘‰ click here for additional ticket options H πŸ‘‰ copy your live stream ticket type to create a new live stream ticket type. TIP: most live stream events only use one live stream ticket type. If you plan to offer additional benefits to customers who pay slightly more, this is one reason you may want to create more than one live stream ticket type. I πŸ‘‰ delete your live stream ticket type J πŸ‘‰ create an add-on. An example of an add-on would be a T-shirt, or to collect a donation. Add-ons do not include live stream access. K πŸ‘‰ create another live stream ticket type Once you're done, click on the Save & continue button. 5. Complete the Start selling step A πŸ‘‰ check this box if you would like to allow your customers to request refunds from you using their PromoTix account. NOTE: you always have the ability to issue refunds, regardless if this setting is enabled or not. B πŸ‘‰ (Optional) enter in a refund policy for your event. IMPORTANT: this setting cannot be changed after your event has been published. C πŸ‘‰ (Optional) enter in terms and conditions for your event. IMPORTANT: this setting cannot be changed after your event has been published. D πŸ‘‰ activate a credit card processor from the list of options so you can start accepting payments. TIP: for instructions on how to create and/or connect a Stripe account to your PromoTix event, click here. Once you're ready to publish your event, click on the Publish event button. For additional settings, click on the Additional settings button, and to preview your event before publishing, click on the Preview event button. 6. Next steps Congratulations, your event is now live! How to share your event page How to live stream on PromoTix using OBS How to live stream on PromoTix Still Have Questions? Contact Us

How to create a PromoTix event organizer account

(Last Updated 4/12/22) Here is how you create an Event Organizer account on PromoTix! 1. Visit the signup link To sign up for a PromoTix Event Organizer account, visit this link and fill out your information: https://app.promotix.com/user/signup Once you're done, click on the "Next" button. 2. Click "I am an event creator" Click on the "I am an event creator" button. 3. Enter in your company name Enter in your company name, and then click the "Next" button. TIP: If you don't have a company name, enter in your first and last name. 4. Verify your email address Congratulations! You've created a PromoTix event organizer account. In order to publish your first event, you will need to first need to verify your email address. To do this, check your email inbox and click the link in the verification email which was just sent to you. TIP: If you can't find the verification email, check your spam and junk folders. Still Have Questions? Contact Us

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