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Set Up an American Express Presale

Last Updated: Jun 25, 2018 03:54PM EDT
Sometimes a promoter will request an American Express Presale to be setup for a performance.  Follow the below steps to set this up for your performance.

Click Here to watch the How To Video on Setting Up an American Express Presale.

Step 1: Create Campaign
Create the American Express Presale price code(s).

Add the American Express Presale price code(s) to the performance.  This price code MUST be marked PRIVATE and have an online sales schedule.

Additionally, you may need to assign inventory so the American Express Presale price code(s) only sell from a specific section or hold status.

From the Venue Dashboard, click Manage to expand. 




Click Campaigns



Click Create Campaign


 

Enter the Campaign information
A. Enter the Campaign Name: will not display online
B. Enter the Start and End dates: when the Campaign is valid
C. Enter the Campaign's Maximum and Minimum ticket limits
D. Enter the Campaign Description
E. Enter the Maximum Links Per Calendar Day
F. Click Continue




Click Edit Campaign Delivery Method if the Campaign will have different delivery methods than what is available at the Venue level.



Click Edit Campaign Price Code



Select the American Express Price Code(s), click Move Selected Item to Assigned and click Save and Exit.



Click Edit Campaign Performance



Select the performance and click Update



Optionally, you can Edit Seat Selection Method



To only allow American Express as the payment method, contact clientservices@etix.com to assign the AMEX only payment processor.

The Campaign is now set. Click View Campaign Details to get the campaign sales link.


 


Step 2: Create Membership
If you are sent a long list of American Express codes, you can load them into Etix using the Membership platform.  This will save you time instead of having to enter each code one at a time.

From the Venue Dashboard, click Manage




Click Memberships



Click Setup New Membership.



A. Enter Membership Name.  We recommend the name of the performance followed by American Express Presale.
B. Enter the Public Description
C. Choose whether to take a photo if printing membership cards
D. Select sales channel(s) to email customer when issued or renewed
E. Click Done 

 

The page will refresh to add membership levels.
A. Enter Membership Level Type Fixed Duration Length 
B. Enter Membership Level Name
C.
Enter -1 as the maximum number of subscriptions allowed to issue
D. Select Display Order
E. Leave this blank.
F. Enter the Duration in Days.  We recommend 365.
G. Enter Description
H. Only select the Box Office sales channel
I. Select No to Use Loyalty Match
J. Click Create


Repeat this process if you will have multiple levels such as Amex Preferred Seating and Amex Card Member Presale.
 
Step 3: Load American Express Passcodes
Click Load Subscriptions under the Level where the Passcodes will be loaded



Click Load Passcode



A. The Membership Begin/End Time is pulling from the setup of the Membership Level.  Update as needed.
B. Enter Passcodes (One per line).  You should be able to copy and paste the American Express codes that were sent to you.
C. Click Submit




The below page will confirm the total number of subscriptions loaded.

Repeat this process if you will have multiple levels such as Amex Preferred Seating and Amex Card Member Presale.


Step 4: Create Ticket Limits
The final step is to create Performance Ticket Limits which will connect the Performance to the Membership.

Select Performance

 
Click Manage to expand



Select Ticket Limit



Click Create Ticket Limit


A. Select the Membership to tie to performance.
B. Select the Membership Level.  Each level must be done individually.
C. Enter Description.
D. 
Enter maximum total number of tickets.  This is the total number of tickets a subscriber can purchase for one performance.  For the American Express Presale, enter -1 here.
E. Select price code(s) to use.
F. Click Create.




A. Click Create More if needed
B. Click Return to view all current ticket limits
 


 

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    Email: university@etix.com
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    Email: clientservices@etix.com

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    Morrisville, NC 27560
    Fax: 919-653-0580
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