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Set Up an American Express Presale

Last Updated: Nov 13, 2019 09:20AM EST
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/Package

A. Select the Performance
B. 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. Campaign Details display below, here you can 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.

The Setup New Membership page will display:
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 Continue to Advanced Options

The Advanced Options page will display.
A.Select your Membership Type from the drop-down
B. Or alternatively, select to Create a Custom Membership Type
C. Click Create (all other fields on this page can remain as the default setting)

The page will refresh Click List Membership levels.

The page will refresh Click Create Membership levels.


The Create Membership Level Page will display
A. Enter Membership Level Type Fixed Duration Length 
B. Enter Membership Level Name
C. Select Currency from the drop-down
Enter the Duration in Days.  We recommend 365.
E. Leave Membership Card as Default 
Select Display Order
G. Enter Description
H. Only select the Box Office sales channel
I. Enter -1 as the maximum number of subscriptions allowed to issue
J. Leave this blank
K. Select No to Use Loyalty Match
L. 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. Show Remaining Tickets when Validation Fails
E. Show Remaining Tickets

F. Enter the maximum total number of tickets.  This is the total number of tickets a subscriber can purchase for one performance.  
G. Select price code(s) to use.
H. Click Create.

The page will refresh and a banner will display stating that the Ticket Limit has been created.
A. Click Create More if needed
B. Click Return to view all current Ticket Limits


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