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Create a Card-Specific Presale

Last Updated: Nov 28, 2018 05:52PM EST
Sometimes a promoter will request a presale for a specific credit card to be setup for a performance.  Follow the below steps to set this up for your performance.
Note:  This article encompasses the steps to setup a presale for special offers for certain types of card holders (i.e. Citibank).  For Amex Specific Presales which restrict the method of payment to only American Express cards see the article. see the article Set Up an AMEX Presale

Step 1: Create Card-Specific Presale Price Code
Create the Card-Specific Presale price code(s).

Add the Card-Specific Presale price code(s) to the performance.  This price code should be marked PUBLIC and have an online sales schedule.

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



Step 2: Create Membership
If you are sent a long list of credit card 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 (name of the credit card company) Presale.
B. Enter the Public Description
C. Choose whether to take a photo if printing membership cards (Select "No")
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 Citi Preferred Seating and Citi Card Member Presale.
 
Step 3: Load 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 credit card 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 Citi Preferred Seating and Citi 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.  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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    Morrisville, NC 27560
    Fax: 919-653-0580
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