Ticket Management

The ticket management dashboard allows you to configure tickets, coupons, and payments. You can also create different types of tickets for your audience and analyze your event success. Furthermore, you have the option to separate tickets by group, segmentation, custom form, or invitees' name.

Enabling the Tickets tool

To enable the Tickets tool, follow the steps provided below.

  1. Navigate to Settings > Tools from the Event level.
  2. Locate the Tickets tool under the Registration section.
  3. Click on the Edit button.
  4. Enable the Tickets tool using the corresponding toggle.
  5. Click on the End button to save your changes.

After completing the steps above, the Tickets tool will be enabled for your event.

Enabling the tickets feature

Alternatively, you can enable the Tickets tool from Marketing > Registration > Registration form > Setting page.

Creating and managing tickets

This section covers creating tickets, editing ticket information, including ticket details, group assignments, form attachments, and the configuration of sales and pricing, as well as removal.

Creating tickets

Tickets can be created manually or by importing spreadsheets. The following sections will explain how to use both of these options.

Manually creating tickets

To create tickets manually, follow the steps below:

  1. Navigate to Marketing > Tickets > Tickets.
  2. Press the +Add ticket button on the top left corner of the Tickets > List page.
  3. Enter the Ticket name and Ticket price.
  4. Click Create.
How to create a ticket

Importing tickets in bulk using a spreadsheet

The platform allows you to bulk import tickets using a spreadsheet. This section provides a guide on downloading, modifying, and importing the spreadsheet into InEvent.

  • Downloading a demo file

A demo file is recommended to ensure data compatibility. To download the Tickets demo spreadsheet, navigate to the Tickets page. In the List section, click Edit, then select Import, and finally, click Download demo file. This action will download a spreadsheet to your computer, which includes explanations for completing each column.

How to bulk import tickets

The following columns are available in the spreadsheet:

Screenshot showing a snippet of the spreadsheet
  • name
  • parentID
  • price
  • description
  • entrance
  • capacity
  • purchaseMin
  • purchaseMax
  • purchaseLimit
  • active
  • group
In the group column, enter the name of a new group to create it on the platform. Alternatively, enter the name of an existing group to add the ticket to that group.
  • segmentationLists
  • assignLists
For the segmentationLists and assignLists columns, enter the name of a new list to create it on the Lists page. Alternatively, enter the name of an existing list to add the ticket(s) to that list. Separate multiple list names with a semicolon (;).
  • assignHolder
  • giveawayticket
assignLists, assignHolder, and giveawayticket columns accepts 0 for No and 1 for Yes.

Save the completed spreadsheet to your computer for importing to the InEvent platform.

Follow the instructions provided in the spreadsheet to fill the columns correctly. Incorrectly filled columns might prevent import or cause errors.
  • Importing the modified demo spreadsheet

After modifying the demo spreadsheet with your desired ticket details and saving it, proceed by following the staps below.

  1. Navigate to the List section of the Tickets page.
  2. Click Edit.
  3. Select Import.
  4. Drag and drop the file into the pop-up window or click the Click to upload butto and select the modified spreadsheet from your computer.
  5. Click Preview to review the detected columns.
  6. Click Import to begin the import process.
  7. Refresh your page to view the imported tickets with all of the populated details following the completion of the import process.
For more information about importing spreadsheets, refer to our article on importing and exporting spreadsheets.
Importing a list

Ensure to enable the Ticket giveaway tool in order to see the Can giveaway ticket option when viewing your ticket information

Removing tickets

To delete a ticket, navigate to the Tickets > List page and click Edit in the top right corner. Then, select the ticket by checking the corresponding box and click the Remove button. This action will open a confirmation dialog box. Click on Remove. To finish removing tickets, click End.

Marketing > tickets > select a ticket > Edit > remove > end

Searching for a ticket

When multiple tickets have been created, the Search functionality allows for easy location of a specific ticket. Administrators can click on Search, enter the ticket name in the search box, and then click on the blue Search button.

Gif showing how to search for tickets through their name using the search button

Filtering tickets

To filter tickets, click the Filter button. Select the desired ticket group using the drop-down menu and click the blue Filter button. Tickets associated with the selected group will then be displayed.

Filtering tickets by groups

Manually assigning tickets to attendees

Administrators can manually assign tickets to attendees. This eliminates the need for attendees to complete the Purchase form. To do this, complete the following steps:

  1. Navigate to People > Attendees.
  2. Click Edit in the top right corner.
  3. Select an attendee from the attendee list. The attendee's details will then be displayed in a new panel on the right-hand side.
  4. Locate the Ticket section within the attendee details panel.
  5. Select the target ticket for the attendee using the Ticket drop-down box.
  6. Click End to save changes.
Assigning an attendee with a ticket

It is also possible to provide the digital ticket via a voucher, which can be distributed to the attendee by email or through the mobile application. The Digital Ticket Voucher is customizable, allowing the event administrator to select the information it presents, such as QR Code or entrance information. To generate a voucher, click on an attendee, then click on the Voucher icon in the attendee details panel as highlighted in green below:

How to access the attendees voucher

For more information, refer to our Digital Ticket Voucher article.

Manually selecting an active ticket in the Purchase form

Upon purchasing multiple tickets, the platform automatically designates the first selected ticket as the attendee's active ticket. However, attendees can choose their active ticket during the purchase process by selecting Personal ticket (ticket I will use) located beneath the name of the preferred ticket. Following the purchase, the selected ticket will be displayed at the top of the My Tickets list in the Virtual Lobby.

Screenshot showing the user's active ticket.

Editing and configuring tickets

To modify ticket information and configure it further, click the target ticket. This action will display the ticket's details, allowing for the configuration of its Basic Information, Sale Configuration, Segmentation Control, Triggers, and Price Batch.

The Expand window button can also be clicked to expand the ticket details panel.
gif showing how to edit a ticket information

Basic information

The following basic information can be edited:

  • Name: Modifies the ticket name. Limited to 100 characters.
  • Description: Adds a ticket description. Limited to 2200 characters.
  • Entrance: Specifies the entry point for the ticket holder. Limited to 255 characters.
  • Custom form for invitee: Specifies custom form for ticket recipient.
  • Parent ticket: Designates a ticket as the parent of the current ticket.
Group

This setting allows for the visual grouping of tickets at the time of purchase, affecting their display on the purchase form.

To create ticket groups, follow the steps below:

  1. Click Groups from the left menu of the page.
  2. Click the +Add group button at the top left corner. A new window will appear.
  3. Enter the Group name and define the Constraint. The following Constraint options are available:
  • None: Selecting this option removes any limit on the number of purchasable ticket types from this group.
  • One type of ticket: Selecting this option restricts users to purchasing only one ticket type from this group, as demonstrated by General admission tickets entry within this guide.
  1. Click Create.
Creating ticket groups

After creating the ticket group(s), a ticket can be added to a group. To do this, click the ticket to be added using the Group field in the target ticket's edit menu.

Assigning groups

The following image shows how tickets are categorized within their respective groups on the Purchase form. Groups with constraints will display the Only one of the following tickets may be purchased for this category message.

Purchase form and groups

Created groups will be displayed on the Groups page. To delete a group, click Edit, and click the Remove button.

Removing a group

Custom form for invitee

If the purchaser of this ticket transfers it to another individual and a custom form is assigned, the recipient will be required to complete this form to accept the ticket. To associate a custom form with a ticket for invitees, complete the following steps:

  1. Create an Attached form containing the questions for the invitee.
  2. Navigate to Marketing > Tickets > Tickets.
  3. Select the ticket to be associated with the Attached form.
  4. Click Edit.
  5. Select the desired Attached form from the Custom form for the invitee drop-down menu.
  6. Click End to save changes.
Custom form for ticket invitees
The ticket recipient will still be required to complete the registration form to accept the ticket and confirm attendance. The custom form for the invitee contains additional questions to the original registration form. If you do not want the guest to have to complete the registration form, it can be filled out on their behalf. For further details, refer to the article on Ticket transfer.
Parent ticket

The parent ticket option allows a ticket to be a child or subticket to a parent ticket. To define a ticket's parent, click on the Parent ticket drop-down box and select the target parent during ticket creation.

Screenshot showing the parent ticket option

Alternatively, select the target parent within the ticket's Basic information section.

Once designated, a subticket's parent cannot be modified further. To designate a different ticket parent, administrators must recreate the subticket.
Screenshot showing ticket parent option from the edit interface

Parent and subtickets will be displayed in the Purchase form as shown below.

Parent tickets and subtickets are not eligible for giveaway.
Screenshot showing parent and child ticket

Sale configuration

The following sale configuration can be edited:

  • For sale: Enables the sale of this ticket.
  • Can giveaway ticket: This option is visible only if Ticket giveaway is enabled in the registration form settings. Disabling this option prevents attendees from giving away this specific ticket.
  • Capacity: The total number of tickets available for purchase for this event.
  • Capacity Alert (%): Specifies the percentage of total ticket capacity at which an alert will be triggered for administrators. This alert is activated when the number of purchased tickets reaches the defined percentage.
Admins will receive an email notification if the Ticket capacity alert notification is enabled. Refer to our Event admin notification article for more information.
  • Waitlist: Enables a manual waitlist for this ticket. When the ticket's Capacity is reached, registering users will be able to submit a defined custom ticket waitlist form. For more information, refer to the Ticket waitlist section.
  • Waitlist form: Defines the custom form to be used for the ticket waitlist. This option is visible only when the ticket Waitlist option is set to Yes. For more information, refer to the Ticket waitlist section.
  • Purchase minimum: The minimum number of tickets a user can purchase in a single transaction.
  • Purchase maximum: The maximum number of tickets a user can purchase in a single transaction.
  • Purchase limit: The maximum total number of these tickets a user can purchase.
  • Price: The cost to be paid for this ticket.
  • Discounts: Allows the creation of automatic discount policies for this ticket. For more information, refer to our Discounts article.
Sale configuration
Ticket giveaway and transfer between attendees

Event organizers can allow attendees to give away or transfer tickets to another attendee. For further information, refer to our article on Ticket transfer configuration and on sending tickets to other attendees.

Ticket waitlist

The Waitlist feature for tickets allow registering users to fill a custom form to notify event organizers that they would like to purchase a ticket that has been sold out. This feature combines the Tickets feature with Custom Forms.

This feature is not related to the Waitlists and waitlist requirement feature.

To set this feature up for a ticket, follow the steps below.

Ensure that you have created a Custom form for use with this feature. For best results, it is recommended that the Custom form includes fields to identify the registering user, such as Name and Email. You can use separate forms for separate tickets, or use the same form for all tickets. When using the same form for all tickets, it is recommended to have a field to identify the user's desired ticket.
  1. Click on the target ticket.
  2. Click on Edit.
  3. Select Yes in the Waitlist drop-down menu under the Sales configuration section.
Ensure that you have also set a Capacity for the ticket to limit the number of available tickets.
  1. Select the target Custom form using the Waitlist form drop-down menu. Registering users will be directed to this Custom form when they wish to join the ticket Waitlist.
  2. Click on End.

After completing the steps above, Waitlist will be enabled for the relevant ticket, and registering users will be able to join the Waitlist when the ticket is sold out. Event administrators will be able to review the defined Custom form submissions for the Waitlist and take manual action.

The Waitlist feature for tickets is manual and not automated.
GIF showing how to set up ticket waitlist

Registering users will experience the following progress when trying to purchase a sold-out ticket and submitting the ticket waitlist form. By clicking on Join Waitlist under the target sold-out ticket, they are automatically directed to the defined Custom form.

GIF showing the registering user's experience with the ticket waitlist.

Segmentation control

This feature allows you set who can see and buy specific tickets for your event. To use Segmentation control, follow these steps after you have created your ticket:

This feature enables the restriction of ticket visibility and purchase eligibility for specific event attendees. To configure Segmentation control for a ticket, follow these steps:

  1. Create a Custom list and add the intended users to the list. These users will be granted access to the specific ticket.
  2. Navigate to Marketing > Registration > Tickets.
  3. Select the target ticket and click the blue Open ticket details button. The ticket's details will then be displayed in a new window.
  4. Click Edit and locate the Segmentation Control section.
  5. Select the created list from the drop-down menu within the section.
  6. Click the +Add List button.
  7. Click End to save changes.
Segmentation control for tickets

To remove a segmentation list, click on the trash icon beside it.

Removing a list from segmentation control

Assigning ticket users to lists using Triggers

The Triggers function allows for the automatic addition of users to static lists based on their purchase of a specific ticket linked to that list. To set up Triggers for a ticket, complete the following steps:

  1. Create custom lists by following the instructions provided in our Static and Contact lists article.
  2. Navigate to Marketing > Tickets > Tickets.
  3. Select the target ticket and click the blue Open ticket details button. The ticket's details will then be displayed in a new window.
  4. Click Edit.
  5. Locate Assign the ticket user to list under Triggers.
  6. Choose the list to be associated with this ticket from the drop-down menu and click the +Add list button.
A single ticket can be associated with multiple lists.
  1. Click End to save changes.

After the Triggers are succesfully configured, attendees will be automatically added to the specified list(s) after completing their ticket purchase.

Assigning ticket users to lists

To remove a list associated with a ticket, click on the trash icon beside the list.

Removing a trigger list

Users who give away their ticket are automatically removed from the associated static list.

Price batch

This feature allows for the creation of varying price tiers for a ticket over time. To add a price batch, click +Add Batch.

Add batch

Next, specify the price and the start date of this batch's sale.

Price batches

Once completed, click End to save the changes. The sale period for a price batch concludes at the start date of the next batch.

Ticket settings

You can control all of the most relevant ticket tools without leaving the Tickets page by clicking the Settings button in the top right corner. A pop-up box will appear, displaying the tools segmented into different fields: Registration, Moderation, and Block. You can enable or disable a tool by toggling the button beside it on or off.

Image of the settings pop-up in the Tickets page
For more information about the available tools, refer to our article on Event tools.

Coupons and discounts

Discounts for tickets can be configured using Coupons. For more information, refer to the Coupons article.

Reordering tickets and groups

The display order of individual tickets and ticket groups on the Purchase form can be manually configured, overriding the platform's default arrangement.

Reordering tickets

To reorder tickets, click Edit. On the far left of the page, click and drag the dots beside the target ticket to adjust its position as desired.

Tickets belonging to a group will be prioritized on the Purchase form. They will appear first in the order established on the platform and organized alphabetically by Group name. Ungrouped tickets will be displayed subsequently, following the order specified on the platform.
GIF showing how to rearrange ticket order

The change will be reflected on the Purchase form, such as seen in the image below:

Re-ordering tickets

When some of the tickets are sold out, the remaining available tickets will be displayed on the Purchase form according to the order set within the platform.

If attendees purchase multiple ticket types, the purchased tickets will be displayed in the My Tickets tab of the Virtual Lobby following the order established on the platform.

Screenshot showing the tickets after being rearranged.
Reordering groups

By default, groups are arranged chronologically on both the Groups dashboard and the Purchase form. However, changing the order of ticket groups allows the foremost group to be displayed first, along with its associated tickets, on both the Tickets dashboard and the Purchase form.

By default, ticket groups are arranged chronologically on both the Groups dashboard and the Purchase form. However, modifying the order of ticket groups enables the foremost group, along with its associated tickets, to be displayed first on both the Tickets dashboard and the Purchase form.

Rearranging the order of tickets within a group does not affect the sequence of the groups themselves. In addition, any modifications to the ticket order will only be visible within the respective group.

To reorder ticket groups, navigate to Groups and click Edit. click and drag the dots beside the target ticket group to adjust its position as desired. This adjustment will be automatically reflected on the List page where the tickets are displayed.

Re-ordering a group

The change will be reflected on the Purchase form, such as shown in the image below:

Ticket groups in purchase form

If attendees purchase multiple ticket types, the purchased tickets will be displayed in the My Tickets tab of the Virtual Lobby following the same order set by the event organizer.

Tickets in the My tickets tab
If a user specifies a different active ticket than the predetermined one, the active ticket will appear first in the list, while the remaining tickets will maintain the order set by the administrator.
Active ticket comes first

Generating ticket reports

To generate a report of all tickets in the form of spreadsheets, navigate to the Tickets > List page. Then, click Edit and click Report A notification will appear, indicating that the Excel sheet is being processed and will be sent upon completion.

How to generate a report on all your tickets

Alternatively, the Download button in the blue notification banner can be clicked to navigate to the All Reports > Tickets page, where the spreadsheet can be previewed and downloaded.

The ticket report will contain the following information:

Tickets report
  • ticketID: The unique identifier of the ticket.
  • customOrder: The sequential number of the ticket purchased.
  • eventID: The unique identifier of the event associated with the ticket.
  • chainID: The unique identifier of the associated ticket group.
  • active: Displays 1 if the ticket is for sale. This column will be blank if the ticket is not for sale.
  • name: The name of the ticket.
  • description: The ticket's description.
  • entrance: The designated entrance information for the ticket holder.
  • dateBegin: The date and time of ticket creation.
  • dateEnd: The date and time of ticket creation.
  • capacity: The ticket's capacity, if specified. This column will be blank if no capacity is set.
  • capacityAlert: The percentage of total ticket capacity at which the capacity alert will be triggered, if configured.
  • purchaseMin: The configured minimum number of tickets per purchase.
  • purchaseMax: The configured maximum number of tickets per purchase. This column will be blank if no maximum number is set.
  • purchaseLimit: The configured total purchase limit for this ticket per participant.
  • giveawayTicket: Displays 1 if Can giveaway ticket function is enabled. This column will be blank if the function is deactivated.
  • price: The ticket's price.
  • chainName: The name of the ticket's group. This column will be blank if the ticket is not associated with a group.
  • constraint: Displays one-type if the ticket is linked to a group with a constraint. This column will be blank if no constraint is associated with the ticket.
  • approvedTickets: The number of approved ticket purchases and tickets assigned to users by administrators via the People > Attendees page.
  • pendingTickets: The total number of pending, refunded, and cancelled purchases associated with the ticket.
  • approvedPrice: The total value of received income, or approved purchases, related to the ticket.
  • pendingPrice: The total value of pending, refunded, and cancelled purchases associated with the ticket.
If price batches are configured for the tickets, two additional columns will be included in the report: lotPrice (the price of the batch) and lotDate (the date of the batch).


How Did We Do?