Prerequisite: create a Season, at least one Tariff, a price level for membership
A membership is a nominative product, therefore it requires a contact to be bought.
It can be a physical or virtual card allowing the owner owners to be offered a privileged relationship, unlocking a set of benefits (free products, discounts, anticipated access, etc).
- Create a new membership: first basic settings
a) General: i. General
ii. Parameters
b) Quotas
c) Based price - Important settings
c)Activity Product profile
d) Payment methods - Advanced menus
e) General: iii. Advanced
f) Custom variables
g) Charges
h) Access control synchronization
i) Transport stops
j) Price breakdown - ValidationOrganisation | Catalog | Memberships
- Filters and main screen buttons
1. Anchor CreateEvent CreateEvent
Create a new membership: first basic settings
CreateEvent | |
CreateEvent |
Button allows to create a new product from scratch.
a) General / General
Internal name (max 60 char.): name of your membership as it will appear in SECUTIX screen (backoffice)
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Validity rule:you can choose between the current season, a specific range of dates, or a predefined number of days/weeks/months/years after the purchase.
In the last scenario, you may decide to let the purchaser define the start validity date during the purchase.
Price level: an existing price level for membeship membership must be selected. It will allow the membership owners to unlock specific tariffs (if any) linked to the same price level.
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Automatic renewal: it makes the product selectable for automatic renewal (batch required).
2. Anchor ImportantSettings ImportantSettings
Important settings
ImportantSettings | |
ImportantSettings |
Among the other menus be sure to define, or review, accordingly:
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This is where you associate the set of rules regarding the selling of your membership. Among the rules, it will determine tariffs, seat category and sales periods in which the membership will be available per sales channels.
See: Organization | Catalog | Product Profile
d) Payment methods
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So if you want to have a payment method that is only available for your season tickets for example, you need to associate this payment method to your point of sales AND associate it at product family level. That way this payment methods will only be available for your season tickets products on your point of sales.
3. Anchor Collateral Collateral
Advanced menus
Collateral | |
Collateral |
e) General / Advanced
Short public name (max 15 char.): name of your membership as it will appear online when accessed from a device with small resolution (smartphone...)
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They can also be used through API and interfaces between SECUTIX and 3rd party system, in order to setup in SECUTIX sets of information that will be pushed and handled by the 3rd party system.TixNGo for instance is using those fields to input the parameters such as the image or the url that will be displayed on the ticket in the TixNGo wallet.
g) Charges
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Info | ||
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Specific rules for charges and access control |
i) Transport stops
This options are for customers selling combined offers including leisure and public transportation. Mainly for Swiss customers
They may define which stations or stops belonging to a public transportation network allow to reach the product associated.
j) Price breakdown
Price breakdown
This functionality enables you to define multiple price components (ticketing, promoter...) for prices defined previously.
Relevant information on the configuration can be found here and here for price breakdown bottom-up.
4. Anchor Validation Validation
Validation
Validation | |
Validation |
The validation step will make sure that you did not forget to set any mandatory information.After that the product becomes available for running.
5. Anchor FiltersButtons FiltersButtons
Filters and screen buttons
FiltersButtons | |
FiltersButtons |
Top page filters allow you to display the memberships by internal name and status.
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The other screen buttons perform the following actions:
Delete | Validate | Run | Suspend | Duplicate | Copy from Season | Bulk edit price | Bulk edit price for product | Print test ticket | Export to excel |
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Delete the chosen product (only if in "Preparing" of "Validating" state"). | Validate the chosen product (only if in "Preparing" and all the mandatory fields are accordingly set). | Activate the product so it can follow rules set in linked Product Profile(s). | Stop (temporarily) the following of the rules set in the linked Product profile(s) for the given product. Used to perform a few changes while on sale. | Duplicate the selected product. | Copy a membership from another Season | Edit more tariffs' prices in the same time. It allows to select more lines/membership at once | Like the previous one, you can edit more tariffs' prices in the same time, selecting by product. It does not allow to select more lines/membership at once | Print a sample ticket. | Export the screen table of memberships as an excel file |