A Template holds Tier/Inventory and Event Price information about different ticket types and prices, organized by venue. Storing this information in a template enables users to generate showings and events with standardized available ticket quantities and prices. A template is a time-saving tool for recurring events like daily programming or weekly matinees. A ‘special’ event that occurs only once does not require a template, in best practice.
1. Log in to Web Portal at portal.agiletix.com.
2. Click on the Events tab. Then click Templates.
3. Click the +Add Template button.
4. Select the Folder where you wish to build the New Template and then click Continue.
5. In the Properties window enter in the Name of the Template.
6. Next select your Venue from the drop down menu OR click on the Add Venue button to add a new location.
NOTE: When adding a new venue/location, enter the Name of the venue and then fill out the address information.
- Name - Enter a customer-facing name for the venue.
- Internal Name - Enter a staff-facing name for the venue.
- Short Name - Enter the venue's initials.
- Country, Address, Address 2, City, State / Province, and Zip / Postal Code - Enter the venue's physical address information. This information can be added to tickets and receipts.
- Latitude and Longitude - (Optional) Enter the position measurements of the venue. This aids with both geofencing for Mobile Wallet apps.
- comScore Theatre ID and comScore Theatre Name - (Optional) You can find your venue's Theatre ID and Theatre Name on reports pulled directly from comScore.
- Display Sequence - An organizing principle that controls the order in which venues will appear in the Venue/Location drop-down. Venues with a Display Sequence closer to zero will appear closer to the top of the list.
- Screen # - (Optional) Enter the number of screens available at this venue.
- Directions > Directions URL - This is a field where you can enter a Google Maps or Map Quest link. When this property is filled out, visitors on can click on the name of your venue to launch a link they can use to navigate to the event.
7. Click the Save button to add your New Venue.
8. Select the Available Delivery Methods that will be associated with this template. It will copy down to your Event/Shows. (You may choose more than one).
9. Scroll down to the Additional Information section
10. Add a Sort Name that will make it easy for your to identify this template in a list of your other templates.
11. Select a Type for the template. Most organizations use "Event".
12. Click the Ticket Search Type drop-down and set it to Ticket Type Only.
13. Check the box next to Display Message at Available Quantity. This will make sure that a "Sold Out" display message will appear when open inventory hits zero tickets.
14. Click the red Save Changes button.
15. Scroll down to Pricing & Inventory Tiers section and build your Pricing Tier.
A. From the drop-down select the Sales Line Type, and the name of your tier (i.e admission, artist hold, VIP, etc).
B. Then enter the number of tickets for that tier.
C. Click Add Pricing & Inventory Tier to continue.
D. Once you have created the Inventory, click the green Add Ticket Price button.
E. Select your Ticket Type.
F. Enter the Price of this Ticket Type
G. Enter the Fee if any.
H. Once you have the price created choose a Sequence. The sequence will tell the system in what order you want the price to appear.
I. Minimum and Maximum allows you to restrict the number of tickets that a customer can purchase per order. (i.e. a group price may have a minimum of 10 tickets per order).
J. Require Promotion Code allows you to assign a promotion code for a specific price that the customer will have to use to access the price.
K. Select the Ticket Format that the will either email to the customer or you will print at the box office.
L. Check the Restricted box if this price needs to be hidden from general public view.
M. Click Accept once you have completed adding your price(s).
16. Once you have entered in your prices close the Pricing & Inventory Tiers section.
17. Since this is a Template, there is no need to add Media, Streaming Properties, Custom Properties, or Included Shorts. These sections will only need to be added when building an actual Show or Event.
18. Click on the Save Changes button to save all of your information for the Template.
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