Agile is fantastic at keeping track of customers and their perks so you don't have to. Versatile Account Benefits can track ticket and concessions redemptions against a customer's name: no more printing off and handing out ticket or concessions vouchers. Account Benefits are usually added to ticket packs, premium event packages, and more, but you do not even need to sell an item to a customer to grant them a benefit. You can add them directly to a customer record with speed and efficiency from the convenience of your smartphone, giving you the power to add benefits and manage customer relations wherever and whenever you choose.
Follow the steps below to learn how to add and edit an account benefit to a customer record in Web Portal:
1. Go to portal.agiletix.com
2. Log in using your Username, Password, and Domain.
3. Click the Customer Relations tab on the left side of the screen. Then, click the Customers tab.
4. In the Search box, enter the name, phone number, address, or email address of the customer. If you do not see them right away, try un-checking Exact Match or checking Show In-Active to broaden your search.
5. Click the Pencil/Edit icon next to the customer's name to open their record.
6. Scroll down to the Account Benefits tab.
7. To add a Benefit for this customer, click the +Add New Account Benefit button.
8. Select the type of benefit you are adding.
- Event/Showing Benefit: Allows you to chose a specific event(s) or showing(s) that the member can use to get tickets based on their benefit level. Do you want to give this person a free or discounted ticket they could redeem in the future?
-
Catalog Benefit: Allows the customer to have a benefit for specific items (i.e. T-shirts, Drink Discount, etc.).
- Membership Benefit: Does this customer need to get a discount on a membership price or a fair or festival pass? If so, use this type, but first be sure to set up the discounted pricing so it will be available for them.
-
Package Benefit: Allows users to access specific packages (e.g. Season Subscription package).
- Show Benefit: Allows the organization to restrict the benefit to the entire run of a single Show or Event (e.g. Greatest Movie is showing 10 times in the week, but the member can only select a single date for the entire run. Once they have selected an event in that run, they will not be able to choose another event).
For this example, we will be creating an Event/Showing Benefit.
9. On the Benefit Page, give your Benefit a name that will help you understand, at a glance, how it is supposed to function and what items a customer should be able to redeem.
10. Then, select your organization from the drop-down menu.
11. Select the correct Sales Line Type. NOTE: You MUST make sure that this matches the Sales Line Type of your Events or Catalog Item. For example, if you have multiple Events with different Sales Line Types (General Admission, Reserved, Parking, etc.), you will need to create a Benefit for each Sales Line Type.
12. Next, you will need to select the Sales Folder where the events for this benefit are located.
Tip/Trick: If you have multiple folders, you can use this drop-down to restrict the benefit to one folder. For example, you may want to let the customer redeem a ticket on regular programming but not on special events. If your domain splits these event categories into separate folders, you could select the Programming folder to prevent the benefit could not be redeemed for any Special Event.
13. If this benefit is for a Specific Event/Showing, type the event/show name and select the specific Event from the drop-down menu. If all Events/Showings are available for this benefit, leave the default as Nothing Selected.
14. Specify the tier from the drop-down menu.
15.From the drop-down menu, Specify Ticket Type.
NOTE: If you do not select the correct ticket type for this benefit, the benefit will be open-ended and allow anyone to access the benefit.
16. Next, set your restrictions:
- If you want to restrict how many redemption tickets per item/event that a customer can receive, check mark Specify Max Per Item and enter how many tickets per item/event a customer will be able to redeem.
- Make sure to enter the max number of tickets that are available for each pack by entering the amount in Specify Max Per Membership area (e.g. If you have a 6-pack, then you will want to limit the number of tickets per member to 6).
17. Finally, select your Start Date and End Date. The start date is the date when this benefit will be available to the customer. The end date is the day when the benefit will no longer be available.
18. Once you have filled out all information, click the Save button at the bottom of the screen.
19. If you ever need to edit the benefit(s), click the Pencil/Edit icon next to the benefit name in the customer record.
Comments