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Building a Festival Pass Programs - Festival Admin 8

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1. Log In to Administration.

2. Click on the House icon and then open the Blue sales folder that you will be building your passes under. See Creating a Sales Organization Folder in Administration for more instruction.  NOTE: Film Festival create new sales folders for each year as your passes will be built new each year. 

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3. Open the Pass folder and click on the  Membership icon

 
4. In the Membership field, right click and select New. The Membership:New window will appear.
 
 
5. On the General tab fill out the following information:
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A) Internal Name: *Required - Name of the Pass that will appear in the AMS Sales Screen. Can be a shortened name. 
B) External Name: *Required - Title of the Pass program that will appear to the customers online.
C) Sales Line Type: *Required - Defines the actual items being sold (i.e. Membership, Passes, etc.)
D) Specify Renewal Grace Period: *Not Required - Since passes are new from year to year and they expire the day after the festival, this is a step that can be skipped. 
E) Prompt For Renewal: *Not Required - Will notify the customer (online) and box office staff (in AMS or POS) a certain amount of days before a membership is due to expire.
F) Project Code: *Not RequiredThis can be a customized code that would be used for internal reporting.
G) Enable: *Required - This needs to be checked to make the membership program active. 
H) Membership ID must be input at time of purchase: *Not Required This is a manual process of entering a member number for each new member instead of letting Agile generate a random member number.
I) Approval is required for membership activation: *Not Required -Will not allow a customer to access their benefits until a Staff member has approved and activated the membership.
J) Expiration Type:
    • Static Expiration: All Members will expire on the same day no matter when you purchase them. This is what you will need to choose for Passes 
    • Sliding Expiration: No matter when a membership is purchased it will expire a specific number of months later. 
Example: membership purchased in June this year will expire in June next year. Same membership purchased in July this year won't expire until July of next year. 
 
K) End of Month Expiration: Allows the membership to expire at the end of the month instead of the exact date that the membership was purchased.  This is only available for Sliding Expiration memberships. 
 
6. Click on the  Sales Channels tab to place the pass on sales dates and times. NOTE: Make sure to extend your End Date to a future date so the pass stays on sale through the duration of the festival.
 
7. The Delivery tab allows you to choose how your pass holders will receive their passes. Checkmark the appropriate delivery method. NOTE: If your organization has hired Agile to process and fulfill your passes, please make sure to check the appropriate Agile Fulfilled delivery option and enter the date to start the fulfillment. You can also enter any notes for our fulfillment team. 
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8. Access Buyer Types allows you to choose the different Buyer Types that will be allowed to sell this pass. This is a required function.

a. Select your organization from the drop-down. 

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b. Select the buyer type from the drop-down. 

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c. Click on the Green plus sign to add the buyer type to the list below. 

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9. Short Descriptive tab is where you will be able to put a short synopsis or description of what benefits are associated with these passes.

10. The Description tab is where you will place a longer description about the pass.

11. Extra HTML tab allows you to add long description information for this pass.

12. The Confirmation is where you can add any information that would would like the customer to know when they complete the order (i.e. Thank you for purchasing this Pass. You should receive your Pass in the mail within 5 to 10 business days from purchase).

13. Click on the Image tab to upload any marketing image for the Pass.

14. Hit Apply and OK

*Note: The next step is to build your Member Benefits Groups. Do not build the Pass prices until you have created your Member Benefits Groups.

 

Setting up Member/Pass Benefit Groups  

15. In your Pass folder select Benefit Groups. 

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16. Right-click in the Benefit Group field and select New.

17. Name the Membership Group (This is usually the same name as the Pass type or level). 

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18. Add a description for this Benefit Group that includes a description and list of the benefits that this level receives. 

19. Hit Apply and OK

Building Your Pass Prices

20. In the Pass Folder, select the Pass program. 

21. Under Membership Prices right click and select New

22. Membership Price: New: right-click in the Price box and select New Price.

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23. The Price: New window will appear.
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A. Choose the applicable Sales Line and Sales Line Type.

B. Enter in the name. This will not be seen by the customer but should be easily identifiable for accounting purposes. We recommend being very detailed in the price name (i.e. ABC Venue Adult, Subscription Adult, Gold Member Price, etc.).

C. If it is a complimentary price, check the box next to Complimentary.

D. The Notes tab is for internal use only and will not be seen by the customer.

24. Click Apply then OK.

25. In the Price Distribution: New window right click and select New.

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  • Price Category: Select Price from the drop down.
  • Amount: enter in the amount of the item being sold.
  • Tax Rate: select the correct tax rate, if applicable.     
  • Unredeemed/Redeemed Account: choose the appropriate revenue account here from the drop-down.
  • Select Apply then OK.

*Note* If the price also includes a fee, repeat the above steps but choose Fee in the Price Category.

  •  Effective Sale Date:This defaults to today's date and time for. This tells the system that this price is effective at this date and time. 
  • Fair Market Value: enter in the value of the item being sold. 

26. Click Apply then OK once all the pricing information has been created.

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A) Select the Sales Channel that this price will be available for purchase.

B) Set the Price Type.

C) Set the Level.

D) Select the Functional Area

E) Select the Card Format.

F) Choose Card Per Member if the pass type allows for multiple cards to be printed OR  Single Card if only one pass will be printed.

G) Set your Expiration Date: This determines how long the pass is good for. For Static Expiration Passes you will choose the exact date that the pass is due to expire (i.e Festival Passes expire on Jan 1, 2020).  

H) Set your Display Sequence: The display sequence determines what list order for that your passes will be displayed online and in AMS.

I) Select your Quantity Restriction: Min and Max: This limits how many passes may be bought at a time.

J) Select your Multiple Customers: Min and Max: This limits how many customer names are on passes (i.e. for dual passes, set the min and the max to 2).

K) Make sure your Price is Enabled. 

L) If you would like to include a Service Fee make sure the Include Service Fee box is checked. 

M) If you renew your passes, make sure to check the box next to Membership Renewal. Most festivals do not renew their passes, so you can skip this step. 

N) Allow 12-Month Pledge: Checking this box allows customers to pay for the membership in monthly installments. This option is for Donor Perfect clients only and must have a Safe Save merchant account.

27. The Description tab allows you to add a description of this Pass Price.

28. Under the Promotion tab add promo codes if this Price needs a promotion code to access the price. See Promotional Codes: Creating and Attaching Codes to Prices for more information.

29. The Questions tab allows the client to add order questions you want a customer to answer before checkout. See Creating Order Questions for more information. Move the question from the Available Questions column to the Selected Questions column to activate the questions for this price.

30.  The Membership Benefits tab is where you will attach the benefits for this Pass level. THIS IS A REQUIRED STEP. If you do not add the Member Benefits to the price, pass holders will not be able to access their benefits online or at the box office. Follow the steps below:

A. Right-click in the window and select New.

B. Select the correct benefit from the Benefit Group drop-down. 

C. For a Static Expiration Membership, choose the Effective Start Date and the Effective End Date for the exact dates you want the benefits to be valid for.  

31. Customer Benefits Tab - Skip this step as this is for Ticket Pack setup. See How to Create a Ticket Pack

 

32. The Donor Management Tab: This is only available for Donor Perfect clients. Select the appropriate items from the drop-downs. See these articles for more details on this tab: Gift Properties and Other Item Properties.

33. Hit Apply and then OK. To add multiple sales channels, click Add New and change the sales channel on the General Tab

Building Benefits

34. Select the Benefit Group icon. Select the first Benefit Group you created.  

35. In the Benefit field, right click select New

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36. Select the type of benefit.

A) Event/Showing Benefit: Points to a particular Showing or Event ticket type

B) Catalog Benefit: Allows to add a Merchandise or Concessions type benefit.

C) Membership Benefit: Allows for a benefit for another membership (i.e. if festival passes are built as memberships, use this option).

D) Package Benefit: Allow for a benefit of a package. 

E) Show Benefit: Points to a particular Show ticket type (for example, if there are multiple performances of the same Show and the member should have access to all of these, use this benefit. If the member should only have access to a specific showing, use the Event/Showing Benefit.

37. Once you have selected the benefit type, fill out the information: BFPP11.jpg

A. Benefit Name:  Name the Benefit. (i.e. Member Discount)

B. Organization: Select your Organization

C. Sales Line Type: This points to the Sales Line Type on the event/show/membership/etc. that the benefit is redeemed for.

D. Sales Folder: Select the sales folder that this benefit will be associated with. 

E. Specific Event/Showing: If this benefit is for a single event, click on the magnifying glass and choose that event. If not, leave the default of (Nothing Selected)

F. Specify Tier: If you have a specific tier that the redemption ticket his under, choose the correct tier from the drop down. 

G. Specify Ticket Type: Select the redemption Ticket Type for this benefit.

H. Specify Max Per Item: Set the benefit per item. This allows the pass holder to receive the number of tickets assigned for each event. 

E. Specify Max Per Membership: This restricts the total number of tickets allowed for the entire duration of the pass (i.e. I can only get 40 total tickets for my pass). 

F. Specify Start Time Window (min): Enter in the amount of time that must occur between showings. This prevents customers from using their benefits on two shows at the same time.  

38. Hit Apply and OK

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