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Advanced Event Management Guide

Updated today

This guide will walk you through the process of enabling Advanced Event Management features:

  1. Enhanced Form Flexibility

  2. Per-Product Questions

  3. Volume Pricing

  4. Targeting Criteria for Products

  5. Product Caps

Prefer a more visual walkthrough? Check out our short video guide.

👉 Watch the Walkthrough

1) Enhanced Form Flexibility

With enhanced form flexibility, you have the ability to move questions before the form responses. This will allow you to move tickets and add-ons to the top of the page, before the Event Registration form.

  1. When creating or editing a product group, you will want to click “Advanced settings”

  2. Then check off “Position: Display this group before the registration form”

2) Attach Questions to Products with Per-Product Questions

Attaching questions to products with Per-Product Questions allows you to ask an additional question based on the user's response to a question, like individual Attendee Names and Accommodation Needs!

  1. After creating the initial product, hover over the item until you see the three lines on the left-hand side, then click edit.

  2. Click “Per-Product Questions” and “Add Field”

  3. Configure the questions you’d like to collect per guest. You can use any question type and you can select whether questions are required and whether they show up on the Event Check-In screen on the day-of your event!

    1. Pro Tip: Check off “If selected, display answer on user check-in details during check-in.” This will display this information during event check in for a streamlined check in process.

  4. Once you have your question configured, click “Save Changes”

3) Volume Pricing

Volume pricing allows you to price tickets and products strategically and offer discounts to families who purchase larger quantities. For our Family Weekend examples, let’s say tickets are $20. If a family purchases four or more tickets, the price changes to $15. With volume pricing, I can make that possible within the order form.

  1. Choose the product to which you’d like to provide Volume Pricing. Click Edit.

  2. Click “Volume Pricing” and configure your tiers.

    1. For each year, you can select a minimum quantity for which you’d like to apply a new price.

    2. NOTE: When adding a price, you’re noting the price per item. If you’d like 4 tickets to cost $60, you’ll enter $15 for the “price each.”

  3. Click Save Changes

4) Targeting criteria for products

Targeting criteria for products allow you to control which items are available to purchase by a given user, based on their community membership. This allows you to offer a specific product to a special population, such as tee shirts by class year or a free ticket to families needing financial assistance to attend Family Weekend. These tickets will only be visible to families who are members of the community/communities you select.

  1. Create a product with the different price you’d like to apply.

  2. Click “Edit” on that ticket once it’s created.

  3. Click “Purchase Restrictions

  4. Select the criteria you’d like to target the product to.

    1. In this case, we’ve configured a free ticket for families who display financial need.

    2. This community in our demo portal is a hidden communities. Families would only see this option if they reached out to your office and were added to the community.

  5. You can select multiple criteria or apply exclusion criteria, if needed.

  6. Click “Save Changes” once your restrictions are configured.

You could also use this feature to provide a discounted ticket to families who are members of your Family Council, if there’s a community for them in your portal!

5) Product Caps

Product Caps allow you to prevent users from purchasing items that may conflict or restrict them from purchasing tickets for more than one event. Let’s say during family weekend, you have 3 ticketed events at 3:00 PM. You want to make sure families are only buying tickets for one event.

  1. Create a group of products for which you’d only like families to be able to select one option, like a group of events happening at the same time.

  2. Click on the title of that group of products, in this case “Special Ticketed Events”

  3. Click “Advanced Settings”

  4. Check the box next to Ticket Management to “only allow selection of one ticket type within this group”

  5. Pro-Tip: In the description of the section, it is helpful to remind families that they can only purchase one item for this section. The system will prevent them from doing it, but the reminder will explain why.

And, that’s it! You’re an Event Management Pro! If you have any questions, feel free to reach out to: support@campusesp.com!

Still need guidance? Check out our video tutorial by clicking on the image below:

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