Benefit Products are the benefits or perks that are offered to customers as a part of your membership schemes. Benefit Products can be sold like any other product in Ticketsolve, and can be purchased or offered for free. In this article, we will explain how to sell a Benefit Product through the Box Office and what customers see online when they want to become a member.
Selling a Benefit Product through the Box Office
Before processing the sale of a Benefit Product:
- You must assign a customer to the Cart
- The customer assigned to the Cart must have a live online account with login within Ticketsolve.
To begin, go to Box Office
1. In the right column is the Cart.
2. Click the Assign customer field to assign a customer to the cart or create a new customer.
3. Ensure the assigned customer has a live account with login. If the customer does not have an online account, you will see an error 'cart customer must be member' and the Benefit Product will not be added to the cart. To activate the online account for the customer, see below, and then return back to this stage.
4. Click the Products tab.
5. Search for and click on the Benefit Product needed.
6. In the pop-up, click the radio button to assign the Benefit Product to the current customer.
7. Click the Update Cart button to proceed.
8. Click the Payment Options button to complete the order.
Once the order is completed, in the Customer Record and under the Membership tab, you will see a line listing the Benefit Product name, Expiry date, Email linked to the benefit, and that the benefit is Active (toggled blue).
Ticketsolve Tip
If the customer is purchasing tickets or products that are eligible for discounts or rewards via a Benefit Product (membership scheme), it is best to process the Benefit Product as a separate transaction first so that it is linked to the customer's account before they purchase any tickets or other products.
Activating or creating an online account for a customer
1. Click on the customer's name in the Assign customer field to load the customer record for editing in a pop-up window.
2. From the Contact info tab find the Membership box (it will be greyed out since they do not have an account with login).
3. Turn the Membership toggle to on (blue).
4. The customer will then receive an email requesting them to set up a password - this allows them to have an online account and access their perks and rewards when booking online.
Purchasing a Benefit Product online
From annual memberships to tiered loyalty schemes and even free community membership schemes, your customers can easily choose the schemes they are most interested in - all online. Customers can also manage their online accounts, memberships and rewards themselves.
A great example of how to present membership opportunities online is National Gallery Ireland. 'Memberships' is part of the main menu item and clearly lists all of the memberships they offer along with the price and a clear 'Add to Cart' button.
Important
Customers must register or login to their online account to purchase a Benefit Product. A warning will alert customers to register or login before they can proceed to the Billing Details and payment stage.
Benefit Product renewal
Only one Benefit Product can be active on a customer's account at one time. Because of this, the process for renewing a Benefit Product works differently depending on whether the current one has already expired:
- If the current Benefit Product has expired: Any new Benefit Product can be purchased and added to the customer's account, even if it's different to the previous one they had.
- If the current Benefit Product has not yet expired: The customer can purchase the same Benefit Product again, and the remaining days on the current membership will be added onto the new expiry date. The customer will not, however, be able to purchase a different Benefit Product - they will either need to wait until their current membership expires, or you will need to deactivate it on their customer record.
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