Permissions enable you to add opt-in boxes for customers during checkout online and at the Box Office, perfect for capturing additional consents like health and safety agreements, parental permissions, or GDPR compliance (e.g., third-party marketing sign-ups for touring companies). You can configure permissions at the account, subdomain, or individual show level, setting them as optional or required (required permissions must be ticked before completing an order).
How to set up Permissions
Create a Permission
1. Go to Settings > Permissions.
2. Click Add New +.
3. Name the permission (this text is only visible within Ticketsolve, not to the customer).
4. Set the permission toggle to Active permission (blue).
5. If you want to make the permission opt-in mandatory, set the Required permission to active. This would only be recommended for permissions like health & safety agreements.
6. Click Add to create.
Add the Permission description
1. In the Description box, add the opt-in text for the permission (512 character limit). This is the text that will be displayed for the customer that they are agreeing to.
2. When ready, click Update to add this text to the permission.
Enable the Permission
You can now set the permission to be enabled across the account, on a Subdomain, or on a specific Show(s). In this example, we'll walk through how to enable it for a specific show, but the setting is the same for whichever level you want to enable it.
1. Go to Manage > Shows > find your Show.
2. Click on the Show-level Settings tab.
3. Find the setting called "permission options" and click on it.
4. From the permissions available, click the permission you want to enable for this show - a tick will appear next to the enabled permission.
5. Click Update to save.
How Permissions display online and at the Box Office
On your Ticketsolve website
Permissions appear during the checkout process on the Billing Details page, underneath the customer details.
If the permission is set to be required, it won't be possible for the customer to proceed to the Payment stage until the required permission has been accepted.
At the Box Office
On Box Office, permissions can be accessed from the 3 dots icon > Manage permissions once a customer record has been added to the cart.
When clicked, a pop-up will appear with the relevant permissions to opt in to.
If the permission is set to be required, a warning indicator will display, and it won't be possible to proceed to the Payment Options screen until the required permissions are agreed to.
Once the permission has been agreed, the sale can proceed as usual.
How to report on Permissions
Permissions can be reported on through Your Reports; this is also the method to extract opted-in customer data if you need to send it to a third party. send it to a third party.
1. Go to Reports > Your Reports.
2. Create a new Line Item Facts report.
3. Click the Add New + button to add a Filter.
4. Select the Filter called "customers with permissions".
5. In the pop-up, select the Permission(s) you want to include in the report by clicking the + icon.
6. Click to Save.
7. To download the customer data, click the 3 dots (additional options) icon and select Download.
8. Select Customer facts (to get a line of data per customer record) and then tick the data you want to be included in the CSV e.g. first name, last name, email address.
9. You can now access the CSV by either selecting Send via Email or Download CSV.
10. Open the CSV and you'll have the downloaded customer data.
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