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Organisation | Catalogue | Memberships

Organisation | Catalogue | Memberships

Oct 20, 2024

Prerequisite: create a Season, at least one Tariff, a price level for membership

A membership is a nominative product, therefore it requires a contact to be bought.
It can be a physical or virtual card allowing the owners to be offered a privileged relationship, unlocking a set of benefits (free products, discounts, anticipated access, etc).

  1. Create a new membership: first basic settings
    a) General:  i. General
                       ii. Parameters

    b) Quotas
    c) Based price

  2. Important settings
    c) Product profile
    d) Payment methods

  3. Advanced menus
    e) General: iii. Advanced
    f) Custom variables
    g) Charges
    h) Access control synchronization
    i) Price breakdown

  4. Validation

  5. Filters and main screen buttons

     1.
Create a new membership: first basic settings

         Button

allows to create a new product from scratch.        

             a) General / General

Internal name (max 60 char.): name of your membership as it will appear in SECUTIX screen (backoffice)

External name (max 60 char.): name of your membership as it will appear to your clients (online, documents, tickets)

Public Description: it will be used by the ticketshop.
There will be as many descriptions as the numberInstitution | Initialization | Institution characteristics: if left empty, the Ticketshop will use the main language description.

Customization are possible on the inserted elements, including external content insert like images or video with the Source code button

and the use of html codes.

Code (max 8 char.): STX code of the product. This code must be unique per entity (example: it's not possible to have the same code for two memberships, but possible for 1 rate table and 1 membership)

Tax VAT: VAT rate that will be used for your membership. To be selected among the dropdown elements. It cannot be changed afterwards.
See : Institution | Initialization | VAT Rates

Alert ratio (%): Threshold of remaining availability from which the membership will be considered as with "limited availability".
This will trigger the availability color used on the ticketshop (it will become orange as soon as the level is reached) and display the Alert Quota message in the back office.

Product type: can be selected if configured here https://confluence.secutix.com/wiki/display/SSH/Organisation+%7C+Initialisation+%7C+Product+types

Ticket model: Ticket model that will be used for the membership. Even if modifiable, if not set before sales start, all products already issued cannot be reprinted anyway.
                        It is necessary to have a ticket model correctly set if the membership is supposed to be used online.

Producer / Promoter / Partner: useful when using the producer portal.

Logo: (max size 1 Mb) image that will be used to illustrate the product. This image will appear on the landing page and on different pages of the ticket shop.
Depending on the setup of your landing page, you may want to pay attention to the ratio or to where you position the main element in your image. More info on A dynamic shop window

Internet description URL: link to an external page that will appear behind the More Information link.
This link is displayed after the Public description on the ticketshop. It aims at directing people to a page where you would usually present the membership. To be used with care as it takes users out of the funnel.

Questionnaire: it makes the membership available for questionnaire

             b) General / Parameter

               Validity rule: you can choose between the current season, a specific range of dates, or a predefined number of days/weeks/months/years after the purchase.
                                     In the last scenario, you may decide to let the purchaser define the start validity date during the purchase.

Price level: an existing price level for membership must be selected. It will allow the membership owners to unlock specific tariffs (if any) linked to the same price level.

Quota: the maximum number of products you have available. Once saved, this parameter cannot be changed, however it will be possible to edit the quotas from the side menu "Quotas" (that will appear once saved and enter the configuration screen again).

Min and Max quantity for Member rate: it will define min and max number of tickets available to the owner at a member rate (price level), if any. It applies to events and matches.

Offer ticket charges on all purchases: it discounts the charges, if any.

Valid for partner organisations: it makes the membership valid for other organizations of the same institution, if set as partners here https://confluence.secutix.com/wiki/display/SSH/Institution+%7C+Initialisation+%7C+Organisations

Automatic renewal: it makes the product selectable for automatic renewal (batch required).

Cultural contact on ticketshop: can be set as hidden / mandatory / optional. If this field is not specified, the behavior will depend on the configuration in POS parameters.

 

    2.
Important settings

           Among the other menus be sure to define, or review, accordingly:       

               c) Product profile              

This is where you associate the set of rules regarding the selling of your membership. Among the rules, it will determine tariffs, seat category and sales periods in which the membership will be available per sales channels.
See: Organization | Catalog | Product Profile