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Ticket name
Type: Paid or Free
VisibilityQuantity type:
Visible: always shown. If the ticket is unavailable, it will appear Fixed: Establishes a predetermined quantity of tickets available for sale.
Group inventory: Establishes a unified total quantity across different ticket types, where the purchase of any ticket affects the overall availability, regardless of the specific ticket type bought.
Visibility:
Visible: always shown. If the ticket is unavailable, it will appear grayed out.
Visible Only When on Sale: if the ticket is unavailable, it will be hidden in the ticket menu.
Hidden: always hidden, even when available.
Quantity: total tickets available.
Show available ticket quantity: show/hide the available quantity in the Registration Center.
Min/Max Quantity: number of tickets required/allowed per purchase.
Sales Channel:
Everywhere: available on both the Registration Center and EventGen mobile app.
Online Only: available only on the Registration Center.
At the Door Only: available only on the EventGen mobile app.
If paid, the price. There is an option to enable the original price if there is a discount on the ticket price. Checking absorb fees option means that the price includes the fees and unchecking it means the fees will be added to the price. For example, if the ticket price is $50 and fees is $1, if ‘Absorb Fees’ is checked, the ticket price remains $50 and the $1 fees will be deducted from it. But if the ‘Absorb Fees’ is unchecked, the $1 is added to the $50 and the final ticket price becomes $51.
The sales channel: will this ticket be available for selling Everywhere/ Online Only/At the door only.
Sale start date: date/time for ticket to be available to purchase.
Ticket Sales End: amount of time before/after the event that sales end.
Activities and Add-Ons: the Activities/Add-Ons automatically included when this ticket is purchased.
Ticket Design: the template/info used for the ticket. See the Ticket Design section below.
Event check-in Limit:
Unlimited: attendee can check-in/out multiple times per day.
Limited Per Event: attendee has a set number of check-ins across the entire event.
Limited Per Day: attendee has a set number of check-ins per day.
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It doesn’t have prospect info - since all extra tickets are accessible only for already registered attendees.
The activity/add-on field is required since it is an extra ticket created to give access to activities and/or add-ons.
Clone, Edit, Delete, or Archive a Ticket
To clone, edit, or archive a ticket, press the three dots on the right side of the ticket card.
Edit: allows for the modification of the chosen ticket.
Clone: clones the ticket data so you can change it to create a new ticket using data from another existing one.
Archive: blocks the possibility of buying tickets, both online and on-site.
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Settings
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General Tab
Time zone settings
Establishes the time zone applicable to the event.
Display event date and time in
The event date and time can be presented in two formats: either aligned with the attendee's local time zone, denoted as 'Attendee's Local Time Zone,' or in accordance with the time zone of the event itself, referred to as 'Event's Time Zone.'
Registration Settings
By default, registrants must use a unique email for every ticket. If the attempt to use the same email, they will receive an error. You may allow them to reuse the email, but this will assign all of the tickets to the same Prospect Profile.
Registration email
Establishes a default template for the registration confirmation email to be sent to attendees if no specific registration email is linked to the purchased ticket.
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Registration hold settings
Initial hold duration: The preliminary duration allocated for the completion of an order. Following this period, a prompt will appear, offering the option to either extend the hold time or cancel the order.
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Extended hold duration: The duration added to the order's timeframe upon the expiration of the initial period.
Guests
Controls the visibility of attendee guests within the mobile application, allowing them to be either displayed or concealed.
Search Engines
If you want to hide your registration center from search engines like Google, you can disable search engine visibility here. Make sure to do this early in the process or search engines might crawl it when it first comes online.
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Badge Scan
Configure badge scanning in the EventGen mobile app. You can allow:
Captello Tickets: tickets generated through Captello’s EventGen registration system.
Captello Badges: badges provided by Captello Hosted Events for exhibitors using the Universal Lead Capture app.
External Badges: badges provided by a third party for exhibitors using the Universal Lead Capture app.
Payment Gateway
Configure the event's payment account.
Cash payment
Selecting the checkbox enables the option to purchase tickets using cash payments via the mobile application.
Cash payment verification
You have the option to create a passcode that your staff members will use when handling cash payments. The transaction will be accepted only after the passcode is entered.
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Note: The passcode consists of numerical digits, with a minimum length of 4 digits and a maximum of 8 digits. |
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Discount code
Display in mobile app: adjusts the display of discount codes within the mobile application.
Display in event directory: adjusts the display of discount codes within the event directory.
Messaging Tab
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Event details
Automatic: Displays the price range of the event’s tickets.
Custom: Presents designated text, such as 'Register now'.
Tickets
In this section, you can personalize the wording of the event's labels.
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Check out
In this section, you can personalize the wording of the event's label text on the checkout screen.
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Style Tab
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Registrant Profile Tab
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Publish
The last tab in the event details dashboard is ‘Publish’ where you can change the publishing status of the event and its public/private accessibility.
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There are three options for the Event status:
Published -This status means the event is active, featuring a link that directs to the event's page. It is also visible on the EventGen mobile app for users who have access.
Cancelled - This status signifies that the event has been deactivated. A 'Event not found' message will be shown, and it will be removed from visibility on the EventGen mobile app.
Unpublished - This status indicates that the event is stored as a draft on the web application and does not have any associated actions.
Show in event collection means the event should be shown in the public portal home screen within the list of published events. This also allows the event to be shown in the search results.
Import
The last action in the event details dashboard is ‘Import’, which allows you to import registrants from an excel sheet for any specific ticket.
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Once you click the Import button, system will ask you to choose the ticket to assign to the registrants and you can also select whether or not to send the ticket email to these registrants.
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After the event is created and published, the users can see and register for it from the web portal which is explained in the next section.
Adding Registrants via Fulfillment Action or Automation
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These actions are available in Fulfillment Action as well as Automation.
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Note: You can also use the Send Event Registered Ticket action in a bulk action or automation to send registration emails in bulk at a later date/time if needed. |
There is also a Registered for Event filter criteria that you can use to filter Prospects based on the events that they are registered to.
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Delete: deletes the ticket solely in the case where it has not been purchased.
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Create, Edit, Delete a Group Inventory
To create a group inventory, go to the Group inventory tab, click on Add New Group Inventory, choose a name and quantity, and then click Add.
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To edit an existing group inventory, click on the Edit icon below Actions.
To delete an existing group inventory, click on the Delete icon below Actions.
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Assigning Tickets to a Group Inventory
To assign a ticket to a group inventory while creating a ticket or editing one, click on Quantity Type. Choose a group inventory from the dropdown menu or create a new group inventory by clicking on the '+' icon.
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There is an option to edit the name or quantity of the chosen group inventory by clicking on the Edit icon.
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The available quantity of tickets can be displayed or kept hidden.
The two images shown illustrate how tickets from the same group inventory impact one another.
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Settings
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General Tab
Time zone settings
Establishes the time zone applicable to the event.
Display event date and time in
The event date and time can be presented in two formats: either aligned with the attendee's local time zone, denoted as 'Attendee's Local Time Zone,' or in accordance with the time zone of the event itself, referred to as 'Event's Time Zone.'
Registration Settings
By default, registrants must use a unique email for every ticket. If the attempt to use the same email, they will receive an error. You may allow them to reuse the email, but this will assign all of the tickets to the same Prospect Profile.
Registration email
Establishes a default template for the registration confirmation email to be sent to attendees if no specific registration email is linked to the purchased ticket.
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Registration hold settings
Initial hold duration: The preliminary duration allocated for the completion of an order. Following this period, a prompt will appear, offering the option to either extend the hold time or cancel the order.
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Extended hold duration: The duration added to the order's timeframe upon the expiration of the initial period.
Guests
Controls the visibility of attendee guests within the mobile application, allowing them to be either displayed or concealed.
Search Engines
If you want to hide your registration center from search engines like Google, you can disable search engine visibility here. Make sure to do this early in the process or search engines might crawl it when it first comes online.
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Badge Scan
Configure badge scanning in the EventGen mobile app. You can allow:
Captello Tickets: tickets generated through Captello’s EventGen registration system.
Captello Badges: badges provided by Captello Hosted Events for exhibitors using the Universal Lead Capture app.
External Badges: badges provided by a third party for exhibitors using the Universal Lead Capture app.
Payment Gateway
Configure the event's payment account.
Cash payment
Selecting the checkbox enables the option to purchase tickets using cash payments via the mobile application.
Cash payment verification
You have the option to create a passcode that your staff members will use when handling cash payments. The transaction will be accepted only after the passcode is entered.
| Info |
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Note: The passcode consists of numerical digits, with a minimum length of 4 digits and a maximum of 8 digits. |
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Discount code
Display in mobile app: adjusts the display of discount codes within the mobile application.
Display in event directory: adjusts the display of discount codes within the event directory.
Messaging Tab
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Event details
Automatic: Displays the price range of the event’s tickets.
Custom: Presents designated text, such as 'Register now'.
Tickets
In this section, you can personalize the wording of the event's labels.
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Check out
In this section, you can personalize the wording of the event's label text on the checkout screen.
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Style Tab
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Registrant Profile Tab
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Publish
The last tab in the event details dashboard is ‘Publish’ where you can change the publishing status of the event and its public/private accessibility.
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There are three options forthe Event status:
Published - This status indicates that the event is live, with a link to the event page available. It can also be found on the EventGen mobile app by users who have the necessary access.
Cancelled - This status means the event has been canceled. Visitors will see a 'Event not found' message, and the event will no longer appear in the EventGen mobile app.
Unpublished - This status indicates that the event is stored as a draft on the web application and does not have any associated actions.
The option to Show in event collection page signifies that the event will be displayed on the public portal's home screen among the list of published events, making it also searchable within the platform.
Import
The last action in the event details dashboard is ‘Import’, which allows you to import registrants from an excel sheet for any specific ticket.
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Once you click the Import button, system will ask you to choose the ticket to assign to the registrants and you can also select whether or not to send the ticket email to these registrants.
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After the event is created and published, the users can see and register for it from the web portal which is explained in the next section.
Adding Registrants via Fulfillment Action or Automation
You can also manually add registrants to your event and send them ticket emails using the Register to Hosted Event actionand Send Event Registered Ticket actions.
These actions are available in Fulfillment Action as well as Automation.
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| Info |
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Note: You can also use the Send Event Registered Ticket action in a bulk action or automation to send registration emails in bulk at a later date/time if needed. |
There is also a Registered for Event filter criteria that you can use to filter Prospects based on the events that they are registered to.
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Clone an existing event
To clone an event, go to Events > Managed and click on the Dropdown next to the intended event for cloning. From there, Clone.
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Add the new event’s details and then click Save.
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Similarities
The cloning process will replicate nearly all of the original event's settings, including its date and time, all the tickets that have been created and their specific settings, among others.
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Differences
The primary distinctions lie in the event's publication status and the availability of tickets, activities, sessions, add-ons, and discount codes.
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