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Sales

Offer details

Click on an offer to consult its details. The tabs will differ depending on whether it's a ticket offer, a membership offer or a voucher offer.

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Details

Depending on the offer type, the tab Details contains information about the offer such as offer status, description, products, offer period, membership validity, linked events, and more.

  • Switch offer languages

    You can change the language from the language drop-down menu in the top-right of the order detail section.

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  • Consult offer product ID

    At the bottom of the Details page, you can consult the products linked with the offer. Hover over the 'i' icon next to a product to consult its Offer product ID.

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  • If a product has been disabled for sales at the offer level or deactivated from the Products page, the product will be shown as Disabled in the offer details. A disabled product will no longer be available for placing orders at all sales points. For detailed information on how disabled products behave, see Deactivate a Product.

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Edit offer details

It is possible to modify the offer details using the Edit button in the Details tab.

  • You can change the language from the language drop-down menu.

  • For a ticket offer with time slots, you can consult its time slots.

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    However, the time slots that are blocked from the Enviso Booking app will not be visible.

Using the Edit button on the offer details screen, you can edit the offer end date as well as add translations for offers that are in the draft or active state.

Important to know:

  • For inactive offers, the offer end date cannot be edited.

  • If the offer end date is, for example, July 31, and the Venue wants to update it to a prior date, July 25. Suppose, a sale is already made for July 28, then in this case, the venue will be able to set the offer end date of July 28 onwards.

  • In case the offer is configured for indirect channel, after updating the offer end date, the sales end date should also be adjusted accordingly from the offer detail page - Channels > Indirect channel > Sales period.

  • For offers with time slots, in case the offer end date is extended and time slots for the corresponding dates are not available in Recreatex, then time slots will not be available for the extended dates. Alternatively, if time slots are already created in Recreatex for the extended dates, the time slots will sync from Recreatex and will be available for registering sales.

Channels

The Channels tab is displayed for offers that are activated.

It allows you to configure both direct and indirect channels. Additionally, for a per day and time slot offer, you can also configure Advanced capacity.

For a detailed description, refer to Configure channels

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Validity

Note

The possibility to use voucher offers is available only to specific venues. You can request Vintia support to enable this feature for your venue.

The tab Validity will be shown only for a voucher offer. After activating a voucher offer, you can configure the voucher validity for a Fixed period or Fixed dates.

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Fixed period

You can define the period for which the voucher pass will be valid. The validity period of the voucher pass starts from the purchase date.

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After selecting the fixed period, you can select the excluded days for the validity period. To do so, click Exclude days and select the days on which the visitors cannot redeem the voucher pass.

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Note

Once created, updating the validity period does not affect the vouchers already sold.

Fixed dates

You can define the date range for which the voucher pass will be valid.

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After saving the validity date range, you can also select an exclusion period and define the exclusion days for the voucher validity date range.

On the excluded days, the visitors cannot redeem the voucher. You can consult the excluded days in a calendar view.

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Click Exclude and save to apply the excluded days.

If you wish to remove all the selected excluded days, click Reset.

Note

Upon reset, all the selections of the excluded day will be removed. There will be no excluded days for the validity period or date range.

This will affect the vouchers already sold.

Access control

Note

The feature to manage access control is available only to specific venues. You can request Vintia support to enable this feature for your Venue.

The tab Access control allows you to link one or more access zones with an offer.

These access zones are created and configured with readers from Enviso Admin. To manage Access control, the user should have the user permission to 'Manage Infrastructure' (Admin app).

Select one or more access zones and click Save to link access zones with the offer.

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To remove the selected access zones, click the delete icon and save the changes.

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Note

Access will be granted when the membership/ticket is valid in combination with valid access time and reader.

Email

Note

The email configurations apply to the emails that are sent to the visitors for orders placed from any of the direct channel sales points. They do not apply to the orders placed on the indirect channel sales points.

Email templates

For an offer, you can link specific email templates for confirmed, cancelled and reserved orders.

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Selecting a specific template can be useful when the offer is for a specific target group.

Example: For an offer 'Nova museum day-tour for school group', you can create and link confirmation email template that has contact details, remarks, or other details specific to school visits.

Note

The email templates are created and managed from the Enviso Admin app.

Important to know:

  • For the first time, the Default template is pre-selected for both email templates. You can change the selected template, as required.

  • When choosing the option Default template, the template that is marked as default will be used. In case, later another template is marked as default, then that template will be used for the offer from the subsequent orders.

  • The drop-down menu for Confirmed order and Cancelled order will always contain at least these two options:

    • System template

      The template provided by Vintia serves as a guideline for creating email templates. It is possible to use the System template as is or customise it. For a detailed description, refer to Edit email template section of the Email template page in the Enviso Admin documentation.

    • Default template

      The default email template will be used when no template is linked with the offer. See further the Set template as default section of the Email template page in the Enviso Admin documentation.

Visitor engagement emails

For Ticket offers, you can configure emails that will be sent to the visitor before and/or after they visit your Venue.

If enabled, you will be able to define the number of days when the email will be sent from the date of the visit. Moreover, you will be able to select a template for the pre-visit and post-visit emails.

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You can manage the templates and translations for visitor engagement emails from the Admin app. By default the email language is English.

Expiration reminder email

For Membership offers, you can configure sending emails to customers reminding them about their soon-expiring membership.

If the parameter Expiration reminder email is enabled, you can define how many days before the membership expiration a reminder email should be sent to the customers.

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The template for the Membership expiry reminder email can be configured from the Admin app.

Visit

Note

The tab Visit will be available for Ticket offers only.

Visitor info form
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The section Visitor info Form allows you to link a form that will be used for collecting visitor information at the time of checkout - for orders placed through your direct channel sales points.

Other details

Note

The section Other details will show for offers with time slots.

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Cut-off time

This option is available for offers with time slots. It allows you to define the maximum duration until when the tickets can be booked before the event's start time. This can be useful if you need to make certain arrangements before the event/tour.

Example: Your tour begins at 9 am and the cut-off time is 15 minutes, it will be possible to book until 8:45 am on the same day.

  • The offer/timeslots will not be available to book after the cut-off time has elapsed. This is applicable only for the direct channel sales points like the Ticketing widget and Enviso Shop.

  • The cut-off time is not applicable when selling offers on the indirect channel sales points.

  • The cut-off time can be edited even after activating the offer.

Guide settings
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Visit requires guide

This option is available for offers with time slots. It allows you to define whether the offer requires having a guide.

If enabled, you will be able to define the guide language and guide skills.

Guide languages

For a Total or Per day offer, the selected guide languages will be used to filter offers as per the selected guide languages on the Offer shop/Ticketing widget.

Note

For Total or Per day offers, selecting guide languages does not relate to creating a guide task. It is to filter the offers as per the selected languages.

Guide languages

The languages in which guide(s) for this offer are available.

To add guide languages, enter the language, thereafter click the add button to add the language.

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Note a tick appears next to the added language.

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To remove an added guide language, click the delete button.

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Note

You can assign multiple guide languages to a regular offer and a group offer. However, when a visitor books such an offer, they can select only one guide language from the available options. For a description of types of offers, refer Offer type under Offer details

Guide skills

This parameter allows you to add any specific skill that is required for executing the guide task.

Note

To add guide skills, it must be first created from the Enviso Bookings app. Refer to add guide skills.

For example, the guide should know the language 'English' to execute this offer's guide task. Once the Guide skill 'English' is added in the 'Other details' section, later when you want to assign the guide task from the Bookings app, you will see a filtered list of guides matching the skill 'English'. This makes it easier to assign tasks when the guide is required to have specific skills for the guide task.

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Widget settings

If rebooking is enabled in Enviso Admin (Settings > Widget settings > Rebook order), you can enable visitors to rebook their orders for specific offers from their profiles on the Ticketing widget. This setting is available in the offer detail page of ticket offers, tab Visit.

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Pass validity
Rebooking validity period

Note

The option to define the rebooking validity period is available only for Per day and Time slot offers.

If enabled, this determines how long a pass remains valid for rebooking after the order confirmation date.

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Important to know:

  • If the venue wants visitors to rebook tickets even after the visit date has passed, enable the admin setting Allow visitor to rebook expired tickets.

  • The rebooking validity period applies only to visitor-initiated rebooking from the Ticketing widget.

  • Venues can still rebook orders from the Orders page, regardless of the defined rebooking validity period.

Scanning validity period

Note

The option to define the pass scanning validity period is available only for Total offers.

If enabled, this determines how long a pass remains valid for scanning after the order confirmation date.

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Important to know:

  • To display the scanning validity period on the visitor pass, use the Pass validity field in the product template.

Basket

Basket expiry

You can define the basket expiry time in minutes. The expiry time cannot be less than 5 minutes or more than 60 minutes.

For example, the basket expiry time is set to 20 minutes, this means that the offers added to the basket can be kept in it for 20 minutes. After 20 minutes, the offers added to the basket will be removed automatically.

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Order limit

You can set minimum and maximum limits for the number of products visitors can add to their basket when ordering through the Ticketing widget. If they wish to order more than the maximum allowed quantity, they can do so by placing a new order.

Depending on the products added to the offer, you can define the product quantity minimum and maximum limits.

The option Enforce minimum, if enabled, enforces the visitor to add the minimum to their basket.

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Important to know:

  • For the product limitation setting for Group Offers with tickets per group, the API prevents configuring product limitations for these offers.

Note

The feature Order limit is available only to specific venues. You can request Vintia support to enable this feature for your venue.

Pay later

The Pay later option allows visitors to reserve their order and complete the payment later through the Ticketing widget. This option is available for Ticket and Membership offers.

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Suppose an order includes multiple offers with different visit dates. In that case, the reserved order will be automatically cancelled if payment is not completed by the visit date of the offer with the earliest date.

For example, if an order contains two offers with April 1 and April 10 visit dates, and the visitor chooses the 'Pay later' option, payment must be made by April 1. If not, the order will be automatically cancelled.

Note

The feature Pay later is available only to specific venues. You can request Vintia support to enable this feature for your venue.

If the option Pay later is enabled for an offer from Enviso Sales, the visitor will have the option to first reserve the order and complete the payment later.

When ordering via the Offers shop:

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Upon reserving the order, a payment link will not be generated.

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Note

However, if an order contains a mix of offers with and without 'Pay later', the payment link will be generated.

When ordering via Ticketing widget:

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Visitors can search for a specific order using the order number and email in the guest order flow (without needing to log in) and complete the payment to confirm the reserved order.

On checking the reserved order on the Orders page (tab Order), you can consult the date by when the payment must be made.

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Update quantity for a Pay later order:

It is possible to increase or decrease the product quantity for the reserved order. However, it is not possible to add a new product to the order.

Note

If an order contains a mix of offers with and without 'Pay later', you will not be able to update the order.

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Once the product quantity is updated, you can consult the change history from the History tab of the order details.

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Moreover, the visitor will receive an email notification for the order update. You can define the email template 'Order updated' from Enviso Admin.

Pay later settings
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Confirmation cut-off time

When enabling the 'Pay Later' option for an offer, you can also define a confirmation cut-off time—the deadline by which the visitor must complete the payment. If the payment is not completed within this timeframe, the order will be automatically cancelled.

Example: If the cut-off time is set to 3 days, the visitor must complete the payment within 3 days of placing the order via the Ticketing widget. If not, the order will be cancelled automatically.

Reminder email

Enabling the 'Reminder Email' option allows you to specify how many days before the confirmation cut-off time a reminder email should be sent to the visitor, prompting them to complete the payment.

You can also choose the email template that will be used for the reminder. The Payment Expiry Reminder email template can be configured in Enviso Admin.

Important to know:

  • Pay later cut-off time does not apply to:

    • Total offers with an unlimited offer period

    • Membership offers with fixed period validity

  • In the Reserved order email template (in Enviso Admin), you can add the field Expiry Date. If included in the template, the visitor will receive a payment link expiry date based on the configured Pay later cut-off time.

Codes

When a voucher offer is sold, its voucher codes are generated. You can consult the voucher codes and other related details under the tab Codes in the offer details for voucher offers.

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Codes generated from a recent order will appear at the top of the codes list. By default, you can consult the list of codes that are valid for one month from the current date.

Clicking on a purchase order number corresponding to a voucher code opens its linked order in a new browser tab.

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Important to know:

  • If no data is shown under the tab Codes, it means the voucher offer has not been sold yet.

  • If the validity start date and expiry date are blank for a voucher code, it means the voucher code does not have validity restrictions. It is always a valid voucher code.

Voucher validity and usage

To view voucher validity/usage details, click on a voucher code. A drawer will appear on the right side of the screen.

  • Select the Validity tab to see the voucher’s validity period and related details.

  • If the voucher has already been redeemed, a Usage tab will be visible instead. In this tab, you can see the actual offer tickets for which the voucher was redeemed.

Filter and search codes

You can filter voucher codes based on the validity period, redemption status, and voucher status.

Moreover, you can also search for voucher codes based on the voucher code, visitor's email address, purchase order number, or the external code.

The option to search voucher codes based on 'External code' will be useful if the voucher offer has been linked to external codes with the type 'Internal use'. Refer Import codes

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Comments

Note

The possibility to manage comments for an offer is available only to specific venues. You can request Vintia support to enable this feature for your venue.

You can add comments on an offer (for all offer types) from the Comments tab on the offer details page. You can edit or delete your comments, and view comments added by other users.

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