Table of Contents
Introduction
Prerequisites:
- New season created, with new season tickets
- There are sold season tickets in the previous season
Goal: Renew previous season tickets for the new season in the back office.
Preparations
Once you will have run the batch, your clients will see the renewed season tickets in their account. They will be able to pay for them.
You can decide to hide this renewal on their personal space or show it to it. When you are ready, re-display the file in their personal space, inform them that the renewal has been carried out (for example with a SAM campaign, see SecuTix Audience Management (SAM)) and that they can proceed to payment. To hide the renewal, go to the ticketshop, and remove the saleschannel that is doing the renewal from the list of associated sales channel.
Step 1: use the renewal batch
- Use the renewal batch in the “Tools” screen. If it is not available (not even in the "new" menu), please contact the support who will make it available.
- Next step: Perform mapping between seasons (original/passed and target/new)
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- Program the
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- function by adding it to the schedules list. Choose “Season tickets renewal” function.
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- Carry out
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- the schedule's programming. In the majority of cases, renewal is done once a year
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- before the start of the new season. Leave the launch on "manual". The "batch size" limits the number of
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- season tickets that are renewed in one execution. It is interesting to first use a very small value (like 5) to test the renewal on a limited number of files and check them before increasing the value and running again.
- Choose the channel and point of sale that will process the batch. In general, the back office.
- At the time of renewal, it is absolutely necessary to put the two sending methods at least one "Support shipment modes" on the right, otherwise the reference sending method is not created in the reservations (and payment by import of .camt file for Switzerland with the BVR QR does not work !)
- If both "Support shipment modes" and "Fallback shipment mode" are empty, the new order will always be in a Reservation state with no Reference shipment.
- You can choose a backup shipping method if the previous ones do not workThe "Fallback shipment mode" will be used if the batch is not able to use the same shipment mode as in the original file.
| Warning | ||
|---|---|---|
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| This can be very restrictive in a specific case and prevent the BVR payment batch (for Switzerland only). Then, you will have to process the files one by one... If you are using the Swiss QR invoice, you need to be sure that you selected some shipment modes. If not, the camt import will not work. |
Tip and tricks
- Test with the "simulation mode" and one single test file number (field "Files") to see if any errors occur (if necessary correct the batch).
- If there are no errors, we recommend testing with a limit limited quantity of filefiles ("Batch size"). Then check in "list of files" to see if the renewals correspond to your expectations. Next renew the rest of files.
Indication → renewed season tickets appear on the ticketing profile to allow online payment
- When season tickets renewal with the manual batch is carried out your clients are not warned but they can find their own file in his personal space and pay.
- You can decide to hide this renewal on their personal space or show it to it.
- When you are ready, redisplay the file in their personal space, inform them that the renewal has been carried out and that they can proceed to payment. Then communicate with the SECUTIX Audience Management (marketing tool)
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- remaining files.
Step 2, documents...
→ Back office : renewal with mass creation of files summary AND validation of deferred payments
- If you want to mass create documents for renewed season tickets, go to the files list.
- For instance sort by product family, organization, season and product then create in mass a file summary to print and send by mail to the client.
- Expliquer sélection multiple des 200 lignes + bouton doc
- For Switzerland you can create a file with Swiss QR invoice in order to print the documents at the box office and send them by post. The next step is to use an interface for importing the .camt file (received bank payments files)
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