Offers

4 | Managing Contacts

Offers

There are a number of different offers that are available within the Flowte system and can be used in combination with other offers and marketing operation. To get started: Navigate to Retail & Hospitality > Offers.

Create Promo Code / Discount Code
You can create a "promo code" or "discount code" to use as part of your marketing efforts.  In this example, If the ticket has the tag "Arena" then the customer will get the discount "Half Price".  This code is added as part of the sales flow.
 
1. Go to the offers page.
2. Set a name for the rule, description is optional.
3. Select "If ticket has the promo code".
4. Select the tag you wish to use as the promo code.
5. "then" should be automatically selected.
6. Select "apply the discount".
7. Select the discount to be given to the customer during the purchase.
8. Click "Add Offer".

You will need to add the ticket tag for this to trigger, this is covered in our guide HERE

Auto Assign Customer Tags
You can automatically assign a customer tag when they buy specific events.  As you can see, if the event category is set to "Arena" the customer will be assigned the tag "Sports Venue".

1. Go to the offers page.
2. Set a name for the rule, description is optional.
3. Select "If event category is".
4. Select the tag you wish to trigger the rule or "all" to trigger for any tag.
5. Select "then".
6. Select "give the customer the tag".
7. Select the tag that will be automatically assigned to the customer.
8. Click "Add Offer".

You will need to add the event category for this to trigger, this is covered in our guide HERE 


Auto Assign Discounts For User With Tag
You can automatically discount events for users with specific tags.  In this case it will apply the "Half Price" discount to any customers with the "Flowte Staff" tag if the event has the category "Arena".
This can be combined with the auto adding of tags to customers above to create a membership scheme among other offers.

1. Go to the offers page.
2. Set a name for the rule, description is optional.
3. Select "If event category is".
4. Select the tag you wish to trigger the rule or "all" to trigger for any tag.
5. Select "and".
6. Select "if someone has the tag".
7. Select the tag that will be given the discount.
8. "then" should be selected by default.
9. Select "apply the discount".
10. Select the discount you want applied to the sale that matches this rule.
11. Click "Add Offer".

You will need to add the event category for this to trigger, this is covered in our guide  HERE 


Auto Assign Customer Tag Using Ticket
You can get more specific with your auto tag adding.  Similar to the event category rule, you can automatically add a tag to a customer that buys a specific ticket type.  In this example, the tag "Sports Venue" will be automatically applied to a customer who buys any item they buy that has the "Arena" tag.

1. Go to the offers page
2. Set a name for the rule, description is optional
3. Select "If a ticket sold with tag"
4. Select the tag you wish to trigger the rule or "all" to trigger for any tag.
5. "then" should be automatically selected.
6. Select "give the customer the tag".
7. Select the tag to be given to the customer after the purchase.
8. Click "Add Offer".

You will need to add the ticket tag for this to trigger, this is covered in our guide  HERE 


Merge & Purge Contacts

This guide outlines how you can edit and delete duplicate contacts to help keep your contact database tidy and organised.

Step 1: Find Duplicate Contacts                                                                    
1. Navigate to Fan Engagement > Contacts. Review your database for any duplicates. 

Step 2: Move Transactions To Correct Contact:                                   
1. Before you begin you will need to move any transactions from the duplicate contact to combine all their orders into one record.

2. Navigate to Fan Engagement > Contacts > Select the  Edit button beside the contact you want to edit:
 

3. Select a transaction.
4. Your transaction will appear.

5. In the top right hand corner select Change Contact. Select the contact you want to move the transactions to.
6. Search for the contact you want to move the transaction into.

 

7. Click the edit button beside the contact you you want to move the transaction to.
8. Click Save Contact.


Step 3: Removing the "old / legacy" contact                                     
1. Select the duplicate contacts.
2. Click the blue Edit button on the contact. The following page will appear.
 

3.  In the top left hand corner, click the red Remove button.

Step 4: (optional) Cleaning up contacts with poor quality data          
You can also make edits and save changes to contact records on the contact information page > click save when complete 

Flowte Wallet App


 
Flowte Wallet allows you to review tickets purchased from Flowte or a ticketing website powered by Flowte.

The tickets will intelligently update with any changes to your order or event information to keep you seamlessly up to date.

Using the app there is no need to print tickets or bring identification for collection of tickets. Simply show your tickets using the app from your device at scan entrances.

By using Flowte Wallet, you're supporting the Flowte Green Policy to reduce waste and better the environment.

Download from:

           

               
     





Contact Tags & Promos

Contact tags have some useful & often powerful uses in Flowte.  These can include marketing list creation, special discounts and automations.  This guide cover some basic use cases, however all of these can be combined to create a unique sales experience.

1. Contact Tag Creation and Editing

Fan Engagement > Contacts
When you're on the contacts page, you will notice you can search based on the tags a contact has.  You can have these added automatically or you can manually add them.

Manually Editing Contact Tags
1. Edit a specific contact record.
2. When in the record click on the Tags input.  You can select a tag from the dropdown of existing tags, or start typing to find one.  If it doesn't exist already, you can click "enter" to create it.  When you do it will ask if you want to set the "days until expiry", this allows the tag to automatically be removed from the contact x days after it is added. If you don't want it automatically removed, leave this blank.
 
3. You have now set the tag for the contact.  Any automations that trigger on the adding of a tag will now trigger.

Automatically Adding Contact Tags
Retail & Hospitality > Offers
You can set a rule that will automatically give users a tag based on what they buy.  This can be done based on sale of a specific event or even the individual ticket type.

Event Sale
1. Set an offer name.
2. Select "If Event Category Is".
3. Select the tag you want the rule to work based on.  You can create a new one by clicking the blue "new" button..
4. Select the option "then".
5. Select "give the customer the tag".
6. Select the tag you want to give the customer automatically when they purchase the event with the tag from step 3.
7. Go to the Ticketing > Events > Event Info > edit any event(s) s et the event category to the tag you set in step 3.
8. This will now automatically give anyone who buys the events the tag you set in step 6.

Ticket Sale
1. Set an offer name.
2. Select "If a ticket sold with tag".
3. Select the tag you want the rule to work based on.  You can create a new one by clicking the blue "new" button..
4. The option "then" will automatically be selected.
5. Select "give the customer the tag".
6. Select the tag you want to give the customer automatically when they purchase the event with the tag from step 3.
7. Go to the Ticketing > Events section > Event Info > View Times and Prices.
8. Edit any ticket type(s) and set the ticket tagto the tag you set in step 3.
9. This will now automatically give anyone who buys the tickets the tag defined in step 6.


2. Marketing With Contact Tags

A great way to make use of the contact tags is to automatically add the customers to your marketing lists.  As covered above, as this is automatically done you can have campaigns sending long after you set them up making marketing so much easier.

List Building
Marketing > List Builder
Create a new list by including the rule "contact tag" to one that you have added automatically to customers above.  This means that every time the rule is run the contact will automatically be added to the list you are building now.  This means you can always have the most up to date information each time you go to send your campaigns.

Sending Automated Emails
Fan Engagement > Automation
If you have a campaign you want to send automatically to new contacts with a particular tag you can do this very easily.
You will need an email campaign already created, if you aren't sure how to do this you can view or guide on: 
1. Click Add Workflowte.
2. Set a workflowte name.
3. Set the trigger type "Time after tag added to contact".
4. Select the tag you want to trigger the rule.
5. Set the number of minutes / hours / days / weeks / months after tag assignment that you want the rule to trigger.
6. Set "send email to contact" to automatically send the campaign to this contact.
7. You can also set it to be sent to your own email if you just want to be notified when the action happens.
8. When you create this rule it will now trigger when the tag is automatically or manually added to the contact.

3. Special Offers With Contact Tags

Another powerful way to make use of contact tags is to provide special prices and offers based on who has the tag.  This can then be combined with the automated campaigns to get additional sales from existing customers.  This will allow them to get this offer online when they log into the storefront at the time of a sale.

Discounted Events
Retail & Hospitality > Offers
You can set a rule that will apply a discount to any contact that has a particular tag for events that have a particular category set.
1. Set the offer rule name.
2. Set "If event category is".
3. Set the event category that will allow the rule to work, this means you can limit which events the users can get a discount on.
4. Select "and".
5. Select "if someone has the tag".
6. Select the contact tag that you want the rule to be based on.
7. "then" should be automatically selected, select the rule "apply the discount".
8. Set a discount rule, you can create a new discount by clicking on the blue "New" button.

This means that when someone with contact tag x (step 6) tries to buy event y with the event category set in step 3 they will get the discount set in step 8 automatically.

Ticket Types

Ticketing > Events 

You can have specific ticket types that are only on offer to people with a specific contact tag.  This can be great to build additional rules on top of your existing rules such as with membership schemes, etc.
Note: this can be set at creation too by editing the ticket details in the same way though we will cover it as part of an edit in this example but the process is the same
     
1. Select and event to edit, then navigate to a specific date time in the bottom left of the screen.
2. Open up the section the ticket type is in or you want to add to.
3. Add a new ticket type or edit and existing one.  Click on the blue cogwheel to the right of the row the ticket type is on.
4. This will open the detailed settings for this ticket type.
 
5. Within the settings you will find the "Contact Tag" setting, this will allow you to select a particular contact tag.
6. This means that only people with this contact tag can see and purchase this ticket type.
 
5. Click save at the top of the page to set the rule.

Now a contact can purchase this ticket type online and only if they have the tag.  You could also based on this tag automatically send them an email telling them of this offer as per the rules above and also have this automatically be given when they buy something else such as a membership or similar item.  As you can see, there are countless ways you can make use of these rules and layer them to create very successful campaigns to get your customers excited about your upcoming events.

Season Tickets
As per the steps outlined above, you can also set this rule on the season tickets by setting the same Contact Tag rule against the season ticket type within your season pricing event.  This will allow your customers to get a different prices / named season ticket in the same way they can individual event ticket types.

Merge & Purge Duplicate  Contacts

This guide outlines how you can edit and delete duplicate contacts.

Step 1: Find Duplicate Contacts
                                                                    
1. Navigate to Fan Engagement > Contacts. Review your database for any duplicates.

Step 2: Move Transactions To Correct Contact:
                                  
1. Before you begin you will need to move any transactions from the duplicate contact to combine all
their orders into one record.

2. Navigate to Fan Engagement > Contacts > Select the  Edit button beside the contact you want to
edit. The following page will appear.
 

3. Select a transaction.
4. Your transaction will appear.


4. In the top right hand corner select Change Contact. Select the contact you want to move the
transactions to.
5. Search for the contact you want to move the transaction into.

 

6. Click the edit button beside the contact you you want to move the transaction to.
7. Click Save Contact.

Step 3: Removing the "old / legacy" contact

1. Select the duplicate contacts.

2. Click the blue Edit button on the contact. The following page will appear.
 

3.  In the top left hand corner, click the red Remove button.

Step 4: (optional) Cleaning up contacts with poor quality data      

1. You can edit & save changes to contact records on the contact information page.

Working with Contacts

Adding a contact

1. Navigate to Fan Engagement > Contacts, click Add Contact.
2. In the Add Contact page, enter or edit the contact details.

3. Click Add Contact.
The Contacts details page
Once you have created a contact, you can view the details of the contact in the record's details page.
Here you can see: transactions, their contact info, tags, files  and so on - in a single location.
To view the contacts details page:

1. Navigate to Fan Engagement > Contacts.
2. Click the desired account from the Contacts list view.
3. You will see the details page of the contact.

Here is a quick-tour of the Contact's details page:

Launching a sale with the Storefront button


The storefront button brings you to your storefront. Here you can select which event or product to purchase. The contact will automatically be assigned to this purchase meaning you do not have to input their contact information during the sales process.

Contact Info:



Here you are able to edit the contact's:
1. Name.
2. Email address.
3. Phone.
4. Add a note.
5. Add a custom tag.
6. Edit their marketing preference.
You can also see the contact's total spend at a glance.

Transactions:


In this section you are able to:
1. View customer transactions.
2. Resend confirmations.
3. Print contact card.
4. Change the contact associated with the transactions.

Addresses and Files:



1. Add, view and edit the contact's addresses.
2. Upload files against the contact record.

Tags Table:
Navigate to Admin > Settings.
Here you have a list of all your current tags displayed in a table. You can now also set an expiry date for tags created.
You can also define if the tag is a contact tag or an event tag.


Multiple Contacts Per Order


Benefits:
1. Marketing & Fan Experience capture details for every attendee & encourage repeat business. 
2.  Security > validate each ticket at point of entry

Enable Multi Contacts For A Specific Event

1. Navigate to Ticketing > Events > Event Name > Multi Contacts > Select "Yes" (see below) and save

2. Your customers can now enter contact details for each ticket per below. There is also a copy option.


3. When finalised, the details of the ticket customer will be printed on the tickets.

Enable Multi Contacts For Season Tickets / Packages

1. Navigate to Retail & Hospitality >  Offers > Multi Contacts Column > Click "Enable".


2. Now when a person tries to purchase more than one package contact details will be required for each.