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Creating Your Event

Creating Your Event

Dashboard

Sales Overview
As you create events, we give you a quick snapshot of how well those events are performing. The numbers that are displayed are the lifetime numbers of your account. The information that is displayed is:

  • Events - This is how many events you have created

  • Tickets Sold - The number of tickets that have been sold

  • Ticket Sales Total - How much your event ticket sales have made.

  • Account Balance - This is how much Revelree owes the partner from their ticket sales

Events List
We understand that planning events can be time-sensitive and you don’t want to miss any detail, that is why you have the ability to quickly see your next upcoming events right on your main dashboard. You can view the tickets, see the event summary, and even edit right on your main dashboard for timely responses for you and your team. To see the full list of your events click on the Events menu link on the sidebar. 

You can also view your past events by clicking on the “Past Events” link.

Account Icon
When you click on your account icon in the top right corner of the dashboard a menu will appear with the following links:

  • Partner Settings - On this page, you have the ability to edit and customize the appearance of your events listing page. You can update your event/partner name, change your logo and imagery, and update your social links.

  • User Settings - You can edit and change your name, email address and password. 

    • Email Address - If you change your email address, please note that next time you log in you will have to use the updated email address. All email notifications will begin to be sent to this new email address. 

    • Password - If you need to update your password we will ask you to input your old password and then to create a new one and then to confirm the new one. Clicking the “Save” button will then send you an email to let you know that the password for your partner account has been updated. We do this for your security. If at any time you receive a password change email, please contact Revelree immediately.

Creating Your Events

To get started selling tickets you first need to create the event… makes sense right? Click the “Create Event” button to go to the Create Event page.

We have made creating an event quick and simple with an organized four-step form. You will see four tabs at the top of the page:

Basic Info

Event Name - The name of the event that you want to be seen by your customers.

Presenting Text - We give you the ability to give your sponsors a top spot on your event listing.

Location/Venue Name - This is the location name that will appear on the event tickets so your attendees know where to go.

Address - This is the address that will appear on the event tickets.

URL Path - You have the ability to create a unique web address for you to link to and use on your promotional materials.

Page Title - The title that appears on the browser tab and also appears as the clickable headline on search engine results, and is important for usability, SEO, and social sharing.

Page Description - This description is what appears when users are searching for your event on search engines. Use descriptive keywords to make it easier for users to find your event. 

Receives Email Notifications - If you check this box, you will then begin to receive an email notification every time a user purchases a ticket. In the email you will be able to see the user’s name, email address, the event name/date, ticket tiers and types, ticket quantity, total amount, and your amount.

Description

Event Details - Tell visitors about your event. You can include images and links in the description.

Upload Event Imagery - Continue to brand the event the way you want. You have the ability to upload branded logos and cover photo for your event.

Event Logo - This will appear on the Buying Process as well as the PDF ticket.

Event Cover - Upload an event cover photo so that your users will be able to easily find your event. This is what appears on the homepage and your event listing page.

Ticket Tiers

Tier Name - This is the level of tickets that users can purchase (I.e. General Admission, VIP, etc..) You have full customization to name the tiers how you like and make them unique for your attendees.

Description - You have the ability to provide a description for the tier. This is where you can tell your customers about what your ticket tier(s) include i.e. the number of drink tickets or free parking pass.

On Sale Date & Time - Easily schedule your ticket tier(s) to go on sale at a future date and time for when you have more plans to take care of for the event.

On Sale End Date & Time - You can also schedule the tiers to end sale at any time for when you may have an Early Bird sale.

Ticket Type - This is the certain type of ticket that users can purchase Ie. Senior, Adult, Youth.

  • Add Ticket Type - You have the ability to create more than just one ticket type. This is for when you have different levels of tickets but need them to be under the one ticket tier. 

Add Ticket Tier - Much like adding a ticket type you can create more than just one ticket tier. When you add a new tier simply repeat the process from your first ticket tier.

Delete Ticket Tier & Type - You have the ability to delete any created tier and type. If you are creating a new event you will not have the ability to publish the event without a ticket tier. 

  • Note: It is NOT recommended that you delete a tier or type once the on sale end date of that tier has past. Once the end date is in the past, the user will not be able to purchase that ticket tier.

Dates & Prices

Include Tax into Ticket Price - You have the ability to not charge tax on top of the ticket price. Simply choose “No” if tax is to be charged to the user in addition to the ticket price.

Show Date & Time - The date and time of your event that will appear on your event listing and on the tickets.

Show End Date & Time - This is for when you want your tickets to be active over multiple days. The end date and time of your event that tickets will be active until. This date will appear on your event listing and on the tickets.

Online Ticket Quantity - Set the number of digital tickets that you wish to sell online. Once the event is published and you need to edit the online amount, you will be able to view the number of tickets sold for that ticket tier and type.

Ticket Price (Per Ticket Type) - Set the price for each ticket type you have created.

Add Show Date - You can create more than just one show date. When you add a new show date simply repeat the process from your first ticket tier. Your ticket tiers and types will apply for every date that you create.

Delete Show Date - You have the ability to delete any created show date. If you are creating a new event you will not have the ability to publish the event without a show date.

Saving

Save & Publish - Once all required fields have been completed (notice the little green checkmarks next to each section title in the top four tabs) you will be able to click the Save & Publish button. Clicking that will make the event active on the homepage and on your event listing and most importantly users will be able to purchase tickets! You will also receive an email to let you know that the event has successfully been published. Time to celebrate! 

Save as Draft - If you are working on creating your event but do not have all the information yet you can save the event as a draft and come back to edit it at a later time. Simple just find the event in your event listing page in the dashboard.

Events

Event Listing - You can view all your events that you have active, archived, or draft.

Upcoming Events - These are all the events that are active. The list is in order by date so that you know which events are coming up.

Past Events - View all your events that have been completed

Archived Events - If you have an archived event you will still be able to view the tickets and summary but not have the ability to edit, view, or copy the event.

Edit Controls - Manage your events quickly and easily using the following controls:

View Tickets - See all the transactions that have been made for this show date. See Transactions section

Summary - Detailed report for that event. See Event Summary section

View - If the event is published you can view the event on the user side website

Edit - This brings you back to the create event form and allows you to make edits to the information that you previously provided.

Copy - You have the ability to copy and create a new event from the information that you had on the previous event.

Archive - Archiving an event means you will no longer be able to edit the event details for this event. You will still be able to view all transactions and the event summary for this event. If you made a custom URL for this event and you or any user tries to go to the page, you will see a "page not found" message.

Transactions

Each event has its own transaction list with the customer information for each transaction.

Search Fields - You have the ability to search by different criteria, for example, if a customer contacts you and has misplaced their tickets but they have their Transaction Number you can search for that customer in either the Customer Details field or Transaction Number field.

Export Transactions - You have the ability to see the individual transactions for an event and also to view the customers and ticket quantities for a guestlist. Downloading the transactions will give you a .CSV file with the following information:

  • Transaction Date

  • Event Name

  • Show Date & Time

  • Customer Name

  • Email Address

  • Ticket Quantities

  • Gross Amount

  • Fee (Incl. Tax)

  • Net Amount

  • Purchase Description

  • Transaction Number

Filter Tiers - There is the ability to filter your transaction list to help find a customer faster and easier. You will be able to filter by any tier that you have created for your event as well as if any transactions have been refunded.

Transactions List - In the list of transactions you have the ability to get a quick view of each customer. Displayed are:

  • Transaction Date

  • Transaction Number

  • Issued to: Name

  • Ticket Quantity

  • Customer Details - To view the full customer details click the “View Customer Details” button. 

Customer Details - On this page, you can view more details of the customer's transaction.

Edit Transaction - The user may need the tickets to be sent to a different email address, in that case, you can edit the user's email address by clicking the Edit Transaction button. On this new page, you can see the original email address and then type in the new email. Once you save the email address and are back on the transaction details page you will see the original email as well as the new email.

Ticket Details - In this section, you can view the ticket number(s) and have the ability to reissue or deactivate the user's ticket(s).

  • In the Status column there are different status that a ticket number can have:

    • Active: Ticket is ready to be scanned.

    • Deactivated: Ticket has been refunded or cancelled.

    • Reissued: A new ticket has been sent to the customer.

    • Scanned: The ticket has been scanned at the door.

Reissuing a Ticket - On some occasions, your customers will misplace or delete their confirmation email that contains their tickets. In that case in the transaction details, there is a button that lets you send a new ticket with a new ticket number to the user's current email address. The original ticket number will no longer be active. Once you confirm that the ticket is to be reissued and click the Reissue button an email will be sent to the user with their new PDF ticket attached.

  • You can only reissue tickets one-by-one. We have that so there is less confusion on your end and to make sure that the user receives there tickets.

Deactivating a Ticket - You have the ability to deactivate tickets but would only do so if the ticket has been refunded or another circumstance has arisen that would qualify for the deactivation of a attendees ticket. Once deactivated the ticket will not be able to be scanned through the Revelree Access Control App. This action can not be undone. 

Refunded - Contact Revelree (info@revelree.ca) if a refund needs to be issued to a user. If the refund has been approved, then go into the customer details and deactivate the ticket.

Event Summary

Event Summary - In this day and age, more information is always better. Your event summary breakdowns how many tickets you sold, of what ticket tier, from where and how did they find out. Using this information you can plan future events knowing with confidence how your previous ones have gone. See the Reporting section for details on what all the information you are seeing is about.