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Limits & When to Use Them - Limits Worksheets

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Configuring a Cap on a Charge

Setting Limits on Events, Promotions or Price Types

Early Bird Tickets in a Reserved Seat Venue

Ensuring Access to Popular Events

Member Tickets Allotments

Group Sales

Buy One, Get One

 


 

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Worksheet

Use this worksheet to plan your limit configuration before you start building them.

 

For more information about configuring limits, refer to:

Promotion Limits

Event Limits (and Event Batch Update - Limits)

Price Type Limits

Capping a Charge

 

You can use limits to restrict the number of tickets customers can purchase or the number of times a service charge is added to an order. You can set limits on:

Promotions.

Events.

Price types.

Charges.

 

You can configure:

Roles: The roles where the limit will apply.

Min/Order: The minimum number of tickets a customer needs to purchase on an order.

Max/Order: The maximum number of tickets a customer can purchase on an order. If you don’t set a ‘Cap’, customers can create many orders with tickets.

Increment: If you want to ensure customers purchase tickets in groups of three, set the value to 3.

Cap: The total number of tickets that can be sold. The cap works in tandem with the ‘Item Group’ and ‘Customer Group’. Don’t set a cap if one doesn’t apply.

Start Date: The date when the limit takes effect.

End Date: The date when the limit no longer applies.

 

‘Item Group’ is only available on promotions and price types. ‘Item Group’ isn’t available on events because those limits there apply to the specific event.

 

‘Customer Group’ controls whether limits apply system-wide or per customer.

 

‘Caps’ are the only limit available on charges.

 

Configuring a Cap on a Charge

Set a ‘Cap’ on a charge to limit the number of times that charge is added to an order. If you charge a $1 per ticket service charge up to $4 per order, configure a cap of 4 on the charge. If a customer buys more than four tickets, they’ll still only be charged $4. When you configure the charge on the price chart, set its ’Calculation’ to Order.

 

Add a ‘Cap’ on the charge if it’s a percentage charge. If you don’t, the charge will apply per admission, stacking the charge with unintended consequences. For a 5% charge with no ’Cap’ and you add three tickets, the resulting charge would be 15%.

 

Setting Limits on Events, Promotions or Price Types

When you add a limit to an event, the selected roles have to attach a customer to the order. when limits are set on a promotion or price type, the selected roles only have to attach a customer to orders that use those promotions and price types.

 

Be careful when adjusting limits, particularly if they’re on a promotion that is actively in use. when changes are made, any caps can be reset, allowing customers to buy more tickets than you initially intended.

 

Where you set limits depends on your expected outcome.

 

Early Bird Tickets in a Reserved Seat Venue

If you want to offer early bird pricing but limit the number of seats available for sale, you could use an Early Bird price type and set the ‘Cap’ to the total number of early bird tickets that you want to sell. This situation works well when your event has a single price for all seats.

 

Ensuring Access to Popular Events

Setting a limit on an event is usually for situations where you want to ensure fair access to the available inventory. For some popular shows, there may be a limit of four tickets per customer. Setting that limit on the event allows customers to purchase four tickets to each event in a series. Suppose you’re limiting the ticket purchases across all of the events in the series. In that case, you either have to use particular price types with the limit configured across series or an on-calendar promotion that works in the background.

 

Member Tickets Allotments

Members or donors occasionally receive an allotment of complimentary tickets for events. Because you don’t want to offer free tickets online, any member tickets are locked by a promotion. In this situation, set the limit on the promotion to ensure that members/donors don’t claim more tickets than their entitlements.

 

Group Sales

By using limits, you can offer group tickets online with a minimum ticket requirement for the event. When configuring your group-related price types, enter the minimum number of tickets that must be purchased for a group sale in the ‘Min/Order’ field.

 

Buy One, Get One

If you offer a buy one, get one offer and discount both tickets to 50% of their regular value, you can ensure that customers purchase their tickets in multiples of two by setting the limit’s ‘Increment’ to 2. Set the limit on the promotion if one is used to unlock the offer. Otherwise, the limit should be set on the price type.