AudienceView Unlimited 7  Product Guides

Below is a checklist of the key things you need to do when creating a bundle exchange rule.

Price Charts

•Copy the existing bundle price charts. This is also where you add your balancing charges.

•The price chart belongs to the 'Exchange To' events/series, and is used to price the new admissions on the exchange.

•All of your exchange price charts need to have prices matching the price types in the original bundle price charts (Subscriber Regular to Subscriber Regular).

•When you layer price charts, if an event, or series/event type combination appears in more than one exchange rule, all the prices and charges for those charts are valid unless there's a conflict, in which case, it's random.

Unique Rules

Create one rule for each unique combination of price chart, role, dates and promotion code. For example:

•If you have three price charts for your packages, weekday, weekend and matinees, you'll need at least three rules.

•If you are going to use a promotion code to give some customers different pricing, dates or different event rules you'll need one rule per price chart/promotion price.

•If some roles had different active dates (an Internet donors role has advance access over the standard Internet role) you'll need additional rules.

Names are Important

Names should be unique within a rule set (but do not have to be across bundles).

•If you have three price charts for your packages, weekday, weekend and matinees you might name the rules:

oWeekend

oWeekday

oMatinee

•If you also have promotion pricing you might call them:

oWeekend – Regular

oWeekend – Subscriber Advanced

oWeekend – Donor Open Exchange.

•If some roles have different active dates they could be:

oWeekend – Subscriber – 72 hours before.

oWeekend – Donor – 48 hours before.

Event Rows

•Create one row per event rule. Whatever is on the 'Exchange From' side can be exchanged for whatever is on the 'Exchange To' side.

•Events override series and event types.
When you select events, whatever you select is what is used.

•Series and event types are combined.
Customers only see the events that match both the series and event type. If there are no events that match, there is nothing to exchange to.

To create an exchange rule:

1.Open General Configuration from the Desktop.

2.Select the Exchanges tab.
The Exchanges|Search page appears.

3.Search for and select the exchange rule that you want to modify.
The Exchanges|Basic page appears.

4.Click 'Create New'.

5.Click 'Bundle' or 'Single Event' based on the type of rule you want to create.

6.Enter a name for the 'Exchange Rule'.

7.Complete the following:

a.Price Chart: Click to search for a price chart that you want to use for the customers' 'Exchange To' (new) admissions.

b.Role: Select the role(s) that can make an exchange based on the defined rules.

c.Start Date: Click to select the date when customers can begin exchanging their admissions.

d.Cut Off Date: Click to select a duration or click to select the date when customers can no longer exchange their admissions.
This date is relative to each event's 'Event Start' date. Setting this to -48h would mean that customers can exchange their tickets up to 48 hours before the start of the event.

e.Promotional Code: Click to search for the promotional code that you want to use to restrict access to the exchange rule.
Customers will only be able to make the exchange if the promotion is active.

8.Click 'Add Events'.

9.In the Exchange From section, define the events that customers must already purchased in their bundles:

a.Series: Enter the 'Series Name' that you want customers to exchange from.|
Customers will be able to exchange their admissions for this series for admissions in the Exchange To 'Series'.
Ensure that spelling and casing matches the 'Series Name' defined on the Event Configuration - Events|Basic page.

b.Event Type: Select the 'Event Type' that you want customers to exchange from.
Customers will be able to exchange their admissions of this event type for admission in the Exchange To 'Event Type'.

c.Event: Click to search for the event(s) that you want to customers to exchange from.
Customers will be able to exchange their admissions for these events for admissions to the selected Exchange To - 'Events'.
Once you select an Exchange To event, anything you have entered/selected the 'Series' and 'Event Type' fields will be ignored.

10.In the Exchange To section, define the events that customers can exchange their existing admissions for:

a.Series: Enter the 'Series Name' that you want customers to exchange to.
Customers will be able to exchange their admissions for admissions in the series.
Ensure that spelling matches the 'Series Name' defined on the Event Configuration - Events|Basic page.

b.Event Type: Select the 'Event Type' of the events that you want customers to exchange from.
Customers will be able to exchange their admissions for admissions with this event type.

c.Event: Click to search for the event(s) that you want to customers to exchange their current admission for.
Once you select an Exchange To event, anything you have entered/selected the 'Series' and 'Event Type' fields will be ignored.

11.For every event rules that you want to create, repeat the process from Step 7.  

12.For every exchange rule that you want to create, repeat the process from Step 4.

Promotions are handled automatically during an online exchange. There is no user input. Customers cannot, for example, choose to switch to a different promotion as part of an exchange.

Customers cannot enter promotions during exchanges (promotions can be entered before starting an exchange, and it will remain active for the session).

Promotions on admissions are not displayed during an exchange.

The following table outlines the various scenarios in which promotions are applied to exchanged admissions.

To remove an exchange rule from a bundle, or to remove an event row from an exchange rule:

1.Open General Configuration from the Desktop.

2.Select the Exchanges tab.

3.The Exchanges|Search page appears.

4.Search for and select the exchange rule you want to remove an element from.
The Exchanges|Build page appears.

5.To remove an entire rule, press the Delete button.

6.To remove specific event rows from a rule, select the rule and then select the 'del?' check box next to the rows that you want to delete.

7.Click 'Apply'
A window confirms that the exchange rule was updated.

8.Click 'OK'.