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Adding Products

Posted
Updated
ByChloe Stein

The Products tab in the left sidebar menu is where you can view all of your products at a glance, add new products, edit existing products, and import/export product files. Here, you can also filter existing products by expiration date, category, type, and stock status.

In this article, we will go over each step to adding a new product with options ranging from access type and pricing to various other features tailored to your needs.

Add a Product in 6 Steps

To start, access the Add Product button by going to Products -> Add Product. From here, you will find a list of sub-menus allowing you to set up your product.

These include the following: General, Details, Inventory, Checkout Fields, and Product Expiration.

Step 1: Add General Info

In the General sub-menu, you can add basic information about your ticket or physical product.

To begin, name your product with a Title, then select the Product Type. The Product Type can be a Ticket or a Physical Item such as merchandise.

If your product is a ticket, you must specify the type of access it grants. This access can be granted per Event or Custom.

  • Event: Choose this option for tickets that provide open access to an entire event. Here, you can also grant access to multiple events.
  • Custom: Select this option for tickets granting access to specific sessions. This option is pick and choose, allowing you to include multiple sessions from multiple events or only select one from an event.

Understanding Custom Products

The Custom option will open up a list of all your sessions, separated by event. Above these sessions, you will see an Access section that modifies your product to allow specific access to your sessions, including in-person, virtual, and instant replay.

The Access Type dropdown modifies your ticket to provide access to either in-person, virtual, or both. These access types are define as the following:

  • In-Person Access: This access grants the customer entry to the in-person event.
  • Virtual Access: This access provides the customer a virtual access link, enabling them to join live.
  • All (Hybrid) Access: This access offers both virtual and live aspects of the sessions.

The Include Replay Access adds or removes the option for customers to replay any selected sections.

At the very bottom of these sessions, you will see a filter that allows you to filter events and sessions by Date Range and Event.

After selecting which events and sessions you want your product to give access to, proceed to set Access Limits, Pricing and Badges features:

  • Access Limits: Restrict access to virtual sessions and replays for a specific period after purchase.
  • Pricing: Add a regular price and a sale price, with the option to schedule start and end dates for the sale price.
  • Badges: Add badges to your ticket type by enabling and selecting from the dropdown.

Note: Badges can be added by selecting the Add icon at the top right-hand corner of the badge dropdown section.

Important: The Do Not List feature excludes a product from the main tickets block. However, if the product is selected as an ‘Upsell’ or ‘Cross-sell’ item for another product, it will still be visible during checkout.

Lastly, you can set the Menu Order to determine where your product is displayed in the ticket box.

Note: If you have pre-set your ticketing order in Global Settings -> Ticketing Box, this setting will override that rule. For example, if you have set your ticketing box to order products by price, the order set in your new product will override that hierarchy.

Step 2: Input Product Details

In the Details sub-menu, you can add a Description, an Image, a Bulleted List of features, and a Purchase Note.

These additions are defined as the following:

  • Short Description: Displayed on the ticket selection page. This description is limited to 80 characters.
  • Product Image: Add artwork for your product here.
  • Bulleted List: Add a title for your feature set. Then use the “Add Feature” button to list your product’s features.
  • Purchase Note: Enter an optional note to send the customer after purchase. This will be sent in an email.

Step 3: Select Inventory

In the Inventory sub-menu, you can manage your product’s stock quantity. The Stock Management option will automatically track your product’s inventory. Therefore, as products are sold, your inventory will adjust to the amount you have set it to, ensuring that you are in control of the ultimate number of products sold. Enable the Stock Management tab to set this amount and input your stock quantity in the Quantity field below.

Note: If this product has different variations, this value will manage the overall stock.

Step 4: Add Linked Products

In the Linked Products sub-menu, you can add Upsells or Cross-Sells to your product.

These linked products are defined as the following:

  • Upsells: Products you recommend instead of the currently viewed product, such as products that are more profitable, better quality, or more expensive.
  • Cross-sells: Products that you promote in the cart based on the current product.

What is the difference between Upsells and Cross-sells?

Both Upsells and Cross-sells are options that will be displayed to customers during the checkout stage. However, their purpose differs slightly. Cross-sells are additional add-ons that might appeal to a customer based on the product they are purchasing or about to purchase. Upsells are higher pricing or tiered products that your customer might opt for to replace their current or selected product.

Step 5: Create Checkout Fields

In the Checkout Fields sub-menu, you can add additional fields for customers to fill out when purchasing your product.

This can be useful for various reasons, such as gathering shipping instructions, T-shirt size, or other specific details related to the order.

Note: To set up checkout fields that apply to all checkout pages, go to Event Registration Settings.

Step 6: Set an Expiration Date

In the Product Expiration sub-menu, you can set the Expiry Date for when the product will expire for purchase. This ensures that at the expiration date, your product will no longer be available for purchase. In addition to a date, you can add an Expiry Note to display. This will show once the product has reached its expiration.

At this point, you have added all of the essential details and information to your product.

To continue customizing, you can go to Product -> Categories to add any unique product categories that are not tickets or physical products. Additionally, you can go to the Badges or Coupons sub-menus to add further to your products.

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