How to Set Up Your Event Tickets

In this article, we will show you step-by-step instructions on how to create event tickets and sell them online using Trellis. By following these simple guidelines, you can easily set up and manage your event ticketing process.

How to Set Up Your Event

  1. From the Dashboard, click the Edit Icon on the fundraiser where you will sell tickets.
  2. Once in the builder, use the lefthand menu and go to Event Tickets under Fundraising Drivers.
  3. Click Edit Event Settings to configure the general information for your event.
  4. Now set the Event Start and End Date and Time.
    1. If you would prefer different formatting from the automatic formatting, you can select Custom Text for Display which appears on your fundraising page, emails and receipts.
    2. NEW: If you use Custom Text for Display, you must still set an event start and end date and time.

  5. From here, set the Event Location venue and address. If the venue has yet to be determined, you can toggle on Address TBD.

  6. Use the Event Capacity field to set the maximum number of people you can allow at your event. Our system will automatically sell any combination of tickets until the maximum capacity is reached.
  7. Next you can enable or disable the automatic event reminder emails that are sent to all attendees.

Please Note:

The configuration to allow purchasers to Skip Assigning Tickets has been moved under Checkout settings.


Heads Up!

Changes to the Event Date and Time do not affect the dates for Auctions or Raffles.

How to View Event Tickets 

      1. From the Event Tickets sidebar, click Edit Event Tickets.
      2. By default, our system creates a few template event tickets that you can customize or delete.
      3. Click on the Pencil Icon located on the right side of each ticket to open the editor.
      4. You can also create a new ticket using the Add Event Ticket button.
      5. To duplicate a ticket, click on the Copy Icon for the ticket you want to duplicate.
      6. To reorder your tickets, click, hold, and drag the Six Dots Icon.
      7. To easily move the ticket to the top or bottom, click on the Three Horizontal Lines Icon and select Move to Top or Move to Bottom.
      8. To delete a ticket, click on the Trash Can Icon.

Pro Tip:
We recommend keeping the default Complimentary Ticket in case you need to purchase some tickets for sponsors, volunteers, staff, or others. Here's the link on how to use the Complimentary Tickets.

 

How to Create and Edit Event Tickets 

  1. From the list of Event Tickets, click Add Event Ticket.
  2. For Ticket Category, choose whether this ticket is a Single Ticket or Grouped Ticket. 
    1. Single Tickets are for one individual. 
    2. Grouped tickets are for a customizable number of individuals, such as a Table of 10 or a Golf Foursome.
  3. Now enter the Ticket Name, Number of Tickets Available, and the Ticket Price.
  4. If you are creating a grouped ticket, you will be asked the Number of Groups Available and the Number of Tickets per Group.
    1. For example, if you have 15 tables of 10, the Number of Groups Available is 15 and the Number of Tickets per Group is 10.
  5. Now add a ticket Description. This could be details on what the ticket includes
    1. When tax receipting is enabled, this will generate a tax receipt for the ticket purchaser for this amount.
    2. The Advantage Value is the fair market value of the goods and services received in exchange for their purchase.You can also set the Tax Receipt Amount for this ticket.
  6. Under Advanced, you can configure the Ticket Visibility to hide it from purchasers. For more details about hidden tickets and using passcodes, view this article.
  7. Use Max Tickets Per Purchase to set a maximum number of tickets a purchaser can buy in a single transaction. (Only applies to visible tickets).
    1. For grouped tickets, this value applies to how many grouped tickets they could buy. For example, if a grouped ticket is good for 10 people, and the Max Tickets Per Purchase is set to 2, then that means individuals can only buy 2 grouped tickets of 20 people per purchase.
  8. To set a specific sales start and end date for your ticket, under Ticket Sales Availability select Set a Start and End Date. This reveals a Sales Start and End Date selector.
  9. Choose whether you want to enable a Waitlist. This collects email addresses when tickets are sold out.
  10. You can also add attachments that will be emailed to the purchaser with their purchase confirmation email.
  11. You can also Custom Fields and Promotions.
  12. Click Save when you are finished editing your ticket, and Publish Changes in the status bar to confirm your changes.

Once you have successfully set up your event tickets, you are ready to start promoting and selling them! Share the link to your fundraiser page with your donors so they can easily select their own tickets to purchase.

Did this answer your question? If not, please reach out to the Trellis Support team via the blue chat icon or email support@trellis.org.