How can Connected Tickets be applied to Exhibitors and Sponsors?

Within PheedLoop, you have the ability to assign tickets to Exhibitor and Sponsor profiles. The most popular reason for doing so is to allow Exhibitors and Sponsors to manage and assign tickets amongst their managers.

For example, perhaps your Premium Booths come with 4 Full Conference Tickets and your Standard Booths come with 2 Full Conference Tickets. In this case, you would assign 4 Full Conference Tickets to your Premium Booth product and 2 Full Conference Tickets to your Standard Booth product. This way, when Exhibitors purchase these products they are automatically allocated the connected Tickets at no additional charge. These tickets can then be assigned to managers within the Exhibitor Portal. 

Automatically Assigning Tickets during the Exhibitor and Sponsor Application 

Tickets can be included with products in the Exhibitor and Sponsor Application. This means that once someone successfully purchases the product, they will be assigned any tickets associated with the product. Tickets are viewable in the exhibitor and sponsor portal. 

1. From the Event Dashboard, navigate to Exhibitors > Products or Sponsors > Products
2. Select the product you wish to adjust from the list 
3. Navigate to the Connected Tickets section 
4. Under the Ticket column, select the ticket you wish to connect 
5. Under the Quantity column, fill out the quantity of tickets you would like the exhibitor or sponsor to receive at checkout 
6. Under the Actions column, select Save 
   1. You can also remove tickets by selecting Delete in this column 
7. Select Add Ticket 
8. Under the Ticket column, select the ticket you wish to assign to the product
9. Under the Quantity column, enter the number of copies of the ticket to be provided
10. Under the Action column, select Save to finalize your changes

These instructions can be done for each product as necessary. 

Transferring Tickets via the Exhibitor and Sponsor Portal 

Once purchased, tickets can be transferred between managers in the Exhibitors' Portal.

If no managers are assigned to an exhibitor, event organizers can add them from the Event Dashboard or the Exhibitor Portal.

Adding Managers from the Event Dashboard: 

1. From the Event Dashboard, navigate to Exhibitors > Exhibitors 
2. Select the exhibitor you would like to adjust from the list 
3. Under Managers/Staff, select the Manager from the list 
   1. If they are not on the list, they can be added by selecting Manage 
4. Select Save Changes 

Adding Managers from the Exhibitor Portal. 

1. From the Exhibitor Portal, navigate to Managers & Tickets 
2. Select Add New Manager 
3. Fill out the details for the manager 
4. Select Save

Once managers are assigned, ticket transfer can now be used.

1. From the Exhibitor Portal, navigate to Managers & Tickets
2. Navigate to Tickets
3. Select the checkbox of the ticket you would like to transfer from the list
4. Above the Tickets table, select Actions > Transfer
5. In the new pop-up, select the manager you would like to transfer the ticket to
6. Select Transfer
   1. If you would like to unassign the ticket, you can do so by selecting Actions > Unassign. 

1. From the Sponsor Portal, navigate to Managers & Tickets
2. Navigate to the ticket you would like to adjust from the list
3. Select the manager you would like to adjust from the dropdown

Assigning and Transferring Tickets to Exhibitors or Sponsors Manually from the Event Dashboard 

Tickets can be assigned from the Event Dashboard. As an event admin, you may want to assign tickets to your exhibitors manually. This can be because you want to create tickets for your exhibitors and sponsors, or you want to reallocate tickets.

1. From the Event Dashboard, navigate to Exhibitors > Exhibitors or Sponsors > Sponsor
2. Select the Exhibitor or Sponsor you would like to adjust from the list
3. Navigate to Order Summary
4. Scroll down to Tickets
5. Select Add Ticket
6. Select the new owner under the Select Ticket Owner
7. Select the ticket under Select Ticket
8. Fill out the number of tickets you would like to provide under Quantity
9. Toggle on the Complimentary Ticket checkbox if you would like to provide the ticket for free
10. Toggle on the Send Confirmation Email checkbox if you would like to send an email to the owner
11. Select Save Changes 

In addition to adding tickets, existing tickets can also be transferred to different owners.

1. From the Event Dashboard, navigate to Exhibitors > Exhibitors or Sponsors > Sponsor
2. Select the Exhibitor or Sponsor you would like to adjust from the list
3. Navigate to Order Summary
4. Scroll down to Tickets
5. Select the Actions > Transfer Ticket button next to the ticket you want to transfer from the list
6. Select the new owner under the Select Ticket Owner
7. Toggle on the Send Confirmation Email checkbox if you would like to send an email to the owner
8. Select Save Changes 

Downloading Ticket Purchases Report for Information 

The best way to gather information on tickets is with the Ticket Purchases Report. This will include information on all tickets, including any that were transferred or assigned from the Event Dashboard and Exhibitor and Sponsor Portals.

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select Create
3. Under Report Type, select Ticket Purchase Report
4. Under Fields, select all the variables that apply to your inquiry.
5. Select Save Changes
   1. Now that your report is created, you will want to generate the report in order to download it.
6. Select the checkbox of your newly created report
7. Above the Proposal table, select Actions > Generate Report
8. Select Download Previous Report