How to Transfer Tickets as an Attendee

Please note, as an attendee, you will not be able to transfer any unpaid tickets from the Member Portal .

Ticket transfers are an available feature in Member Portal and the Event Dashboard. Like the name suggests, this feature allows attendees to give their paid tickets to someone else. Ticket transfers are ideal for attendees who are unable to attend the event but would like to send someone else in their place.

There are two types of ticket transfers depending on what is configured by Event Organizers. Attendees can either transfer the ticket completely or require confirmation from the new ticket owner before succeeding. Additionally, Ticket Transfer can be disabled all together if not ideal for the event.

If confirmation is required, then the new ticket owner will have seven days to confirm ownership or else the link will expire. If the new ticket owner does not confirm within seven days, then a new transfer will need to be made.

If you are a Team Member or Administrator and would like to know how to transfer tickets in the Event Dashboard, please review our How to Conduct Ticket Transfers  article.

Transferring Tickets from the Member Portal

Unless restricted by the event organizers, tickets can be transferred from the Member Portal.

1. From the Member Portal, navigate to Purchases
2. Select the event you purchased the ticket from
3. Select Send Transfer for the ticket you wish to pass on
4. Fill out the First Name, Last Name, and Email fields
   1. Optionally fill out the Title and Organization fields if needed.
5. Select Submit

The ticket will now be transferred over to the new owner. If the Require Ticket Transfers to be claimed checkbox is toggled on, then the new owner will need to confirm before the transfer can be completed.

Sending Transfer Invites from the Event Dashboard

Ticket transfer invites can also be utilized from the Event Dashboard. This setting is useful for providing confirmation if that is a concern compared to our traditional method of transferring ownership without the new ticket owner’s input.

1. From the Event Dashboard, navigate to Registration > Ticket Purchases
2. Select the checkbox of the Ticket Purchase
3. Above the Ticket Purchase table, select Actions > Send Transfer Invite
4. Fill out the First Name, Last Name, and Email fields
5. Select Request Transfer

The new ticket owner will now receive an email to confirm ownership of the ticket(s).

Editing the Ticket Transfer Email Template

The contents of the email sent out to the new ticket owner can be edited from the Event Dashboard.

1. From the Event Dashboard, navigate to Communications > Email Templates
2. Select Ticket Purchase Transfer Request
3. Under Subject, fill out the subject line of the email
4. Under Body Text, fill out the text you would like to edit in the email
   1. By selecting Insert Token, you can add custom links like Attendee Portal Link, Attendee QR Code, Temporary Password, and more.
5. Toggle on the Remove Default Welcome Message checkbox
   1. This will remove the default greeting included in emails, useful if you would like to include your own custom greeting in the email body.
6. Toggle on the Enable Call-To-Action Button checkbox
   1. Call-to-action buttons are included to direct email recipients to specific actions related to the email being sent.
7. Toggle on the Enable Attachment checkbox
   1. For email templates that don’t have any related attachments, this setting will not have any effect.
8. Toggle on the Include Login Credentials checkbox
   1. Select this option if your email is intended to invite recipients to access one of your event portals that require their login credentials (e.g. event app or virtual event portal).
9. Select Save Changes

Enabling Ticket Transfer Confirmation from the Event Dashboard

Ticket transfers can be enabled so that confirmation from the new ticket owner is required before the ticket transfer process is completed. If disabled, ticket transfer will happen automatically and not require confirmation from the new ticket owner to transfer.

1. From the Event Dashboard, navigate to Registration > Settings
2. Scroll down to Options
3. Toggle on the Require Ticket Transfers to be claimed checkbox
4. Select Save Changes

Accepting Tickets as the New Ticket Owner

The new ticket owner can accept the ticket easily from their email.

1. From the Email’s contents, select the Call-To-Action button
2. Enter the Claim Code
   1. This code is always prefilled when selecting the Call-To-Action button
3. Select Submit
4. Fill out the First Name and Last Name fields
   1. The Email field will be prefilled.
5. Select Submit
6. Select Download Ticket to retrieve a receipt as a PDF file
7. Select Claim Another Ticket, if you wish to redeem another ticket
   1. The claim code will need to be manually entered if this button is selected.