Purchase Intents

Purchase IntentsGeneral

In most cases, Purchase Intents can be considered equivalent to reservations. Due to their adaptability and diverse applications, we have chosen to associate this feature more with purchase inquiries (Purchase Intents) rather than restricting it solely to reservations.

Through Purchase Intents, reservations can be created both individually and in bulk directly within your dashboard. Additionally, events can be configured to allow customers to reserve tickets without making an immediate purchase.

Using predefined strategies, you can specify the meaning of a reservation for yourself. For example, you can determine the time customers have to make payment before a reservation expires. Alternatively, you can set it up so that a reservation requires your active confirmation before the customer can make the payment and complete the transaction.

Customer Workflow

1. Creation of a Purchase Intent through internal booking or by the customer in the online shop.

2. Sending an email to the customer with a link to pay for the selected tickets and a reservation confirmation for payment at the Point of Sale (POS).

3. Payment via the provided link in the email or at the POS.

4. Receipt of valid tickets upon successful completion of the Purchase Intent.

Purchase IntentsSetup

1 Create Purchase Intent Strategy

To create a new Purchase Intent strategy or manage an existing one, go to the Purchase Intents module and select Strategies. Then, choose Create in the upper right corner to create a new strategy, or click on an existing strategy and select Edit in the upper right corner to modify it.

Note: Purchase Intent strategies cannot be deleted but can be modified, renamed, and adjusted at any time.

2 Activate Purchase Intents

To activate Purchase Intents for an event, it is necessary to link your created strategy with the desired events. This links all generated Purchase Intents for this event to be executed under this strategy.

Follow these steps to activate Purchase Intents in the event:

1. Navigate to the Events module and select the desired event. Open the event settings.

2. Go to the Sales tab.

3. Scroll down to Reservations.

4. Click on the drop-down menu and choose the desired setting.

5. Select the strategy to apply to the generated Purchase Intents.

Purchase IntentsInternal Purchase Intents

Within the dashboard, you have the capability to generate an individual Purchase Intent for a customer, facilitating an instant reservation that can be optionally forwarded to the customer. To initiate this process, go to the Purchase Intents module. Select the Create Intent option, which will open a form for creating the Purchase Intent. Alternatively, you can reach this page through the Transactions and Internal Booking module by choosing the Purchase Intent tab to access the relevant options.

Here are the steps to create a Purchase Intent:

1. Click on the Purchase Intents tab.

2. Select the Create Intent button.

3. Choose the customer for whom you want to create the reservation. Only one customer can be selected at a time.

4. Choose the event for which the tickets should be generated. Only one event can be selected at a time.

5. Optionally select a coupon for discount purposes on the reservation.

6. Choose the tickets you wish to send.

7. Optionally select the option to send the reservation confirmation directly to the customer via email.

8. Choose the Purchase Intent strategy you want to use. If you choose System Default, the strategy defined in the event settings will be applied.

9. Review your ticket selection and click on Finish. You will be automatically redirected to the Purchase Intent view, where you can review the details.

Purchase IntentsImport Purchase Intents

The Purchase Intent Import is used to directly input ticket reservations into the system, allowing for the bulk entry of larger amounts of data at once. You can reserve as many tickets as needed in a single import, including customer details, seat information, and email delivery for sending the payment link.

Note: The Purchase Intent Import generates only one ticket per Purchase Intent and, consequently, per email. If a customer is receiving multiple tickets, they will receive a corresponding number of emails with separate payment links.

You can find a sample import file here.

Import File

The import only works through a CSV file that must include specific variables.

The file must meet the following requirements:

1. File format: CSV

2. File size: Any

3. Column names: The columns in the CSV should ideally directly correspond to the labels of the internal fields with which they are linked during import. This allows them to be directly connected when selecting the file, eliminating the need for individual selection.

4. Structure: Each row must correspond to a single ticket. If multiple tickets are to be sent to the same customer, the tickets must still be recorded in individual rows, including all mandatory data.

5. Mandatory fields:

   1. Customer ID

   2. Event ID

   3. Tickettyp ID

Note: Every field that is included in the file must be filled. If, for example, the address is missing for some tickets, the field must be filled with a placeholder.

Import Process

To perform a Purchase Intent Import, select the Import button from the Purchase Intents module. Alternatively, the import can also be initiated through the same process in the Jobs module.

Follow these steps for the import:

1. Click on the Import button in the Purchase Intents module. A new window will open.

2. Choose the Select button to upload the import file. Additional settings will unfold.

3. Select whether you want to send the reservation directly via email. Customers will then have the opportunity to complete the reservation and receive the tickets through this email.

4. Connect the fields of your CSV file with the internal fields. If the fields in your CSV are already named the same way, the mapping will be done automatically.

5. Click Import to initiate the import. You will be automatically redirected to the Jobs module.

Through the Jobs module, you have the option to download a file of successful imports. If there are records that could not be imported successfully, you will receive an additional file with all failed records.

Pro Tip: Use the file of failed records to prepare and re-import them. This ensures that all tickets are imported completely.

Import Errors

After performing an import, you will be automatically redirected to the Jobs module. There, you have the option to download all successful and failed records. You can access the Jobs module later through your vivenu account name in the lower-left corner of the dashboard.

Failed records are considered Purchase Intents that could not be imported for specific reasons. These were not imported into the system as tickets or customers. In the right column of each file of failed records, you will find the so-called Error Reason.