How to Manage An Extra Ticket Waitlist

How to Manage An Extra Ticket Waitlist

Overview

The ticket waitlist process is an advanced use of the MarchingOrder Assistant. We suggest meeting with your Client Success Manager to ensure that the waitlist is set up correctly.
Here’s a step-by-step guide to setting up an extra ticket waitlist using your registration form and tracking the ticket requests:

Setting Up An Extra Ticket Waitlist

  1. Before You Begin:
    1. Ensure you have at least one ticketing allotment created.
  2. Create Additional Guest Tickets Section on your Registration Form:
    1. Go to your registration form editor.
    2. Create a new section titled "Additional Guest Tickets".
    3. In the description, include instructions such as "If additional tickets become available, would you like to be considered?".
    4. Mark this section as Hidden on Form if you want to reveal it later. If you want to include it from the start, skip this step.
    5. Advanced Tip: If you want this question to appear only for graduates who have selected their maximum allotted tickets, set it up under Dependent Answers:
      1. Scroll down to the answer option that matches your maximum number of allotted tickets (e.g., "Tickets: 5 Tickets Chosen" if the maximum is 5).
      2. Update this dependency if the maximum graduate allotment changes.
  3. Add a Dropdown Question:
    1. In the new section, click Add a Question.
    2. Set the question type to Dropdown (Single Response).
    3. Answer Options Tab: Include options like "No Thanks", 1, 2, 3, etc.
    4. Do NOT mark this question as required.
    5. Advanced Tip: In the question editor, go to the Answer Options tab:
      1. Click on "No Thanks" to highlight it.
      2. Next to Default Response, click “No” to change it to “Yes”. This sets the default response to "No Thanks" for all users until they select an alternative option.
  4. Create a View for Additional Ticket Requests:
    1. In your graduates menu, create a new view called "Additional Ticket Requests".
    2. Visible Columns: Email, Name, Tickets Claimed, Additional Tickets Requested.
    3. Criteria: Set the filter to display records where Additional Tickets Requested is NOT empty and not “No Thanks”.
  5. Clone and Customize the View for Granted Tickets:
    1. Open your "Additional Ticket Requests" view.
    2. From the Views dropdown menu, select Clone View.
    3. Rename the new view to "Additional Tickets Granted".
    4. Filter Results:
      1. Delete the existing filters.
      2. Click Add Criteria Option.
      3. Scroll to Tickets Ordered.
      4. Choose the term Greater Than or Equal To.
      5. Set the value to one more than your maximum graduate ticket allotment (e.g., if the maximum is 5, set the value to 6).
  6. Now you have two new views:
    1. Additional Ticket Requests: Shows those who have requested additional tickets but haven’t yet received them.
    2. Additional Tickets Granted: Displays those who have a ticket total exceeding the maximum allowed, indicating that additional tickets have been granted.
These views will help you manage and track extra ticket requests and allocation efficiently.

Distributing Tickets to Graduates

To ensure a smooth ticket distribution process, please see the Distributing Extra Ticket Options instructions.

Reach out to your Customer Success Manager if you need any further assistance or have questions about the ticket distribution process!