Prerequisite: create a Season, at least one Tariff, a price level for membership

A membership is a nominative product, therefore it requires a contact to be bought.
It can be a physical or virtual card allowing the owners to be offered a privileged relationship, unlocking a set of benefits (free products, discounts, anticipated access, etc).

Create a new membership: first basic settings
a) General: i. General
ii. Parameters

b) Quotas
c) Based price
Important settings
c) Product profile
d) Payment methods
Advanced menus
e) General: iii. Advanced
f) Custom variables
g) Charges
h) Access control synchronization
i) Price breakdown
Validation
Filters and main screen buttons

1. Create a new membership: first basic settings

Button allows to create a new product from scratch.

a) General / General

Internal name (max 60 char.): name of your membership as it will appear in SECUTIX screen (backoffice)

External name (max 60 char.): name of your membership as it will appear to your clients (online, documents, tickets)

Public Description: it will be used by the ticketshop.
There will be as many descriptions as the numbers of external languages set at Institution | Initialization | Institution characteristics: if left empty, the Ticketshop will use the main language description.

Customization are possible on the inserted elements, including external content insert like images or video with the Source code button and the use of html codes.

Code (max 8 char.): STX code of the product. This code must be unique per entity (example: it's not possible to have the same code for two memberships, but possible for 1 rate table and 1 membership)

Tax VAT: VAT rate that will be used for your membership. To be selected among the dropdown elements. It cannot be changed afterwards.
See : Institution | Initialization | VAT Rates

Alert ratio (%): Threshold of remaining availability from which the membership will be considered as with "limited availability".
This will trigger the availability color used on the ticketshop (it will become orange as soon as the level is reached) and display the Alert Quota message in the back office.

Product type: can be selected if configured here https://confluence.secutix.com/wiki/display/SSH/Organisation+%7C+Initialisation+%7C+Product+types

Ticket model: Ticket model that will be used for the membership. Even if modifiable, if not set before sales start, all products already issued cannot be reprinted anyway.
It is necessary to have a ticket model correctly set if the membership is supposed to be used online.

Producer / Promoter / Partner: useful when using the producer portal.

Logo: (max size 1 Mb) image that will be used to illustrate the product. This image will appear on the landing page and on different pages of the ticket shop.
Depending on the setup of your landing page, you may want to pay attention to the ratio or to where you position the main element in your image. More info on A dynamic shop window

Internet description URL: link to an external page that will appear behind the More Information link.
This link is displayed after the Public description on the ticketshop. It aims at directing people to a page where you would usually present the membership. To be used with care as it takes users out of the funnel.

Questionnaire: it makes the membership available for questionnaire

b) General / Parameter

Validity rule: you can choose between the current season, a specific range of dates, or a predefined number of days/weeks/months/years after the purchase.
In the last scenario, you may decide to let the purchaser define the start validity date during the purchase.

Price level: an existing price level for membership must be selected. It will allow the membership owners to unlock specific tariffs (if any) linked to the same price level.

Quota: the maximum number of products you have available. Once saved, this parameter cannot be changed, however it will be possible to edit the quotas from the side menu "Quotas" (that will appear once saved and enter the configuration screen again).

Min and Max quantity for Member rate: it will define min and max number of tickets available to the owner at a member rate (price level), if any. It applies to events and matches.

Offer ticket charges on all purchases: it discounts the charges, if any.

Valid for partner organisations: it makes the membership valid for other organizations of the same institution, if set as partners here https://confluence.secutix.com/wiki/display/SSH/Institution+%7C+Initialisation+%7C+Organisations

Automatic renewal: it makes the product selectable for automatic renewal (batch required).

Cultural contact on ticketshop: can be set as hidden / mandatory / optional. If this field is not specified, the behavior will depend on the configuration in POS parameters.

2. Important settings

Among the other menus be sure to define, or review, accordingly:

c) Product profile

This is where you associate the set of rules regarding the selling of your membership. Among the rules, it will determine tariffs, seat category and sales periods in which the membership will be available per sales channels.
See: Organization | Catalog | Product Profile

d) Payment methods

From this menu, you can define payment methods that can be used to purchase this product.

The rule is as follow: it is the intersection of Point of Sales Payment Methods, Product Family Payment Methods (see: Institution | Initialization | Payment Methods) and Product Payment Methods.

Thus, if you associate no payment methods in this screen, SECUTIX will check for specific Payment Methods set at Product Family level. If none, it means that any Payment methods available on the point of sales will be usable for the product. The payment method you associate at product level must be available at least on the point of sales. Otherwise nothing will happen.

So if you want to have a payment method that is only available for your season tickets for example, you need to associate this payment method to your point of sales AND associate it at product family level. That way this payment methods will only be available for your season tickets products on your point of sales.

3. Advanced menus

e) General / Advanced

Short public name (max 15 char.): name of your membership as it will appear online when accessed from a device with small resolution (smartphone...)

Audience type: usually kept on "All public". For organization handling specific products for Kids, setting Kid in there will trigger the indicator Children Product, allowing you to easily target purchaser of those products.
See: Standard indicators. Otherwise this information can also be used through the API to group products together for example.

Include in shipment fee: for cases where shipment fees where set to be Per ticket, you can choose if the tickets of the competition you are creating will be applied the shipment fees or not.
This provide the flexibility to say that some products are not eligible for shipment fees. See Organization | Initialization | Shipment Fees

Additional Producer / Promoter / Partner: useful when using the producer portal.
Additional producer contact (structure of type producer) can be linked to the product. This contact will be able to access data related to this product in his producer portal.

Invoice Producer / Promoter / Partner: useful when using the producer portal. This producer contact will be invoiced for the product.
The contact set in this field has no access to the producer data in the portal but can be the same as defined in the producer fields. Needs to be define even if the producer has been set.

Merchant Id: in case of split payment (installments), configuration of the merchant ID (instead of having it inherited from ePC)

SHA Key: related to the merchant ID, hash key to finalize the setup of the merchant ID

Remark: text field to insert comment. This will remain at back office level.

f) Custom variables

Custom variables are to be created in Organization | Initialization | Custom Variables.
Custom variables are element you can display on ticket. They are usually used to display static information that can not be setup elsewhere in SECUTIX.
They are related to the fields "Free text" (1 to 6) in the ticket editor. See List of variables in the Ticket Editor (auto translated to English)

They can also be used through API and interfaces between SECUTIX and 3rd party system, in order to setup in SECUTIX sets of information that will be pushed and handled by the 3rd party system.

g) Charges

When using Charges (fees that apply per ticket), you can associate there your existing charge table. You will first need to specify for which rate type it will apply (only used rate type will appear in the dropdown), then select your charge table.
Finally, you can specify on which sales channels those charges will be active. Either All sales channels or a List you can set up. You can apply different charges table on different sales channels.
See : Organization | Catalog | Charges tables

h) Access control synchronization

When using SECUTIX Access Control, this screen allows you to synchronize directly the product you have just created with SECUTIX Access Control.

The season of your product must already exist in the Access Control.

Obviously this screen is useful only if you have already sync your season with the Access Control, but created the product afterwards.

Italian Certification | Specific behaviour

Specific rules for charges and access control
Italian clients using a Certified S-360 license can configure presale prices as described here, while it is not allowed to grant memberships direct access to events or visit spaces

i) Price breakdown

This functionality enables you to define multiple price components (ticketing, promoter...) for prices defined previously.
Relevant information on the configuration can be found here and here for price breakdown bottom-up.

4. Validation

The validation step will make sure that you did not forget to set any mandatory information.After that the product becomes available for running.

5. Filters and screen buttons

Top page filters allow you to display the memberships by internal name and status.

The other screen buttons perform the following actions:

Delete

Validate

Run

Suspend

Duplicate

Copy from Season

Bulk edit price

Bulk edit price for product

Print test ticket

Export to excel

Delete the chosen product (only if in "Preparing" of "Validating" state").

Validate the chosen product (only if in "Preparing" and all the mandatory fields are accordingly set).

Activate the product so it can follow rules set in linked Product Profile(s).

Stop (temporarily) the following of the rules set in the linked Product profile(s) for the given product.

Used to perform a few changes while on sale.

Duplicate the selected product.

Copy a membership from another Season

Edit more tariffs' prices in the same time.
It allows to select more membership at once

It allows to select more lines/membership at once

Like the previous one, you can edit more tariffs' prices in the same time, selecting by product.

It does not allow to select more lines/membership at once

Print a sample ticket.

Export the screen table of memberships as an excel file

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