Commerce Overview

Commerce Overview 

Commerce on Eventfinity, allows the exchange of goods or services on a large scale for money or credits. Transactions are tracked and various actions can be setup such as refunds and transfers. Other Actions can be created to automate attendee field updates as well as adding an attendee to a group. Commerce capabilities also include automated sub-coupon code creation. Whether you're an attendee or an admin, Commerce simplifies sales transactions, enhancing productivity, and delivers a great user experience.

Commerce Section on Dashboard

• Admins must have Commerce access to their event.  Commerce can be found on Dashboard by going to...  Forms | Commerce.  This feature is broken down to the following sections:
  • Overview - Shows an overview of all the Commerce transactions that have been made in the event
  • Orders - Shows a list of each individual order that an attendee has made.  
  • Currency - Currency types can be added here.  Currency can be real currency or virual such as a credit or token.  Example - USD for US Dollar or PTS for Points
  • Sale Items - Here sales items can be created/added.  Sales items can be a service or good.  Examples - "VIP ticket to event", "Food", "Discount Coupon Pack"
  • Discount Codes - Discount Codes can be tracked and created here.
  • Attendee Requests - Here, any requests made by an attendee post purchase will show here.  Requests incude but not limited to Refunds and Transfers.
  • Actions - Automated actions can be created based on various triggers.  These triggers and actions include:
    • Triggers-

• Applied by Stripe Status Change

• Applied by Purchase

• Applied by Coupon Use

• Apply by Coupon Code on Use (All Codes)

• Applied by Spend (Rewards)

• Applied by Slaes Item Refund

• Applied by Transfer Sent

• Applied by Transfer Recieved

• Actions-
  1. (Apply Action) Update Attendee
  2. (Apply Action) Add To Group
  3. (Apply Action) Remove From Group
  4. Credit/Debit Currency
• Settings - Commerce Settings can be accessed here as well as custom text for attendee facing pages.  Settings and Customization include:
  • Enabling/Disabling Internal Emails
  • Enabling/Disabling Magic Link on Dailed Payment
  • Selecting a "Default Commerce Login Page"
  • Attendee Request Types Allowed:
    • Refund
    • Partial Refund
    • Transfer
    • Other
  • HTML Customization for:
    • Attendee Orders Reciept Header
    • Attendee Orders List Header
    • Attendee Request Instructions

Commerce Setup Steps:

Setting up Commerce includes the following steps.  Some steps may need to be completed before others and not all steps may be required. 

1. Currency Type - A type must be created/selected and added.  The most common type is USD (US Dollar).  To add a currency on dashboard, go to Forms | Commerce | Currency.  In the "Add Currency" section create a Currency Code and Enter in a Decription. Then click the green add button on the right.  For Example- 
2. Sale Items - Sale items are typically added next.  Sales item details and options such as stock quantity, purchase limits and, pricing can be set here. To add a sales item on dashboard, go to Forms | Commerce | Sales Items.  On the top right, click "+ New Sales Item" and a window will open up where admins can enter the sales items specifics and create such as:
   • Item Name - Sales Item Name.  This will show to attendees
   • Description - Sales Item description.  This will show to attendees
   • Item Type - This is an internal field that ment to help categorize sales items.  Example "food" for all food products.
   • Currency - Currency Type as created 
   • Price - Cost for the item
   • Transaction Type - There are 2 types.  Debit and Credit.  
     • Debit- Attendees' payments are directly deductied in real currency, such as cash or debit card, for ticketing and purchases.
     • Credit- Virtual currency in the form of credits are used to add fiunds to attendees' accounts, enabling them to make purchases and transactions within the event ecosystem, without immediate payment.
   • Maximum Avaliable - Sets quantity of sale item.  Once this set limit is reached, a message will appear on the sales page associated to this sales item stating "This item is sold out". 
   • Maximum Per Attendee - Sets a limit to how many of this particular sales item an individual attendee can purchase.
3. Once Currency Type and Sales Items are created, admins can create a commerce page/form using Registration Forms.  To create a form on dashboard, go to Forms | Registration Forms and click "+ New Form" on the top right.  On the form details tab, customize all the fields desired and click the green Save button.  Next, go to the next tab for the "Form Builder".  If the is the first time going to this tab for this form there will be a window with 4 templated form options to select from.  Any can be selected but typically for commerce either "Simple" or "Blank" is selected.  Once a selection is made, the form edit page is opened.  Commerce requires a minimum of 2 tabs.  The last tab must always be dedicated to "Commerce Checkout".  All tabs prior can be used to collect attendee information or for selection of sales items.  Sales Items as well as the Commerce Checkout field blocks are added to the form by drag and drop.  The "Sale Items" and "Commerce Checkout" blocks can be found under "Advanced Blocks".
4. This newly created Registration Form with commerce then needs to be setup to be accessed by the end user. 

Additional Information

Optional Steps include:

• Discount Codes- Creation, Limitations, Tracking/Reporting
  • Overview-
    • Discount Codes can be created to expire after a date/time or after a preset number of uses.
    • Discount Codes use can be tracked and reported
    • Subcoupons can be created and will carry the same value as it's parent Discount Code. These subcoupons can be created upon purchase and purchased as a sales item.  
    • Discount Codes will be provided via email and at the end of the transaction.  
    • Discount Codes can be redeemed durring checkout for qualifying items/transactions.
    • Discount Codes can be imported
  • To Create a Discount Code-
    • On Dashboard go to Forms | Commerce | Discount Codes and click the "New Discount Code" button at the top right.
    • A "Create Discount Code" module will open where admins can fill out or set the following:
      • Discount Code Slug - This will be the Discount Code an end user would use upon checkout.  Example "20OFF" 
      • Decription - This is an internal field and can be used to list a decription for the Discount Code. Example "This is for 20 dollars off a purchase of 500 or more.  It Expires Never!)
      • Discount Types - There are 3 types to select from.  Flat Discount, Percent, Free Items
        • Flat Discount - For a predetermined amount to be discounted.  Not a percentage or item.  Example- 20 dollars off.  
        • Percent - For percent off discount Example- 10 percent off
        • Free Items - Free Item coupon.  Regardless of price, the item selected is free. Example- Free Drink
      • Discount Value - Depending on what the discount type is this is the value to the discount.  Example 20 here with a Percent Discount Type would be 20% off.
        • Note- for Free Item, multipule items can be selected.  Select them from the list and add by clicking the blue add button.
      • Max Use - Here admins can set a limit on usage.  If unlimited a 0 is used.
      • Expires On - Admins can set an expiration date here
      • Active - Checked if the coupon is active.  Not checked if the coupon is inactive.  Note- if inactive the coupon will not work.
• Actions - adding triggered actions such as adding an attendee to a group upon sales item purchase is accomplished easily by clicking "Create Action" found on dashboard by going to Forms | Commerce | Actions.  This module has 8 preset triggers to select from.
  1. Applied by Stripe Status Change
  2. Applied by Purchase
  3. Applied by Coupon Use
  4. Apply by Coupon Code on Use (All Codes)
  5. Applied by Spend (Rewards)
  6. Applied by Slaes Item Refund
  7. Applied by Transfer Sent
  8. Applied by Transfer Recieved

                                    Once a trigger is selected an action to apply can be selected.  There are 3 actions as well as an option to Credit/Debit Currency.  

1. Update Attendee
2. Add To Group
3. Remove From Group
4. Credit/Debit
• Communications - Internal Automated eMail Confirmations.  Sends an itemized receipt with links to make requests to the attendee.  This can be turned on or off. To do so on dashboard, go to Forms | Commerce | Settings and use the "Enable Internal Emails" Toggle
• Post Sale Requests - Attendee Requests (refunds, transfers). After purchase, attendees have options avaible to them to request a refund or transfer.  This will be sent out to the attendee in their itemized receipt email.  These requests will then show up on dashboard by going to Forms | Commerce | Attendee Requests.  
• Order Tracking/Reporting
• Order History (Attendee Facing Navigation Item)