Knowledge base
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This guide describes the differences between the tools of Ticketing and the Guest Manager.
What is the nature of your event?
- If you are organizing a one-time private event, such as a birthday party, a general assembly or a graduation with a well-defined guest list, use the Guest Manager.
- This tool allows you to create an event, invite the people of your choice and track their registrations as well as their attendance.
- On the other hand, the **Ticketing** is better suited for events open to the public or those for which anyone with the link can purchase tickets.
Infomaniak Ticketing | Guest Manager | |
---|---|---|
Issues tickets | ✔ | ✔ |
Named tickets | ✗ Optional | ✔ |
Option to have a paid ticket | ✔ | ✗ |
Requires a known list of guests | ✗ Guests are not selected | ✔ The email addresses of the recipients are mandatory |
Purchase possible by anyone with a link | ✔ | ✗ No link is generated; everything is done by email |
Only the invited guests can respond to the invitation | ✗ | ✔ |
Tickets for several events | ✔ | ✗ |
Ability to propose multiple dates | ✔ | ✗ |
Form to fill out | ✔ | ✔ |
Registration tracking feature | ✗ We can retrieve the list of customers | ✔ |
Create a link for ticket purchase | ✔ | ✗ |
Send a direct invitation to purchase tickets | ✗ | ✔ |
Thank you for choosing the Infomaniak ticketing service, which allows you to manage all of your online ticketing: event creation, online posting, ticket control, sales tracking and customer management. These guides help you quickly use the essential features.
Setup and management of ticketing
- Create a ticketing system
- Set up an event
- Manage events with multiple performances
- Associate a seating plan
- Use access passes
- Set up promotions
- Issue gift certificates
- Set up payment methods
- Create customer forms
Online and marketing
- Online launch checklist
- Manage online stores
- Set up automatic emails before the event
- Listing on theprogramme.ch
- Connect the ticketing system to Zapier
- Use the ticketing API
Advanced event management
Ticket sales and control
Direct and reseller sales
Sales and control equipment
- Order rental equipment
- Ticket formats available
- Use the sales packs
- Badge Printer User Guide
- Set up control tools
- Manage user profiles
Customer support and management of customer requests
- Checks in case of card payment error
- Exchange tickets at the counter
- Enable online exchange for visitors
- Process a refund
- Offer cancellation insurance
- Cancel an order or tickets
Tracking sales and customers
This guide explains how to configure the information and images that will appear on the tickets that visitors to your events will receive (as part of the ticketing system Infomaniak).
Prerequisites
- Create an event to access the mobile ticket visual options.
Access the ticket visuals
For this:
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the name assigned to the ticketing related to the event.
- Click on Ticketing Portal in the left sidebar.
- Click on Ticket Design:
Customization of basic information
The tickets will display the following information, retrieved from the event settings and the information provided by the customer:
- Designation: the name of the event.
- This option cannot be disabled, but the text can be modified at the event level in the Ticket Template option for the relevant event.
- The event date.
- The event time.
- The door opening time if it is set in the event.
- The event address.
- The first and last name of the client and/or reseller, if provided.
- The reservation number.
- The ticket number (for pre-printed tickets).
- The company name, if provided.
Change the ticket design
Default image size
The minimum image size is 1138x524 px
but what is recommended: 1307x605 px
(+ ratio 9:4.17).
The print@home tickets
These tickets are intended to be printed directly by customers using a standard printer. To modify the ticket content:
- Top image: the background image of the ticket can be modified here. It is important to note that the text may not be readable if the image has contrasts that do not allow the letters to be distinguished.
- Text in the middle of the ticket: it is possible to modify the text in the middle of the ticket. If the text overflows onto the image at the bottom of the page, it will not be displayed.
- Bottom image: this will contain the general terms and conditions by default, but they can be replaced with a custom image.
The other formats
The other formats are intended for use by the organizer and therefore cannot be sent to customers automatically by email:
- Show Format: For printing with a thermal printer (available for rent).
- Cinema Format: The format used in cinemas for printing with a thermal printer (available for rent).
Save and use ticket templates
It is possible, and recommended, to save the ticket design as a new template. The save button is at the bottom of the ticket design customization page:
It will then be possible to select it for further editing, or set it as the default ticket:
apply a default template for ALL ticketing
apply a default template for a specific event
apply a default template for a specific PRICE
Also, refer to this other guide regarding the pass.
This guide explains how to modify product access rights for a user in your Organization on the Manager Infomaniak.
Preamble
- Since you opened your account with Infomaniak, you are part of at least one Organization.
- If you were alone and it was not an invitation, an Organization was created in your name and you automatically become the legal responsible.
- Otherwise, you belong to the Organization that invited you (to join its kSuite, to manage a product, etc.).
- It is possible to modify a user's role within your Organization.
- You can then define whether a user…
- … is part of your Organization and should become:
- Legal representative
- Administrator
- Collaborator (this part is detailed below…)
- … is external to your Organization (limited rights):
- External users are not included in the sharing of calendars and address books with the entire Organization.
- … is part of your Organization and should become:
Who can access what…
Prerequisites
- To be Administrator or Legal Representative within the Organization.
- Have added a user as a collaborator.
The guide below allows you to manage product access for collaborators and external users. Indeed, a legal representative or an Administrator already has access to all existing products within the Organization and visible on the Infomaniak Manager.
To modify a user's product access in the Organization:
- Click here to access user management on the Manager Infomaniak (need help?).
- Click on the action menu ⋮ located to the right of the user in question.
- Click on Edit product access:
- Expand the tabs/accordions by product if necessary.
- Click on the product category to which you want to grant access.
- Select the necessary product(s).
- If you have selected multiple products, decide whether a future additional product should automatically be visible to the user (and with what type of permissions).
- Click the Save button:
- Start again at step 5 if you need to grant access to multiple products. You can also grant full access with maximum permissions in 1 click:
Service usage / Service management
Note, on your product table, it is important to distinguish between product access (such as kDrive within the kSuite) and product management access:It is possible to allow a user to use kDrive (they will be able to create a PDF, for example) without granting them kDrive service management rights (they will not be able to change the offer, invite a new user, cancel, etc.).
Technical rights / Statistical rights
With certain services like kDrive, it is possible to grant a collaborator TECHNICAL and/or STATISTICAL rights (adds access to the dashboard, share links, storage statistics, active users, connected devices, activity on the kDrive):
Other services like domain names do not have a STATISTICS section:
Some specific services like the billetterie allow you to grant even more detailed rights:
Easier access: Work Teams
To facilitate the addition of access rights to a product within your Organization, there are Work Teams. These allow you to create groups linked to Infomaniak products with the desired rights, very practical for giving a new collaborator in your Organization access to the products they will need in their daily activity.
This guide explains how to set up donations (within the framework of the ticketing system Infomaniak).
Introduction
- By offering donations, you give customers the opportunity to support your organization or event.
- Online donations will have a commission applied related to banking fees.
- Donation campaigns can have an active or inactive status but will remain visible at the ticket office in all cases:
Setting up donations
For this:
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the name assigned to the ticketing related to the event.
- Click on Programming in the left sidebar.
- Click on Donations in the left sidebar.
- Click on Add a donation:
- Fill in the fields in the assistant, then click on the Save button at the bottom of the page:
- If necessary, go back one level using the breadcrumb trail at the top and restart at step 5 to create additional donation campaigns:
This guide explains how to view your monthly statements (within the framework of the ticketing system Infomaniak), print the corresponding accounting documents, configure your bank account to receive your payments and, if necessary, request an exceptional advance.
Preamble
- The Infomaniak ticketing system generates a statement at the beginning of each month, summarizing the online sales of the previous month.
- This statement includes all sales made, minus applicable commissions.
- The net amount is then automatically deposited into your bank account during the first week of the month, regardless of the event status.
Add and select a bank account
Before any payment, you must specify a bank account from the "Infomaniak Collections" menu in the "Accounting" section of your ticketing system…
Once the account has been added, you must select it at the top of the page in the “Settings” dropdown menu.
If a bank account has already been used for a payment (amount different from 0 under the Invoices column), it cannot be modified for security reasons.
View and print a statement
To view or download a monthly statement in PDF format:
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the name assigned to the ticketing system related to the event.
- Click on Accounting in the left sidebar.
- In the Reversed and Archived Collections section, select the desired statement (global or detailed).
- Click to print or download the PDF.
The invoice can only be printed if the monthly period is archived.
Request an advance
If needed, you can request an advance, at most once a week and until the 25th of the month:
- Processing is done within 48 business hours.
- An administrative fee of 5.- is applied.
- Advance payments requests are suspended 5 days before the end of the month.
This guide explains how the cancellation insurance works, which is available to customers as part of the ticketing system Infomaniak.
How the cancellation insurance works
Infomaniak offers, through its partner Allianz Suisse, customers who purchase their tickets online, a cancellation insurance that allows, under certain conditions, to be reimbursed for the purchase of their tickets.
Customers wishing to be reimbursed must contact Allianz Suisse directly with the ticket number:
Allianz
+41 (0)44 283 32 22
info.ch@allianz.com
Please familiarize yourself with the terms and conditions.
This guide explains how to configure the floor plan when it has been activated for an event (as part of the ticketing system Infomaniak).
Prerequisites
- Have, and have activated, a floor plan for the event in question.
- Have activated and created at least one pricing zone.
Apply the zones to the floor plan
To access the event pricing from the ticketing system:
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the name assigned to the ticketing system concerned by the event.
- Click on Scheduling in the left sidebar.
- Click on Events in the left sidebar.
- Click on the relevant event.
- Click on the Pricing tab.
- If the event has multiple dates, this section is replaced by “Dates” which opens a calendar.
- Click on the date in the calendar to access the pricing…
Once in this menu, it is necessary to have at least one zone activated:
- Click on the action menu ⋮ located to the right of the relevant zone.
- Make sure the box “Seated zone” is checked:
- A seat symbol should be next to the name of the zone in the list of prices.
- Click next on the “Manage the seating plan” button above the zones to open the seating plan management menu:
The logic here is to assign a zone to each seat, row or section according to the event's needs.
For example, below, we can see a green zone and a red zone. To assign seats to a zone:
- Select the seats by hovering over them, or to select an entire row, click on its number.
- Click on each seat to configure it; a black circle will surround them, indicating that they are selected.
- It is possible to click on the name of each row (A, B, C) to select all the seats in the row, and even to click on the name of the section (here, right, left, middle) to select all the seats in the section.
- Click then on the zone to link to the selected seats.
- In the Zones menu that appears in the lower half of the page, click on the zone to assign.
- The background color of the selected seats will change to the color of the zone.
- Repeat the operation for each remaining zone to be assigned.
Block online sales for a seat/row/section
By default, all seats are available for online sale.
To block the sale of certain seats online, configure the restrictions directly in the seating plan:
- To block the sales of certain particular seats, open the seating plan management menu as explained above, and select (black circle) the seats/rows/sections.
- Instead of selecting the zones in the bottom menu, choose the type of Access:
- No restriction = default state, customers can purchase the seat
- For organizers only = Only people with Admin status on the organization can purchase tickets from the ticket booth
- Reserved for resellers = Resellers can make purchases from the ticket booth (normal users/collaborators on the organizer with sales rights)
The section visible at the bottom named “Réserver” is no longer used and can be ignored.
Once the plan is configured, the seats can be put on sale. Make sure to assign a price to each area.
See who a specific seat is assigned to
To obtain information about seat assignments and identify who has reserved or occupied each seat according to the floor plan, you can use the plan management menu, which displays purchased seats with an orange fill.
If you click on the seat, the order information is displayed, and a link to the customer record is provided:
This guide explains how to assign a seating plan to events (within the framework of the ticketing system Infomaniak).
Introduction
- The seating plan allows participants to select their seats via an interactive interface.
- This feature allows them to precisely visualize the location of their seats relative to the stage or the field before finalizing their reservation.
Request a seating plan
To use a seating plan for an event of your choice, you must create the seating plan and assign it to the customer account associated with the ticketing system.
To do this, please contact Infomaniak support and send the following information:
- The name of the venue or room.
- The address of the venue or room.
- A file with the seating plan (format pdf, excel, csv, etc.) with the row and seat numbers.
- The account on which the ticketing system is located.
The seating plan will be created and assigned to your Infomaniak account.
Price
The assignment of the seating plan costs CHF / EUR 200.-. The invoice will be sent to the address indicated on the Infomaniak account.
Linking a seating plan to an event
Once the seating plan has been created and assigned to your account, you need to select it for the event you want to use it for.
- Click here to access the management of your product on the Infomaniak Manager (need help?).
- Click directly on the name assigned to the ticketing related to the event.
- Click on Programming in the left sidebar.
- Click on Events in the left sidebar.
- Create an event or go to an existing event and click on Manage and Edit to find the venue menu.
- Choose a desired seating plan:
Familiarize yourself with this other guide to configure the seating plan once it has been activated.
This guide explains how the commissions applied to your sales work (within the framework of the ticketing system Infomaniak).
Free tickets
Infomaniak applies no commission on the sale of free tickets.
- If the price of your tickets is CHF 0.- or 0.- €, you will not pay anything for the sale of these tickets.
- Attention: it is the value of the ticket that counts, not the payment method.
- A paid ticket validated with the free/invitation payment method is therefore not considered a free ticket.
- For creating a free ticket price for your guests, refer to this other guide.
The paid tickets
The Infomaniak commissions for paid tickets are made up of 3 parts:
- A fixed commission that remains constant regardless of the ticket price or payment method
- A percentage commission on the price of the ticket, applied to all online sales
- The banking fees for online transactions, which vary depending on the payment method used.
Online sales | On-site sales | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Total commission | ||||||||||
Banking fees (variable depending on the payment method) | ||||||||||
Infomaniak Commission (percentage of ticket price) | Total commission | |||||||||
Infomaniak Commission (fixed) | Infomaniak Commission (fixed) | |||||||||
For the complete list of commission rates, refer to the pricing page on the sales page.
How are commissions paid?
- The Infomaniak commissions will be automatically calculated when the monthly statement is generated.
- It will be deducted from the monthly sales amount if the balance is sufficient.
- An invoice will be sent to you in case the balance is insufficient.