Create New Delivery Method
Go to the Tools page on the left hand side
Click Delivery Methods and then New Delivery Method
Add Details
Name
Description - this appears as hover text in the basket when added, and can be useful as a reference for Box Office Users
Price - this will be added to the basket total. If no charge just enter 0.00
Tax Rate - select from the dropdown
Customer Preferences
Optional, choose which additional contact details (as well as name and email address) are required from the customer at checkout
You can choose the following (you can choose both or none if you'd like):
Requires address
Requires phone number
Channel Access
Select which Channels can access this Delivery Method
It will then appear in the booking flow for every Channel that is selected
Email Sequence
Choose what emails should be sent to customers selecting this Delivery Method by clicking Add New Email and selecting the following options:
Email Template - select from the dropdown
Send Time - select from:
At point of booking
Specific time before/after the performance start time
Specific time after the transaction completes
Attach Ticket Template associated with this delivery method - optional, typically used for Email Order.
Click Save
NOTE - Customers will receive their emails according to the templates and Email Sequences that were set at the time of their order. If you change any of your Email Templates or the Send Time for them, this will then only apply to future orders.
Image
Optional - upload a .jpg or .png file, no larger than 1MB
This will appear in the booking flow, at the top of the checkout page
Click Submit
Edit a Delivery Method
If you need to make changes, click Manage on your Delivery Method list
Or click Edit to make changes and Submit
Archive Delivery Method
Click on the Manage button
Click on the Archive button on the top right
If the Delivery Method has no Active/Inactive Print Rules, i.e. never been activated on an Event, you will be able to Archive
Accessing Archived Delivery Methods
You can still access Archived Delivery Methods via the Filter button
This will change the table to only show Archived Delivery Methods - noted by the Archived label next to the Filter button
Unable to Archive - Dependencies
If the Delivery Method has been activated on Print Rules for any Events or Products, you'll see a list of them (Dependencies) in the pop-up
To Archive a Delivery Method in this scenario, you'll need to Archive the entire Event or Product. This is because it has previously been activated on an Event/Product, meaning that there is technically an action associated with this Delivery Method.
NOTE - We advise caution with Archiving Events as this may affect future scheduled Email/Ticket sends.
Restoring
To Restore an Archived Delivery Method, once on that item's page, you can click on Restore in the top right
If the Delivery Method doesn't have any Archived Email Templates, you'll be able to Restore
Unable to Restore - Dependencies
If there are Archived Email Templates attached to the Delivery Method, you'll see a list of those Templates (Dependencies) in the pop-up
In order to Restore, you'll need to either Restore the Email Template or remove it from the Email Sequence in the Delivery Method. The Dependencies have a hyperlink that will take you directly to that page
Once remedied, you can click Refresh List in order to Restore