Ticket Transfer functionality allows the owner of a Conventions Product to transfer all rights of ownership and management of that Product to someone else. This process removes ownership from the Transferer and the Product from the original order, generating a new Product under the Recipient's ownership.
Setup
To use the Ticket Transfer functionality:
- Navigate to Product Manager > Setup
- Find "Enable Ticket Transfers"
- Toggle this to Yes
- Doing so will reveal a secondary toggle called "All Products Transferrable?"
- This means that every single Product in the event can be transferred.
If Ticket Transfers is disabled in Product Manager, you can mark specific Products as transferrable by going to Product Manager > Products > Edit > Advanced Features and toggling the "Is Transferable?" option to Yes.
Tip: Marking Products as Transferable is retroactive. You can create and sell products to attendees and then make them transferable later.
Attendee Experience
After a customer purchases for an event that has Ticket Transfers enabled (either globally or on a specific Product), a new button will appear on the customer's Confirmation Page below the Product and QR Code List.
Clicking the Transfer Tickets button will take the user to the Transfer Page. Here, they can select which products they want to transfer and then enter Recipient details.
After the transferer selects the products, enters the Recipient information, agrees to the Transfer disclaimer, and clicks Begin Transfer, the Transfer is initiated, and a few things happen:
- The Transferer is redirected to a Transfer Status page
- They are sent a verification email (to the email address on the order)
- A "Manage Transfers" button appears on their confirmation page, taking them to the Transfer Status Page.
From the Transfer Status page, the transferer can cancel the transfer until it is completed. When the transferer clicks the "Click here to Verify this Transfer" button in the email they are sent. The Transfer status changes from "Awaiting Approval" to "Awaiting Claim," which sends the Recipient an email informing them of the Transfer.
When the Recipient claims their Transfer, they are redirected to a new Confirmation Page for an order created for them.
The Recipient can manage their Order and Product as they wish. It is as if they purchased the ticket themselves. The only difference is in the backend in the Customer Service screen. Admins can look at this order, see that it was a Transfer, and view the original order if they wish, where they can see the product has been transferred.
Back to the Transferer's Transfer Status Page, the ability to cancel the Transfer has been removed, the status has changed to "Complete," and the Product has been removed from the Product list in their Confirmation Page.
What if a recipient deletes their transfer email?
No problem! The sender can cancel the initial transfer and send it again.
Order Management
All details will be displayed using the Customer Support tool.
Transferred products cannot be managed from the original order. Please look at the Transfer History section to see who the product was transferred to. You can quickly jump to the new order by selecting View Order.
Any products that are transferred will be marked accordingly.
A new QR code is generated when the product is transferred.
Reporting
Transferred tickets generate a new order and QR code, etc., and they are associated with the creation date of the transferred product.
FAQs
If I use Schedule Registration and Ticket Transfers together, will a Transferred Ticket retain all Scheduled Content?
A Transferred Ticket will not retain any Schedule Information. It is strongly recommended to Transfer products before any schedule items are managed.
Can a Ticket Transfer be canceled?
At any time before the Recipient claims the transfer, it can be canceled by the Transferee. Admins cannot override or cancel a Transfer from the Customer Service page.
Can a Shippable Product be Transferred?
No. Shippable Products are not eligible for Transfer.
Do product surveys work for the recipient of transferred tickets?
Yes! When the recipient claims the transferred ticket, they are presented with the survey questions attached to that product.
Can I manage a ticket that hasn't been claimed yet? i.e., Check-in, Check-out, resend confirmation, etc.
Yes! When awaiting a claim, the order is "Pending Transfer." You can select this order and change its status to "Paid," which will give you the option to send the tickets again to the recipient if needed.