Your event staff can follow the steps below to configure event additional purchase items to be offered only to registrants who match at least one of up to five Custom Segments.
(This is only visible to agencies which need have access to the Premium feature CRM, please contact your Account Manager if you are interested.)
(This is only visible to agencies which need have access to the Premium feature CRM, please contact your Account Manager if you are interested.)
- Log in to ACTIVE Works with Existing ACTIVE Passport Account
- Click target event's name on dashboard
- Click Setup tab
- Choose Additional purchases from Event setup menu
- Click Edit button
- Click the pencil icon of target additional purchase item
- Under Item details, check the box of an item option
- Click Edit button
- Choose Custom segment radio button
- Note: In the consumer registration workflow (post-registration purchase on MyEvents / On-Site app also included), the additional purchase item is only displayed if the registrant matches at least one of the selected custom segment.
- Note: You may follow the steps in Create a Custom Segment to create custom segments beforehand.
- Note: Internal registration by your event staff can always override the custom segment restriction and made the purchase for registrants.
- Check the box of target segments
- Click Apply
- Note: If an additional purchase item is configured to be Use as wave value in Advanced settings, team member registrants can still select or be automatically assigned to the save wave as their team captain regardless of any custom segment restrictions on this item.
