Account tag ticketing lets you offer hidden tickets or special prices to selected customers. When a customer signs in to an account with the matching tag, the ticket becomes available to them.
There are three parts to the setup: create a ticket-specific tag, add it to the customer's account, and connect the same tag to the ticket or price.
The steps below cover the full setup. The video at the end is optional. Screenshots use the example tag Test and a Special ticket priced at $5; use your own names and prices.
1. Create a ticket-specific account tag
- Go to CRM > Settings > Account Tags.
- In the Account Tags section, click Add to open the Add Account Tag form.
- Enter a name for the tag.
- Turn on Ticket Specific.
- Click Save.
If the tag already exists, check that it is marked Ticket Specific before continuing.
Turn on Ticket Specific so the tag can be used to unlock tickets.
2. Add the tag to the customer's account
- Go to CRM > Customer Management > Customer Details and find the customer.
- Click the pencil icon in the Account Info section to edit the profile.
- Scroll to Tags, click New Tag, and select the tag you created.
- Click Save + Close. Confirm that the tag now appears on the customer's profile.
Select the existing tag in the Tags field, then save the customer profile.
Adding the tag to several accounts? See Import Tags by Email Address for the bulk-import process.
3. Connect the tag to a ticket or price
Use the instructions for your event type below. You only need to follow the section that applies to your event.
Option A: General admission
- Open the event and go to Active Event > Tickets + Pricing > Manage Tickets.
- Select the event date you want to configure.
- Add a separate ticket using Add Tickets, or open the ticket you want to restrict for editing. Keep a separate regular ticket if the public should still be able to buy at the normal price.
- Enter the Ticket Name and List Price. Review the available quantity, sale dates, and display option.
- Set Offer Specials to Tag Specific.
- Under Account Tag To Unlock Ticket, select the same tag you added to the customer's profile.
- If needed, set Max Qty Enforcement and Max Qty using the guidance below.
- Save the ticket. When editing an existing ticket, use Save + Close.
Example: the $5 Special ticket requires the Test tag and has a maximum quantity of 2 with By Event enforcement.
Option B: Assigned seating
For assigned seating, add the special price to the price group used by the relevant seats.
- Open the event and go to Active Event > Tickets + Pricing > Price Groups.
- Select the event date and locate the price group used by the seats you want to offer.
- Use the price group's gear menu to add a price, or open an existing price for editing.
- Enter the price name and amount, such as Special and $5.
- Set Account Tag To Unlock Ticket to your ticket-specific tag.
- Set the quantity limit if needed, and check that the intended Sales Channels, including Online for online sales, are enabled.
- Click Add for a new price, or save your changes when editing.
Choose the price group used by the relevant seats.
The account-tag restriction is set on the individual price inside the price group.
Optional: Set a quantity limit
Use Max Qty Enforcement to choose how the limit applies, then choose the allowed number in Max Qty.
- None: no limit is enforced by this account-tag quantity setting.
- By Event: apply the limit at the event level.
- By Event Date: apply the limit separately for each event date.
For example, choose By Event and 2 for an event-level limit of two. Choose By Event Date if the allowance should apply separately to each date.
4. Test the customer's experience
- Open the event's online ticket page while signed out. The tag-specific ticket or price should not be available.
- Click Sign In and sign in to a test customer account that has the matching tag.
- For general admission, check that the special ticket now appears in the ticket list.
- For assigned seating, select a seat in the configured price group and check the available price choices.
- If you configured a quantity limit, check that the intended limit applies.
After the tagged customer signs in, the $5 Special ticket appears alongside the regular options.
Tell customers to sign in first. They need to use the account you tagged in CRM. Signing in with a different account will not unlock the offer.
Set up tag tickets before creating an event
You can also prepare this pricing for future events:
- General admission: go to Events > Price Templates, open the template, and add or edit a ticket. Set Offer Specials to Tag Specific and select the account tag.
- Assigned seating: go to Events > Price Groups, open the relevant group, and add or edit a price. Set Account Tag To Unlock Ticket to the tag.
Use the configured template or price group when setting up the event. For an event that already exists, follow the event-specific instructions in step 3 and check the settings on that event.
If the ticket does not appear
- Check that the tag is marked Ticket Specific.
- Check that the customer's CRM profile has the same tag selected on the ticket or price.
- Confirm that the customer is signed in to that exact account.
- Check the correct event date, sale dates, availability, and online display or sales-channel settings.
- For general admission, confirm that Offer Specials is set to Tag Specific.
- For assigned seating, confirm that the selected seat uses the price group containing the tagged price.
- If the ticket appears but the customer cannot select the expected quantity, review the quantity-limit settings.
Managing tags later
Go to CRM > Settings > Account Tags and open the tag's gear menu. You can edit the tag or choose Import Tags to apply it to accounts in bulk.
Delete From All Accounts removes that tag from the accounts using it. This is a bulk action, so only use it when you intend to remove access for everyone with that tag. To remove access for just one customer, edit that customer's profile and remove the tag there.
Use Import Tags for bulk assignment. Delete From All Accounts affects all accounts with that tag.
Optional video walkthrough
The video demonstrates the same setup covered above. You do not need to watch it to complete the steps.