Improved ticket purchasing experience

Introducing Automation Framework, Revenue Groups, Payment Restrictions, Ticket Approval Workflows, improved Registration Flow, and Bulk Ticket Assignment.

Overview

This release introduces a powerful Automation Framework for automating repetitive workflows, along with Revenue Group support for better financial reporting, Online Payment Restrictions for high-value orders, a Ticket Approval Workflow for restricted ticket types, an improved Registration Flow, and Bulk Ticket Assignment capabilities for sponsors.

New Features

Automation Framework

The Automation Framework allows project administrators to set up automated workflows that respond to events within the system. You can automatically send reminder emails to customers, cancel incomplete orders, or assign tickets when forms are submitted. This feature helps streamline repetitive tasks and improve user engagement without manual intervention.

How to Access: Navigate to Project Settings → Automations tab

How to Use It:

  1. Select the category you want to automate (Orders or Form Submissions)
  2. Click the “Add Automation” button
  3. Choose the automation type:
    • Event (e.g., “Order Created”)
    • Action (e.g., “Send Email Reminder” or “Cancel Order”)
  4. Configure the automation settings:
    • Add an optional description
    • Set up the schedule (for time-based actions)
    • Configure conditions to control when the automation runs
    • Choose the log level for monitoring
  5. Click “Create” to save the automation

Key Capabilities:

  • Order Reminders: Schedule multiple reminder emails at different intervals after order creation with custom email templates
  • Order Cancellation: Automatically cancel incomplete orders after a specified delay
  • Submission Automations: Automatically assign tickets when forms are submitted/approved
  • Smart Scheduling: Set delays in minutes, hours, or days with automatic cancellation when conditions change
  • Conditions: Apply filters like minimum order amount or require items in order
  • Logging & Monitoring: View execution logs directly in the automation editor
  • Unsubscribe Support: Recipients can unsubscribe from reminder emails

Online Payment Restrictions

Administrators can now limit online credit card payments for high-value orders by setting a payment threshold at the project level. When an order exceeds the configured limit, customers are shown wire transfer instructions instead of the online checkout form.

How to Access: Navigate to Project Settings → Invoice Settings → Online payment restrictions

How to Use It:

  1. Toggle “Limit online payments” to enable the feature
  2. Enter the payment threshold amount
  3. Click “Edit” to customize payment instructions shown to customers
  4. Use placeholders {{amount}} and {{order_reference}} for dynamic values
  5. Click “Save” to apply

Key Capabilities:

  • Project-level threshold: Set a single payment limit for all orders
  • Customizable instructions: Create branded payment instructions with dynamic placeholders
  • Per-order overrides: Force-block or force-allow online payments for specific orders
  • Visual status indicators: Admin order views show online payment status with color-coded icons
  • Terminal payments exempted: Admin-initiated terminal payments bypass restrictions

Revenue Group Support

Administrators can now organize tickets and add-ons into revenue groups for better financial reporting and analysis. Revenue groups allow you to categorize different types of tickets (such as “Workshops”, “Sponsorships”, or “Merchandise”) and generate separate revenue reports for each category.

How to Access:

  • For Tickets: Project → Tickets → Select a ticket → Configure
  • For Add-ons: Project → Tickets → Addons tab → Select an add-on

How to Use It:

  1. Open a ticket or add-on configuration
  2. Find the “Revenue Group” field in the pricing section
  3. Type a revenue group name or select from existing groups
  4. Save your changes

Key Capabilities:

  • Flexible Categorization: Create custom revenue groups with any name
  • Auto-complete Suggestions: System suggests existing revenue groups for consistency
  • Dashboard Analytics: Create widgets that break down revenue by revenue groups
  • Advanced Filtering: Filter order items by including or excluding specific revenue groups
  • Export Support: Revenue group data included in all order item exports (JSON and XLSX)

Ticket Approval Workflow

Event organizers can now configure specific ticket groups to require manual approval before tickets are issued. This enables verification of eligibility requirements (such as student status or membership) before issuing discounted or restricted tickets.

How to Access: Navigate to Tickets → Ticket Groups → Select a ticket group

How to Use It:

  1. Open a ticket group configuration dialog
  2. Scroll to the Approval Workflow section
  3. Toggle on Require Manual Approval
  4. Customize buyer warning messages:
    • Warning Title: Brief heading shown when selecting this ticket type
    • Warning Message: Detailed explanation of approval requirements
    • Checkout Reminder: Message displayed in cart before checkout
  5. Enable Slack notifications to receive alerts when tickets need approval
  6. Click Save Changes

Key Capabilities:

  • Configurable approval workflow: Toggle approval requirements per ticket group
  • Customizable messaging: Tailor warnings and reminders to your verification requirements
  • Automatic Slack notifications: Receive alerts when tickets need approval
  • Transparent buyer experience: Buyers are clearly informed about requirements before purchase
  • Smart defaults: Warning messages auto-generate based on ticket group names

Registration Flow

A streamlined, all-in-one experience for purchasing tickets and registering attendees directly at kiosk devices. This replaces the previous multi-step stepper interface with a more intuitive, scrollable flow.

How to Access: Ticket Shop or Kiosk Interface → Bottom Navigation → “Buy Ticket” Tab

How to Use It:

The new interface guides attendees through:

  1. Select Attendee Type - Large, easy-to-tap cards display available categories
  2. Choose Ticket - View tickets with prices and promotional badges
  3. Add Optional Extras - Select add-ons via checkbox cards
  4. Review Selection - Summary with total amount
  5. Register Details - Email entry with account verification
  6. Payment - Stripe Terminal integration for card payments
  7. Completion - Automatic ticket assignment and badge printing

Key Capabilities:

  • Single-Page Flow: All steps visible on one scrollable page with smooth auto-scrolling
  • Account Detection: Automatically identifies existing users with email-based verification
  • Stripe Terminal Integration: Seamless payment through physical card readers
  • Automatic Badge Printing: Integration with badge printing after successful completion
  • Touch-Optimized: Large buttons and cards designed for kiosk touchscreens

Bulk Ticket Assignment for Sponsors

Exhibitors/Sponsors can now assign multiple tickets to attendees simultaneously using Excel spreadsheet import, eliminating the need to manually assign tickets one by one.

How to Access: Industry Portal → Orders tab → “Assign All Tickets (xlsx)”

How to Use It:

  1. Click “Assign All Tickets (xlsx)” to open the bulk assignment dialog
  2. Click “Download Template” to get an Excel file with all assignable tickets
  3. Fill in attendee details (First Name, Last Name, Email, Country, Institution)
  4. Upload the completed file - system validates all entries
  5. Review validation results and click “Assign All Tickets”

Key Capabilities:

  • Batch processing: Assign up to 200 tickets in a single operation
  • Smart pre-filling: Pre-assigned tickets have details pre-filled for easy editing
  • Flexible country input: Accepts country names, 2-letter codes, 3-letter codes, and common aliases
  • Intelligent validation: Checks name capitalization, email format, country codes, and name matching
  • Progress tracking: Visual feedback with color-coded status indicators

Improvements

Project Settings Redesign

The Project Editor has been redesigned with a tabbed interface for better organization and navigation.

Ticket Configuration Dialog Improvements

The Visitor Type configuration dialog has been completely redesigned with organized sections:

  • Basic Information
  • Display Settings
  • Behavior options
  • Approval Workflow configuration

Cart UX Enhancements

  • Improved empty cart design with visual guidance
  • Checkout reminders for tickets requiring approval
  • Better sold-out ticket indicators
  • Ticket availability limits enforced during selection

Order Confirmation Dialog

New order confirmation dialog with detailed order information after successful purchase.

Bug Fixes

  • Payment Intent Cancellation: Fixed error handling when canceling payment intents

Technical Changes

Payment Intent Idempotency

Improved idempotency key handling for Stripe payment intents to handle retries gracefully.

Breaking Changes

None. All new features are opt-in and do not affect existing functionality. Existing workflows remain unchanged when new features are not enabled.