All ticketing products that arrive via the ticketing integration will be visible within Tickets. Before the data for each product is usable, and to make the relevant nodes available in the Filter Builder, the product must be classified in SRM Data.
A ticketing product becomes visible in SRM Data the day after we received the first transaction. You may wish to do a test transaction in your ticketing system in order for the product to appear in SRM Data ready for classification ahead of on-sale.
Classifying Products
- After logging in to APPS, navigate to the SRM Data module from your menu bar on the left-hand side and select Tickets.
- On the Ticket Products page, click on the column headers to reorder the products if required. The column Status indicates whether a product has already been classified. Status will show as Classified Role Updated, Classified No Role or Unclassified. Those with a status of Unclassified will need to be classified.
- Navigate to the product that you want to classify using the filter icon or search bar in the top righthand corner. As criteria is added, the list of products fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top righthand corner. You can also refresh the list using the circular arrow.
- Once you have located the product, click on Update Product.
- Some fields will be pre-populated. Update the other fields using the dropdown arrows or free-text and select Save (Process Role). The number of fields that are pre-populated will be dependent on your ticketing system.
For a full list of classification options, including which of the fields are required, please see our Standard Classification Options article. If the relevant Opponent Name is not listed, click on New to add a new option. If the relevant Occasion Type, Occasion Category or Occasion Competition is not listed, please raise a case on the Service Desk for the new options to be created.
- The product will then show as status Classified Role Updated.
- Classification is now complete.
If you receive an error message after classification, or the status shows as anything other than Classified Role Updated, please raise a case on the Service Desk.
Locating your new node
Now that product has been classified, the 'event' will appear as a node in the Filter Builder for use during filter creation within minutes.
- Navigate to the SRM Campaign module from the dashboard on the left-hand side and select Builder.
- The Filter Builder page will now appear. The node can be found in the node menu on the left-hand side under the section Role. Alternatively, use the search box to locate your node. Drag and drop the node in to the box with the dashed edges in the centre of the screen.
- Click Run to check the counts. Counts will be displayed at the top of the page.
- The node is now ready to use.
Find out more about using the Filter Builder here.
If the node doesn't appear after refreshing the Filter Builder, if the count returns 0, or you receive any other error message after running your filter, please raise a case on the Service Desk.
It is good practice to classify Ticket Products regularly. If you need to make amendments to the node structure of your Ticket Products, please raise a case on the Service Desk.
Contact your Customer Success Manager to discuss any specific classification requirements you may have, or if you require any assistance outside of what is outlined in the Help Center.