Below you can find a full-guide in written format, but you can also view our partner exclusive webinar here.

Do you want to skip to the section most important to you? Click on the section below. 

Understanding the distinction between a 'product' and a 'category' & locating them in the Control Panel

Navigating on the Products page

How to create a new category

How to create a new product

Editing an existing Product or category

Duplicating a product

Newest updates: 

 



1. Understanding the distinction between a 'product' and a 'category'. 

1.1. What is a 'product'? 

To put it simply, your products are the things or services which your venue offers and that you sell online. Products are an integral part of your online ticket shop as they conform your online offering. 

Therefore, if you don't create products in your Control Panel you won't have anything to sell on your Convious Checkout, which is why it's so important that you understand how to create, edit and manage them properly. So in this post we have compiled everything you need to know regarding products, from how and where to set them up on your Control Panel to dealing with their management and updates. 

1.2. What is a 'Category'? 

You have to think of Product Categories as folders that contain products inside of them. So Product Lists or Categories are simply lists of products that belong to the same category grouped under one same "folder"

E.g: You can have two different product categories: One for Dated Tickets (containing day passes) and another one for Undated tickets (containing season passes). 

 

1.3. Where to find them in your Control Panel. 

 

Firstly, log into your Convious Control Panel. 

You will find all your products and categories (if you already have any) under the 'Products' tab within your left-side menu.

By clicking on it, you will be directed to the screen shown below. If you still haven't created any products, naturally, this screen will be empty for you. If you already have some in place, then it will look something like this Product Overview screen:

 

In this example, 'I want to buy tickets' is a category which contains different child-categories: 

1. Dated Tickets
2. Name your own proce
3. Flexible day tickets
4. Member Passes


The first, Date Tickets, holds 5 different products:

 (a) Adult ticket

(b) Convious Souvenir

(c) Burger Menu

(d) Child Ticket

(e) Parking Ticket

How can you recognize categories (product lists)? 

  • They stand out with bold font.
  • They are labeled as 'List' under the 'Type' column (which you can see highlighted in pink on the screenshot above).
  • They will have an arrow icon (marked in blue above) on their right-side which you can use to unfold (show) or fold (hide) products within the category. 

How can you recognize products? 

In case you already have categories created, the products within them will be lined up below the category title, starting their row slightly to the right. Products will show their different pricing types under the 'Type' column (e.g: Static, Upsell, NYOP, RTP.) and will show pricing and validity settings in the following columns as well. 

 

 


2. Navigating on your Products Page

First off, it is important to know you can adjust the view of your products page. 

1. You can find your products page by going to Products under Configuration within the main menu on your left-hand side. 

2. Now, click on Adjust view

You can choose between viewing by Categories or Products. Depending on what you want to edit or view, different views might be handy.

For example, if you want to see which products you have already created of your new special, you enter the product view. But if you want to double-check whether your category is arranged right and has the right products connected, it might be handy to check from a category view. 


If you select the product view, you can filter your products further by pricing types.

 


Per category, you will see the articles attached to it. 

Next to the Priority, Type, Min. Price, Max. Price and validity, you also have 4 little icons on the product level that allow you to take quick action.


Let us explain them to you one by one - from left to right:


1.  The pencil will let you edit the product.

2. The page icon will let you duplicate the product (see ⚠️ for details).

3. The price tag icon will take you to the pricing settings of the product.

4. The calendar will take you to the validity settings of the product. 

5. The trash icon will delete the product.

?Pro Tip: If you use the Chrome browser, you can do a left-click and open the page in a new tab. This can be useful when working on products while wanting to go view the overview or other products at the same time.  


⚠️ When duplicating an article, be aware that it will

  • Have the   Copy of    prefixed to it’s name
  • Be not active
  • Have all possible relations and copies linked and duplicated such as categories, validity overrides, translations, bundle items, time slot groups, pricing settings, etc.

    Relations that are not duplicated:
  • External ids
  • Bundles: If the product was part of a bundle, then the copy won't be.


3. How to create a new category. 

Creating a new category is a piece of cake and you can do it in just a few clicks! Here's how:

STEP 1

Go to the 'Products' section on your left-side menu in Control Panel where you can find a list of all categories (if any) - as shown in the example below: 

STEP 2

Click on the button 'Add category' which is highlighted in yellow above. You will then be directed to a screen like this that contains multiple empty fields and toggles:


Step 3

 Let's get started - select the flow type of your category.


Dated is for dated ticket flows such as single- or multi-entry tickets for specific days. 

Undated for undated ticket flows including flexible day-tickets, member passes or season passes.

Calendar view is for flows including products that have Real-Time pricing.

STEP 4

Fill in the fields.

Language: Select the language for which you want to edit your category. If you have multiple languages (e.g: English, German, Dutch) then you will have to fill in the text fields as many times as languages you have. Just click on the arrow to swap between languages and add all of your translations.

Name (Required field): The name you type in here will be the name that will appear on your Convious Checkout.

Description (Optional field): This field is meant to be used to add additional information regarding the product category in those cases where an explanation is needed. 

See the example below to get an idea of how these fields will look like: 

Parent Category: 

When creating categories, you can have two types of arrangements.

a) Parent: Categories (lists) which contain another category/categories inside of them.
b) Child: Categories which directly contain products/articles inside of them. 

Let's see an example below:  

Parent Category 1 (e.g: Season Passes) 
    Child Category 1.1 (e.g: Regular Season Passes)
            * Products
    Child Category 1.2 (e.g: Family Season Passes) 
            * Products

In this case, Category 1 (Season Passes) is the parent of another two categories (Category 1.1 and Category 1.2). We call this a parent category: A category which is hosting another category or categories within itself.  If what you are setting up is a parent category, you should set this 'Parent Category' field to 'none', because a parent category doesn't have any parents above it. 

On the other hand however, if we look at Category 1.1 or Category 1.2 these are not hosting more lists within them, they are simply hosting products. This is what we call a child category. Child categories are hosted by Parent categories above them. In this case, if you were creating a category inside another category (e.g; Category 1.1 - Regular Season Passes) you would have to indicate which category it is part of (e.g: Season Passes), by selecting its parent. You will be able to do so by clicking on the 'Parent Category' field from a drop down menu.  

Category Priority: When you have created multiple categories, you can use this field to define in which order you want to show them in the Checkout. 

 

 


Setting a Booking Horizon & Release time: 


booking horizon defines the number of days from today the category or product within will be available in the Checkout. This may come in handy if you want to prevent customers from booking too far in advance. Please note that the number of days you can book always includes the visit day.

For example, suppose you set the booking horizon to 7 days and sell tickets for a special event on July 4. In that case, your category will be available on June 28. but not be available earlier = 6 full days before the visit/event date + the date itself. 


The
 release time defines the number of days from today the product will not be available to buy in the Checkout. You can use this to set up a category or product that you want to make available for purchase in the future. It is important to know here that today (the day you are setting it) counts as one of those days.

For example, if you set the release date to 2 days and today is July 1, your category will release (go live) and be available to your customers in 2 days (July 3.). 

If you want neither of these settings enabled, you can leave it blank to disable it.

 

Square images or wide images?


Category Images:
You have the option to upload an image to make your category card more attractive or to showcase the category of products you are offering in a more visual way.

With products and categories, by default, you will have rectangle or wide images in your Checkout enabled (450x140), but we also offer the option to use square images instead. 

Why we recommend choosing square images:
For one simple but powerful reason: It reduces scroll time. Less scroll time means your potential customers can view all your offers at first sight!

How to upload square images:
It's easy! All you have to do is send a message to support@convious.com and let us know you want to have square messages enabled - we will take care of the activation, and you can get back to your categories and products to upload images with the dimensions 300x300. Make sure you use the correct measurements because the resizing of your image will reduce its quality immensely! 

 

 

STEP 5

Enable the right toggles:

  • Time slots enabled: If this toggle is to the left, your configured times slots do not apply to this category. If the toggle is to the right, you enable the time slots to apply to your category. Read more about configuring default and specific time slots here.

  • Activate or deactivate category: You can activate (take live) or deactivate (hide) categories just by clicking on the toggle button. This is crucial to make your category visible to the public.

  • Included for resellers: Here you choose whether or not this category will be visible for your resellers (if you do not have any, this will not be relevant to you). If this toggle is to the left, your category is not apply visible = bookable for your reseller. If the toggle is to the left, it is visible and thus, bookable for your reseller. 

  • Show in Checkout: If this toggle is to the left, the active category will only be accessible via a Deeplink provided to you. As a matter of fact, this toggle needs to be to the right in order to show your category in the Checkout.

    ⚠️ You will need to have your category activated AND enabled to show in the Checkout to be visible to the public. ⚠️ It is not enough to have only one of the two enabled! 

STEP 6

Hit 'SAVE' on the bottom right corner and you are done

 

 

4. How to create a new product

STEP 1

Go to the 'Products' section on your left-side menu in Control Panel where you can find a list of all products (if any) - as shown in the example below: 

 

STEP 2

Click on the 'Add product' button which is highlighted in yellow above. You will then be redirected to a screen like this that contains the following fields:

 

2.1 Product category:
Here you need connect the product to one or multiple categories that it belongs to.
Simply click Edit, and choose the right parent or cild category from the selection and hit Apply.

As soon as you hit Apply, you will see the number of categories a product is connected. Here, we connected it to one category:

Connecting Products with Categories and vice-versa is done from a 'Product' level, not from a 'Category' level. If you want a product to be inside a specific product category, make sure you have created such category beforehand (you can follow the steps mentioned above on how to create a new category). 

 

⚠️ TO KEEP IN MIND:  Make sure to enable the categories (active and live to the public). If the products are not assigned to them, then they will simply not be shown in the Checkout because they have no parents to 'host' them




2.2 Translations:
Under translations you will see as many tabs as languages you have enabled for your check out. Remember to fill in the settings and translations for all your languages. 

2.3 Product name: Required. This is the name of your product that your customers will see in the Checkout. 

2.4 Product description: Optional, maximum of 300 characters. Here you can choose to add additional information regarding your product (things like the required minimum age, if they need to bring their ID with them, terms and conditions, necessary clothing or equipment, additional requirements etc. Basically, anything else you want to say about your product!). 

As you edit these fields, you will be able to see a preview of what you are building on the right hand side of the screen. On top of that however, here's an image to help you get an idea of where are these fields displayed on a real-life check out:

 

2.5 Product type
When you click on Product type you will see a menu expand. Here you will choose the purpose your article has.

Single ticket: Single visit ticket - can be used for dated and undated tickets.
Reservation: A ticket that will be issued as part of a reservation flow. 
Upsell: This will be upgrades and add-ons to the main products that can be purchased just before completing the payment/reservation products.
Season/Yearly ticket: This will be your season passes.
Multi-visit ticket: This includes those tickets you might offer that can be used to book multiple visit dates (2-day tickets, etc.).
Vouchers: If you sell gift cards or products alike this is the type to choose. 
Service: Choose this type for the products that are used to change the date with the self-service reservation changer.
Donation: Choose this to implement a donation flow into your checkout. 
Loyalty card: Depending on your set-up this type integrates your loyalty cards. 
Food and beverage: This is selected for products which are part of the F&B Checkout flow. For more information go to: https://www.convious.com/mobile-food-ordering


If you scroll down on the product page creation page you will see:



2.6 Product display for Tap
If Tap is enabled for you, you need to determine here how your Tap channel shows the product.

Single-use Ticket: A ticket that can only be used once. (Dated tickets, flex/undated tickets, etc.)
Multi-use tickets: Tickets that can be used multiple times (Season passes, Loyalty passes, '10ner Karte' or 'Strippenkaart' etc.)

 

2.7 Product pricing type: In this field you will need to choose what type of pricing your product will have. You can choose between: 

  • Static (Fixed price)
  • RTP (Real Time Pricing) 
  • NYOP (Name Your Own Price) 
  • Upsell 

⚠️ TO KEEP IN MIND: 

  • Once you select the product's pricing type and save your changes you won't be able to change it's pricing type again. If you would like to do so after you have already saved the product you'll have to create a new one from scratch, re-fill all fields and then change the pricing type, so if you want to avoid this, make sure you save your products' pricing type mindfully. 


2.8 Product priority:
When you have created multiple products, you can use this field to define in which order you want to show them in the Checkout. 

2.9 Product VAT
According to your taxation you have communicated to us, VAT will be globally set on your account for all articles. This field however, provides you with the chance to override it for this product only. To see a full guide on setting your VAT% please click here.


2.10  Booking Horizon & Release time 

booking horizon defines the number of days from today the category or product within will be available in the Checkout. This may come in handy if you want to prevent customers from booking too far in advance. Please note that the number of days you can book always includes the visit day.

For example, suppose you set the booking horizon to 7 days and sell tickets for a special event on July 4. In that case, your product will be available on June 28. but not be available earlier = 6 full days before the visit/event date + the date itself. 


The
 release time defines the number of days from today the product will not be available to buy in the Checkout. You can use this to set up a category or product that you want to make available for purchase in the future. It is important to know here that today (the day you are setting it) counts as one of those days.

For example, if you set the release date to 2 days and today is July 1, your product will release (go live) and be available to your customers in 2 days (July 3.). 

If you want neither of these settings enabled, you can leave it blank to disable it.


2.11
 Product image:

Want to make your product offering a little bit more visual and attractive to the eye? Add an image! You can either drag and drop it on the field or browse your files. 

With products and categories, by default, you can choose between rectangle/wide images (450x140)  or square images (300x300).

Make sure you use the correct measurements because the resizing of your image will reduce its quality immensely! 

Why we recommend choosing square images:
For one simple but powerful reason: It reduces scroll time. Less scroll time means your potential customers can view all your offers at first sight!


2.12 Show image by default
This only applies if you uploaded wide images! If the image does not show by default, the image will only show once the category/product is chosen by clicking on it. If it is enabled to show by default, the image will show without needing the click. 

2.13 After Payment Form 

Collecting your visitors' information is not only providing you with the contact details needed to keep them engaged or to issue a season or member pass; it is also a safety necessity to know who comes when to your venue's doors. With Convious, you are using an After Payment Form to collect this information.

Enabling APFs works both ways: From the APF editor and product level. 


If the toggle is switched to the right to enable the After Payment Form is enabled.


BE AWARE: You also need to assign the right APF fields to this specific product for the APF to show. This can only be done from the APF editor. But no need to worry - it is easy! You can find all information on how to edit your APFs here

 

 

 


2.14 Tickets per customer

 

The default values are 1 as the minimum and 10 as the default maximum. While you always have to have at least 1 or higher as the minimum, you can edit the maximum to your preference

 

2.15 Redeemable
If you toggle to the right, this means you will be able to scan the barcodes of these products, and they will appear as redeemed in your Order Management view in your Convious Control Panel.


2.16 External ID:
For those partners to whom it is applicable, you will see an additional field to enter your external IDs which are the corresponding product IDs used for integrations. If you have multiple IDs please separate them by pipes: |


2.17  eTickets & season pass print version
Next, you will have to connect the right eTicket to your product. If you still need to create an eTicket, go to to our eTicket article to learn how.

If you or one of our experts has created an eTicket template for you, it will show up in the drop down menu. Select the right template to connect it.


If you are creating a season pass, then you have the chance to add a printable version. Find all information on uploading a template here.

 

2.18 Barcode pool
Next up, you have to connect a barcode pool to your products. If you want to add them to an already existing Barcode pool, it will appear in the drop-down menu. If you need to create a new Barcode pool for your new product, please give our 
Barcode article a read to make sure you have this set-up just right. Once your Barcode pool is created, it will also appear in the drop-down menu. Please note that this is a crucial step. If you do not connect the right Barcode pool to your products, your products will not be redeemable!

2.19 Inventory 
Connecting your product to the right inventory is another important step. Depending on your 
set-up, you need to connect your products to the right inventory to ensure that no overbooking will occur. If you only have an overall capacity, it obviously needs to be connected to that. If you have a set-up with gate capacity and your new product is a ticket, not an upsell, in most cases, than this is what you need to connect to it to. Depending on your type of upsell, they are usually, unlimited (this excludes live shows with attendances for example but includes meals or rain insurances).




STEP 3

Once you have filled in all of the fields mentioned on the previous steps, make sure you hit the "SAVE" button on the bottom right corner to save your changes. 

⚠️ If you want to publish the product after you set up pricing and validity, come back to the product settings and move the toggle at the top to the right ⚠️

STEP 4

Hitting 'SAVE' on your new product's settings however won't automatically put your product live on the Checkout unless you have added pricing and validity settings to it. 

Therefore, to make sure that your new product is shown on your Convious Checkout you will first have to add pricing and validity to it

You can do this by simply clicking on the tabs shown on the top of your Product Settings screens: 

Check these related articles about pricing and validity settings if you need additional information on how to set it up: 

 

Side note:

Products which have not been assigned to any category will be clearly shown under 'Products without a category' in your Product Overview screen: 





5. Editing an existing product or category. 

To edit details and settings of an already existing product or a category:

STEP 1

Go to the 'Products' section on your left-side menu in Control Panel where you can find a list of all products and categories (if any).

STEP 2


Click the info. icons (i) on the right side of selected product’s or category’s row in the list, or click on the name of the product or category. 

STEP 3

Click on the fields that you want to edit and insert your changes. Then remember to hit the "SAVE" button to save your changes. 

⚠️ TO KEEP IN MIND:

If the product or category you are editing is active (toggle button is blue) then the changes you make will instantly be live on your check out for everyone to see as soon as you hit the "SAVE" button. 



And there you have it! We hope this step-by-step guide will be helpful in regards of managing and editing your own Products and Product categories!