Use Membership Rules to set up the benefits for each Membership bucket. Create Membership rules for ticket orders to create an All Access Membership, or to provide free or discounted tickets to Members.
Membership rules must be made for every membership bucket, otherwise the membership won't work! Read more about Membership Bucket Troubleshooting.
Add a Membership Rule
To create or edit membership rules, select Membership Rules from the blue bar at the top of the Membership Bucket settings page, then click Add new rule.
When you click “Add new rule” a new rule block will be added to the page. Click edit to start configuring the rule.
Rule Name
By default, the Membership rule will be called “Membership Rule #” (where the number represents the sequence in which the Membership rules were created.
It is best practice to name your Membership rules something descriptive that will help you understand them at a glance.
Example: for a Membership rule that is meant to give $3 off of regular general admission tickets, you might call the rule something like “REGULAR TICKETS - $3 OFF - General Admission”
Example 2: for a 10% discount off of a special event ticket (AN OSCAR PARTY), you might call the rule something like “SPECIAL EVENT - 10% OFF - Oscar Party”
Example 3: for a 15% off discount on a Membership order, you might call the rule something like “Membership - 15% - Festival All Access Membership”
Example 4: for a 10% off discount on Concessions, you might call the rule something like “ITEMS - 10% OFF - Popcorn & Drink Combo”
Membership Rule Type
Under "Type," you'll specify whether the Membership rule will apply to Ticket orders (for free or discounted access to tickets), Item orders (for buying concessions or merchandise) or Pass orders (for discounted or free access to buy other Passes or memberships). The most common rule type is for ticket orders, the pass order rule type is the least commonly used. For more information on Pass Order membership rules, please check out this article.
Membership Rule Target
Under "Target," you will specify to which events the rule should be applied.
You can select Apply to all ticket buckets, select whether you would like the rule to apply to physical events and/or virtual screenings and then choose to exclude specific events and/or Tags (if applicable):
Or you can leave the "Apply to all ticket buckets" box unchecked and choose to target specific:
Ticket buckets (NOTE: when targeting a ticket bucket, the rule will apply to the default price on the ticket bucket, the membership rule will not target any price variants)
Venues (NOTE: Only applicable for physical, in-person events)
Tags (NOTE: Use tags to target tagged physical events and/or virtual screenings within a specific Display Section)
Membership Rule Result
You MUST specify a result or the membership rule will have no effect on the price of the event tickets! Select either:
Percent off (0 - 100) of the list ticket price for matched events
Dollars off of the list ticket price for matched events
Use Restrictions
Disallow concurrent uses: If checked, members will only be allowed to use their membership for one event per time slot. In other words, if they use their membership to order a ticket for an event that takes place from 3-4:30pm, they cannot use that same membership to order a ticket for a screening that starts at 4pm. NOTE: We do not recommend selecting this for virtual screenings with overlapping availability windows.
Only allow one ticket per event per membership: Use this option if you want a more lenient version of the "disallow concurrent uses" restriction. memberships can be used to reserve one ticket per event, even if the events occur at the same time.
Only allow one ticket per film per membership (across physical and virtual events): Use this option to restrict the member to ordering only one ticket for a particular film. If a film is associated with one or more physical events and/or has a virtual screening, the member must choose only one ticket to the film across all available events and screenings of that film, they wouldn’t be able to order the physical event(s) and virtual screening using this membership.
Total number of tickets per membership: Restrict the TOTAL number of tickets that can be ordered with this membership. For example, set up a membership that entitles customers to a total of 5 free tickets by writing the number 5 here.
Number of tickets per event per membership: Restrict the number of tickets to a single event that can be ordered with this membership. For example, restrict members to only reserve 2 tickets PER EVENT by writing the number 2 here.
With his restriction, if there are films that appear in multiple events and screenings, ie. a preroll asset that has been uploaded and added to your screenings as a film, you may need to create a target exclusion (ie. tags to exclude) by creating a tag and then tagging the film that you would like to exclude from this Membership restriction. Without an exclusion for a film asset of this type, if this asset were on every screening, the audience would only be able to order one screening.
Other Restrictions
Only allow Rush Line ticket orders: Select this option to limit a membership rule to only allow scanning in Rush Pass mode, with no advance reservations.
Only allow Box Office ticket orders: Select this option to only allow a ticket reservation to be made at the Box Office, with no online reservations.
Restrict based on the date/time of the event: Select this to only allow a membership to work on certain dates. Combined with the "Target" settings, you can make powerful venue and date-specific memberships -- for example, a "Saturday at the ABC Theater" Membership that only allows customers to order tickets to Saturday events at the ABC Theater venue. There's also the option to limit member reservations to a certain specified advance window using the "Event must begin within" option in this setting.
Restrict based on the current time (when the membership is used to place the order): Select this to set the start and end time for which the membership rule is active and able to be applied to orders. This restriction is particularly handy for festivals that have tiered on-sales or put their ticket sales on in waves - by making some membership rules active before others can help automate sales in situations where certain members may have priority access to select events or screenings.
Restrict the number of advance reservations: Use this to limit the number of tickets that Members can reserve online ahead of an event start time. This setting is designed for physical events. Since most virtual screenings have overlapping availability windows, members would likely not be able to use their memberships with much flexibility if you enable this setting for a virtual event.
Virtual Screening Restrictions
Select "Bypass geographic restrictions" if you want this membership to unlock tickets for all virtual screenings, regardless of any geographic restrictions in place. Learn more here.
Global Rule
Checking this box allows you to apply this Membership rule to event buckets other than the one in which it was created. This is especially useful for applying membership benefits to festivals and special events that have their own unique event buckets.
Save Changes
When you finish creating a rule or editing a rule, click Save to record the change. Clicking save will close the editing window for that rule. A summary of the rule will now be displayed on the membership rules page.
To exit the rule editing window without saving your changes, click “Close”.
Create Multiple Rules
Create an unlimited number of membership rules and they will be combined, or "stacked." For example, a 50% off discount from one rule + a 25% off discount from another = 75% off total. membership rules are applied in order, so you can control a cascade of benefits however you choose to design them.
Re-order Membership Rules
If you discover that the order of your membership rules needs to be changed, so that the benefits and restrictions apply properly in sequence, you can change the order of your membership rules by clicking the arrow buttons that are located next to the “Edit” button in the membership rule list, or next to the delete button in the membership rule editing window.
Pass Rules Override
You can also create Membership rules for specific events in the individual event setup, which is useful if an event requires different rules from all other events in your event bucket. Event-specific rules are called Pass Rules Overrides, and they should be used carefully. Learn more about Pass Rules Override here.
Next Up
Create as many membership rules as you'd like, and make sure you save each one. You can always modify/delete rules as desired.
If you've just finished creating a membership, you'll probably want to list it for sale on your public site! Learn how.
Looking to create a membership that gives free or discounted passes? Click here to read about creating Membership rules for Pass orders.