Onboarding for PostRev

This guide explains how to set up PostRev on your website by creating a dedicated order-management page and embedding the required PostRev scripts. It covers where to place the head and body scripts, how to add your widgetId, and how to test the setup in a staging or live environment. You’ll also learn how to share your URL with TickX for final checks and where to get support if needed.

Overview

We will handle the heavy lifting for your PostRev onboarding but the guide below details the information you'll need to pass us for us to enable.

Once we have access to your inventory, we can begin building and configuring the required tools.
 

Information We’ll Need from You

To tailor the Post Rev feature to your needs, we require some specific details for each tool.

You'll also need to embed the PostRev widget. You can find a guide here. 

1. Rescheduling / Change of Date

What it does:

• Allows customers to change the date and/or time of their booking
• You can include a small fee for this service.
• Reduces operational overhead, enhances customer satisfaction through flexibility, and generates additional revenue via the change fee.
• if customers change to a cheaper ticket, they don't get a refund and if the price is the same, they pay only the change fee if applicable

What you need to confirm with your Account Manager:

• Fee Amount:
  We recommend around $5 / £5 for this change.
  Consider a higher fee if you have a premium offering or incur operational costs for moving dates.
• Reschedule Window (days):
  The number of days before the performance customers can request a reschedule.
  • Set to 0 if you want to allow changes right up until the performance day.

2. Upgrade Tool

What it does:

• Enables customers to upgrade their tickets post-purchase to VIP or premium offerings.
• This will follow the upgrade path you have enabled via flows 

What you need to confirm with your Account Manager:

• Upgrade Window (days):
  The number of days before the performance customers can request an upgrade.
  • Set to 0 to allow upgrades right up until the performance day.

3. Surveys

What it does:

• Lets you gather valuable customer insights before they attend.
• Can be used to collect information such as:
  • Who they are attending with
  • How they heard about the experience
  • What they are most looking forward to
  • Dietary requirements for the group
• Supports both multiple-choice and open-text entry formats.

Benefits:

• Gain better understanding of your audience.
• Personalise the customer experience.
• Collect operationally important details in advance.

What you need to confirm with your Account Manager:

• Questions to Ask:
  The specific information you’d like to gather.
• Question Format:
  Multiple-choice, open-text, or a mix of both.

Next Steps

1. Provide inventory access to begin setup.
2. Confirm required settings (fees, upgrade paths, survey questions, and windows) with your Account Manager.
3. Embed the widget following the guide here and with widget embed details from your Account Manager.
4. TickX completes the build and reviews the feature with you.

You may also want to set up some email triggers to prompt customers to use PostRev. 

You can find more here.