> For the complete documentation index, see [llms.txt](https://biglead.gitbook.io/biglead-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://biglead.gitbook.io/biglead-docs/en/other-features/ticket.md). # Ticket ## USER GUIDE: TICKET FEATURE IN BIGLEAD CRM To access this feature, navigate to the left sidebar menu on Biglead CRM, select Others (Khác) -> click Tickets (Vé). The system will display 3 primary configuration modules: Templates (Mẫu), Event List (Danh sách sự kiện), and Webforms. ### 1. TEMPLATES (MẪU) This module allows you to design, customize, and store automated email templates (containing QR codes or event details) to be sent to customers immediately after they successfully register for a ticket. * Step 1: Access the Templates (Mẫu) section. To create a new one, click the Add (Thêm) button in the top right corner. Select either *Edit existing template* or *Create new template* to enter the Email Editor (Biên tập mail) interface.
* Step 2: Name the Email Template * In the Template Name (Tên template) field at the top right of the interface, enter a clear classification name for easy management (e.g., *Event CX Ticket Email*, *VIP Ticket Confirmation*, etc.).
* Step 3: Design Layout and Drag-and-Drop Content (Content Column) The interface features a professional drag-and-drop builder. In the Content column on the right, click, hold, and drag functional blocks into the main canvas layout on the left: * Columns: Divide the email layout into multiple vertical columns to keep your text and images balanced. * Heading: Create prominent, eye-catching titles (e.g., *TICKET REGISTRATION SUCCESSFUL*). * Paragraph: Enter detailed text blocks, thank-you notes, or important guidelines for attendees. * Image: Insert event banners or venue maps. You can upload an image (*Upload Image*), paste an *Image URL*, adjust dimensions, or set click actions (such as *Open Website, Send Email, Call Phone Number*). * Button: Create Call-to-Action (CTA) buttons like *Read More, View Location*, etc., linked to a custom URL. * Divider: Insert horizontal lines to separate different content sections cleanly and logically. * Social: Embed quick links to your business's social media channels (Facebook, TikTok, Zalo...). * Menu & HTML: Dedicated to configuring quick navigation links or embedding advanced custom HTML code snippet blocks.
* Step 4: Personalize with Dynamic Tags (Merge Tags) * The system supports embedding dynamic tags such as `{{full_name}}` to automatically personalize the attendee's name, or the `{{qrcode}}` tag. The system will automatically convert this tag into a unique QR code containing the specific ticket data for each individual recipient. * Step 5: Preview and Save * Preview: Click the Eye icon (at the top right of the canvas) or the Desktop/Mobile icons to check how the email actually renders across different devices. * Save: Click the Save (Lưu) button in the top right corner to complete the process and store the template in the system. If you wish to exit without saving changes, click the Back arrow right next to the Save button.
### 2. EVENT LIST (DANH SÁCH SỰ KIỆN) This is the operations hub for all events, where you can manage attendee lists, execute the QR code check-in workflow, and record loyalty points or reward redemption data. #### A. Create a New Event
1. In the Event List (Danh sách sự kiện) section, click the Create Event (Tạo sự kiện) button (or the plus icon). 2. Fill in the required details in the pop-up modal: * Cover Image (Ảnh bìa): Upload a representative image or promotional banner for the event. * Event Name (Tên sự kiện): (*Required*) Enter the official title of the program. * Event Link (Link sự kiện): URL to the landing page or event details page. * Time (Thời gian): Set the Start date and End date (including hours). * Description (Mô tả): Enter a brief summary of the event content or key milestones. 3. Click OK to save. You can choose to view the list in *Grid* or *List* view, and easily edit or quickly delete events directly from this screen. #### B. Advanced Event Management By clicking the View Details (Xem chi tiết) icon (the Eye icon) next to a specific event, the system will open an in-depth management interface divided into the following functional tabs:
* Ticket List (Danh sách vé) Tab: * Displays the full registry list including: No., Ticket ID, Full Name, Phone Number, Email, Ticket Status, and Created Date. * *Manual Ticket Creation:* Click Create Ticket (Tạo vé) -> fill in *Name, Phone, Email, Ticket ID* (auto-generated or manually entered) -> toggle the switch if this is a VIP guest -> Click save. * *Ticket Actions:* Use the three-dot button at the end of each row to quickly select: *View Details, Resend Ticket, Edit Ticket Info,* or *Delete Ticket*. * *QR Check-in Mechanism:* Each Ticket ID corresponds to a unique QR code automatically emailed to the customer. When the event takes place, organizers use this feature to scan the QR code on the customer's phone; the system instantly validates the data and updates the status to "Checked-in" on the CRM in real time. * Experience Zone / Workshop / Seminar Tab: * Ideal for large-scale events featuring multiple sub-zones or concurrent smaller seminar sessions. * Click Create Zone/Create Seminar -> configure: *Zone Name, Color Code (for identification), Geographic Coordinates (Latitude/Longitude), Reward Points* (points awarded to guests upon checking into this zone), and *Description*. This helps log the exact experience journey of each attendee. * Gifts (Quà tặng) Tab: * Set up a gift inventory for on-site point redemption to boost engagement. * Click Create Gift (Tạo quà tặng) -> Enter: *Gift Name (e.g., Tumbler, Voucher...), Supplier, Required Points to Redeem, Redemption Location, Total Stock Quantity, Display Order,* and *Description*. * Export Reports (Export dữ liệu Excel): * The system supports exporting data to Excel files for performance measurement with 3 options: *Export Ticket Report, Export Check-in Report,* and *Export Points Usage Report*. ### 3. WEBFORMS This module is used to design online registration forms, automatically capturing lead data and funneling it directly into the CRM system without manual entry. * Manage Form List: The main Webforms screen displays a data table containing: ID, Form Title, Created Date, and Updated Date. From here, you can quickly perform actions: *Get Form Link (link icon), Edit Configuration (pencil icon),* or *Delete Form (trash bin icon)*.
* Initialize a New Registration Form: Click the Add New (Thêm mới) button, and a form configuration panel will slide out on the right side of the screen:
* Title (Tiêu đề): (*Required*) Enter the main title displayed on the form (e.g., *Registration Form for July Event*). * Subtitle (Tiêu đề phụ): Optional introductory text, notes, or brief information placed below the main title. * Automated Tagging (Gắn thẻ): A powerful tool to segment customer groups automatically: * *Tag upon opening form:* Automatically attaches a classification label as soon as a customer clicks to view the form link. * *Tag upon submitting form:* Automatically attaches a label (e.g., "Registered\_Ticket\_Event\_A") as soon as the customer successfully fills out and submits the form. * Setup Data Fields (Danh sách trường thông tin): Click the Add Field (Thêm trường) button to design data collection questions. For each field, configure: *Label (displayed text), Corresponding CRM Field Name (Full Name, Phone, Email, Company Name...)*, and *Field Data Type (Text, Number, Dropdown/Selection)*. Check the Required (Bắt buộc) box for critical information that cannot be left blank (such as Phone or Email). * Once all configurations are complete, click the Create (Tạo) button at the top of the panel to activate the Webform and generate the shareable link.