Prepare customer emails and tickets before go-live
Use this checklist before publishing a new shop, event series, or ticket type.
Before you start
Prepare:
- sender name and support email
- order confirmation wording
- ticket PDF and wallet pass branding
- legal text that must appear in customer communication
- one test event and one test customer
- staff who can resend emails and download documents
Review email templates
Open Comms > Email Templates and select the template to review.
Check Subject, Body, language variants, variables, and attachments. Keep variables such as customer name, order number, event date, and ticket links in place unless you are replacing them with an approved equivalent.
Review ticket and wallet templates
Open Comms > Passbook.
Check:
| Area | What to verify |
|---|---|
| Colors | Foreground and background colors are readable on mobile wallets. |
| Logo | The logo is current and not cropped. |
| Icon | The icon is recognizable at small sizes. |
| Background | The image does not hide ticket details. |
If your account uses editable PDF templates, review the ticket PDF layout as well. Keep QR codes, event name, date, attendee information, and terms readable.
Run a full test
- Publish or keep a test offer available to the test customer.
- Complete checkout in the online shop.
- Open the order in the back office.
- Confirm the order email was sent.
- Download the ticket PDF and open it.
- Add the wallet pass on a supported mobile device, if used.
- Scan the ticket in POS or admissions.
- Use Resend last order email only after confirming the documents are attached.
Expected result
The customer receives the expected email, ticket PDF, and wallet pass. Staff can find the order, resend the email, download documents, and scan the ticket.
Troubleshooting
| Problem | What to check |
|---|---|
| Email is missing | Customer email, order History, template status, spam folder, and whether sending failed. |
| Ticket PDF is missing | Order state, payment state, ticket generation, template setup, and attendee data. |
| Variable shows as raw text | Restore the approved variable or reinsert it from the template editor. |
| Wallet pass looks wrong | Passbook colors, logo, icon, background image, and mobile wallet constraints. |
| Resend email has no ticket | Confirm the ticket exists before resending; resending does not create missing documents. |