Use tags as conditions
Do you want a follow-up offer to be bookable only if another offer has been booked first , or do you want to prevent participants in a follow-up offer from booking a basic offer? Then we recommend that you use positive and negative conditions. You can use these conditions to enforce a certain order of bookings.
Offer dashboard | Tags: Add tags with condition
Tip: Use tags in customers
In the participant dashboard, you can also assign tags to participants to categorize them into different groups, for example as members. These tags can then be stored in a promotion campaign as a validity criterion . This ensures that the promotion can only be used by participants with the corresponding tag.
Positive conditions
You have the option of setting positive conditions for an offer. This means that the booking of a prerequisite offer must first be completed before a participant can register for the current offer. This is interesting for you if you do not want participants without prior knowledge to be able to book a follow-up offer.
Procedure:
In the basic offer, which you add to the follow-up offer, set the desired tags as usual (link to Add tags to an offer).
In the follow-up offer, set the "desired" tags as positive conditions.
This procedure means that only participants who have already booked the required basic courses are admitted to a follow-up course. It is important that the basic course takes place before the follow-up offer. Several basic courses can also be set as positive conditions
Example: an offer as a condition
For the Advanced English course, we only want registrations from people who have already booked the Basic English course. We therefore set the day "Basic English course" as a positive condition in the Advanced English offer. We have already set this day as a day in the Basic English course.
Example: several offers as a condition
For the Chemistry: Advanced course, you will need either the Chemistry: Part 1 and Chemistry: Part 2 coursesor the Chemistry: Combination course.
Give the offer Chemistry: Part 1 the tag: "Chemistry: Part 1"
Give the offer Chemistry: Part 2 the tag: "Chemistry: Part 2"
Give the offers Chemistry: Combi the tags "Chemistry: Part 1" and "Chemistry: Part 2"
Finally, you must enter the positive conditions "Chemistry: Part 1" and "Chemistry: Part 2" in the Chemistry: Advanced offer.
Negative conditions
If you do not want advanced participants to be able to book a basic offer or an offer cannot be booked twice by the same person, then use negative conditions for this. This means that you record all "forbidden" tags as negative conditions in the basic offer. This procedure means that no advanced participants who are booked into an offer with "forbidden" tags can register for the basic offer.
Examples: blocking another offer
For the English Basics course, we do not want registrations from people who have already booked the English Advanced course. We therefore set a negative day "Advanced English" in the English Basics course. We have previously set this day as a day in the Advanced English course.
Examples: no double booking in the same offer
We want to prevent the Christmas dinner offer from being booked twice by the same participant. We therefore enter the day "Christmas dinner" in the Christmas dinner offer and also set this day as a negative condition. This way, the offer can be booked once.
Further information and restrictions
Conditions are only effective for front-end bookings, i.e. bookings made by participants. The conditions do not apply to back-end bookings made by admins.
A condition is only correctly effective if the subsequent offer starts after the end or at the end time of the basic offer.
Participants must be logged in. This is the only way to check existing bookings for conditions. If this is not the case, a negative condition will not take effect.
Tagging with conditions only works to a limited extent with the registration type Free choice of dates, as the start and end date of the offer is used for checking, not the actual booked dates.
If a link is called up with a tag that is not present in this link, a link is always created to the root directory with a tag filter of the required tag.
For a collective registration, the collective participants must be entered using the identification function . This is the only way the system can recognize for each collective participant whether the set conditions have been met. Please note the master participant and identification field settings in the edoobox settings.
Tagging with conditions is effective in the offer statuses Published, Guaranteed execution, Closed and Released. Offers that are in the archive are also taken into account.
Tags and conditions of offers in the Draft and Canceled status are not effective.
Tip: Information for participants
We recommend that you inform the booking participants in the offer description which offers must be booked in advance so that further offers can be booked. It is also advisable to state any conditions that exclude a booking.
Related instructions
Keywords for these instructions
Condition ¦ Force sequence ¦ Necessity