¶ Bundles
By using the Tangilla Bundles feature it is possible to group multiple Courses, On Demand Courses or Events into single units to be sold together.
¶ Creating a new Bundle
Clicking on the - - icon in the upper right hand corner of the dashboard will cause the Create Bundle window to slide out from the right side of the dashboard.
¶ Bundle Details
Required Fields: Title, Registration Open, Registration Close, Pricing and Event Billing Type are the necessary fields to be able to save the Bundle
- Title: Display name for the Bundle
- Registration Open and Close: Time period for the Bundle registration availability, note the the Close date cannot be set after the Start date of any Event, On Demand or Class of a course.
- Event Billing Type: This is managed under Finance and determines the flow of Revenue in the sub ledger. Can also be an RPAC Bundle if option is selected
- Pricing: Pricing for the Bundle, the required fields change depending on the options selected for Members Only and/or Early Bird Price.
Optional Fields: Bundle Image is the only optional field at the moment
- Bundle Image: A display image for the portal, Bundles are shown as a mosaic so images an help quickly identifying them.
¶ Working With Existing Bundles
Both Active and Draft Bundles have the following actions available:
-
Events: Opens a slide to show the already added Events/Courses/On Demand Courses and provides two drop down lists to add more.
-
Edit: Depending on the current status different options will be available.
-- Draft: Every field is editable and there is an option added to set the Bundle as active.
-- Active: Only Pricing, the Bundle Image and Registration Close fields are available for editing.
-- The selected Classes/Events in a bundle may be reordered in the "Selected" window by draging and dropping them into the order you wish for them to display. -
Segments: You may add a segment to a Bundle to limit who can see and purchase a bundle.
Please note: when adding or removing Classes or Events from a Bundle or changing the pricing of an active Bundle, those changes will have no impact on people who have already purchased the Bundle.
¶ Activating a Bundle
To activate a Bundle in draft status you need to hit the Edit - - button of that bundle and setting the Status as Active.
¶ Cancelling Events or Classes of exiting Bundles
When cancelling a Class or Event that is part of a Bundle you will need to process refunds manually for the people who purchased that class via a bundle.
The RSVP will be available on the Class/Event and the list will display the members who have purchased the Class/Event as part of a bundle and which Bundle in which it was purchased.
¶ Frequently Asked Questions
| # | Question | Answer |
|---|---|---|
| 1 | What is a Bundle in Tangilla? | A Bundle lets you group multiple Courses, On-Demand Courses, or Events into a single unit that can be sold together. |
| 2 | How do I start creating a new Bundle? | Click the “ + ” icon in the upper-right corner of the Education ▶ Bundles dashboard; a Create Bundle panel will slide in from the right. |
| 3 | Which fields are required before I can save a Bundle? | You must complete Title, Registration Open, Registration Close, Pricing, and Event Billing Type. |
| 4 | Are there any optional fields? | Yes—Bundle Image is optional and helps members identify the Bundle in the portal’s mosaic view. |
| 5 | What should I know about Bundle pricing? | The pricing fields shown change based on whether you enable Members Only and/or an Early-Bird Price. |
| 6 | What actions are available for existing Bundles? | For both Active and Draft Bundles you can: Events (view/add items), Edit, and Segments (restrict who can see or buy). |
| 7 | How does editing differ between Draft and Active Bundles? | Draft: every field is editable and you can set the status to Active. Active: only Pricing, Bundle Image, and Registration Close can be changed. |
| 8 | Will changes to an Active Bundle affect members who already bought it? | No—adding/removing items or changing pricing on an Active Bundle does not impact people who have already purchased it. |
| 9 | How do I activate a Draft Bundle? | Open Edit for that Bundle and change Status to Active. |
| 10 | What happens if I cancel a Class or Event that’s part of a Bundle? | You’ll need to process refunds manually; the Class/Event RSVP shows which members bought it via which Bundle. |
| 11 | What does the “Event Billing Type” field do? | It determines how revenue from the Bundle flows through the sub-ledger; you can also mark a Bundle as an RPAC Bundle here if desired. |
| 12 | Where do I configure Event Billing Type options? | Under Finance in Tangilla. |
| 13 | Can I set the Registration Close date after an included class or event begins? | No—the Close date cannot be later than the start date of any Event, On-Demand item, or Class inside the Bundle. |
| 14 | How can I reorder the Classes or Events inside a Bundle? | In the Selected window of the Bundle editor, simply drag and drop the items into the order you want them displayed. |
| 15 | What does the “Events” action icon on a Bundle do? | It opens a slide-out panel that lists the already-added items and provides two drop-down menus to add more Courses, On-Demand Courses, or Events. |
| 16 | What is the purpose of the “Segments” action? | Adding a Segment restricts who can see and purchase the Bundle in the member portal. |