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Add Payor fields to emails

Posted: October 25, 2018 at 8:23 am


Peyton Earey

October 25, 2018 at 8:23 am

Would like to add the “Payor” fields to the Payment notification emails that are sent to the admin. This will help them reconcile the payments received & registrations.


Josh

  • Support Staff

October 25, 2018 at 8:26 am

Hi Peyton,

If you go in to edit the Payment Notification email template, specifically the admin context, you’ll see a cc: field you can use to send to an additional email address.

The email message templates are located in Event Espresso > Messages > Default Message Templates.


Peyton Earey

October 25, 2018 at 11:22 am

So, the Payor field is the name/info connected to the person that is paying for the course. Sometimes this is different than the person who is attending the course. On the payment screen (last screen in the checkout process) we changed the field descriptions to read “Payor First Name” and “Payor Last Name”. I think the fields previously defaulted to primary attendee first & last name.

When we are trying to reconcile the payments from PayPal with the registrants it’s hard when the name in PayPal is a person that has paid for the course for someone else but is not attending a course. We thought having the “payor” info in the notification email to the admin would help with that process.

I have only been able to find ways to add primary registrant, attendees and payee info to the notification emails.


Josh

  • Support Staff

October 25, 2018 at 11:56 am

The values passed to billing fields aren’t available for email templates. What you can do is add a field to the Primary Registrant part of registration form that captures the Payor name, and that value can be passed into an email template with:
[PRIMARY_REGISTRANT_ANSWER_*Payor Name]

The support post ‘Add Payor fields to emails’ is closed to new replies.

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Updated by  Josh 3 weeks, 4 days ago ago

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