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Admin Pre-Approval Email

Posted: November 21, 2012 at 12:23 pm

Viewing 13 reply threads


LEB

November 21, 2012 at 12:23 pm

We need to approve guests who register BEFORE they get a confirmation.
EE seems perfect for this especially as seen in the documentation
https://eventespresso.com/features/admin-pre-approval/

Unfortunately, that is NOT the email is sent. The actual email says something about payment, etc. This may be user error on my part.

I have been looking for this PENDING email that the registrants gets after submitting their registration. Cannot find it. The email manager is a great tool but cannot find it there or in General Settings.

If this does not work, is there another way our managers can see on the ATTENDEE screen who has been approved? We like the color graphic symbol for status but the pending email wording is the issue.


Jonathan Wilson

November 21, 2012 at 3:58 pm

Hello Lawrence,

Have you turned the feature on under Optional Settings in Event Espresso > General Settings > Advanced Features? Toggle “Enable attendee pre-approval feature?” to “Yes”.


LEB

November 21, 2012 at 6:14 pm

Thanks Jonathan
Yes I used that feature and it works great EXCEPT that the email they get says something about waiting for payment which is not the case
The documentation shows a different email – see the link in this original post. I am looking for that email
Happy Thanksgiving!


Dean

November 23, 2012 at 12:13 am

Hi Lawrence,

The email displayed in the documentation is the same email in the Invoice/Payment Reminder section, but you can amend this email. I would advise to use the Email Manager to create a stock email that can be selected in the Invoice/Payment Reminder section.

The first image shown in the document you linked is actually from the website, it isnt an email.


LEB

November 23, 2012 at 6:21 am

Guys, we need the event manager to approve the registration before the person is confirmed. The EE admin pre-approval feature looks like it may be the answer. BUT the person gets an automatic email that says:
+++++++++++
Event title: Session 1
Attendee name: Minnie Mouse
Your registration is pending for approval from event admin. You will receive an email with payment info when admin approves your registration.

Thank You.
+++++++++++
APPROVAL may have nothing to do with $$$ so the email is confusing people.I cannot find the location of this automatic email to change the wording.

Dean, I could not locate in the Invoice/Payment Reminder section – did I just not see it?
Thanks


Dean

November 23, 2012 at 6:33 am

Hi Lawrence.

OK, I see which email you are referring to now, apologies for the misunderstanding.

That particular email, is actually hard coded into the plugin, and the code is found in the event-espresso/includes/functions/email.php at around line 842.

It is also a translatable line, so you can use a program like Poedit to amend the line in question in the language files and upload the new language file.


LEB

November 23, 2012 at 8:06 am

Thanks Dean, I am not comfortable in changing your code. Perhaps there is a workaround? Our event managers need to see who has been confirmed to attend, etc. The PREAPPROVAL will not work because of that hard coded email (maybe an enhancement in the future?).
We tried to define the events as INCOMPLETE so when someone registers that is the default status. We hoped that the visual symbol on the attendee list would show not. It doesn’t. It shows a green check mark
see http://screencast.com/t/PDPOOugS

The reason why (I assume) is that the it shows COMPLETED in the attendee profile see
http://screencast.com/t/YY9IvfE7hLx

What am I doing wrong so that the attendee defaults to INCOMPLETE and the status symbol is INCOMPLETE (yellow) and not green?


LEB

November 23, 2012 at 9:56 am

Guys, it looks like this issue was raised in Sept.
I just found this answer from Chris on Sept 3:
If people are registering via the front-end, setting the default payment status to Pending should work fine and that should work for what you are trying to do.

The default event registration is set to PENDING but it shows up as COMPLETED with the green check mark. That is the problem we are trying to overcome. We need that PENDING status to stick to the Attendee until it is changed by the Event Manager


Jonathan Wilson

November 23, 2012 at 12:50 pm

Lawrence,

Can you check the individual event settings? Look for “Default Payment Status for Event:” and make sure it says “No Change”.


LEB

November 23, 2012 at 1:07 pm

I did and it was set to NO CHANGE
I registered again as Santa Claus and here is the screen shot
http://screencast.com/t/SsqkhDVwQEf8

Notice the green payment icon AND that the status is approved when you look at the details. Something must be broken as I have tried many different combinations. Hope you help – this one is a real challenge


Jonathan Wilson

November 23, 2012 at 1:09 pm

Can you share the URL with us? Is this a free event?


LEB

November 23, 2012 at 2:04 pm

Thanks. We are a non-profit charity that schedules volunteers (300) at a time to come and produce food for starving children. It is a FREE event although we ask for donations.
The URL is http://testachi.com/kids-against-hunger/volunteer/public/
Select the Jan 12 date for example

We just need some way for our managers to see the attendee list to see who is approved and who is not. That is how this got started
Hope this helps


LEB

November 23, 2012 at 2:05 pm

If we charged someone $0.01 when they registered would the NO CHANGE status be set properly?


Chris Reynolds

  • Support Staff

November 27, 2012 at 4:07 pm

@Lawrence

The reason why your payment status is being set as Complete is because it’s a free event. Free events automatically bypass the payment methods and are automatically marked as Complete (since no payment is necessary).

Any non-zero price for the event will force the payment status to be Pending or Incomplete (depending on your settings, Incomplete is the default). You could then use only offline payment methods and customize the information that displays for those payment methods.

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