Posted: February 26, 2017 at 9:29 am
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Hi, As the customer I then received 3 emails: Is it necessary to send the EE “Payment Received” email or could I disable that since Paypal is the only payment method I am allowing and they will receive the payment received email from Paypal? Then I could put all the thank you and other info in the “Registration Approved” email? Is there any reason not to do that? |
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Hi there, Yes you can disable the Payment Received message type if preferred. You can do that within Event Espresso -> Messages -> Settings. Find the Payment Received message type in the active messengers list (within the email settings) then drag it over to the Inactive messengers box in the side bar. That will disable the message type completely and leave the other messages active.
No there is nothing wrong with the doing this, some payment providers do not send payment received emails so we include them within EE but they can be disabled if preferred. |
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Thanks for your help. I think I can also disable “Refund Issued” for the same reason (Paypal will send it when the 2nd refund step has been completed from within Paypal)? I’m just wondering about the need for these other message types. I want to keep things simple. I’ve looked at your descriptions and I’m not sure they are necessary?: 1.Payment Failed – If I am only using Paypal it should be obvious if it did not go through? So it would seem to me the only ones really necessary are: It seems the payment received and refund issued (which would indicate cancelled registration) will come from Paypal anyway so not sure there are any other necessary messages. Am I missing something? Thanks for your help! |
Its up to you really. If you want to rely on the PayPal emails and not send a refund email from EE, that’s fine.
Sure, again not every payment method shows the messages like PayPal do.
Its dependent on the payment method, some return Failed for specific reasons, other Declined for other specific reasons, separating the two allows for both circumstances.
As soon as a user enters the details in to the Reg forms, EE ‘registers’ that user, but that doesn’t mean they apply to the SOLD values for the events. You can have multiple registrations on an event, with none of them actually taking up ‘places’ in the event. It depends on their ‘registration status’. If they are ‘Approved’ they apply to the event, if they are any other stauts, they do not. The reason for multiple different status types if to allow for multiple different scenarios but in short by default if the user has not paid, they will not be ‘Approved’ and will not apply to the event. However the registration that have NOT paid still show as registrations and this allows you to send on other emails, reminders etc to see if they want to continue with the registration.
Its another registration status. Usually this would be used if the admin manually set the registration to declined.
You’re mixed 2 different ‘types’ of messages there…. Registration Pending Payment, is a ‘Registration’ type message, its based on the registration and is sent (by default) if the user finalizes the registration without paying and your default registration status is set to Pending Payment. Its used to provide details of the registration they made and give them the opportunity to pay later. Payment reminder, that’s ‘payment’ type message, its used as a reminder you can send to the registrant to pay later (if they haven’t already)
Again that’s a mixture of types. Registration Cancelled – This is sent when a registration is set to cancelled, by default that option is only available to the admin. Payment Cancelled – this is sent when a payment gateway reports a payment has been cancelled. Its triggered directly in response to whatever you payment provider sends to the site and is a payment based message. Users can not cancel their own registrations.
Don’t forget that PayPal does not offer you the ability to customize those emails, so by disabling all of the EE emails you are basically removing any ‘last change’ emails you have to send over to the user. You ‘can’ disable the messages and rely main on the PayPal emails if preferred, personally however I would use the EE message to provide a custom email, may stating your sorry to see them go etc. |
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Thanks for your help. I think I’m just trying to keep it as simple as possible and not have my clients/customers receiving too many emails. Maybe I will start with less options active for now and add more as they seem required. I am confused about the registrations not taking up spaces until they paid. I ran a test event over the weekend with a small payment. I started it with only 1 spot available. At first I registered but did not pay. When I went to the event again it appeared as sold out (even though I had not paid). So it did appear that the unpaid registration took up a spot in the event? I could see this as problematic. I am trying to decrease my administrative work by moving to an online payment system. If I have to cancel manually people that have registered but not paid so the event doesn’t sell out it could be problematic (my “classes” have between 10-18 spaces so it wouldn’t take many unpaid registrations to fill up the class). But with what you say above, my unpaid registration should not have taken up the spot and it should have still shown as available? |
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Ok I just found this in another discussion. This was posted by EE staff about the various registration status: Approved Cancelled Declined Not Approved Pending Payment So from looking at the above, it looks like once someone has registered for an event, they are holding a spot in that event whether they have paid or not? So then if they have not paid, they would receive a “pending payment” notice? So there are two ways to cancel/decline this registration to get it out of the system if it stays unpaid and does not hold a spot if I’m understanding correctly? The registrant can “cancel” it or the Admin can “decline” it? But until one of three things happen (payment received, registrant cancels, admin declines) an unpaid registrant is holding a spot in the system? I’m not certain where I would use not approved. I am concerned that I would have to decline registrations in order to get them out of the system. It would be better if they didn’t hold a spot without payment. |
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To prevent very popular events from overselling, Event Espresso only temporarily holds a spot without payment so that they have about 60 minutes to finish their registration and pay before the ticket is offered to someone else. If it’s the last ticket available, the event is sold out until their registration session expires, and then the event is available again. Does that make sense? |
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That makes sense. So then when does the “pending payment” message get sent? Is it sent within that 60 minutes or does the Admin need to manually send? |
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Also, I have been testing fake events and paying to see what the emails sent to the customer are. I keep changing and saving the default template “Registration Approved” but this does not seem to be the message I receive when I register and pay for an event. I am getting a message (that I have not edited and can’t seem to find) called “Your Event Registration Details” that doesn’t have any of the saved formatting that I saved in the “Registration Approved” template. Are these two different emails for two different purposes? If so, can you please explain where I find the “Your Event Registration Details” message to edit as well as when the “Registration Approved” message will be sent out? I have been trying since the weekend to get it to change and nothing seems to be working. |
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By default the system is designed to to ‘Approved’ users that pay in full, and leave users that don’t as ‘Pending Payment’. Only ‘Approved’ registrations apply to the events (with the exception of the ‘reserver’ feature Garth mentioned which is temporary for each registration to help with overselling. You don’t need to manually go in and edit the registrations, EE manages this for you, Pending payment registrations do not apply to events unless they are in reserve.
No, its not triggered when the timer runs out. Its only triggered if the user finalizes the registration by selecting an offline payment method, or if the payment provider directs you back to the thank you page with a failed payment (this usually doesn’t happen with PayPal standard). Basically ‘registration’ based messages are triggered the user has run through all of the steps and arrived on the thank you page, which TYPE of registration message depends on the current status of the registration at that point. For example if the user selected an offline payment method, they owe monies and the registration remains ‘Pending payment’ when they hit the thank you page. This triggers the Registration Pending Payment message. If they have paid in full using PayPal and then are directed to the thank you page, EE detects this, sees that payment has been made in full, updates the registration ‘Approved’ and triggers the ‘Registration Approved’ message.
So you editing the template within Event Espresso -> Messages -> Default message template -> Registration Approved? Which context are you editing? https://eventespresso.com/wiki/messages-system-working-with-message-contexts/ (A registration approved message (or any message) can have multiple ‘contexts’ in which its used, each of those can be edited independently)
It sounds like your editing one context, and receiving another, but without further details I can be sure. |
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I edited “primary registrant”. I got the admin email (to a different email address) but to the registrant email address I used I did not get my edited message. I would assume I’m the primary registrant? I did not edit the “registrant” context. Maybe I am receiving the registrant email? Ok so I think I am following the rest of what you are saying. THey need to land back on the page to receive the messages. I noticed that Paypal did not automatically direct me back to the page but I had to click on “return to merchant”. If someone does not click on that button (but they have finished paypal payment) does that mean they will not get the approved registration email? Thanks |
The Primary Registrant context is not active by default, you’ll notice the link in the message templates list is grey not blue – http://take.ms/Czljk Also the ‘To’ field for that template will be empty, so nothing is sent to the ‘Primary Registrant’ context by default. The messages you are currently receiving are likely the ‘Event Admin’ and ‘Registrant’ contexts.
For PayPal standard they would, but it relies on a cron and would wait until the ‘session’ expired (roughly 1 hour from when they started). Are you using PayPal standard or PayPal Express? |
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OK I will edit the registrant context then. I’m using paypal standard. The paypal payment message (from paypal) comes through regardless. I’m just wondering if the EE “registration approved” email is only triggered if they go back to my website and click “return to merchant” on the paypal page? |
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If they don’t return to the site it will be triggered when the session expires after about 1 hour. You can enable auto return on your paypal account to force the user back: https://www.paypal.com/uk/cgi-bin/webscr?cmd=p/mer/express_return_summary-outside Just enter your thank-you page for the URL that paypal request, EE overrides that URL anyway. Or a better option would be to switch to PayPal Express and use that (it uses the same PayPal account type) |
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