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Chuck Post
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September 21, 2014 at 9:29 pm
How do we create a “custom” payment received email (EE4) so that the registrant receives one registration confirmation email and one payment received “custom” email?
When we format our “custom” payment received email we are imputing the [PRIMARY_REGISTRANT_EMAIL] short-code into the To *: box. This is the only way we can get it to send the custom payment received email to the registrant. But when we do this…..the registrant receives the default payment received email and the custom payment received email.
If we leave the To *: box empty the registrant does not receive the custom payment received email….they only receive the default payment received email.
Our goal is to send out to the registrant one registration confirmation email and one payment received custom email.
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Tony
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September 22, 2014 at 6:30 am
Hi,
It sounds like the message your are editing is for the Event Admin Context. Take a look here for details on message contexts:
https://eventespresso.com/wiki/ee4-message-contexts/
You can either edit the default templates (and edit the Primary Registrant context) or create a custom message template and then edit the context for that.
Is this custom Payment Received message to be used by all of your events or this specific one/some of your events?
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Chuck Post
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September 22, 2014 at 8:05 am
These custom payment received emails will be used for one-time/one-date specific events.
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Tony
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September 22, 2014 at 8:44 am
In that case you’ll want to create Custom Templates.
From within the Event Editor, select ‘Create Custom’ for the Payment Received message type – http://take.ms/V6GWH
Provide a name for the template and then within the same area, click the Edit button, this will take you to that specific message template – http://take.ms/Ny30Q
Notice you are currently within the Event Admin context. (Although as there is nothing within the ‘To’ field, this is disabled)
Switch to the Primary Registrant context, using the Dropdown and button highlighted in the Screenshot.
After switching you’ll see something like this – http://take.ms/XfbRg
That is the message sent to the Primary Registrant, make your edits here then click save.
Does that help?
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Chuck Post
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September 22, 2014 at 11:02 am
We have tried numerous times to set up the emails so that the customer receives one email from PayPal and one confirmation email from EE. Can we give you access to the back end so that you can configure this for us?
We do have special events (about one per month) that we also need set up so that the customer receives one email from EE.
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Lorenzo Orlando Caum
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September 22, 2014 at 11:21 am
Hi Chuck,
In one of the screenshots that was shared last week, the incorrect message type was being edited. You were editing the event admin when it should have been for the registrant (attendee).
Have you tried Tony’s directions above to setup those templates?
https://eventespresso.com/topic/custom-payment-received-emails-using-ee4/#post-118919
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Lorenzo
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Chuck Post
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September 22, 2014 at 11:45 am
Yes, we have created a custom template using Tony’s directions. Been working on this for days on end and I am not able to configure it properly.
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Chuck Post
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September 22, 2014 at 11:53 am
We have set up a test event here: http://woolworthtours.com/events/test-gilbert/
it cost $.02 using the custom email. We have set it up both ways. One way we get the default payment received email and the custom payment received email. The way Tony sets it up we only receive the default payment received email and not the custom payment received email.
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Chuck Post
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September 22, 2014 at 3:07 pm
Please view this page: http://woolworthtours.com/test/
note: the client always receives the default registration approval email.
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Lorenzo Orlando Caum
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September 22, 2014 at 4:53 pm
Hi, I think you are almost there.
Multiple recipients
Remember that each message type has multiple recipients.
If you edit the message type for Registration approved for the registrant, then any customizations will ONLY apply to this email notification sent to the attendee/registrant.
If you wanted to apply these edits to the event admin for Registration approved, then you would also need to edit this message type.
Tony’s directions were for creating a custom message template for the payment received message type for the primary registrant.
When you say your client, you are referring to the site owner. Therefore, you would need to also apply the customizations to the event admin message type for payment received.
Again, this is because each message type (e.g. registration approved, payment received) has multiple recipients (e.g. event admin, registrant).
Notes on the screenshot:
When you edit the fields in the message editor, you’ll need to save after (blue button in top right area of screen). Entering a new shortcode does not save automatically.
On the last example, the recipient is event admin. This means you are editing the message type for the event admin or event author. The primary registration email shortcode should not be used here because the event admin is not an attendee or recipient.
By default, the event admin does not receive payment received emails. Your recent screenshot shows that you are trying to enable a custom payment received email for the event author (your client).
Should the event admin receive registration approved emails (enabled by default)?
Should the event admin receive registration pending payment emails (enabled by default)?
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Lorenzo
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Chuck Post
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September 22, 2014 at 9:38 pm
Wow! Thanks for all your help. Finally got it together……Pretty cool configuration.
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Dean
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September 23, 2014 at 1:30 am
Please advise if you have any other queries on this topic.
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