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Customizing Email Messages

Posted: August 28, 2015 at 12:14 pm

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Matt & Cindra McCoy

August 28, 2015 at 12:14 pm

Hi,

I am looking to customize the email messages so that they do not have the grey header. I was able to change the all the emails in event espresso > messages. But still when I register/pay for an event on my website I get these three emails: http://www.artnook.org/test-page/

As you can see, one of the three I was able to remove the header but I can’t find the other two. Not to mention I don’t even want 3 emails being sent for every registration.

-Cindra

p.s. do you have any general information on customizing email messages?


Jonathan Wilson

August 28, 2015 at 12:55 pm

Hi Cindra,

Make sure you make the modifications on both the Primary Registrant and the Registrant. You can choose which template you are customizing from the dropdown at the top.

What information are you looking for on customizing email messages? If you click Help at the top right corner of the message templates screen, you will find very helpful information.


Matt & Cindra McCoy

September 3, 2015 at 10:54 am

Hi Jonathan,

Ok. I was able to customize my emails. Thanks for the help.

But then I activated EE4 Multiple Registration and even though my events are set to send the customized email, they are sending the default email for some reason. Please help.

Also, where do I change the email address that the event admin emails are going to?


Matt & Cindra McCoy

September 3, 2015 at 11:41 am

Nevermind. I fixed those things.

Now I want to know if there is a way to put the information that the person enters into the registration form into the emails automatically. For instance, in one of my registration forms, the person enters a start date. Is there a way to put the start date they entered into the email automatically?


Tony

  • Support Staff

September 3, 2015 at 3:37 pm

Is start date a custom question you have added to the question groups?

If so you can use the [RECIPIENT_ANSWER_*] shortcode.

To use the you use [RECIPIENT_ANSWER_*{Question text}], for example if your question is ‘Start Date?’ you would use [RECIPIENT_ANSWER_*Start Date?]

You can do that for any custom question you have asked in the registration form.


Matt & Cindra McCoy

September 3, 2015 at 6:45 pm

Ok. So do I need to make different email messages for each event? Because each event has different custom questions. How does that work when a customer 2 events with two different email formats?


Tony

  • Support Staff

September 4, 2015 at 4:38 am

It depends on what your looking to do really.

The [ANSWER_*] sortcodes ([RECIPIENT_ANSWER_*], [PRIMARY_RECIPIENT_ANSWER_*] and just [ANSWER_*]) allow you to output specific answers for specific contexts.

However if you are looking to list all the custom questions within a registration the QUESTION_LIST section should do that by default (within the registration approved template)

Go to Event Espresso -> Messages -> Registration Approved -> Recipient context.

Scroll down, does your QUESTION_LIST section look like this? – http://take.ms/LpFBx


Matt & Cindra McCoy

September 4, 2015 at 7:28 am

I don’t think my question was answered here. I don’t want a list of all the custom questions. And my QUESTION_LIST is blank.

Let me try to elaborate and see if this clarifies my question:

Like we were talking above…how I have added a custom question called “start date”. Well some of my events have the “start date” question and some do not. For those that do, I want that reflected in the registration approved email that I send. Do I need to make two different email templates for these emails?

If so, how does that work with EE4 multiple registration add on. If my customer pays for the event without “start date” and the event with “start date” will the two email templates be combined somehow?


Tony

  • Support Staff

September 8, 2015 at 3:41 am

Do I need to make two different email templates for these emails?

Yes you’ll need a custom template outputting that specific question than select that for any event that you want to display it within the email.

If so, how does that work with EE4 multiple registration add on. If my customer pays for the event without “start date” and the event with “start date” will the two email templates be combined somehow?

Currently the Multi Event Registration Add-on (MER) does not support custom templates per event. MER will always use the ‘default’ template for the emails when registering onto multiple events (single events will continue to use the custom template selected)

The only way to work around that currently is to list all of the custom questions using the QUESTION_LIST section, so you’ll send up with something like this – http://take.ms/UuJv3

That will loop over both events and output the questions for each, for example within that email I also have this – http://take.ms/rCAks

Would that work?


Matt & Cindra McCoy

September 8, 2015 at 6:52 am

Thank you Tony. That is the exact answer I needed. I will work on that!


Tony

  • Support Staff

September 8, 2015 at 7:01 am

Just a quick not on how QUESTION_LIST works, its takes each question within the registration and loops over it outputting whatever it set within that section.

For example if you add something like this:

<li><strong>Question:</strong> [QUESTION]</li>
<li><strong>Answer: </strong>[ANSWER]</li>

If will loop over each question outputting the Question and Answer within Li tags.

So then you can call that using:

<ul>[RECIPIENT_QUESTION_LIST]</ul>

To make an un-order list of all the questions/answer.

However, did you update from Decaff to premium on this site?

I ask because this is the default setup when using premium, so you could (if you have not modified the templates or don’t mind re-doing them) reset the template using the ‘Reset template’ button within the editor and the above will be set up for you.

(The reset button resets all contexts such as Event Admin, Recipient, Primary Recipient for the specific template you are currently editing)


Matt & Cindra McCoy

September 8, 2015 at 7:06 am

Oh gosh…you lost me. I am not sure what Li tags or Un tags are. Can you dumb this down a bit?

I have bought EE4 so is that what you mean by premium and decaff?


Tony

  • Support Staff

September 8, 2015 at 7:16 am

Rather than jump into details you may not need, lets start with.

Have you modified the message templates yet?

I have bought EE4 so is that what you mean by premium and decaff?

Did you try the free version of Event Espresso first then purchase and update or did you just install the premium version straight away?


Matt & Cindra McCoy

September 8, 2015 at 7:19 am

I tried the free version first and then bought and updated to the premium version. But that was many updates ago.

I have modified both my default messages and have made custom messages.


Matt & Cindra McCoy

September 8, 2015 at 8:46 am

I have another question: I started putting in the [ANSWER_*] that we were talking about at the beginning of this thread. And for some reason, it is not showing the whole answer. The question is day/time? and the answers are in a drop down form in this format “Tuesdays – 9:00am-10:00am” and all the [ANSWER_*] is showing is “Tuesdays.” What is that about and how do I fix it?


Tony

  • Support Staff

September 8, 2015 at 8:47 am

I tried the free version first and then bought and updated to the premium version. But that was many updates ago.

This means your Message Templates were set up using decaf, which has less details than Premium. That’s why you QUESTION_LIST section is empty right now.

Its not a problem it just explains why its setup like that currently.

Ok, try this instead.

Create a new custom template, then on the custom template, hit the reset templates button, you’ll notive that template now has the values I previously posted within QUESTION_LIST and EVENT_LIST will call [RECIPIENT_QUESTION_LIST] to call the questions.

Assign that to an event and run a test registration, does it display all questions?


Matt & Cindra McCoy

September 8, 2015 at 9:10 am

Ok. Yes. That worked. It displays all the questions. However is there any way to make it so that it doesn’t say “question” and “answer” each time?


Matt & Cindra McCoy

September 8, 2015 at 9:12 am

Also did you see this part of my thread:

I have another question: I started putting in the [ANSWER_*] that we were talking about at the beginning of this thread. And for some reason, it is not showing the whole answer. The question is day/time? and the answers are in a drop down form in this format “Tuesdays – 9:00am-10:00am” and all the [ANSWER_*] is showing is “Tuesdays.” What is that about and how do I fix it?


Tony

  • Support Staff

September 8, 2015 at 9:20 am

However is there any way to make it so that it doesn’t say “question” and “answer” each time?

Sure, change the QUESTION_LIST from this:

<li><strong>Question:</strong> [QUESTION]</li>
<li><strong>Answer: </strong>[ANSWER]</li>

To this:

<li>[QUESTION]</li>
<li>[ANSWER]</li>

Also did you see this part of my thread…

I did, so did the same happen with new template you just created when the answer was output in the list?


Matt & Cindra McCoy

September 8, 2015 at 9:23 am

Yes. The same thing happened. It is not showing the time after “Tuesdays”


Matt & Cindra McCoy

September 8, 2015 at 9:42 am

I entered the code above and that worked well. Now is there a way to have it leave off any questions that were not answered?


Matt & Cindra McCoy

September 8, 2015 at 10:22 am

Also, how can I make it so that it is “question:answer” on the same line? as opposed to:

“question”
“answer”


Tony

  • Support Staff

September 8, 2015 at 10:36 am

I entered the code above and that worked well. Now is there a way to have it leave off any questions that were not answered?

Not currently.

Yes. The same thing happened. It is not showing the time after “Tuesdays”

Do you have your question set up with the day in the Value and times within the description? – http://take.ms/5TK7tI

It is the ‘Value’ of a dropdown that is saved with the registration.

Also, how can I make it so that it is “question:answer” on the same line?

Each <li>'something'</li> is a new list item (new line), so if you want both within the same line use something like:

<li>[QUESTION]:[ANSWER]</li>


Matt & Cindra McCoy

September 8, 2015 at 11:34 am

Ok. Tony! We are on a roll!

The Tuesday times were in the description. I moved them to the value and now it is working.

I was also able to put in the code to make the question and answer on the same line.

Now I am getting a slight indent that I do not want. Check out http://www.artnook.org/test-page/. Notice how there is a slight indent? I want it all left justified and flush. Please help.


Matt & Cindra McCoy

September 8, 2015 at 5:09 pm

Also, for some reason the [CO_EMAIL], [CO_PHONE], and Venue: [VENUE_TITLE] ([VENUE_CITY], [VENUE_STATE]) is not working. Where do I need to fill in this information for these things to work?


Tony

  • Support Staff

September 9, 2015 at 6:03 am

CO_EMAIL & CO_PHONE are set within Event Espresso -> General Settings -> Your Organization.

‘Primary Contact Email’ & ‘Phone Number’

[VENUE_TITLE] ([VENUE_CITY], [VENUE_STATE]) are all set within the specific Venue set to the event. Have you created the venue (through Event Espresso -> Venues) provided all the details there, then assigned the venue to the event?

Note certain shortcodes are only valid in certain sections of the message editor, the Valid Shortcodes section lists all of the shortcodes available in each section


Tony

  • Support Staff

September 9, 2015 at 6:08 am

The indent is caused because the questions are output within an Unordered List (the <ul></ul> and <li></li> tags)

You can’t remove the indent without removing the elements from the list, which would then need further html to display the questions in a similar format.

You would need to remove the ul tags from around the [RECIPIENT_QUESTION_LIST] – http://take.ms/5oKEB

Then remove the li tabs from within QUESTION_LIST – http://take.ms/24hZH

You will likely need to add at least a br tag to force each question onto a new line – http://take.ms/Uo2HI


Matt & Cindra McCoy

September 9, 2015 at 6:26 am

Ok. So we have a little bit of a problem then, I went to Event Espresso -> General Settings -> Your Organization and ‘Primary Contact Email’ was already filled in. But the emails are only showing [CO_EMAIL]. What is wrong?


Tony

  • Support Staff

September 9, 2015 at 6:30 am

Can you add a screenshot showing where you have added that shortcode please?

https://eventespresso.com/wiki/troubleshooting-checklist/#screenshots


Matt & Cindra McCoy

September 9, 2015 at 6:30 am

Oh. And same thing for venue. I had already filled out all the information for a venue in Event Espresso -> Venues and assigned it to the event and yet it is not showing up in the email. What is the deal?


Matt & Cindra McCoy

September 9, 2015 at 6:36 am

http://www.artnook.org/wp-content/uploads/2015/09/Screen-Shot-2015-09-09-at-8.35.02-AM.png


Matt & Cindra McCoy

September 9, 2015 at 7:01 am

Hey Tony,

Unrelated but pretty important. I just bought the new promotions add on. And when I did it gave me access to all the plugins in my account. Just wanted to let you know.


Tony

  • Support Staff

September 9, 2015 at 7:27 am

Thanks for letting us know Cindra, this has now been fixed.

I’m investigating the shortcode issue currently and will update once I know more.


Matt & Cindra McCoy

September 9, 2015 at 4:29 pm

Hey Tony,

Nevermind about the shortcode issue. I seem to have inadvertently fixed it.

Thanks anyway!


Tony

  • Support Staff

September 10, 2015 at 1:40 am

Hmm that’s strange.

I couldn’t’ reproduce the shortcodes not working so spent sometime changing custom templates to check it wasn’t an issue with those but again could not reproduce.

Anyway, I’m glad its working, please let me know if you have further problems 🙂

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