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Event and membership workflow questions

Posted: February 20, 2018 at 11:47 am

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ylcaf1

February 20, 2018 at 11:47 am

Hello, I have two questions about this scenario that I need help with. First, here’s the scenario to get a better picture. The website offers either individual or group event registrations for the events. Generally, the events are for members only so in order to register the registrant needs to join as a member first. If not a member, he or she has the option to add membership fee to the event registration but is able to view the events.

First question about either individual or group event registration: is there a way to enable traffic cop or similar system to check if the registrant is a member (in the system)?

Second, the group registration allows one person (primary registrant) to add up to 9 people (participants or attendees) in group (a max of 10). Is there a way to check those 9 participants’ email addresses to see if they are a member or not using WP user integration? If not a member, is there a way to send a notification or error message that the participant is not a member and needs to join as a member in order for the primary registrant to process and pay for the event? Or the ability to add an item where they can add Membership fee to registration next to the participant in question to the total cost to check out?

I’m looking for a best solution or easy way to handle this situation. Thank you!


Tony

  • Support Staff

February 21, 2018 at 2:51 am

Hi there,

First question about either individual or group event registration: is there a way to enable traffic cop or similar system to check if the registrant is a member (in the system)?

Whats the difference between a member/non-member in this setup?

Will a member have a user account and a non-member not? or are members manged through a membership type plugin meaning they may have a user account but actually be a ‘member’ at that time?

Second, the group registration allows one person (primary registrant) to add up to 9 people (participants or attendees) in group (a max of 10). Is there a way to check those 9 participants’ email addresses to see if they are a member or not using WP user integration

The WP User intergration add-on will currently prevent you from adding other existing users during your registration – http://take.ms/Of0Tk

Note in that example, I’m logged in as me but added the details of another user account on the site. The add-on checked the email, found a user account and returned the above.

So to do what you are looking for you would need custom development, firstly to prevent the default functionality of the users add-on, then add your own to check for members and prevent the registrations if they are not found.

If not a member, is there a way to send a notification or error message that the participant is not a member and needs to join as a member in order for the primary registrant to process and pay for the event?

You could add a similar message to the one shown in my screenshot above with your custom function in the previous step that shows the user needs to register.

In short the above options aren’t easy to implement and will require a fair amount of custom development to work.

Or the ability to add an item where they can add Membership fee to registration next to the participant in question to the total cost to check out?

It is possible to add a question to the registration form that if checked can add a value to the transaction, so this could be used as a membership fee, however not that EE will not create users/members based on that value.

The snippet will not work out of the box and needs customising for your specific use case so again will need some custom development, if you are familiar with PHP you may be able to do this yourself:

https://gist.github.com/Pebblo/51c4284d2dbedb7c0e1daff0c562f1dc


ylcaf1

February 21, 2018 at 12:28 pm

Thank you for your reply. The WP user integration / traffic cop does work and shows error if the user is in the system. Yes, there is a difference between a member and nonmember. In order to attend any of the events, they need to be a member first so they have to join membership. How it works: when an individual is a member, the person has to login into to view the event and register. If the individual isn’t a member, the person has to join membership first before can login and register for the event. Individual registrations are already handled since the individual is required to login in order to register.

However, for group registration it is a little more tricky because the primary registrant would be already a member and can login into member account because already is a member. But when the person register for a group for an event and can add up to 9 attendees / participants but not all of them will be a member so they may not be in system or logged in as individual, so here’s my question below and if there’s a way to handle this specific scenario.

Is it is possible to screen an attendee or participant’s email address and verify if the person is not a member? Opposite of what traffic cop is designed for but instead to screen if the person is a member first by checking the existing member accounts associated by their email address. If not a member, the person has to join a member in order to be registered for the members only event(s) even if the person is being registered by a member (primary registrant). I hope I made sense. Please let me know.


ylcaf1

February 21, 2018 at 12:30 pm

I forgot to add in one more detail from my post. If some of the attendees / participants are NOT members, the event registration cannot go through until they become members. This is what I meant. Let me know if this is possible. Thanks.


Tony

  • Support Staff

February 21, 2018 at 12:35 pm

Thank you for your reply. The WP user integration / traffic cop does work and shows error if the user is in the system. Yes, there is a difference between a member and nonmember. In order to attend any of the events, they need to be a member first so they have to join membership. How it works: when an individual is a member, the person has to login into to view the event and register. If the individual isn’t a member, the person has to join membership first before can login and register for the event. Individual registrations are already handled since the individual is required to login in order to register.

Unfortunately, that doesn’t really answer my question.

How are you managing ‘members’ on the site? Using a membership plugin or by adding/removing the actual user accounts?

The important part is, can a user have a WP user account on your site and NOT be a ‘member’? I’m asking because it changes how you would check for ‘members’.

However, for group registration it is a little more tricky because the primary registrant would be already a member and can login into member account because already is a member. But when the person register for a group for an event and can add up to 9 attendees / participants but not all of them will be a member so they may not be in system or logged in as individual, so here’s my question below and if there’s a way to handle this specific scenario.

I understand, you want to check the details of all of the user details entered by a logged in user to confirm they are a member, but right now its not clear what a ‘member’ is in terms of the site.

Is it is possible to screen an attendee or participant’s email address and verify if the person is not a member? Opposite of what traffic cop is designed for but instead to screen if the person is a member first by checking the existing member accounts associated by their email address. If not a member, the person has to join a member in order to be registered for the members only event(s) even if the person is being registered by a member (primary registrant). I hope I made sense.

Possible, yes, but we don’t have any code to do it.

The ‘traffic cop’ we have now is filterable, so you can hook in, do whatever checks you want on the users and add a notice to the page but its going to require custom coding, are you confident with PHP?


ylcaf1

February 21, 2018 at 12:57 pm

Sure, sorry I wasn’t clear how I handle membership. Yes, I’m using a separate membership plugin to handle members where a user can join as a member by paying a fee or login as a member after paying the membership fee. It works fine plus the user integration which does the trick in screening if the user is in system or not.

That’s why I was asking about whether EE can be modified to validate or verify nonmember user under group registration if a member (primary registrant already logged in the system) tries to add nonmembers if they haven’t joined as a member yet. Is it possible to screen or filter any users NOT in system (nonmembers) to prevent the event registration going through? That’s all.


Tony

  • Support Staff

February 22, 2018 at 1:38 pm

Yes, you would hook into the same hook that the WP User integration add-on is using from EE core:

FHEE__EE_SPCO_Reg_Step_Attendee_Information___process_registrations__pre_registration_process

Add your own function to check for the above, in short check if there are no WP Users with the email provided on the form, and then return true or false for stop_processing if you wanted to prevent the registrations. You’ll also need to provide your own error highlighting what the problem is so something is displayed to the user.

You can use the verify_user_access() method within EED_WP_Users_SPCO.module.php of the user integration add-on as a base for you to start from. You do not need to edit any core files within the EE core plugin or the WP user integration add-on to do what you need, just hook in and do you own processing at a higher priority to the WP User add-on (or remove the verify_user_access hook if preferred)

One problem you may run into is with expired memberships, if the user account remains on the site even after the membership has expired then you’ll need to do more than just check for a WP User account using the email (which is why I was asking about the above).

Note that we do not provide support for these kinds of customizations although we will general try and help point you in the right direction if we can, all of the info you need can be found in the verify_user_access() method above, the main difference is just what you are checking for.

If none of this makes any sense at all I recommend contacting a developer to build this for you, we have some that are familiar with Event Espresso here:

https://eventespresso.com/developers/event-espresso-pros/

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