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Event Occurring each year but need to make changes to Questions, etc.,

Posted: April 19, 2015 at 3:16 pm


Sue Adams

April 19, 2015 at 3:16 pm

I have so many questions! We used Event Espresso 4.2.4.reg last year with WordPress 3.9.3 running Twenty Fourteen theme. We had two events Attendee Registration and Vendor Registration with the possibility of multiple people being able to sign up at the same time for Attendees to the Conference. Here are my questions:

1) Since the system does not allow me to delete last year’s registrants (attendee or vendor) I assume I need to create two new events each year. Perhaps calling them by year (ie., instead of just Attendee Registration or Vendor Registration, I’d call this year’s events Attendee Registration 2015 and Vendor Registration 2015) and then cancel the original events titled Attendee Registration or Vendor Registration. Is that the correct way I need to handle that? IF SO, how do I connect the questions from the previous year to the new event? After creating a new event, I went to view and the questions weren’t showing up is why I’m asking.

2) I need to change some things about our questions from last year, and it appears that in order change a question from a textarea, to a multiple choice option I have to trash the original question and create a new one with the change. Is that correct?

3) In our situation, we will have many instances where an Administrator at an office will come to our site and register many people at once, but they may not even be attending the event. What we need is the person signing up to enter their information and then have them enter specific information related to the conference “attendee” separately – which we didn’t have any issues with last year. However, we discovered that the Administrator or Manager that was registering the “attendees” would place their email in the Attendee’s email area. Is there any way to make the Attendee Email required and make sure it isn’t a duplicate to the Admin or any of the other attendee’s? I did add a comment to the field description stating it should be the email for that individual attendee, but was hoping we could drill it down a bit more.

4) Is the Registration Form, is there anyway to eliminate or hide the “Country”? We feel that’s a silly field since no one outside of our state, let alone outside the USA will be allowed to register.

5) We have some rare occasions where we want to “Comp” an attendee, but don’t want that payment option available online. We would like that freebie option available only to an admin so that they can indicate the person can attend but doesn’t have to pay. Is this possible?

6) We have one question (new this year) where there are multiple choices to choose from. I was wondering if there was a way to connect a specific choice to the next field (textarea) that would basically be required depending on whether or not they made a certain choice from the list. For example: Special Needs: Option chosen “Food Allergies” which would make it a requirement to make a comment in the next question regarding the allergy. Is this possible?

7) Can we make it a requirement for a multiple choice question to select a minimum of one option?

Any advice you can offer regarding our issues as listed above, would be greatly appreciated. We need to have our registration open for June 1st, 2015.


Dean

April 20, 2015 at 5:31 am

Hi Sue,

1) You *can* delete them, but you would need to delete all the transactions first, then the registrations, then the event. Really it’s probably easier to create a new event. Plus you get the benefit of comparing stats etc.

2) If the question has no answers associated with it, then it can be changed. If it does have answers you would either need to delete and recreate it or perhaps a better option would be to just create a new questions, with a slight wording change.

3) If the attendees are being added as actual attendees (rather than just questions), the the email field is always required. You can also make any question required. There isn’t a way to check the emails like that. What may be an option would be to have a Question Group added to just the primary attendees questions that requests information about the person registering the attendees.

4) Yes, edit the Address question group and untick the Country question, then save the question group.

5) If I understand rightly, you want to be able to add an attendee for free? Well you could do that but it would have to be manually added by the admin in the admin area.

6) Currently form logic is not supported, so it is not possible by default. It should be possible to add some custom JavaScript that could achieve that though.

7) If you are suing Checkboxes, set the question as required, that way one answer must be chosen by the person, with more being allowed.

I hope that that helped, but if you do have any other questions or queries feel free to ask.


Sue Adams

April 20, 2015 at 12:51 pm

For Question #1, how do I connect existing questions to a new event? I created a new event, but out of about 20 questions, only First Name, Last Name and Email show up before you click on Proceed to payment.

For Question #4, that question group is locked, but Country is not selected.

For Question #5, how would i set up a payment option that registrants wouldn’t see? We don’t want to use a payment option that would distort our incoming $ by saying they paid in cash, or by check. So when we enter someone manually how can we internally say they are a “free” registrant without showing that option online to registrants?

Also, if I add a new question for this year or want to eliminate a question from last year, do I have to create a new Question Group?

Thank you!


Lorenzo Orlando Caum

  • Support Staff

April 20, 2015 at 1:20 pm

Hi Sue,

Questions & Question Groups
Questions are linked to Question Groups.

Then question groups are enabled on a per-event basis through the event editor.

By default, Event Espresso requests a name and and email on a new event. You can edit the event via the event editor to enable your additional question group that has your other questions.

It will then appear during registration and show your additional questions.

Removing a question from a question group
On the question regarding the country question type, you won’t be able to delete it as it was previously used by at least one event. However, you can disable it for new / ongoing events.

Login to your WP dashboard and go to Event Espresso –> Registration Forms.

Now click on Question Groups. Then click on the Address question group. Look for the Country question and uncheck it. Then save changes.

Marking complementary tickets

You can’t create a hidden payment option. However, you can add a note like this when providing free or complimentary tickets:

Event Admin – Complementary ticket

On your last question, you can uncheck or add a new question by editing the question group. See the steps above for the country question type.


Lorenzo

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