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How to handle “Pre order bookings” coming from affiliates

Posted: November 22, 2024 at 9:50 am

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Markahn

November 22, 2024 at 9:50 am

Discription of desired handling

We are selling Tickets for special driving courses.
External driving teachers lead possible customers via QR-code generated in Affiliate-WP to our webpage.

In a contact form*1 they only fill in name, email address and telephone number.
Done so they register to the following:

1.being part of EE booking system having booked a fake course*2 in e.g. 2055 having paid 1 cent upfront.
2.being immediately recognized in Affiliate-WP as new referral by the affiliate driving teacher.

Our office will now contact the possible customer and ask for the rest of all required data to book a real course. When all data are collected and payment is made the participant changes into a new course in the near future.
This also changes the reference displayed in Affiliate-WP. The affiliate teacher can now see that his referral has booked and paid a real course*3 and that he is obliged to a provision.

*1
I can set up an event/ course with 1 cent tickets, but do not want the visitor to choose a number of tickets and then click on to another page. I also do not want them to fill in more than 3 fields: name, email, phone number nor to see our standard button “order and pay”. Any unfilled fields could have a standard value beeing replaced manually later.

*2
This in EE is needed to be part of the booking system and at the same time guarantees visibility in Affiliate-WP.

*3
By changing the course the reference displayed hopefully will change in Affiliate-WP too.
The whole process must not interfere with a fresh booking of real courses – whether customers come from Affiliates or solely find their way to our webpage.

Discussion/ Question:
As described above, Is that possible? How would I set up that kind of booking form? Are there examples of doing that?


Markahn

November 22, 2024 at 9:54 am

its not “he” but “we” are obliged to a provision.


Tony

  • Support Staff

November 26, 2024 at 8:01 am

Hi there,

In a contact form*1 they only fill in name, email address and telephone number.
Done so they register to the following:

Using a contact form? Or an EE event?

We don’t have an integration with any contact form that will register someone onto an event without going through the checkout process built into Event Espresso.

1.being part of EE booking system having booked a fake course*2 in e.g. 2055 having paid 1 cent upfront.

Just to note, I don’t know of any payment merchant that will allow you to pay 1 cent, they all have a minimum of at least 50 cents+.

Just something to be aware of as the payments for 1c will usually be rejected.

2.being immediately recognized in Affiliate-WP as new referral by the affiliate driving teacher.

Wait, so the payment of 1c you mentioned above is just to get them showing up in Affiliate-WP?

*1
I can set up an event/ course with 1 cent tickets, but do not want the visitor to choose a number of tickets and then click on to another page. I also do not want them to fill in more than 3 fields: name, email, phone number nor to see our standard button “order and pay”. Any unfilled fields could have a standard value beeing replaced manually later.

You can set up an event specifically for these initial registrations and on that event only ask for the 3 system questions.

First Name, Last Name, Email address.

Then ‘move’ the registrant to the ‘correct’ event using the attendee mover tool:

https://eventespresso.com/product/eea-attendee-mover/

*2
This in EE is needed to be part of the booking system and at the same time guarantees visibility in Affiliate-WP.

I’m not sure what this means.

*3
By changing the course the reference displayed hopefully will change in Affiliate-WP too.

Or this.

Can you add further details?

—-

As described above, Is that possible?

Possible, yes, but you will need some custom code as some of what you are trying to do is not how the affiliate add-on currently works.

Are there examples of doing that?

I’m not aware of any previous examples for this.


Markahn

November 26, 2024 at 3:42 pm

Thanks Tony for your reply. Yes you got it right: the registrations should happen within EE´s registration process. First because it will register the customer to EE and second because it will hand over the booking to affiliateWP – but there unfortunately only as visible to the affiliate if it´s transaction is paid. That´s why I thought a payment of 1c would be suitable. We do not follow-up transactions in EE – we only accept upfront payment to our bank account or cash on the course itself, both being checked right before the course – and we don´t want to manually set each transaction as paid. Since we need to show the booking immediately to the affiliate we seem to have the transcation set to “paid” from the beginning. If You got any other idea your welcome to mention it here…

The idea behind that change of event/course is that the affiliate will at first see the registration right after it is done (which is what he wants in order to trust us). With the registration in his affiliate area he will see the referrals name and the reference – which at first is the events name e.g. “Preorder WAB”. Later when our office changed the Preorder-event to a real course I hope that in his affiliate area he will still see the name but the reference will change to the real courses name e.g. WAB-24.05.2025.

Since he won´t get his commission until his referral has booked a real course this – the change of the reference – will signalize that we are now obliged to pay.

My biggest problem now seems that I need a workaround to the ordinary registration process in EE in order to get the referral into the system without consuming his time. (They affiliate and referral are sitting in a car right after they had a driving lesson and they both want to get away as quickly as possible). I have no idea how to get a second form together that only catches name, email and telephone number. Our normal checkout needs a lot more data like drivers licence, birthday, and more. But I thought it would be the most elegant way. In other questions here I was thinking of different approaches to solve the whole issue…


Tony

  • Support Staff

November 27, 2024 at 8:06 am

We do not follow-up transactions in EE – we only accept upfront payment to our bank account or cash on the course itself, both being checked right before the course – and we don´t want to manually set each transaction as paid.

Ok, so that means your features EE but then outside of the normal registration flow, which means you’ll need some customization to do what you need.

Since we need to show the booking immediately to the affiliate we seem to have the transcation set to “paid” from the beginning. If You got any other idea your welcome to mention it here…

All of the functions for the EE WP Affiliate add-on are run via hooks, which means you can use those same hooks (Or others) to update the referral when/as you see fit.

The idea behind that change of event/course is that the affiliate will at first see the registration right after it is done (which is what he wants in order to trust us). With the registration in his affiliate area he will see the referrals name and the reference – which at first is the events name e.g. “Preorder WAB”. Later when our office changed the Preorder-event to a real course I hope that in his affiliate area he will still see the name but the reference will change to the real courses name e.g. WAB-24.05.2025.

Updating the Affilate WP record when the registration is moved wont happen as part of the current code within the add-on.

Again its doable but will need custom code.

I have no idea how to get a second form together that only catches name, email and telephone number. Our normal checkout needs a lot more data like drivers licence, birthday, and more.

Why not just create another event specifically for referrals and in that event require ONLY the personal information question group with First Name, Last Name, Email and possibly phone.

If you’ve already edited the personal information question group to include a bunch of other questions, you can just separate those questions into another custom question group and select that group on your other events to make sure those are collected, leaving personal info to collect those 3/4 question in both cases.


Markahn

November 27, 2024 at 8:52 am

“Why not just create another event specifically for referrals and in that event require ONLY the personal information question group with First Name, Last Name, Email and possibly phone.” Yes, that´s what I did. But then it still needs a choosen ticket and an extra click on a button that writes “order and pay”. Is there a way to already choose/ predefine the number of tickets and directly offer the input form?


Tony

  • Support Staff

November 27, 2024 at 9:02 am

You can’t skip the ticket selector, but you can set the Ticket to be required and I’m assuming they only need 1 tickets?

If that’s the case, set the ticket to be required and use some CSS to hide the ticket selector.

Then the just click the button itself and register.

How are you setting the ticket selector button to be ‘Order and pay’ as it stands? (Thats not a default EE string, so its been changed somehow already).

Can you link me to the event in question so I can take a look?


Markahn

November 27, 2024 at 9:15 am

yes, need only 1 ticket, and okay, will have to check what you wrote. Will send a link later… thnx


Markahn

November 27, 2024 at 9:16 am

and yes I changed the strings within a function to replace strings in functions.php


Markahn

November 27, 2024 at 9:17 am

might have to apply some javascript only to this page then…


Tony

  • Support Staff

November 27, 2024 at 9:33 am

and yes I changed the strings within a function to replace strings in functions.php

Using FHEE__EE_Ticket_Selector__display_ticket_selector_submit__btn_text?

If so that filter is passed the $btn_text and the EE_Event $event, so you can check for the correct event ID and return different text based on that.

might have to apply some javascript only to this page then…

To auto-submit the button? Sure, that could work.

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