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How to send email with invoice immediately after registration form?

Posted: February 9, 2015 at 12:48 pm


Evan Cervelli

February 9, 2015 at 12:48 pm

This is a new installation.

Hello, I would like to know how to have an invoice sent out immediately after the registration form is sent out to all registrants. I saw this working in Event Espresso Decaf.

thanks

WordPress Version:
4.1
PHP Version:
5.4.34
MySQL Version:
5.5.40
Event Espresso Version:
4.6.4.p
Site address (URL):
http://www.localprosperity.ca


Lorenzo Orlando Caum

  • Support Staff

February 9, 2015 at 1:08 pm

Hi, is the registration pending payment message type enabled?

That is what prompts the registrants to pay for their registration after registration checkout via the invoice payment method.


Lorenzo


Evan Cervelli

February 9, 2015 at 6:48 pm

I think it is enabled, but I don’t really understand how to check. I want the email sent when the registrant clicks the “proceed to payment” button. How do I make sure that an email with an invoice and all the registration information is sent out to the registrant before they are on the payment page?


Lorenzo Orlando Caum

  • Support Staff

February 9, 2015 at 7:16 pm

Hi, the notification system doesn’t run at that point as they haven’t selected any payment methods.

It runs when they arrive on the thank you payment if they have selected an offline payment method such as bank or invoice.

You may have seen it send out faster if you were testing out a free registration as that doesn’t require a payment method.


Lorenzo


Evan Cervelli

February 10, 2015 at 8:07 am

Here is what were are really needing to work on our event/registration process …

1. Emailing registrants a Registration Pending Payment email. This email needs to be automatically sent out to anyone who fills out the registration form. The Email needs to be sent when they click the proceed to payment button, there may be another trigger for sending the email, but it needs to be triggered by everyone at some point after they fill out the information. This is a critical part of the registration process. The email should include everything in a standard invoice as well as answers to all the questions that they filled out. It should also have Social media contacts and some useful information about the conference.

2. Registrants need a method to self-edit their own registration information in-case they make a mistake. I think this maybe as simple as putting a piece of short code in the above email.

Here is a link to the preview …

http://www.localprosperity.ca/?post_type=espresso_events&p=1325&preview=true

Could you please provide us step by step direction so we can implement this as we are really on a bit of a deadline.

Thanks so much. 🙂


Lorenzo Orlando Caum

  • Support Staff

February 10, 2015 at 11:49 am

Hi, the registration pending payment email does not go out until after an attendee selects their offline payment. It cannot be changed to go out at a different time.

The registration pending payment email can be edited through the messages system:

Event Espresso –> Messages –> Registration Pending Payment. Then click on the Primary Registrant recipient link.

This shortcode creates a link for editing a registration:

[FRONTEND_EDIT_REG_LINK]

It can be added to the Attendee_List area. Here is an example:

http://cl.ly/image/1N0U3g0X1t2D

[FNAME] [LNAME]
  • Registration Code: [REGISTRATION_CODE]
  • Edit Registration: [FRONTEND_EDIT_REG_LINK]
  • Tickets:
  • [TICKET_LIST]

The additional information can be added to the email in a similar manner. The right side of the screen shows shortcodes that are available for a particular area.

For example, the [INVOICE_LINK] shortcode could be added to the Main content area.


Lorenzo

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