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How to set Primary Contact Email and Phone PER EVENT?

Posted: September 25, 2016 at 7:49 am

Viewing 8 reply threads


kdombroski

September 25, 2016 at 7:49 am

I have created a new event and I was expecting fields to set the Primary Contact Email and Phone Number. I don’t see this anywhere.

I’m brand new to Event Espresso, so maybe I’m just not seeing it? Please advise how I set the primary contact email PER EVENT, as each different event will have 1 or more contacts.


kdombroski

September 25, 2016 at 8:10 am

Sorry – I forgot to mention I am using the latest version of the Plugin: Version 4.9.12.p


Lorenzo Orlando Caum

  • Support Staff

September 25, 2016 at 5:35 pm

Hello,

By default, a new event will ask for a name and an email address for a registrant.

The phone number question is enabled for the address question group. You’ll want to switch it to be enabled on the personal question group.

That can be done through Event Espresso –> Registration Form –> Question Groups. Click on the Address Question group and then on the next page remove the check from the phone number question and then save changes.

Next, go to the personal question group and place a checkmark in the phone number question and save changes:

https://cl.ly/0Q0q2q343S0t

Then go to Event Espresso –> Registration Form –> Questions and click on Phone number and set that to required and save changes like this:

https://cl.ly/080I0k2X1z0x

At this point, a registrant will be required to provide a first name, last name, and phone number to complete a registration.

If you would like to set Event Espresso to collect this information from all guests, then go to the event and then enable the personal question group for additional registrants and then save changes:

https://cl.ly/3N3T0A043B39

Also, you should receive an email with the quick start guide soon since you recently purchased a support license for Event Espresso 4.

You can also get a copy here:

https://eventespresso.com/wiki/welcome-to-event-espresso/#event-espresso-4


Lorenzo


kdombroski

September 26, 2016 at 7:19 am

Sorry – I think you mis-interpreted my question/I didn’t use the right term. I’m looking for the ability to have different Admin/Contact Email address (and phone Number) for each event. So when people register, the appropriate person gets the email.

E.g.,

Event 1 – Kevin should get all email for Registration, Payment made, etc.
Event 2 – Lorenzo should get all email for Registration, Payment made, etc.

Currently the Email setting seems to be global, and I have a need for different event organizer per event.

LMK – thanks!


Tony

  • Support Staff

September 26, 2016 at 7:43 am

Hi there,

There’s a couple of different ways to set that up.

You can setup the messages to use the Event Author’s email address to send the ‘Event Admin’ messages to, this allows you to have a single set of message templates that are used for all emails but you need to set the ‘Event Author’ as the user account that you want the messages to go to for each event… (preferred method)

Or you can setup multiple different message templates and select the correct template for each event, (for example ‘Kevins Payment Receieved Message Template’) although that will be harder to manage.

I’ve mentioned the second option incase you can not set the event author to these users although it will be much harder to manager as you add more users, the first option would be best.

The phone number is little different as you can not pull the phone number from the ‘Event Author’ however you can set it within the event itself within the registration options – http://take.ms/vDYz6

That option is included within the Registration Approved messages by default.

So before going into details, can you set the user as the event author for these events?


kdombroski

September 26, 2016 at 8:05 am

To your last question “can you set the user as the event author for these events?“, do you mean the WordPress User? If so, I suppose I can easily create “fake” users for this purpose. My Event organizers are currently not admins/editors/etc. users, but if creating them makes this straight-forward I’m all for it!

LMK if I understood you correctly and I’ll verify I’m on my way.

Thanks for the reply!


Tony

  • Support Staff

September 26, 2016 at 12:30 pm

Yes I mean a WP User.

If you create a user account for those organizers and set them as the Event Author within the event itself then the Event Admin emails will go to them.

Be sure you set the First Name, Last Name and email within the user account to prevent any problems (sounds obvious but worth pointing out)


kdombroski

September 26, 2016 at 1:10 pm

Yes – this is all I needed. Sorry – I’m sure it was in the documentation but I missed it/need to RTFM :-). Creating a new user w/ “Event Author” user role gives me what I needed. Thanks again!


Tony

  • Support Staff

September 27, 2016 at 4:01 am

You’re most welcome 🙂

Any further problems/question please do let us know.

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