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sliceliterary
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January 25, 2016 at 10:03 pm
Hi, I’m hoping someone can with a couple of question about customizing messages. I’ve seen a few discussions on this topic but nothing that touches on exactly what I’m hoping to do…
Our event requires pre-approval. I’ve customized the email that goes out when an applicant’s status is changed to ‘approved,’ but I’m hoping to include a link in that email that sends folks to their page to pay. Is there a way to do this within the ‘approved’ status email? If not, how will people be able to pay once approved? Ideally all info would be included in one email so we’re not cluttering the registrant’s inbox. (I don’t think it matters, but fyi, we’re using Braintree for payments.)
Separately, when I click “Resend Registration Details,” the email that’s generated has the wrong contact email in the “Connect with this Event” box. Where can I edit the content of this email? I don’t see it in the Default Messages Templates.
Thanks so much for your time!
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Tony
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January 26, 2016 at 6:26 am
Hi there,
When you set a registration to ‘Approved’ that registration applies to the events sold values regardless of payment status, is that expected?
Usually I would recommend setting the registration to ‘Pending Payment’ and send the messages for that message type (which includes a link to pay by default). You can also add a link to the payment options within the Registration Approved message using the [PAYMENT_URL] shortcode although I would highly recommend using the above method.
Separately, when I click “Resend Registration Details,” the email that’s generated has the wrong contact email in the “Connect with this Event” box. Where can I edit the content of this email? I don’t see it in the Default Messages Templates.
That’s using the [EVENT_AUTHOR_EMAIL] shortcode, which would be the email address for the user account that created the event. You can change this within each individual message template under the event list section – http://take.ms/cEGYz
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sliceliterary
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January 26, 2016 at 1:09 pm
Hi, Tony–Thanks for your help with this. I think the [PAYMENT_URL] shortcode is exactly what I was looking for. Regarding ‘Registration Approved’ vs. ‘Pending Payment,’ we went with ‘Approved’ because people need to apply and then get accepted to attend the conference. That said, since we’re customizing the message, it sounds like we can send the same customized message using the ‘Pending Payment’ template, and the only difference would be how their status looks on our back end. Is that correct? Please let me know if I’m missing something.
Regarding the “Resend Registration Details” email, I don’t see where I can update that message in the templates. It’s not in my “Default Message Templates.” Should I be looking somewhere else?
Along these lines, I have a couple more questions about default messages:
— Is there a place where I can update the message that people see on the front end after registering for an event? I’m thinking specifically of the text that goes along with the “IMPORTANT NOTICE: EVENTS REQUIRING PRE-APPROVAL” message that appears once you fill out the Attendee Information form.
— Is it possible to avoid having any emails sent to registrants other than those we select? For example, all applications are ‘Pending Approval’ so we’ve set it up to send the “Not Approved Registration” email. When I apply as a test, I actually get three emails: The “Not Approved Registration” plus an email with subject line “Registration Summary” and another with subject line “Registration Not Approved.” What is controlling those two other emails? Can I stop them from going out? Ideally registrants would only get one email when they submit the form.
Thanks again! I really appreciate your help.
Maria
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Lorenzo Orlando Caum
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January 26, 2016 at 1:27 pm
Hi Maria,
The resend registration details will use the Registration Approved message type.
Here is an example of how to change the messaging that is shown for a pre-approval registration during registration checkout:
https://gist.github.com/lorenzocaum/28ccc3b92d38e1dbc046
It can be added to a site specific plugin (https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/).
The messages that are going out can be turned out by removing the shortcodes from the TO field.
Go to Event Espresso –> Messages. Then locate a message such as Not Approved Registration. Then click on the Registrant. You’ll now be viewing the messages editor with the Not Approved Registration message type for the registrant recipient loaded.
Remove the shortcode from the TO field and save changes.
Here is a video of the steps above:
http://cl.ly/0a44373m1R2w
Registration Summary is from the multiple event registration add-on. When you register for multiple events at once, then this message type sends a summary rather than emails for all events. If you want to turn this off, then go to Event Espresso –> Messages –> Summary. Then drag and drop the registration multi-status summary message in the in-active area:
http://cl.ly/2L2W1n1u342r
—
Lorenzo
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sliceliterary
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January 26, 2016 at 2:43 pm
Thank you, Lorenzo! I was able to fix the Registration Summary as you’d instructed.
I haven’t tried to change the messaging that is shown for a pre-approval registration during checkout, but I will do that next.
I appreciate the video to help stop sending the “Registration Not Approved” email. I did as instructed, but the email we *don’t* want is still going out. And the one we’ve customized now is not being sent. Just to clarify, the email I don’t want to send has the subject line “Registration Not Approved”. The one we’ve customized, which we *want* to go out, is the “Not Approved Registration” template.
I wonder if this has to do with the “Switch Recipient” option at the top of the screen. In my “Not Approved Registration” template, the recipient is set to Event Admin. When I try switching it to Primary Registrant and click save, the system overrides the change and switches it back to Event Admin. Could this be the reason my customized email is not going out when I remove the shortcode from the TO field?
I’m also still running into issues with the ‘resend registration details’ because it is not sending the Registration Approved message. It’s sending something different and I don’t know how to access that message because it’s not in my templates. It’s strange, and it’s similar to the issue I described above. Messages are being used that I don’t have access to (at least, I can’t find them!). This is the case for ‘resend registration details’ as well as the “Registration Not Approved” email that we don’t want to send.
What can I be doing wrong?
I hope this isn’t too confusing! Thanks again for your help.
Maria
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Tony
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January 27, 2016 at 4:56 am
I wonder if this has to do with the “Switch Recipient” option at the top of the screen. In my “Not Approved Registration” template, the recipient is set to Event Admin. When I try switching it to Primary Registrant and click save, the system overrides the change and switches it back to Event Admin. Could this be the reason my customized email is not going out when I remove the shortcode from the TO field?
Yes.
Each message template has multiple ‘contexts’, for example the information you send to the event admin will very likely be different from the registrant themselves. So a message template actually has multiple message template within it, one for each context.
Take a look here: https://eventespresso.com/wiki/messages-system-working-with-message-contexts/
You don’t select the registrant in the dropdown then save, you select the context you want to edit and click to switch to that content. Then edit that template and save the changes.
Does that make sense?
Messages are being used that I don’t have access to (at least, I can’t find them!). This is the case for ‘resend registration details’ as well as the “Registration Not Approved” email that we don’t want to send.
Its most likely that your editing the Event Admin context when editing the template, then the message you receive as a registrant is still the default.
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sliceliterary
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January 27, 2016 at 9:14 am
Thank you, Lorenzo! The explanation of message contexts clears up everything. 🙂
I just have one last question:
Earlier this month you helped me expand the margins in our registration page. I’d like to do the same on our Thank You page, which people see after they register. What would the CSS code be for that page?
Thanks again–you’ve all been a major help!
Maria
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Lorenzo Orlando Caum
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January 27, 2016 at 11:11 am
Hi Maria,
Could you share a link with a sample registration on the thank you page (e.g. run through a test registration and copy and paste the thank you page URL here)?
If we browse there directly, then we see a page with the notice.
—
Lorenzo
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sliceliterary
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January 27, 2016 at 11:46 am
Yes, here is the thank-you page I’m referring to:
http://slicelitcon.org/thank-you/?e_reg_url_link=1-df2bbd3d9adba3f3e7d2b57d08c2a0ce
Thanks again!
Maria
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Josh
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January 27, 2016 at 2:21 pm
Hi Maria,
This should add some margins to that page:
#espresso-thank-you-page-overview-dv {
margin:30px;
width: auto;
}
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sliceliterary
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January 27, 2016 at 7:34 pm
Thank you! That did it. I think I’m all set with the issues discussed in this thread. Thanks again to everyone who helped.
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Tony
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January 28, 2016 at 3:17 am
Great, I’m glad your up and running 🙂
I’ll mark this thread resolved.
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