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euphorie-design
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January 15, 2025 at 8:07 am
Dear Support,
when I´m in the overview of all registered people I can tick the box left to their name. After that I can choose different actions (like confirming their payments etc.) from a drop down menue in the top left corner.
How do I change/create
1. The options in that drop down
2. The action that happens when choosing an option, e.g. sending a standard message (like a payment reminder)
Many thanks and best regards,
Uli
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Garth
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January 15, 2025 at 4:39 pm
Hi there,
I’d like to clarify your question. Are you asking how to register new options or build new functionality?
The options in the dropdown menu are part of the default Event Espresso functionality. Currently, there is no built-in user interface to directly add or modify these options. However, if you are comfortable with custom development, you may be able achieve this by leveraging WordPress filters and actions provided by Event Espresso.
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euphorie-design
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January 17, 2025 at 7:15 am
Hi Garth,
Thank you for your reply.
OK, I understand now that I can not change any of the options in the dropdown menu.
I am not comfortable with custom development.
My goal is to send a payment reminder to a customer.
In the section “messages” i do have a standard template named “Payment reminder”. I just do not know how to make it happen, that an option of the dropdown menu will trigger this specific template.
Best regards.
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Tony
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January 17, 2025 at 7:34 am
Hi there,
We don’t currently have an option to bulk sne the payment reminder so that would require custom development.
However, you can trigger that reminder through he Transactions list table.
Go to Event Espresso -> Transactions.
Find the name of the primary registrant this is for in the list and look in the Actions column.
The icon there triggers the reminder.
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OR there is also one within the Transaction itself.
Go to Event Espresso -> Registrations.
Find the registrant you want to send the reminder to and click on the Reg Date value or the icon.
https://monosnap.com/file/a24eghBGURgeq4lvuQui0V6hC6cePb
Theres a button to trigger the payment reminder within that section:
https://monosnap.com/file/1Cggi0mCUEW0V0FSV4fuWGlvNndgTz
Is that what you are looking for?
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euphorie-design
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January 17, 2025 at 9:25 am
Hi Tony,
Thank you for your reply.
I was looking for the “bulk”-solution.
But thank you for showing me the possible solutions, I can work with that.
Thank you very much and best regards.
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