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pre-sales questions

Posted: November 16, 2012 at 4:20 pm


charlie45

November 16, 2012 at 4:20 pm

Hi
I’m looking at Event Espresso Pro for a new site but have some questions about a couple of things. I’ve been using the test drive facility and also installed the Lite version so have an understanding of how it works – it looks like powerful software and am hopeful it will serve my client’s purposes, but have been unable to confirm whether some essential features we need would be possible with the plugin.

1) using a number of custom form fields, is it possible for all data entered by the customer to be sent in an email in a custom format (for offline printing) to the event administrator, in addition to the confirmation email the customer receives?

2) is it possible to have the price update based on options selected by the customer? EG. different accommodation options, with different prices for various age groups, and a customer is booking for a family group with range of ages and accommodation preferences

as in:

Q1 Vehicle type: Car $5/Bus $10/Coach $20/Bike $1
Q2 Accommodation: Camping $5/Self-catering $24/Catered $50

So user selecting Bus and catered would be told on confirmation screen that their total was $60

3) is it possible for the customer to pay a fixed rate deposit, regardless of the total of their order? Confirmation email would tell them the total, confirm the deposit payment and state remaining balance to be paid on the day of the event.

Many thanks in advance,
Charlie.


Garth

  • Support Staff

November 17, 2012 at 12:49 am

Hi Charlie,

Let me try to answer your questions one at a time.

  1. You can use a shortcode to output the data that attendees enter upon registration, to the registration confirmation or custom email. Here is some technical documentation on outputting data into a template: http://www.screencast.com/t/JYra2eZmSb45
  2. Prices have to be pre-determined and can be setup as different tickets, or using the Multiple Event Registration addon (http://eventespresso.com/product/espresso-multiple/) again you can set up different prices/options as different events. The pricing is not conditional in the registration form, but the totals can be changed when you use the cart which comes with the mentioned addon.
  3. You would set up that deposit amount as a type of ticket, but it would say that the deposit is paid in full. You then could inform your staff that people with a “Deposit” ticket still need to finish paying.

Does that help? I hope I’ve understood, but let me know if you need more clarity.


Toki Allison

November 17, 2012 at 4:06 pm

Hi Garth,

We are considering Event Espresso but I have a few questions about certain requirements we have:

I presume customisable registration forms include ‘required’ fields as well as optional.

  1. We will need to add a % fee to cover postage and paypal that is titled ‘booking fee’ and not ‘tax’ – this needs to be oligatory to all customers.
  2. How detailed is the CSV or XLS export function for orders/addresses/customer details?
  3. We have a custom theme for our wordpress site which has been handcoded for originality – will it definitely work with it? http://www.nozstock.com And are you able to offer support/development if we install and require some tweaks to get everything looking right?
  4. Using your ticket creation add-on facility, is there flexibility for customised ticket designs and using a barcode or QR code, and any no-internet-required options? eg. currently we use a barcode scanning software referring to a database all held locally on site, as our internet connection can be intermittent so relying on internet during entry times is not an option.
  5. With the business license package what is the average turnaround time for support and do you have an available phone line?

Thanks for your time and I look forward to hearing from you.

Best,
Tox


Dean

November 19, 2012 at 1:36 am

Hello Tox,

We will need to add a % fee to cover postage and paypal that is titled ‘booking fee’ and not ‘tax’ – this needs to be oligatory to all customers.

Event Espresso uses a “surcharge” method, this can be renamed site wide, and have the amount set for either all events automatically or on an event by event basis. Percentage and flat rates options are available.

How detailed is the CSV or XLS export function for orders/addresses/customer details?

Very detailed, they contain all the attendee data on system, ranging from basics like name and address, to payment status and type, seat tag, whether a ticket has been scanned, custom question answers, etc, etc.

We have a custom theme for our wordpress site which has been handcoded for originality – will it definitely work with it? http://www.nozstock.com And are you able to offer support/development if we install and require some tweaks to get everything looking right?

If the theme has been coded to WordPress standards then it is very likely to work alongside Event Espresso. We obviously can’t guarantee 100% out of the box functionality, but we can offer limited support from the forums to troubleshoot items. However, we may refer you back to the theme developer if necessary, as our support is primarily for the plugin.

Using your ticket creation add-on facility, is there flexibility for customised ticket designs and using a barcode or QR code, and any no-internet-required options? eg. currently we use a barcode scanning software referring to a database all held locally on site, as our internet connection can be intermittent so relying on internet during entry times is not an option.

Custom ticket designs, yes, here is an example. We even have a service available to custom build the tickets for you. The tickets use a QR code system, that works with our mobile ticket app for iOS and Android. It does require an internet connection as it communicates with the website. We are examining possibilities for offline check in for future tablet based apps.

With the business license package what is the average turnaround time for support and do you have an available phone line?

The average turn around time is approx. 24-48 hours on a week day, often much faster, though on occasion longer. We have US time zone support and EU timezone (me!) support. We also offer a VIP package that includes faster response time and more features – we will be expanding on this service in the coming months. We do most of the support via the support forums, if you wish to contact us for a telephone based support we can arrange that but we do charge additional costs for it.

I hope that covers everything for you, please feel free to ask if you do have more questions.


charlie45

November 21, 2012 at 8:00 am

Hi Garth

Many hanks for your reply and the info, just wanted to follow up:

> Blockquote
> 1. You can use a shortcode to output the data that attendees enter upon
> registration, to the registration confirmation or custom email. Here
> is some technical documentation on outputting data into a template:
> http://www.screencast.com/t/JYra2eZmSb45
>

So is there nowhere in the admin interface to construct an email template that gets sent to the event organiser when someone registers? I can see how to create the custom emails but can’t see how to set which one goes to the organiser.

> Blockquote
> 2. Prices have to be pre-determined and can be setup as different
> tickets, or using the Multiple Event Registration addon
> (http://eventespresso.com/product/espresso-multiple/) again you can
> set up different prices/options as different events. The pricing is
> not conditional in the registration form, but the totals can be
> changed when you use the cart which comes with the mentioned addon.

I’m not sure whether I’m not understanding you correctly or I didn’t give a clear enough explanation first time round, but I can’t see how this would work for our scenario. Is there any way I can send you a PM/email with a link to the current (live) registration form so you can see what is needed?

Thanks for your help so far, at the moment I’m trying to establish whether this is the best plugin for what we need, as although in events management terms, we need something pretty basic that wouldn’t use many of the many features Events Espresso offers, we do have a detailed booking form and specific requirements around how the data is sent/stored.

Thanks,
Charlie.


charlie45

November 26, 2012 at 7:35 am

Hi – would really appreciate a reply to my questions above if there’s someone available today. Want to take advantage of the cyber monday sale if it looks like Event Espresso is going to work for us!

Thanks,
Charlie.


Josh

  • Support Staff

November 26, 2012 at 12:24 pm

Hi Charlie,

I’ll follow up with your follow up questions below:

So is there nowhere in the admin interface to construct an email
template that gets sent to the event organiser when someone registers?
I can see how to create the custom emails but can’t see how to set
which one goes to the organiser.

That’s correct. Only the emails that get sent to the registrants have an interface to allow customization. The email that gets sent to the admin is hardcoded. Please note that all the answers to the registration form questions will be included by default in the registration summary that is sent to the admin.

I’m not sure whether I’m not understanding you correctly or I didn’t
give a clear enough explanation first time round, but I can’t see how
this would work for our scenario. Is there any way I can send you a
PM/email with a link to the current (live) registration form so you
can see what is needed?

I’m pretty sure I understand what you’re asking for here, and the short answer is no, Event Espresso doesn’t calculate pricing based on answers to registration questions. It calculates prices based on price options that are selected from a dropdown. Here is a link to an example form that shows an example of Event Espresso’s price selector:
http://eetesting.info/3.1.josh/event-registration/?ee=1187

Please note that you can set up one price selector per event. And only one option can be selected on the standard registration form. So in the example from your original question:

Q1 Vehicle type: Car $5/Bus $10/Coach $20/Bike $1
Q2 Accommodation: Camping $5/Self-catering $24/Catered $50

this could be set up to allow for multiple selections if the Multi Event Registration add-on is activated, which allows for multiple selections in the same order. Please note that each selection will count as one ticket type and count as one attendee for each selection in the system.


charlie45

December 4, 2012 at 9:41 am

Hi guys

Thanks for all your help so far, we’ve now bought the plugin and are configuring it. I’ve just got a question about setting up a ticket to act as a deposit amount, as per Garth’s description above. I’m struggling to see how this would be compatible with having the various other ticket options that are necessary for users to select different preferences relating to the event (eg accommodation and transport). How do I get EE to only use the deposit ticket when it comes to completing payment?

Thanks.

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Updated by  charlie45 8 years, 1 month ago ago

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