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Primary Registrant not Attendee

Posted: February 15, 2018 at 8:49 pm


TOCIFT

February 15, 2018 at 8:49 pm

In recent correspondence with Josh, the following was stated

My question:

Is there a way to collect the sponsored team information and not let the registrar/sponsor be entered into the event?

From Josh:

You can set up a Question Group for the registrar, then add some clearly labeled questions for the registrar, such as “Registrar Name”, “Registrar Email”. Then in the event editor you assign that Question Group to the “Questions for Primary Attendee” only. Then, in your message templates you can address the Primary Attendee email to go
To: [PRIMARY_REGISTRANT_ANSWER_* Registrar Email]
One important tip, you can set the “Registrar Email” question type to be an “Email” question type and the software will validate the email address.

With the above changes the Primary registrant (which is attendee #1 on the forms) will still be an attendee, the difference will be the Registrar information will be tacked on with that attendee and can be used to automatically send the Payment emails and any other Primary Registrant context emails.

My question is can the “clearly labeled questions” be “Sponsor Email” instead of “Registrar Email”?

I tried placing the short code given by Josh in the TO: field of the “Event Espresso – Editing Email Payment Received Template (Event Admin Recipient)” default message template like so:

https://gyazo.com/2ecf53a898171c3471837387e71ada8a

The email did not work, but the attendee did received the email for the subscription to the email list.

Can you tell me what I may be doing wrong?

Here are a couple images that also may help.

https://gyazo.com/bcfc224ed9cfa84ed6539753f5b7b8a7

https://gyazo.com/fa5b384888e87d6c7f9060da3fc07b0a

https://gyazo.com/ab3d8603c1c9708bd739f9311a67844d

Thanks,

Laura


TOCIFT

February 15, 2018 at 9:05 pm

I did see some emails come though. They were just slow arriving.

Can you take a look anyway and make sure I’m not doing anything you see as a problem? I appreciate your help.

Laura


TOCIFT

February 15, 2018 at 9:53 pm

Also, should I change every email “To:” field that is listed with “primary registrant” as part of it’s list under the title of the email on the Default Message Templates page?


Josh

  • Support Staff

February 16, 2018 at 12:16 pm

Hi Laura,

From looking at this screenshot, one thing that may need to be corrected is that screenshot is showing the Event admin template. That template is currently set to be inactive. If you want that template to be sent it needs to be set to active.

Also, should I change every email “To:” field that is listed with “primary registrant” as part of it’s list under the title of the email on the Default Message Templates page?

That will depend on who the intended recipient is.


TOCIFT

February 16, 2018 at 3:26 pm

Ok. Thank you Josh.


Tony

  • Support Staff

February 19, 2018 at 3:16 am

Whilst the above note from Josh is valid, its also important to note that as it stands if you just enabled that context, you are using the ‘Event Admin’ context to send a message to the primary registrant – http://take.ms/4U1X0

We have some documentation on working with message contexts here:

https://eventespresso.com/wiki/messages-system-working-with-message-contexts/

I would advise against using contexts to send message to users that EE doesn’t currently expect. If at some point EE attempt to send messages to event admins you could start triggering messages you actually do want to go to event admins and they send to users as you’ve switched out the shortcode in the to field, does that make sense?

So in the example above, if you don’t want the event admin to recieve a payment recieved notice, disabled that context again.

Use the context switcher (THIS) select the ‘Primary Registrant’ and switch to it.

Now your editing the context that is intended to go to the Primary Registrant.

Switch out the shortcode in use on the ‘To’ field to use your custom one.

My question is can the “clearly labeled questions” be “Sponsor Email” instead of “Registrar Email”?

I think you have this figured out already, but the question can be whatever you want it to be, its whatever you set within the ‘Question Text’ of the custom question you are using.

I did see some emails come though. They were just slow arriving.

There is a message queue within Event Espresso so your message work through that, they us WP cron which replies on the a page on the site being hit.

So the message is added to the queue to be generated, you need to wait roughly 5 mins and hit a page on the front end.

That will ‘step’ the message to the next step which is queued for sending (you can view this in the message activity table as they work through – Event Espresso -> Messages -> Message activity), again wait 3-5mins and hit another page on your site, the message should then send.

EE does this to prevent messages from slowing down the registration process.


TOCIFT

February 28, 2018 at 5:15 pm

I have another question related to this post.

In this screenshot there are multiple recipients, but as per this screenshot, I only see one recipient email, which according to the title of the message is the admin email.

Rather confusing. Is the event author the admin? Where would the event author email address have been submitted if it is someone other than the admin?

I hope I’m understanding this all correctly. I did read the documentation and it’s a bit daunting.

Thanks,

Laura


Tony

  • Support Staff

March 1, 2018 at 3:03 am

In this screenshot there are multiple recipients

We’ve been referring to those as ‘Contexts’, as in a Registration Approved message template can have multiple contexts in which its used and each of those contexts have their own template, see here:

https://eventespresso.com/wiki/messages-system-working-with-message-contexts/

So a Registration Approved message can send a different message to the Event Admin, the Primary Registrant and each registratant. You may want different information going to the Event Admin, than you would want going to the registrant, right?

but as per this screenshot, I only see one recipient email, which according to the title of the message is the admin email.

Your editing the Event Admin context yes, but you can use the context switch to change to the others (see the above link).

Rather confusing. Is the event author the admin?

The Event Author is whichever user account is set as the author of the event – http://take.ms/NjrNX

By default that will be the user account of whichever use created the event, but you can change it using the dropdown highlighted.

Where would the event author email address have been submitted if it is someone other than the admin?

EE will pull the email address of the user account set as the event author, but you can also create custom messages and set a different email address to be used for those, then set those messages on the event. It all depends on where you want the emails to go.

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Updated by  Tony 3 months, 3 weeks ago ago

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