Support

January 13, 2016 at 7:42 am

Hi Mike,

You can keep the billing contact info separate from the attendee info by capturing the billing contact info in a separate set of fields that appear once on the registration form.
This can be done by creating a Billing Contact Info question group, then you set the group to only appear for the primary attendee.

For invoicing, you may want to make sure the payment instructions get sent to the Company Admin email address. You can set up the messages to go to that address by setting this into the Primary Attendee TO: field when you set up any of the messages related to requesting payment:
[RECIPIENT_ANSWER_*Purchaser Contact Email]

January 26, 2016 at 3:31 am

Hi Mike,

Which message are you trying to edit to send to the purchaser?

I’d have through the ‘Registration Pending Payment’ message but from the screenshot above it seems you are editing the Registration Approved message, that message is the one that is sent after payment has been made and the registration has been approved, is that expected?

I’m assuming you want the event details to be sent to the registrant (Reg Approved mesage) but the payment emails (Pending Payment, Payment Received etc) to go to the purchaser, is that correct?

January 27, 2016 at 5:01 am

So it looks like I should make the changes so that the [RECIPIENT_ANSWER_* Purchaser Email] is in the TO fields for the following messages?

“Registration Pending Payment”
“Payment Received”
“Refund Issued”
“Payment Reminder”
“Payment Declined”
“Payment Failed”
“Payment Cancelled”

Yes, that’s how I would set it up.

But the others TO field is either [PRIMARY_REGISTRANT_EMAIL] or [RECIPIENT_EMAIL]?

It depends on how you want it to work on this step.

The registration approved message has a Primary Registrant AND a Registrant ‘context‘. If you have both enabled then the Primary Registrant will actually receipt both (because they are both the primary registrant and a registrant) the additional context is to allow you to send additional information ONLY to the primary registrant.

Most users do not want both activated, and just use the Registrant context, using the [RECIPIENT_EMAIL] shortcode in the To field.

So set the Primary registrant TO field to nothing and save, set the Recipeit TO field to [RECIPIENT_EMAIL] and retest (after also changing the payment emails above)

Does it then work as expected?

Also there is one ‘gotcha’ with this setup, a single user that is both the purchasers AND the payee, needs to enter their email in both email fields or they won’t receive the payment related messages.