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Registrant Name Shortcode Workaround for Messages

Posted: January 31, 2020 at 10:10 pm


UPC

January 31, 2020 at 10:10 pm

Hello. Can you please give me some feedback on a couple of non-standard changes I made in the configuration of the Personal Information questions?

ISSUE:
We register children for a day camp, and need a way to address each child’s parent/guardian automatically in the automated messages. We also need a way to automatically insert the child’s name in the messages when listing registrations.

My Workaround Solution – Steps:

    1) In Personal Information questions, changed “First Name” system question text to “Name
    2) Changed “Last Name” system question text to “Parent/Guardian Name
    3) Created custom message template for every Message
    4) Modified each custom message’s shortcodes where appropriate, using “[PRIMARY_REGISTRANT_FNAME]” to display the child’s name, and “[PRIMARY_REGISTRANT_LNAME]” to display the Parent/Guardian’s name.

I understand that this will not allow me to reference first and last names separately, but other than that, should I be concerned about this configuration?

Thanks.


Tony

  • Support Staff

February 3, 2020 at 3:23 am

Hi there,

I understand that this will not allow me to reference first and last names separately, but other than that, should I be concerned about this configuration?

Yes.

I highly recommend you do not repurpose system questions for anything other than what they are expected to be used for.

This may not sound like a dramatic change but by doing the above you’ll have parents names saved in the database as the EE contacts last name and again that may not sound like much of a problem but anywhere EE then expects a single last name may now not be and fixing that when/if it needs to be, is not going to be straight forward and not something we can do for you under support.

Some users did this in EE3 and it worked for them at the time but then further down the line (especially when trying to migrate to EE4) it caused them major issues as the database was expected to hold X but returned Z,P,N and O.

EE4 has custom questions you can add to the registration form for this, so there is really no need for the above workaround.

So lets start by getting to know what data you need.

I’m assuming you need:

Child Fname
Child Lname
Email address (Likely the parent’s?)
Parent Name (Be it first and last separately like the above questions or full name)

You want the Child’s details to show in the registration lists for each event rather than the parents, and the child should show as the attendee throughout including the CSV report?

Meaning, in short, you want the emails to go to the parent’s email but the Child listed as the attendee?

Note that EE doesn’t have a ‘feature’ to separate these out, it is possible to do but it just takes a little more admin work to set up which is why I’m confirming the above before sending you down the wrong path for this.


UPC

February 8, 2020 at 5:53 pm

That sounds like what I want. I also create an image that might make it clearer.

<script async src=”//s.imgur.com/min/embed.js” charset=”utf-8″></script>


UPC

February 8, 2020 at 5:54 pm

Let’s try that again… example pic


Tony

  • Support Staff

February 10, 2020 at 10:26 am

With EE, you can’t do it exactly how you have requested but something a little similar.

For each registrant to show in the registration list they need to have provided the system questions ‘First Name’, ‘Last Name’ (not actually a required question) and ‘Email Address’ (note those can not be custom questions you have created and must be the system questions).

You set questions on groups and then set the groups against the ‘Primary Registrant’ and any ‘Additional Registrants’ which means you’ll need to have something like:

Personal Info question group (you can rename it to ‘Child Info’ if needed)
Child First Name (this is the system question ‘First Name’)
Child Second Name (this is the system question ‘Last Name’)
Parent Email Address (this is the system question ‘Email’)
Child Age
Waiver
Comments

Parent Information group
Parent First Name
Parent Last Name
Phone Number
(you could request an email in this group, but note that you can’t remove the parent email from above)

So then on the event, the ‘Primary Registrant’ would request the ‘Child info’ and the ‘Parent Information’ group, and additional registrants would require the ‘Child Info’ group.

Parent email in the CHild group is compulsory, you can’t remove it from the group, however, you could use some jQuery to hide it either from all but the Primary Registrant group or everywhere and use an additional email question in the Parent group and (this is important) use jQuery to copy whatever value is set there into the system question email.

Messages can then easily be set up to use the Parent First Name, Parent Last Name and Parent Email address for all messages without hacking up anything within the database. You do have to do a little work to alter how the registration form works but there isn’t anything hacky about how you do it.

I can provide more details on how you set this up, but does the above make sense so far?


UPC

February 10, 2020 at 3:22 pm

Thanks Tony. Yes, it makes perfect sense. I have set up everything as you have described.

Parent email in the CHild group is compulsory, you can’t remove it from the group, however, you could use some jQuery to hide it either from all but the Primary Registrant group or everywhere…

I would like to “hide the parent email from all but the Primary Registrant group“. Can you please help me with that?


Tony

  • Support Staff

February 11, 2020 at 6:19 am

We (EE Support) don’t provide support for customizations so generally, the answer to the above would be that you need to contact a developer who can create this for you.

I do have a snippet that should help here:

https://gist.github.com/Pebblo/f27056f2bcf220f5d391

You can add that to a custom functions plugin on your site, we have some documentation on creating one here:

https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/

You’ll need to test this fully to confirm it works how you expect as it is not something we support.


UPC

February 11, 2020 at 3:15 pm

Thanks Tony! This is just what I needed.

I really appreciate the exemplary service you offer. You seem to grok the needs and intent of those looking for EE support. As I search the forums, I always find that your thoughtful responses shed clarity on users’ questions.


Tony

  • Support Staff

February 13, 2020 at 3:04 am

Thank you for the feedback πŸ™‚

Originally I was end-user/implementor of Event Espresso (EE3) and I think that helps. Switch roles and find the end game for that user, then switch back to get whatever we have closest to it.

Anyway… I’m glad you’re up and running, any further questions just let us know.

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Updated by  Tony 3 days, 17 hours ago ago

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