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Registration workflow

Posted: March 21, 2016 at 5:15 pm


Daniel

March 21, 2016 at 5:15 pm

I want user information to be pre-populated for event registration (custom questions). This means I need to use the WP User module, correct?

Right now, the workflow is not very intuitive:
1. New user wants to register to an event. Clicks Register for event, buy one ticket.
2. EE forces user to login on or register. Presumably there is a way to allow account creation on first ticket purchase, but I’m not sure where that option is in all the menus; I’ll click around and see if I find it.
3. User creates new account. This takes the user to example.com/wp-login.php?action=register
— How can I add the question groups from EE to the WP user registration page?
4. User submits form with username and email.
5. EE / WP sends user a confirmation email to create account.
6. User clicks link, sets new password, and confirms new account.
7. User is taken to the WP profile page.
— How can I display the EE profile questions answered during registration on this page? (assuming that this is possible in step 3, as above)
example.com/wp-admin/profile.php
8. After the user gets over the confusion of being taken to the profile page in step 7 (rather than event registration page), they can go back to the events page and register for an event (as in step 1) and then proceed to payment.

The workflow of this is not fluid. What’s the best way to improve this so it goes as follows?
a. User wants to register for new events.
b. User fills out all custom questions, clicks submit, and is taken to payment form.
c. WP automatically creates user account on payment and sends confirmation email.
d. User confirms account and is registered for an account in WP / EE as well as they are registered for the event.

By the way, with your help, I was able to set up the snippets for retrieving the saved information from the user profile (my last support request). Thank you.


Lorenzo Orlando Caum

  • Support Staff

March 22, 2016 at 1:27 pm

Hello,

The default behavior for the add-on when enabled is to not force a login for an event or create a user. That can be changed through the event editor:

http://cl.ly/0V0y0f1s2E2j

There are also global settings that affect the defaults that are used for events in Event Espresso –> Registration Form –> User Integration settings.

The registration flow will then be similar to what you described except that the account is created once the information is submitted (not at the end of registration). If you are using the sample code snippets to store and retrieve information, then the information will be pre-populated for future registrations as long as they are actually logged into your website.


Lorenzo


Daniel

March 23, 2016 at 12:05 am

Lorenzo,

Thank you for your assistance. Now I better understand. So this has resolved part of the situation. However, I still have some concerns to address in step 4.

Present workflow
1. New user wants to register to an event. Clicks Register for event, buy one ticket.
2. EE prompts user to log on or else fill out information for a new account and event registration simultaneously.
3. If user creates new account, EE / WP sends user a confirmation email. User clicks link, sets new password, and confirms new account.
4. After user sets password, user is taken to the WP profile page — example.com/wp-admin/profile.php
— How can I display the EE profile questions answered during event registration?
– Is there a shortcode to call the question groups or do I need to hack together some PHP to call the fields from the DB?

This is getting pretty close to how I would like it working! Thank you for all your assistance. It’s the first time I’m setting up EE. Looking forward to try EE5 whenever that comes out.


Tony

  • Support Staff

March 24, 2016 at 5:42 am

Hi Daniel,

EE4 does not currently save reg form questions to the user, to do that you would need to save the answer to custom user meta values and then display those details on the profile page (you could pull them dynamically from the last registration but they could use different values each time)

Can I ask what it is your looking to do within the profile page?

The reason I ask is the EE4 User Integration add-on add the ‘My Events’ section to the profile page which is a little similar to this:

https://eventespresso.com/product/eea-wp-user-integration/#espresso-my-events-shortcode

Is that what you are looking for?


Daniel

March 25, 2016 at 4:53 pm

Hi Tony,

Thanks for pointing out that shortcode, exactly what I need. I’ll hack around and make myself a custom profile page with that now. I prefer not to see the WP Admin top bar and side bar.

Btw, I tried using Theme My Login plugin to make a custom profile page, but it broke quite a bit of EE functionality (namely registering for events and loading the events calendar). Obviously I can’t expect that every plugin will be compatible with EE, but I thought it was worth mentioning. Just turning on the Theme My Login (without any of it’s actual modules enabled) breaks things.

I wanted to add the questions to the profile page in case users want to customise their responses later on, however I guess perhaps I’m just being pedantic. Users can edit their details upon registration of an event, that is sufficient.

Thank you for your help!

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Status: closed

Updated by  Daniel 3 years, 7 months ago ago

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