Support

Home Forums Event Espresso Premium User Management Setup

User Management Setup

Posted: April 14, 2016 at 12:07 pm


Samantha

April 14, 2016 at 12:07 pm

A few questions, I tried to find answers myself but that actually led to more questions…so here we go:

1) Regarding this post:
https://eventespresso.com/topic/how-do-we-automatically-create-wordpress-user-someone-registers-for-an-event/
and this screenshot:
https://eventespresso.com/topic/how-do-we-automatically-create-wordpress-user-someone-registers-for-an-event/
I realize this is EE3, but I’m wondering if EE4 is supposed to display this info on the user account page, because ours isn’t and I would really like it to.

2) I’m still unclear on what actually happens with contact information on registration. All of our events require an account. I’m still determining whether I want to require a login prior–this seems to mess up the flow because I haven’t found a way to get them back to where they were after being derailed on creating an account—however for an existing user it’s the most seamless. Or whether to set it to automatically create an account upon registration, which seems to be better for a new registrant but is a current user prompted to login if the emails match and are they brought back to the registration? Then I saw a thread dealing with the contact info setting: http://cl.ly/0U1T1k2A2t3X Which got me thinking, do I need to even include this in a registration…I was trying to figure out how to set the “address information” on an event to automatically also require address info for every event, but after reading that thread I’m not sure if I even need to do that. If I don’t include it, and I have this set, and I’m requiring them to login or an account created for them, and they have an existing account when they login and already have address info set, does the address info then stay with the registration? this is actually preferred for me, if it works that way. I would test it but this is just too many variables for me to reliably test and too many settings that I’m not sure of the implications of.

3) I’m still having an issue with the Phone number. Should this be in the Required information group or the address information group to be happiest? It does not seem to be happy (IE get updated) in the address info group. If I don’t have it in required, it gets blanked out if I don’t put it in the address information and include the address information as required questions on the event.


Josh

  • Support Staff

April 14, 2016 at 4:42 pm

Hi there,

For your #1 question, it turns out Event Espresso 4 does not display the additional profile fields.

Is a current user prompted to login if the emails match and are they brought back to the registration?

Yes, they are prompted to log in if the emails match. You can see an example of what the prompt looks like on the WP User Integration’s add-on feature page:

https://eventespresso.com/product/eea-wp-user-integration/#traffic-cop

Along with that, when they click on the log in button it displays a modal overlay where they can log in, so they’re not taken away from the registration form page.

If I don’t include it, and I have this set, and I’m requiring them to login or an account created for them, and they have an existing account when they login and already have address info set, does the address info then stay with the registration?

If I’m understanding your question, the address information will be in their contact record, which will display in the registration in the Contact Details.

I’m still having an issue with the Phone number. Should this be in the Required information group or the address information group to be happiest?

I’m not sure if it matters which group the question is in, I haven’t tested what happens if it gets moved to another group. I can try to show how the Phone Number field is set up by default:

First, the Phone Number field that’s automatically created in the database when Event Espresso 4 activates looks like this in the questions editor:

https://www.evernote.com/shard/s4/sh/338e34de-b378-4814-b122-c9eae5895182/3914cba5b05b553b4665c397c738a283

You’ll note that’s designated as a System Question.

Then, if you go to edit the Address Information question group, it should look something like this:

https://www.evernote.com/shard/s4/sh/478ba418-af20-46ef-bde0-e3ac12914c77/9391b5152f8ba404e368ee9d3517b754

If any of the address group questions are in the registration form and they’re left blank, *and* the sync feature is turned on, then for better or worse they’ll get synced to be empty values. Turning off the sync feature prevents this, and another option you can check into is there’s a way to extend the registration form with hooks so it will autofill all of the contact fields onto the reg form. There’s an example in our code snippet repo:

https://github.com/eventespresso/ee-code-snippet-library/blob/master/addons/eea-wp-user/jf_filter_address_answer_for_wpuser.php


Samantha

April 15, 2016 at 8:51 am

Regarding the phone number, it turns out that you have just recently changed that hook because it did *not* previously include the phone number. My version does not have the phone number and I see from the link you sent me that it was updated in the last 16 hours. I was trying to determine why the phone number wasn’t included, I didn’t know if there was a specific reason why it was being left out, but I guess you guys figured it out and added it. So my phone number question is resolved.

As for the rest, I was trying to only ask for the address information if the registration was new, and not ask it for a returning registrant, but it does not seem like things can be setup that way. I will try to work out a way to disable it if it contains info. We have people who change their info to n/a if given the chance. So it’s more of a problem on our end 😉 We do the initial registration on 90% of our events, so we don’t want someone changing their address later after we’ve entered it. But still need to allow it to be entered upon registration. I think the disable is the way to go.


Samantha

April 15, 2016 at 8:58 am

Just FYI, if you have phone number in the Address information group in E3 it does not get migrated to E4. Moving it to personal information was the only way it would come over. (Or I might have that backward, I’m going on memory.) So that combined with it not being part of the custom script, prompted me to ask the questions above. I’m not sure if part of your updates to include the phone number also resolved the migration issue. I do have extensive documentation and screen shots showing the issue, I need to gather those up to send to you but I will wait until I’m finished setting up the client before I use precious time on such things 😉


Josh

  • Support Staff

April 15, 2016 at 9:09 am

Updated:

I didn’t know if there was a specific reason why it was being left out

It was an oversight.

The support post ‘User Management Setup’ is closed to new replies.

Have a question about this support post? Create a new support post in our support forums and include a link to this existing support post so we can help you.

Event Espresso