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User profile and purchase history

Posted: August 5, 2014 at 3:02 pm


Ivis Davila-Paz

August 5, 2014 at 3:02 pm

Good afternoon, Garth.
A few questions regarding Event Espresso features…
1. Can we opt for LogIn access for purchase of an event?
2. Can we opt for a Registration and/or creation of a personal profile from which to do purchases and keep track of personal purchases?
3. We are considering the integration of LearnDash to Event Espresso. This tool has a “My Profile” feature and requires LogIn. Can these features substitute or integrate to Event Espresso’s LogIn?

We are trying to have a profile page per customer that allow us to gather and keep track of user info and behavior to anticipate course needs and possible future offers.
Any ideas on how Event Espresso features and/or integrations can help us achieve this purpose will be more than welcome. Recommendations in regards to best practices for what we are trying to achieve, more than welcome too.

Would really appreciate if we could arrange for a conference call so our development team can clarify any doubts before implementation and launching.

Thank you for your concern and support.


Lorenzo Orlando Caum

  • Support Staff

August 6, 2014 at 3:16 pm

Hello,

An event in Event Espresso 3 can be set to member only through the event editor:

http://cl.ly/image/1H3y173D2O1j

The following shortcode will show a list of events for an attendee or registrant:

https://eventespresso.com/wiki/shortcodes-template-variables/#my-events

Learndash is compatible with Event Espresso 4.

Let us know if you have any other questions.


Lorenzo


Ivis Davila-Paz

August 14, 2014 at 3:16 pm

Good afternoon Lorenzo,

Must revise these items to make sure I understand.

1) An event in Event Espresso 3 can be set to member only through the event editor.
– You mean this is a functionality of the current EE3 we use. So it just needs to be activated when an event is created and it will enable for member only access, which implies previous registration of the user

2)The following shortcode will show a list of events for an attendee or registrant.
– Again, we are assuming here that there is a registration process that allows for a “registered” user to access a sort of “My Page” or “My Events” log or event catalog. Am I right?

A few questions then…
-Are these two items functions of the current EE3 platform that we use or does it need to be updated to EE4?
– Or are there AdOns / Integrations? If so, which AdOns?

And one more related issue…
if a registration/LogIn can be seamlessly integrated to the EE3 or 4 module in our page, could it distinguish between regular users and VIP users. Explained>> Ideally we would like to have LogIn with access to two types of My Page/My Events: one for Human Resources personnel that will register several individuals, and another access for those and other particular individuals. How can we achieve this purpose?

Thanks for all your support.
Awaiting your response.


Dean

August 15, 2014 at 6:05 am

Hi Ivis,

1) You will need to have the WP USer Integration (Members) addon for EE3 installed and activated. Once the event has had the Member Only option set to yes, the registrant must be logged into the site to register for the event.

2) That shortcode (part of WP User Integration) will only show data to a logged in user and only their information. Also if they register for an event when NOT logged in, it will nbot be associated with them and will not show on their list.

“Are these two items functions of the current EE3 platform that we use or does it need to be updated to EE4?”

They are available via WP User Integration addon for EE3. Currently EE4 does not have a system like that in place, though in theory you could use and membership plugin as events are custom post types in EE4.

“if a registration/LogIn can be seamlessly integrated to the EE3 or 4 module in our page, could it distinguish between regular users and VIP users.”

Unfortunately not. If a Human Resource person registers people for an event then it is logged under the Human Resource persons user account. The other attendees would not be able to access that information.

I hope that helps!


Ivis Davila-Paz

August 19, 2014 at 6:17 pm

Thanks Dean,

This brings up a few more questions then…

As seen on the EE Registration Template in our site:
1) One member user can potentially register a max of 9 others

Once these 9 max registrations are generated:
– these users must become memebers for a member only event?
– does this generate a member profile for each of the 9 users?
– if a profile is generated, the question is: does the event info goes to each one of their their 9 logs or to the primary registrant log only?
– Also, does these 9 registrations become part of the primary hostess history/log?

Basically: How can we track who registrated who if one user can register other 9?

2) The registration details of each of the max 9 will be different… 9 different LogIn Profiles

Does this info get matched with a member profile if the details entered by hostess coincide?

How does this system avoid duplicating user memberships/profiles?

There is a note on a forum (from January 2014 so this might have been updated) that indicates that in order to see a member only event page (not register but to display page) , one must be a registered member. Is that still the case?

3) How can “WP Registration” AddOn (also known as Members) could help us reach the purpose of having autofilled features in profile recognition for registered members?

Thanks so much for your help. We are new on this, and learning lots with your help.


Lorenzo Orlando Caum

  • Support Staff

August 20, 2014 at 2:01 pm

Hi Ivis,

Event Espresso 3 does not create accounts on its own but you can do this by using sample coding like this:

https://gist.github.com/Apina/5576163

It can be added to your child theme’s functions.php file or a site specific plugin:

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

Regarding the functionality, if a single attendee registers for a batch of the tickets under one email, then they will have an account created and the events will be associated with their account.

This would limit tracking of the registrations to the primary registrant.

If the registration information is different, then a new account should be created for each email.

The sample code above has a check in place to prevent duplicate emails being used for an account.

An attendee/registrant would need to be logged in to see and use the member pricing. Otherwise, regular pricing will be used.

Also, the WP user integration (members) addon does assist with autofill:

http://cl.ly/image/2i3f0c282s07


Lorenzo


Ivis Davila-Paz

August 21, 2014 at 11:51 am

Thank you, Lorenzo. Very helpful. Will keep in touch as we implement the tools on the site. Thanks again.


Lorenzo Orlando Caum

  • Support Staff

August 21, 2014 at 1:29 pm

You are welcome. If you have any other questions, please create a new support post through the support forums:

https://eventespresso.com/support/forums/


Lorenzo

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Support forum for Event Espresso 3 and Event Espresso 4.
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Updated by  Lorenzo Orlando Caum 6 years, 7 months ago ago

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