File Upload

Thursday, July 21st, 2016

At this time EE4 does not have an file upload feature. However, a third-party plugin developer has created a plugin to allow EE4 users the ability to create a file upload question type within the registration form question editor.

Here’s a description of the plugin:

Files add on plugin allows to create file type question which can be used in event registration form. Attendees will be able to upload image files while registering for an event using this add-on.

View details | Help & Support | View more third-party add-ons for EE4

Screenshots

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QuickBooks Payment Gateway

Thursday, June 30th, 2016

Receive online payments through credit and debit cards from your attendees for their event registrations using QuickBooks.

View quick links for this payment gateway →


Need to Buy a Support License for the QuickBooks Payment Gateway for Event Espresso 4?
Accept event payments with the QuickBooks payment gateway for Event Espresso

Installation

A subscription for QuickBooks Online is required to use this payment gateway.

This payment gateway is a plugin for WordPress and can be installed through your WP dashboard (WP-admin).

Download the latest version of the QuickBooks payment gateway for Event Espresso 4 from your Event Espresso account page.

Then login to your WordPress dashboard (WP-admin) and go to Plugins. Next, click on Add New –> Upload and browse to the plugin on your computer. Then select the zip file and begin the upload process. Wait for the plugin to upload and then click on Activate.

Locate your Credentials for QuickBooks

Getting QuickBooks setup requires multiple steps including creating an app through the Intuit Developer portal, entering the credentials for your merchant account in the payment methods screen for Event Espresso, and then authorizing the app to allow processing of payments.

We recommend that you first read through the steps below before getting started. This will help ensure that your QuickBooks payment method is set up correctly.

Begin by going to the Intuit Developer website: https://developer.intuit.com

1) If you have an existing login for the Intuit Developer dashboard, then go ahead and login to the Intuit Developer website. If you do not have an existing login, then register and complete that process entirely and then login to your new account.

2) Look for the button that says Create new app and click on it

3) A window will then appear with two options. Look for Just Start Coding and click on the Select APIs button.

4) You will see another screen with two more options. Look for the Accounting option and the Payments option and place a checkmark next to each option and then click on the Create app button

5) Your app will be created within a few seconds and then you’ll see the dashboard screen for your app.

The dashboard is the hub for your app that will process payments for your website. From here, you’ll be able to access your credentials and make changes to your app. Note that there are settings for Development and Production. Development is used for testing purposes and production is used for live payments.

Update your Account Profile

Look for your account name / email address in the top right area of the screen and click on it and then click on Profile. Now update the information and save changes by clicking on the Save button. If your email address has not yet been verified, then go ahead and verify it.

Your merchant account with QuickBooks should already be approved for accepting live payments. If you are not sure, then we recommend that you check with the support team at QuickBooks to confirm the status of your merchant account.

Create your Development (Testing) App

1) Click on the Development link from your Intuit Developer screen and then click on Settings. From this page, we’ll update some important information. Take your time to carefully update this information.

2) Click on APIs and place a checkmark next to QuickBooks and then Payments. Both should be checked. Then click Save.

3) Click on App Info and change the Application Name to something more memorable and easy to recognize such as “Testing app for QuickBooks” and click Save.

4) Now click on App URLs and then enter the information about your website. You should update the Host Domain, Launch URL, and Disconnect URL and then click Save.

Here are suggestions for the URLs to use:

Host Domain → Your actual domain name (e.g. yourwebsite.com)
Launch URL → Your actual domain name (e.g. yourwebsite.com)
Disconnect Landing URL → Your actual domain name (e.g. yourwebsite.com). Your app can be disconnected and reconnected through your QuickBooks payment methods page within your WordPress dashboard.

Connect your Development (Testing) App to Event Espresso

We recommend testing QuickBooks before accepting payments in live / production mode. Follow the steps below to connect your testing app to Event Espresso.

1) Click on the My Apps link, click on the app, then click on Keys. Your API keys are listed on this page.

2) Open a new browser tab and login to your WordPress dashboard (WP-admin) and go to Event Espresso –> Payment Methods and then click on QuickBooks. Then click the button to activate the payment method for QuickBooks

3) Look for the Debug Mode On? setting and set it to Yes

4) You’ll set the OAuth version option on the Event Espresso > Payment methods page to OAuth 2.0. You’ll copy from and paste to the Client ID and Client Secret fields.

Then under Redirect URIs, you’ll add a URL and copy and paste your website URL into the Redirect URI field. For apps in development, the URI can be localhost and can use HTTP.

5) Switch to your other browser tab that has the Event Espresso > Payment methods page for QuickBooks and then scroll down and click on the Update Payment Method Settings button

6) The page will refresh and you’ll see a note about establishing the app connection. Look towards the top area of the payment methods settings area for a green and white QuickBooks button and click on it

7) A window will appear and ask you to log in. If you do not see a window, then your web browser may be blocking the pop-up window. Allow pop-ups in your web browser and try again. If you still do not see the pop-up, then try logging into your WP dashboard and returning to the payment methods screen for QuickBooks through an alternative web browser (e.g. Chrome, Opera, Firefox).

Login securely using the same credentials that you used for the Intuit Developer site where your app was originally created. You may be asked to verify the account through email or another step. Go ahead and verify the account if requested.

8) You will then see a prompt to authorize the connection between your site and QuickBooks. Go ahead and click on the Authorize button. If you have multiple test companies, then select the correct company and complete the authorization.

9) Double-check that you now see a Connected status of green in the Connect to QuickBooks section of the payment methods screen.

You can now begin testing QuickBooks for Event Espresso 4. We recommend creating a real event and then saving it as a draft. Then duplicate it through the event editor and update the name of the event to TEST or something easily recognizable. This will allow you to test out registrations for your event without adding sample/test registration records to your “real” event.

Once you are finished testing, then you can trash the “testing” event.

Important: You will now need to disconnect the testing/development app on the Event Espresso → Payment Methods→ QuickBooks page. There you will click on the Disconnect button.

Then follow the steps in the next section to create your live app for accepting real payments with actual funds.

Create your Production (Live) App

1) Click on the My Apps link, click on the app, then click on Keys. If you completed your account profile and verified your email address, then the Production section will display your API keys.

If you have not updated your account profile and verified your email, then you will a message that says “Your production keys aren’t available until you complete the requirements below:” followed by a link to Complete your profile. Go ahead and update your profile with your information and then save changes. Next, go to your email inbox and click to verify your email address. Once you have updated your profile and verified your email address, then go to step 2 below.

2) From your App dashboard, click on Settings. Change the App Name to something more memorable and easy to recognize such as “Live app for QuickBooks.” Then enter your Host Domain Name (e.g. yourwebsite.com) and then complete the remaining fields for End User License Agreement URL, Launch URL, Privacy Policy URL, and Disconnect Landing URL.

Here are suggestions for the URLs to use:

End User License Agreement URL → Your actual domain name (e.g. yourwebsite.com)
Launch URL → Your actual domain name (e.g. yourwebsite.com)
Privacy Policy URL → A link to your privacy policy on your own site (e.g. yourwebsite.com/privacy-policy/). Need a privacy policy? Try this free WordPress plugin
Disconnect Landing URL → Your actual domain name (e.g. yourwebsite.com). Your app can be disconnected and reconnected through your QuickBooks payment methods page within your WordPress dashboard.

In the next section, leave your country selected and accept the terms and conditions by placing a checkmark in the box. Then click on Save.

Connect your Production (Live) App to Event Espresso

We recommend that you test payments in QuickBooks using your development (test) app. If you have skipped those steps, then we recommend going to the prior section above and setting up a testing app and connecting it to Event Espresso.

If you were previously testing QuickBooks using your testing app, then it needs to be disconnected before you can connect your production (live) app. This can be done through your WP Dashboard (WP-admin) → Event Espresso → Payment Methods → QuickBooks → Connect to QuickBooks. Then click on the Disconnect button.

Then follow the steps below when you are ready to accept production (live) payments.

1) Click on the My Apps link, click on the app, then click on Keys

2) Open a new browser tab and login to your WordPress dashboard (WP-admin) and go to Event Espresso → Payment Methods and then click on QuickBooks. Then click the button to activate the payment method for QuickBooks. If the payment method is already activated and a Disconnect button is displayed, click on the Disconnect button

3) Set the Debug Mode On option to No

4) You’ll set the OAuth version option on the Event Espresso > Payment methods page to OAuth 2.0. You’ll copy from and paste to the Client ID and Client Secret fields.

Then under Redirect URIs, you’ll add a URL and copy and paste your website URL into the Redirect URI field.
Production URIs must use https, therefore an SSL certificate is required for production mode.

5) Click on the Update Payment Method Settings button

6) The page will refresh and you’ll see a note about establishing the app connection. Look towards the top area of the payment methods settings area for a green and white Connect to QuickBooks button and click on it

7) A window will appear and ask you to log in. If you do not see a window, then your web browser may be blocking the pop-up window. Allow pop-ups in your web browser and try again. If you still do not see the pop-up, then try logging into your WP dashboard and returning to the payment methods screen for QuickBooks through an alternative web browser (e.g. Chrome, Opera, Firefox).

Login securely using the same credentials that you used for the Intuit Developer site where your app was originally created. You may be asked to verify the account through email or another step. Go ahead and verify the account if requested.

8) You will then see a prompt to authorize the connection between your site and QuickBooks. Click on the Authorize button. If you have multiple live companies, then select the correct company and complete the authorization.

9) Double-check that you now see a Connected status of green in the Connect to QuickBooks section of the payment methods screen.

You are now ready to start accepting live payments! If you were previously testing QuickBooks and duplicated a “testing” event then be sure that event is not published or in the trash. This will ensure that it is not available for registration by your registrants/attendees.

App Expiry Date

Your app connection will expire 6 months after it is activated. Event Espresso will show a notice in your WP dashboard 30 days before it expires to remind you to refresh the connection which will extend it 6 months from the current date. It will also send out a notification when the expiry occurs

You can reset the expiry by going to WP-admin (WP dashboard) → Event Espresso → Payment Methods. Then click on QuickBooks and look for the Connect to QuickBooks area and click on the Disconnect button. Then click on the Connect button and then login. You may be asked to verify your account. Go ahead and do so and then click on the name of the company and finally click Authorize.

Afterwards, you should see a green connected status with the updated expiry date. This expiry period of 6 months comes from QuickBooks and is not something that is set by Event Espresso.

Will QuickBooks be the only payment method enabled or the only one you offer? Click here to learn how to make it selected by default during the registration checkout.

Setup and Configuration

A QuickBooks payment account is needed including QuickBooks Online is needed to accept payments through the QuickBooks payment method. Need an account? Sign-up for a QuickBooks merchant account to get started.

A dedicated SSL certificate is recommended to make registration checkout and other areas of your website more secure. https is required for production.

Through this documentation, we’ll be mentioning “QuickBooks” and “Intuit.” Note that QuickBooks is a brand by Intuit. It includes several services including accounting products, payment processing, and more. This payment gateway add-on will allow you to accept credit and debit cards through the QuickBooks payment processing service.

Login to your WP-admin (WP Dashboard) and go to Event Espresso → General Settings → Payment Methods. Once on the Payment Methods screen, click on QuickBooks and click on the button to activate the payment method.

Below are the available fields and explanations for each field.

Name – This is the name of the payment method.
Description – This description is shown during registration checkout.
Admin-Only Name – This is a name of the payment method that will only be shown in the WP Dashboard (WP-admin).
Admin-Only Description – This description is used only in the WP Dashboard (WP-admin).
Debug Mode On? – Enables debugging for this payment method. It should be off (set to no) on a live/production site.
Open by Default? – This sets this payment method to be pre-selected on the registration checkout page.

You can offer multiple payment options to your attendees. However, if you have a single payment gateway enabled, then set it to Open by Default for a faster checkout experience for your attendees.

Client ID – This is generated when you create your app through the Intuit Developer portal.
Client Secret – This is generated when you create your app through the Intuit Developer portal.
Button URL – This is the URL to the image that will be used during the payment process of registration checkout.
Alternative Button URL: http://ee-screenshots.s3.amazonaws.com/2015/07/pay-by-credit-card.png
Pay by bank card
Usable From? – Select where this payment method should be available for use. This payment method cannot process payments through the WP-admin (WP Dashboard).
PMD Order – The value (number) can be used to sort or arrange this payment option. A lower value means that it should appear first during registration checkout.
Update Settings – Click this button after making any changes to your payment method.
Deactivate Payment Method – Click this button to deactivate this payment method.

Usage

The QuickBooks payment gateway will let you accept payments via major credit or debit cards. ACH (bank transfer) payments are not supported.

This is an onsite payment gateway which means that attendees and registrants will process their payment on your site.

A QuickBooks account is needed to accept payments via QuickBooks and an SSL certificate is required for production mode.

Troubleshooting

I configured QuickBooks and payments are not being processed. Can you help?
Double-check your credentials to make sure that you are using the production / live credentials which are for production mode. Also, ensure that there is no extra spacing before or after the credentials in the payment methods page of Event Espresso.

Are ACH (bank transfer) payments available?
Credit and debit card payments are available through the QuickBooks payment gateway for Event Espresso 4.

How can I set up a recurring payment or subscription through QuickBooks?
Recurring or subscription payments are not currently supported in the EE4 QuickBooks payment gateway.

When I refund a payment, does it also refund through QuickBooks?
Refunds in Event Espresso 4 are currently a two-step process.
1) Apply the refund through the transactional details screen of Event Espresso in your WP-admin (WP dashboard).
2) Then login to your QuickBooks account and process the refund.

Is an SSL certificate needed for QuickBooks?
A dedicated SSL certificate is recommended if you are accepting payments on your website.

Do I need to be PCI compliant?
Compliance with the Payment Card Industry Data Security Standards (PCI DSS) is required if you are processing, storing, or transmitting credit card data.

View more information on PCI compliance from QuickBooks.

Need to Buy a Support License for the QuickBooks Payment Gateway for Event Espresso 4?
Accept event payments with the QuickBooks payment gateway for Event Espresso

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Mastercard Payment Gateway Service

Monday, May 16th, 2016

The Mastercard Payment Gateway Service (formerly Mastercard Internet Gateway Service or MIGS) will allow your attendees to pay for their event registration with a credit or debit card.

View quick links for this payment gateway –> 


Need to Buy a Support License for the Mastercard Payment Gateway Service?
Accept event payments with the Mastercard Payment Gateway Service for Event Espresso

Installation

This payment gateway is a plugin for WordPress and can be installed through your WP dashboard (WP-admin).

Download the latest version of the Mastercard Payment Gateway Service for Event Espresso 4 from your Event Espresso account.

Then login to your WordPress dashboard (WP-admin) and go to Plugins. Next, click on Add New –> Upload and browse to the plugin on your computer. Then select the zip file and begin the upload process. Wait for the plugin to upload and then click on Activate.

Locate your Credentials for Mastercard Payment Gateway Service

The local bank that creates your merchant account will provide you with your credentials for the MasterCard Internet Gateway Service.

You can then enter your Merchant ID and Access Code for the Mastercard Payment Gateway Service in the payment methods page for Event Espresso within your WP dashboard and then click on the Update Settings button.

Need to test the Mastercard Payment Gateway Service? Turn on debug mode from the payment methods screen and save changes. Be sure to turn it off once you are finished testing.

Will Mastercard Payment Gateway Service be the only payment method enabled or the only one you offer? Click here to learn how to make it selected by default during the registration checkout.

Setup and Configuration

An account with the Mastercard Payment Gateway Service is needed to accept payments from your attendees.

A dedicated SSL certificate is recommended to make registration checkout and other areas of your website more secure.

Login to your WP-admin (WP Dashboard) and go to Event Espresso –> General Settings –> Payment Methods. Once on the Payment Methods screen, click on MiGS and click on the button to activate the payment method.

migs-payment-method-event-espresso
Below are the available fields and explanations for each field.

Name – This is the name of the payment method.
Description – This description is shown during registration checkout.
Admin-Only Name – This is a name of the payment method that will only be shown in the WP Dashboard (WP-admin).
Admin-Only Description – This description is used only in the WP Dashboard (WP-admin).
Debug Mode On? – Enables debugging for this payment method. It should be off (set to no) on a live/production site.
Open by Default? – This sets this payment method to be pre-selected on the registration checkout page.

You can offer multiple payment options to your attendees. However, if you have a single payment gateway enabled, then set it to Open by Default for a faster checkout experience for your attendees.

MIGS Merchant ID – This credential is an alphanumerical value that will be provided by the bank that sets up your merchant account.
MIGS Access Code – This credential is also provided by the bank that sets up your merchant account.
Button URL – This is the URL to the image that will be used during the payment process of registration checkout.
Alternative Button URL: https://ee-screenshots.s3.amazonaws.com/2015/07/pay-by-credit-card.png
Pay by bank card
Usable From? – Select where this payment method should be available for use. This payment method cannot process payments through the WP-admin (WP Dashboard).
Order – The value (number) can be used to sort or arrange this payment option. A lower value means that it should appear first during registration checkout.
Update Settings – Click this button after making any changes to your payment method.
Deactivate Payment Method – Click this button to deactivate this payment method.

Usage

The Mastercard Payment Gateway Service will let you accept credit cards and debit cards from your attendees for their event registrations.

An account with the Mastercard Payment Gateway Service is needed, and an SSL certificate is recommended for securing your website.

Troubleshooting

I configured Mastercard Payment Gateway Service, and payments are not being processed. Can you help?
Double-check that you are using your API credentials for production (live) mode which are different than your login information for your Mastercard Payment Gateway Service account. Also, ensure that there is no extra spacing before or after the credentials in the payment methods screen of Event Espresso 4.

When I refund a payment, does it also refund through MiGS?
Refunds in Event Espresso 4 are currently a two-step process.
1) Apply the refund through the transactional details screen of Event Espresso in your WP-admin (WP dashboard).
2) Then login to your Mastercard Payment Gateway Service account and process the refund.

How can I set up a recurring payment or subscription through the Mastercard Payment Gateway Service?
Recurring or subscription payments are not currently supported in the MiGS payment gateway.

Is an SSL certificate needed for the Mastercard Payment Gateway Service?
A dedicated SSL certificate is recommended if you are accepting payments on your website.

Do I need to be PCI compliant?
Compliance with the Payment Card Industry Data Security Standards (PCI DSS) is required if you are processing, storing, or transmitting credit card data. Event Espresso recommends using a dedicated SSL certificate on your website.

View more information on PCI compliance from the Mastercard Payment Gateway Service.

Customizations

Our support team cannot write custom coding for you. Below are some examples on customizing this payment gateway.


Need to Buy a Support License for the Mastercard Payment Gateway Service?
Accept event payments with the Mastercard Payment Gateway Service for Event Espresso

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Authorize.net eCheck Payment Gateway

Monday, May 16th, 2016

Get online payments through echecks from your attendees with the AuthorizeNet AIM eCheck payment gateway for Event Espresso.

View quick links for this payment gateway –> 


Need to Buy a Support License for Authorize.Net AIM eCheck?
Accept event payments with echecks through the Authorize.Net AIM eCheck payment gateway for Event Espresso

Installation

This payment gateway is a plugin for WordPress and can be installed through your WP dashboard (WP-admin).

Download the latest version of the Authorize.Net AIM eCheck payment gateway for Event Espresso 4 from your Event Espresso account.

Then login to your WordPress dashboard (WP-admin) and go to Plugins. Next, click on Add New –> Upload and browse to the plugin on your computer. Then select the zip file and begin the upload process. Wait for the plugin to upload and then click on Activate.

Locate your Credentials for Authorize.net AIM eCheck

Learn how to find the API Login ID and Transaction Key in your Authorize.net account.

You can then enter your API Login ID and Transaction Key for Authorize.net in the payment methods page for Event Espresso within your WP dashboard and then click on the Update Settings button.

Need to test Authorizenet AIM eCheck? Turn on debug mode from the payment methods screen and save changes. Be sure to turn it off once you are finished testing.

Will Authorizenet AIM eCheck be the only payment method enabled or the only one you offer? Click here to learn how to make it selected by default during the registration checkout.

Setup and Configuration

An account with Authorize.Net is needed to accept payments via Authorize.Net. Note that the eCheck option is an addition to a merchant account with Authorize.net and is available to merchants within the United States. This means that it is not enabled by default and you can reach out to Authorize.net support to add the eCheck feature to your merchant account.


A dedicated SSL certificate is recommended to make registration checkout and other areas of your website more secure.

Login to your WP-admin (WP Dashboard) and go to Event Espresso –> General Settings –> Payment Methods. Once on the Payment Methods screen, click on Authorize.net AIM eCheck and click on the button to activate the payment method.

authorizenet-aim-echeck-event-espresso

Below are the available fields and explanations for each field.

Name – This is the name of the payment method.
Description – This description is shown during registration checkout.
Admin-Only Name – This is a name of the payment method that will only be shown in the WP Dashboard (WP-admin).
Admin-Only Description – This description is used only in the WP Dashboard (WP-admin).
Debug Mode On? – Enables debugging for this payment method. It should be off (set to no) on a live/production site.
Open by Default? – This sets this payment gateway to be pre-selected on the registration checkout page.

You can offer multiple payment options to your attendees. However, if you have a single payment gateway enabled, then set it to Open by default for a faster checkout experience for your attendees.

Authorize.net API Login ID – This credential is needed to process payments. Learn how to find the API Login ID in your Authorize.net account.
Authorize.net Transaction Key – This credential is needed to process payments. Learn how to find the Transaction Key in your Authorize.net account.
Send test transactions – Set to yes to send test transactions. This should be set to no on a production/live site.
Excluded Payment Form Field – Check a field here to exclude (remove) it from the payment form.
Required Payment Form Field – Check a field here to require it on the payment form. If a field is excluded through the setting above, then it will not be required.
Server – Select if payment requests should be sent through Authorize.net server or the newer Akamai servers.
PMD Order – The value (number) can be used to sort or arrange this payment option. A lower value means that it should appear first during registration checkout.
Button URL – This is the URL to the image that will be used during the payment process of registration checkout.
Alternative Button URL: https://ee-screenshots.s3.amazonaws.com/2016/05/authorize-net-echeck-logo.gif
Pay by echeck
Usable From? – Select where this payment method should be available for use. This payment method cannot process payments through the WP-admin (WP Dashboard).
Update Settings – Click this button after making any changes to your payment method.
Deactivate Payment Method – Click this button to deactivate this payment method.

Usage

The Authorize.net AIM eCheck payment gateway will let you accept payments via check (processed electronically) on your website.

An account with Authorize.net is needed, and an SSL certificate is recommended for securing your website.

Troubleshooting

I configured Authorizenet AIM eCheck and payments are not being processed. Can you help?
A payment via eCheck is not instant. You will see a confirmation of a payment in Event Espresso. However, the actual funds will take a few days to transfer to your bank account.

If no payments are processing, then double-check that you are using your API credentials for production (live) mode which are different than your login information for your Authorize.net account. Also, ensure that there is no extra spacing before or after the credentials in the payment methods screen of Event Espresso 4.

When I refund a payment, does it also refund through Authorize.net?
Refunds in Event Espresso 4 are currently a two-step process.
1) Apply the refund through the transactional details screen of Event Espresso in your WP-admin (WP dashboard).
2) Then login to your Authorize.net account and process the refund.

How can I set up a recurring payment or subscription through Authorize.net AIM eCheck?
Recurring or subscription payments are not currently supported in the Authorize.net AIM eCheck payment gateway.

Is an SSL certificate needed for Authorize.net AIM eCheck?
A dedicated SSL certificate is recommended if you are accepting payments on your website.

Do I need to be PCI compliant?
Compliance with the Payment Card Industry Data Security Standards (PCI DSS) is required if you are processing, storing, or transmitting credit card data. Event Espresso recommends using a dedicated SSL certificate on your website.

View more information on PCI compliance from Authorize.Net.

Customizations

Our support team cannot write custom coding for you. Below are some examples on customizing this payment gateway.
  • None at this time — check back soon!


Need to Buy a Support License for Authorize.Net AIM eCheck?
Accept event payments with echecks through the Authorize.Net AIM eCheck payment gateway for Event Espresso

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iPay88 Payment Gateway

Friday, April 29th, 2016

Receive online payments from your attendees with iPay88 in Malaysia and Indonesia.

View quick links for this payment gateway –> 


Need to Buy a Support License for the iPay88 Payment Gateway for Event Espresso 4?
Accept event payments with the iPay88 payment gateway for Event Espresso

Installation

This payment gateway is a plugin for WordPress and can be installed through your WP dashboard (WP-admin).

Download the latest version of the iPay88 payment gateway for Event Espresso 4 from your Event Espresso account.

Then login to your WordPress dashboard (WP-admin) and go to Plugins. Next, click on Add New –> Upload and browse to the plugin on your computer. Then select the zip file and begin the upload process. Wait for the plugin to upload and then click on Activate.

Locate your Credentials for iPay88

Your credentials for iPay88 will be provided to you by iPay88 once your merchant account is approved for payment processing. If you are not able to find that information, then please contact your account manager at iPay88 so they can help you.

Your website will need to be whitelisted with iPay88 so that you can accept payments and your account manager can help you with this.

Need to test iPay88 with Event Espresso?

Your production/live credentials can be used if they have been already approved for live payment processing. Go to Event Espresso –> Payment Methods –> iPay88 and turn debug mode on and save changes.

Next, create an event called test with a description of test and then a ticket with a cost of 1.00 MYR. The cost can be lower (e.g., 0.75 MYR or 0.45 MYR) but it cannot be any higher than 1.00 MYR. Then publish the event and try registering for it. Once you are finished testing, then be sure to turn debug mode off through the payment methods page for iPay88 and save changes. You can also remove the test event that you created for testing purposes.

Another option for testing is to request a demo account from iPay88 support. You can contact iPay88 support here to request a demo account which can be used for testing: support@ipay88.com.my

Will iPay88 be the only payment method enabled or the only one you offer? Click here to learn how to make it selected by default during the registration checkout.

Setup and Configuration

An account with iPay88 is needed to accept payments via iPay88.

A dedicated SSL certificate is recommended to make registration checkout and other areas of your website more secure.

Login to your WP-admin (WP Dashboard) and go to Event Espresso –> General Settings –> Payment Methods. Once on the Payment Methods screen, click on iPay88 and click on the button to activate the payment method.

ipay88-payment-methods-event-espresso

Below are the available fields and explanations for each field.

Name – This is the name of the payment method.
Description – This description is shown during registration checkout.
Admin-Only Name – This is a name of the payment method that will only be shown in the WP Dashboard (WP-admin).
Admin-Only Description – This description is used only in the WP Dashboard (WP-admin).
Open by Default? – This sets this payment method to be pre-selected on the registration checkout page.

You can offer multiple payment options to your attendees. However, if you have a single payment gateway enabled, then set it to Open by Default for a faster checkout experience for your attendees.

iPay88 Merchant Code – This credential is needed to process payments and can be found in your iPay88.com account.
iPay88 Merchant Key – This credential is needed to process payments and can be found in your iPay88.com account.
PMD Order – The value (number) can be used to sort or arrange this payment option. A lower value means that it should appear first during registration checkout.
Button URL – This is the URL to the image that will be used during the payment process of registration checkout.
Alternative Button URL: https://ee-screenshots.s3.amazonaws.com/2016/04/ipay88-logo.png
iPay 88 payment image

Usable From? – Select where this payment method should be available for use. This payment method cannot process payments through the WP-admin (WP Dashboard).
Update Settings – Click this button after making any changes to your payment method.
Deactivate Payment Method – Click this button to deactivate this payment method.

Usage

The iPay88 payment gateway is available for merchants (event organizers) in Malaysia and will allow you to accept credit and debit card payments.

This is an offsite payment gateway which means that attendees/registrants are transferred over to a secure page for iPay88 to process their payment. They are then returned to your site to view their registration confirmation.

An account with iPay88 is needed to accept payments via the iPay88 payment gateway.

Troubleshooting

I configured iPay88 and payments are not being processed. Can you help?
Double-check your credentials and ensure that there is no extra spacing before or after the credentials in the payment methods page of Event Espresso.

How can I set up a recurring payment or subscription through iPay88?
Recurring or subscription payments are not currently supported in the iPay88 payment gateway.

When I refund a payment, does it also refund through iPay88?
Refunds in Event Espresso 4 are currently a two-step process.
1) Apply the refund through the transactional details screen of Event Espresso in your WP-admin (WP dashboard).
2) Then login to your iPay88 account and process the refund.

Is an SSL certificate needed for iPay88?
A dedicated SSL certificate is recommended if you are accepting payments on your website.

Do I need to be PCI compliant?
Compliance with the Payment Card Industry Data Security Standards (PCI DSS) is required if you are processing, storing, or transmitting credit card data. Event Espresso recommends using a dedicated SSL certificate on your website.

View more information on PCI compliance from iPay88.

Customizations

Our support team cannot write custom coding for you. Below are some examples on customizing this payment gateway.
  • None at this time.



Need to Buy a Support License for the iPay88 Payment Gateway for Event Espresso 4?
Accept event payments with the iPay88 payment gateway for Event Espresso

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EE4 Event Mobile Apps

Thursday, April 28th, 2016

The Event Espresso 4 mobile app for Android and Apple allows you to transform your existing mobile device into an onsite attendee management tool. These mobile apps are available for free in the app stores and they will allow you quickly check-in attendees and view information about your events and attendees. Built-in ticket scanning capabilities allow you to scan tickets at your classes, meetings, conventions, concerts, and everything in between.

Jump to Android or Apple Event App Documentation

Important Note:

You will need Event Espresso version 4.8.41+ and WordPress 4.5+ to connect your mobile device to your website.

Installation for Apple Devices

The EE4 app can be downloaded and installed on your iPad and iPhone devices from the iTunes store:

mobile_app_buttons-apple

Logging in

1. Once the app is installed on your iOS device, click on the “Event Espresso” icon.

app-icon

2. Enter the your WordPress login credentials (username & password) into the login screen:

ee4-ipad-login-screen-3

Scanning Tickets

You have two options when scanning tickets. You can scan tickets for a specific event, or any event. Please note, the EE4 Ticketing add-on is required for scanning tickets.

Scanning tickets for a specific event:
Click the “Scan” button in the top-right corner of the selected event screen to start scanning tickets for that event.

Scanning tickets for ANY event:
Click the “Scan” button in the top-left corner of the screen to start scanning tickets for an event.

scan-buttons-ipad

Next, you will see the “Camera View” within a modal window when the “Scan” button is pressed. Just place the device’s camera over the ticket, centered above the Barcode or QR code:

scanning-ticket-44e

When a ticket is successfully (or unsuccessfully) scanned, the camera view will change to show the info about the attendee and display a green (or a red) image:

ee4-android-scan-results

 

Manually Tracking Attendance

Manually Checking In/Out Attendees

1. From the Event Overview Screen, tap the “Attendees” row to view the list of registrations:

ee4-mobile-app-event-overview-attendee-button-2

2. You’ll then be taken to the Attendee Overview Screen where you can begin manually checking in attendees. Just click on an attendees name and the view will change to show the registration info:

ee4-app-attendee-overview

3. Next tap the Check-in (or Check-out) button in the Attendee Info View or click one of the circles in the Attendee Overview Screen:

attendee-overview-notes

4. When the attendee is successfully checked-in, the “Check-in” button will change to “Check-out” and the “Status” row will change to show the current status.

Attendance Status

The green, yellow, and blank check-mark/circles represent the attendee’s current check-in status:

  • Green : Checked-in
  • Yellow : Checked-out
  • No Check-mark : No Check-in Record

Event managers can also login to the website to view attendance records, generate an attendance list and export the list to a report in CSV format.

Manually Refreshing a View

Not seeing recent registrations or newly added events? Just pull down on any view (“Events View”, “Attendee View”, “Attendee Info View”) to refresh.

Events with Multiple Datetimes

If you have an event with multiple datetimes assigned to it, you can easily select the desired datetime to check-in attendees. Just tap on the arrow in the datetime row, as shown below:

events-datetime-select-1

Additional datetimes are displayed under the datetime row. Select the desired datetime to begin checking in atttendees.

events-datetime-select-2

Group Registrations

If  you allow multiple people to register for a single event (group registration), the additional, related registrations will be shown below the currently selected registration. The additional registrations can be checked-in independently from within the current record shown on the screen:

group-registration

 

Installation for Android Devices

The EE4 mobile event app can be downloaded and installed on your Android devices from the Google Play store:

mobile_app_buttons-android

Logging in

1. Once the app is installed on your iOS device, click on the “Event Espresso” icon.

ee4-android-app

 

2. Enter the your WordPress login credentials (username & password) into the login screen:

ee4-android-app-login

Scanning Tickets

You have two options when scanning tickets. You can scan tickets for a specific event, or any event. Please note, the EE4 Ticketing add-on is required for scanning tickets.

Scanning tickets for a specific event:
With the device is in landscape mode, tap the “Scan” button in the top-right corner of the selected event screen to start scanning tickets for that event.

ee4-android-scan-button-3

Scanning tickets for ANY event:
For this, you will need to have your device in portrait mode, then click the “Scan” button in the top-left corner of the screen to start scanning tickets for an event.

ee4-android-scan-button-portrait-mode-2

Next, you will see the “Camera View” within a modal window when the “Scan” button is pressed. Just place the device’s camera over the ticket, centered above the bar code or QR Code:

ee4-android-app-scan

When a ticket is successfully (or unsuccessfully) scanned, the camera view will change to show the info about the attendee and display a green (or a red) image:

scan-results-EE4

Manually Tracking Attendance

Manually Checking In/Out Attendees

1. From the Event Overview Screen, tap the “Attendees” row to view the list of registrations:

ee4-android-attendee-overview-button

2. You’ll then be taken to the Attendee Overview Screen where you can begin manually checking in attendees. Just click on an attendees name and the view will change to show the registration info:

ee4-android-attendee-overview-1

3. Next tap the Check-in (or Check-out) button in the Attendee Info View or click one of the circles in the Attendee Overview Screen:

ee4-android-attendee-overview-2

4. When the attendee is successfully checked-in, the “Check-in” button will change to “Check-out” and the “Status” row will change to show the current status.

Tracking Attendance

The green, yellow, and blank check-mark/circles represent the attendee’s current check-in status:

  • Green : Checked-in
  • Yellow : Checked-out
  • No Check-mark : No Check-in Record

Event managers can also login to the website to view attendance records, generate an attendance list and export the list to a report in .CSV format.

Manually Refreshing a View

Not seeing recent registrations or newly added events? Just pull down on any view (“Events View”, “Attendee View”, “Attendee Info View”) to refresh.

Events with Multiple Datetimes

If you have an event with multiple datetimes assigned to it, you can easily select the desired datetime to check-in attendees. Just tap on the desired datetime in the datetime row, as shown below:

ee-android-datetimes-1

Group Registrations

If  you allow multiple people to register for a single event (group registration), the additional, related registrations will be shown below the currently selected registration. The additional registrations can be checked-in independently from within the current record shown on the screen:

ee4-android-group-attendee-1

Authentication Options

Since Event Espresso is built on top of existing WordPress functionality, we have opted to use the following methods of authentication. Only one method of authentication is required. However, we highly recommend using Application Passwords with the EE4 mobile apps.

Application Passwords

With Application Passwords you are able to authenticate a user without providing that user’s password directly, instead you will use your username and an application password. This is the currently recommend solution for logging into the EE4 Mobile Apps.

As a bonus, application passwords allows you to create multiple, different passwords for each user. For instance, you can allow non-members of your personal event website to login to the EE4 mobile event apps using an application password generated for your admin account. That way you don’t have to share your personal password, or your own application password.

The Application Passwords WordPress plugin is required and must be installed on your WordPress powered website.

Getting Started | View Screenshots

  1. Install the Application Passwords plugin from within your WordPress admin or follow the instructions from the Github project.
  2. Go to the User Profile page of the user that you want to generate a new application password for. To do so, click Users on the left side of the WordPress admin, then click on the user that you want to manage.
  3. Scroll down until you see the Application Passwords section. This is typically at the bottom of the page.
  4. Within the input field, type in a name for your new application password, then click Add New. Note: The application password name is only used to describe your password for easy management later. It will not affect your password in any way. Be descriptive, as it will lead to easier management if you ever need to change it later.
  5. Once the Add New button is clicked, your new application password will appear. Be sure to keep this somewhere safe, as it will not be displayed to you again. If you lose this password, it cannot be obtained again.
  6. Login into the EE4 mobile apps using your website username and new application password to login into the EE4 mobile app.
Please Note:

Application Passwords doesn’t work with CGI/FCGI servers by default; if it doesn’t work you should contact your hosting provider and request they allow the ‘Authorization’ header through on requests. If your host is not receptive to adding this, you will need to use the Basic Auth plugin (bundled into Event Espresso 4 core) which has a workaround for CGI/FCGI servers.

WP API Basic Authentication

Note: It’s recommended to secure your site with an SSL certificate and configure your site to only use HTTPS (the secure version of the HTTP protocol) if using the Basic Authentication option.

Getting Started

  1. Log into the EE4 mobile apps using your username and password from your WordPress site’s user account.

oAuth

Not supported at this time. We may consider adding oAuth login support as an authentication option in the app if we get a lot of requests for this method.

Required User Capabilities

Using the built-in WordPress user management system as a foundation, the EE4 Roles and Capabilities system allows you to create roles and capabilities for your members/users on your website. That means, as a site owner, you can manage member/user access to administrative tasks, such as creating events, viewing registrations, writing content, approving content, and more.

What this means for EE4 customers is that you can allow members/users of your website admin access to the mobile apps, such as scanning tickets and checking-in attendees, without giving them access to other areas of your admin.

These are the minimum capabilities to scan tickets and check in attendees for a WordPress user account:

  • ee_edit_checkin
  • ee_edit_checkins
  • ee_read_checkin
  • ee_read_checkins
  • ee_read_contact
  • ee_read_contacts
  • ee_read_events
  • ee_read_private_events
  • ee_read_registration
  • ee_read_registrations
  • ee_read_transaction
  • ee_read_transactions

These are optional capabilities that will allow checking in tickets for events not authored by the current user:

  • ee_read_others_registrations
  • ee_read_others_events
  • ee_read_others_checkins
  • ee_edit_others_checkins

You can grant these capabilities to a specific user role or user account by using the Members or User Role Editor plugins.

Troubleshooting

You may receive the following error messages. This is what they mean and this is what to do about them.

  • “No Data to display” or “No available data” – this means you successfully connected to your event website, but you do not have any published events. You need to publish your first event in order to see the data.
  • “The requested resource could not be found…” or “No route was found matching the URL and request method” – Please doublecheck the URL input into the first field of the app home screen. If the URL matches the home page URL of your site, it could be that you do not have Event Espresso activated or you do not have the minimum version of Event Espresso and/or WordPress installed. You will need Event Espresso version 4.8.41+ and WordPress 4.5+ to connect your mobile device to your website. If your site meets the above requirements, you can try resetting the site’s rewrite rules. You go to the WordPress > Settings > Permalinks page from your WordPress dashboard and WordPress will automatically reset the rewrite rules when the page loads.
  • “The data is not in the correct format.” or “Connection error. Unable to load data.”
    • WP_DEBUG must be set to false. You can verify that WP_DEBUG is set to false by opening the wp-config.php file in a code editor.
  • “Connection error. Unable to load data”
    or “The URI provided was too long for the server to process…” iThemes Security plugin users: The Filter Long URL Strings option under Settings > System Tweaks must be turned off.
  • The Event Espresso JSON API is now included in Event Espresso core. Any older Event Espresso JSON API plugins need to be deactivated.
  • If the above steps do not resolve the issue you can temporarily deactivate all plugins except Event Espresso, switch to the default theme, then try the app again.
  • Sorry, you are not allowed to list events. Missing permissions:…”
    or
    The server was acting as a gateway or proxy and received an invalid response from the upstream server.
    For Shield Security plugin users, you can disable the plugin’s Hack Guard Module to allow the app to communicate with your website.
    For Apache servers with FCGI: Open up your .htaccess file in a code editor and make an edit. You add the following: 

    # Begin Custom htaccess	 	
SetEnvIf Authorization "(.*)" HTTP_AUTHORIZATION=$1	 	
# End Custom htaccess

    Immediately before the line that has

    # BEGIN WordPress
  • For ngnix servers with FCGI: You will need to specify that the Authorization header should be passed. You can try adding the following directive to your nginx configuration: 
    fastcgi_pass_header Authorization;

Other reported conflicts

  • The SSL Insecure Content Fixer plugin was reported to cause issues with the mobile apps for one site
  • WPML Multilingual CMS conflicts with the WP REST API requests from the EE4 mobile apps

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Messages System: Message Queue System

Monday, April 11th, 2016

messages-activity-list-table-event-espresso

Message Generation and Sending

The message queue system tracks and prioritizes when messages are generated and when they are sent. When messages are triggered, they are not generated immediately and sent on the same request. Instead, they enter into a queue and all processing happens on separate requests.

Message Activity list table

You can view the status of messages, resend messages, and delete messages from the Message Activity list table. You open the Message Activity list table by browsing to Event Espresso > Messages.

How to view all of the messages of a specific type

The Messages activity list table will show all message types that have activity on its initial view. You can filter the list down to show one message type by clicking on the selector that says “All Message Types” and selecting the message type you want to view.

How to change the number of messages per page

You click the Screen Options tab on the upper right corner of the page and set the value for Pagination > Message Activity, then you click Apply. The Screen Options tab also has check boxes to allow for hiding and showing specific columns.

How to resend messages

You can resend a specific message by clicking on the Queue for Resending icon , then the message will be added to the queue and will be sent later. You can then send the message immediately by clicking on the Send Immediatley icon .

You can resend several messages together by checking the boxes on the left side of the list table, then you select the appropriate Bulk Action. You select Queue for Resending to add those messages to the queue to send later. You select Send Now to skip the queue and send right away.

Three states of Messages

Messages have three states they progress through when being prepared:

    • Incomplete
      The incomplete state is when the messages system has the information it needs to generate a message. These messages will have the Queued for Generating status and the Generate the message now action will be available.

 

    • Generated
      The Generated state is when the message system has readied the message for sending (it has parsed all the short-codes in the templates, etc.) and it is ready for sending. These messages will have the Queued for Sending status and the
      Send Immediately action will be available.

 

    • Sent
      The sent state is when the message has been sent. These messages can be queued for resending.

 

How does the message queue work?

Queuing of messages happens in two streams. First, messages are queued for generation. After they are generated messages are queued for sending.

When a message is queued, that means it is saved to the database with a status reflecting its state. Then there is a scheduler that will trigger on a regular interval for batch processing of generation and batch processing of sending.

Messages Retention Settings

Depending on what content you have in your messages, like lots html, css, text, etc. and your server configuration, it is possible that storing so many records could make your database larger than your business needs, or increase the cost of your website backups from storing excess data.

In Event Espresso 4.9.31.p+ we have added a new feature to the Messages system to control how long your website retains a record of the processed messages from your WordPress website. This feature is called “Cleanup of old messages:”. The Cleanup of old message feature allows you to control how long a record of the processed messages from Event Espresso is saved.

You are given several options:

  • Forever (default, never delete)
  • 3 Months
  • 6 Months
  • 9 Months
  • 12 Months
  • 24 Months
  • 36 Months

We have also provided two filters that will allow you to set a custom retention schedule.

For example, if you chose to set the retention settings to 12 months, the next time the AHEE__EE_Messages_Scheduler__cleanup cron job ran on your WordPress website, it would remove any messages that were older than 12 months (or sent more than 12 months ago). That cron’s first run time should be set to midnight for the next day (i.e. if today is January 26, then the schedule should be January 27, 00:00:00).

Navigate to Event Espresso > Messages > Settings. At the bottom of the page is the new setting to control the cleanup of old messages.

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How to set up seat allocation with the Ticket Selector

Tuesday, March 22nd, 2016

In the case that you have an event at a venue with assigned seating, for example a performing art building, or tables at a gala, you can use the Ticket Selector that’s built into Event Espresso 4 to set up a simple allocated seating selector. Event Espresso 4 is not built for complex seating charts or seat assignments, but it may work well for you in a simple situation.

To start, you’ll need a diagram of your venue’s seating sections. A png, jpeg, or gif formatted image usually works best. You can upload and add the diagram to your Event’s description field.

Then you set up the ticket selector to show a ticket type for each row and or section. In this example, we have 4 rows. Each row has its own unique label, price, and quantity. This way people can choose the location that meets their needs at the price they want.

seating_chart_ticket_editor-5

That’s all! The finished ticket selector with the diagram looks like this:

seating_chart_ticket_selector

You can view the demo here.

For more more complex assigned seating we recommend https://seats.io.

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How to Reorder the Event Page Layout

Friday, March 4th, 2016

If you would like to have the details of the event page reorganized into a different order, you can adjust that with drag and drop control. For example, perhaps you want the event description listed first with the tickets last. Or perhaps you want the venue listed first and the tickets second, etc. Whatever you choose you can make those changes with ease.

To Reorder the Elements of the Event Details Page:

Login to your WordPress Dashboard (WP-admin) and go to Event Espresso –> Events. Now look for the Templates tab and click on it. Look for the Custom Display Order option and set it to On. Then immediately click on the Save button to save changes.

You can control the order of the: Ticket Selector, Dates and Times, Event Description and Venue Information.

After the page loads, you can use the Display Order options to drag and drag a new order. Then click on the Save button to save changes.

watch-a-video

Be sure to toggle full screen in the bottom corner of the video.

 

Notes: in the video above we cover how to change the order of the event elements on the single event page. You can also change the order for the events listing page in a similar manner.

On this same Templates setting page you will also have control the layout of the elements on the Event List page and the Ticket Selector.

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AffiliateWP Integration

Friday, March 4th, 2016

Link AffiliateWP with Event Espresso so your affiliates can promote your events and send you more event registrations. Then pay your affiliates through AffiliateWP on your WordPress website.

The AffiliateWP plugin for WordPress is required for this add-on to function.


Need to Buy a Support License for the AffiliateWP Add-on for Event Espresso 4?
Purchase a support license for the AffiliateWP for Event Espresso

Installation

This add-on is a plugin for WordPress and can be installed through your WP dashboard (WP-admin).

You download the latest version of the AffiliateWP add-on from your Event Espresso account.

Then log in to your WordPress dashboard (WP-admin) and go to Plugins. Next, click on Add New –> Upload and browse to the plugin on your computer. Then select the zip file and begin the upload process. Wait for the plugin to upload and then click on Activate.

Setup and Configuration

That’s it! There are no settings for the AffiliateWP add-on. See the AffiliateWP plugin’s documentation here.

Usage

Ticket sales or event registrations are tracked when someone registers and pays for an event. Payment must be completed, either in a single payment or multiple payments that add up to the total amount of the ticket(s) sale.

Currently, refunds that are processed in Event Espresso are not tracked in AffiliateWP. You will need to edit or delete the referral in the AffiliateWP dashboard.

Troubleshooting

  • The plugin will not activate. Can you help?
    Please first check that you have Event Espresso version 4.8 or greater installed.

Customizations

Our support team cannot write custom coding for you.


Need to Buy a Support License for the AffiliateWP Add-on for Event Espresso 4?
Purchase a support license for the AffiliateWP for Event Espresso

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