CyberSource Payment Gateway

Friday, November 13th, 2015

Get online payments through credit cards and debit cards for your event registrations through CyberSource and Event Espresso.

View quick links for this payment gateway –> 


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

Your CyberSource Profile ID is the unique identifier for your organization.

The Access Key and Secret Key can be found after you create a security key in your CyberSource account.

You can then enter your Profile ID, Access Key, and Security Key for CyberSource in the payment methods page for Event Espresso within your WP dashboard and then click on the Update Settings button.

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

Will Cybersource 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 CyberSource is needed to accept payments via CyberSource.

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 CyberSource and click on the button to activate the payment method.

 

cybersource-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.

CyberSource Profile ID – This credential is needed to process payments and can be found in your CyberSource account.
CyberSource Access Key – This credential is needed to process payments and can be found in your CyberSource account.
CyberSource Secret Key – This credential is needed to process payments and can be found in your CyberSource 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/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).
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 CyberSource payment gateway will let you accept payments via major credit or debit cards.

This is an offsite payment gateway which means that attendees/registrants will process their payment on a secure webpage on CyberSource.

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

Troubleshooting

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

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

When I refund a payment, does it also refund through CyberSource?
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 CyberSource merchant account and process the refund.

Is an SSL certificate needed for CyberSource?
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 CyberSource.

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 CyberSource Payment Gateway for Event Espresso 4?
Accept event payments with the CyberSource payment gateway for Event Espresso

Posted in | Comments Off on CyberSource Payment Gateway

Payflow Pro Payment Gateway

Tuesday, November 10th, 2015

Your attendees can pay for their event registration with a credit or debit card by using Payflow Pro.

View quick links for this payment gateway –> 


Need to Buy a Support License for the Payflow Pro Payment Gateway for Event Espresso 4?
Accept event payments with the Payflow Pro 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 Payflow Pro 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 Payflow Pro

Your credentials for Payflow Pro are provided to you when you setup your merchant account.

Will Payflow Pro 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 Payflow Pro account with PayPal is needed to accept payments via Payflow. Need an account? Call this number to get started: 1-855-456-1338.

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 Playflow Pro and click on the button to activate the payment method.

payflow-pro-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.

Vendor ID – This credential is needed to process payments and will be provided when you set up you Payflow account.
User ID – If you have created multiple users within your Payflow account then each user will have a unique user ID, this can be input here. If you have not created multiple users this will match your Vendor ID.
Password – This is the password for your Payflow account.
Partner ID – if your Payflow account was acquired through a reseller, then use your reseller’s ID. Otherwise, leave blank, and the default option of “PayPal” will be used.
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 Payflow Pro payment gateway will let you accept payments via major credit or debit cards.

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

A Payflow Pro account with PayPal is needed to accept payments via Payflow Pro, and an SSL certificate is recommended for securing your website.

When signing up for your account, be sure to sign up for PayFlow Pro:

Payflow pro sign up example

This gateway will not work with a ‘PayFlow Link’ account.

Troubleshooting

I configured Payflow Pro and payments are not being processed. Can you help?
Double-check your credentials to make sure that you are using the 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.

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

When I refund a payment, does it also refund through Payflow Pro?
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 Payflow Pro account and process the refund.

Is an SSL certificate needed for Payflow Pro?
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 PayPal.

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 Payflow Pro Payment Gateway for Event Espresso 4?
Accept event payments with the Payflow Pro payment gateway for Event Espresso

Posted in | Comments Off on Payflow Pro Payment Gateway

How to Upgrade Event Espresso

Wednesday, November 4th, 2015

In this guide, we’ll learn how to update Event Espresso 3 and how to update Event Espresso 5. We’ll also learn how to migrate from Event Espresso 3 to Event Espresso 5.

Before we get started, lets look at a few terms that will be used throughout this guide:

WP dashboard – this is the WP-admin for your WordPress site.

Update – this process will update your version of Event Espresso to the latest version for that platform.

Migrate – this process will move your site from Event Espresso 3 to Event Espresso 5.

Support License – this enables support services for a website such as help from the Event Espresso support team as well as software downloads and updates.

SFTP / FTP client – a software program (e.g. FileZilla, Cyberduck) that lets you transfer files between your computer and your WordPress site.


Update Event Espresso 3

The current platform for Event Espresso 3 is version 3.1.37.x. If you are using an older version, then your software is out of date and you’ll learn how to update your software to the latest version for Event Espresso 3.

Why bother updating? By staying up-to-date you’ll receive the latest bug fixes, enhancements, and ensure that Event Espresso 3 is compatible with the current version of WordPress.

Before making any changes, we recommend backing up your WordPress site. This is a good practice for any website. You can also see the change log for Event Espresso 3.

Enable Support Services for your Site

Members with active support license have access to support services including help from our support team as well as software downloads and updates.

A support license comes with at least one support license key which when activated on a site will enable support services for that site. The support license key can be found on your Event Espresso account page under Account Settings and can be enabled on your website by copying the support license key and then logging into your WordPress dashboard (WP-admin) and going to Event Espresso –> General Settings –> Support License (appears towards the end of the page). Then paste the support license key in the field and save changes by clicking on the Save Options button.

Update EE3 using one-click updates

Your website will automatically check for updates for Event Espresso 3 each day. When an update is available, then you’ll see an update notice for Event Espresso 3 and / or one of its add-ons (plugins) in the WordPress Plugins screen. The WP plugins screen can be found by logging into your WP-admin (WP dashboard) and then clicking on Plugins in the admin menus.

After backing up your WordPress site, you can go to each plugin and click on update now. Your WordPress site will then update the plugin and you’ll see a confirmation that the update process is complete.

Another way to update software for Event Espresso 3 (EE3) is through the Dashboard –> Updates screen in your WP dashboard. This page will show a list of plugins that have updates available. You can place a checkmark next to each plugin that you would like to update and then click on the Update Plugins button.

Update EE3 manually through the WP dashboard

Event Espresso 3 can be manually updated through the WP Plugins screen within your WP dashboard. The WP plugins screen can be found by logging into your WP-admin (WP dashboard) and then clicking on Plugins in the admin menus.

After backing up your WordPress site, you can go to each plugin for Event Espresso 3 and click to deactivate and then delete.

Now go to your Event Espresso account page on EventEspresso.com and then browse to the downloads area of your account. Click on each plugin that you would like to download and they will be saved to your computer as a zip file. Make a note of this location.

Return to the Plugins screen in your WordPress dashboard and click on Add New. Then on the next page, click on Upload Plugin. Click Choose File and browse to the zip file on your computer. Then start the upload process and wait for the confirmation that the upload has completed. Then if needed, upload additional zip files such as add-ons for Event Espresso 3 and then go back to the Plugins screen and activate Event Espresso 3 along with its add-ons.

Update EE3 manually using an SFTP / FTP client

Another method for updating Event Espresso 3 is to manually update by using an SFTP / FTP client such as Cyberduck and FileZilla. Updating through the WP dashboard is preferred and manually updating via SFTP / FTP can be used if your dashboard updates are not working due to a restriction by your web host. You can view recommended WordPress hosts for Event Espresso 3 on our requirements page.

Note: Overwriting existing files and folders is not recommended. Remove or relocate (described in step 3) old folders prior to uploading the newest software for Event Espresso.

Step 1 – Backup your website
Begin by backing up your WordPress site.

Step 2 – Download the latest software from your Event Espresso account
Login to your WordPress dashboard and then go to the WP Plugins screen. Deactivate all Event Espresso software that you would like to update.

Then go to your Event Espresso account page and then scroll to the Downloads area. Click on each item that you would like to download from the EE3 tab and they will be saved to your computer as a zip file. Make a note of the location for those file(s) on your computer as you’ll need them shortly.

Step 3 (Optional) – Relocate your old software to a backup folder
This step is not required and will allow you to keep a copy of your old plugin folders.

Now login to your site using your preferred SFTP / FTP client and then browse to the wp-content folder. This is the folder that has the themes and plugins folders for WordPress. If you would like to keep a copy of your old software for Event Espresso 3, then create a new folder called event-espresso-backup:

/wp-content/event-espresso-backup

Then browse to the WordPress plugins folder which will be in this location:

/wp-content/plugins

Using your SFTP / FTP client, transfer the old plugin folders for Event Espresso along with any add-ons to this location:

/wp-content/event-espresso-backup

Step 4 – Unzip your new software and upload to your website
Now you can upload the updated software which is on your computer as zip files. Browse to the location of those files and then unzip (ie. expand) them. Then transfer the each unzipped plugin folder to the WordPress plugins folder:

/wp-content/plugins

Here is an example of the location for the Event Espresso 3 core plugin:

/wp-content/plugins/event-espresso

Allow your SFTP / FTP client to complete all transfers and if there are any errors then try the transfer again.

Step 5 – Reactivate the software for Event Espresso 3
Return to your WordPress plugins screen and refresh it and then re-activate Event Espresso 3 along with any add-ons that may have been uploaded.


Update Event Espresso 5

The current release of Event Espresso 5 is:
current release version
If you are using an older version, then your software is out of date and you’ll learn how to update your software to the latest version for Event Espresso 5.

Why should you keep Event Espresso 5 updated? By staying up-to-date you’ll receive the latest bug fixes, enhancements, and ensure that Event Espresso 5 is compatible with the current version of WordPress.

Before making any changes, we recommend backing up your WordPress site. This is a good practice for any website. You can also see the change log for Event Espresso 5.

Enable Support Services for your Site

Members with active support license have access to support services including help from our support team as well as software downloads and updates.

A support license comes with at least one support license key which when activated on a site will enable support services for that site. The support license key can be found on your Event Espresso account page under Account Settings and can be enabled on your site by copying the support license key and then logging into your WordPress dashboard (WP-admin) and going to Event Espresso –> General Settings. Then paste the support license key in the field and save changes by clicking on the Save button.

Update EE5 using one-click updates

Your website will automatically check for updates for Event Espresso 5 each day. When an update is available, then you’ll see an update notice for Event Espresso 5 and / or one of its add-ons (plugins) in the WordPress Plugins screen. The WP plugins screen can be found by logging into your WP-admin (WP dashboard) and then clicking on Plugins in the admin menus.

After backing up your WordPress site, you can go to each plugin and click on update now. Your WordPress site will then update the plugin and you’ll see a confirmation that the update process is complete.

Another way to update software for Event Espresso 5 (EE5) is through the Dashboard –> Updates screen in your WP dashboard. This page will show a list of plugins that have updates available. You can place a checkmark next to each plugin that you would like to update and then click on the Update Plugins button.

Update EE5 manually through the WP dashboard

Event Espresso 5 can be manually updated through the WP Plugins screen within your WP dashboard. The WP plugins screen can be found by logging into your WP-admin (WP dashboard) and then clicking on Plugins in the admin menus.

After backing up your WordPress site, you can go to each plugin for Event Espresso 5 and click to deactivate and then delete.

Now go to your Event Espresso account page on EventEspresso.com and then browse to the downloads area of your account. Click on each plugin that you would like to download and they will be saved to your computer as a zip file. Make a note of this location.

Return to the Plugins screen in your WordPress dashboard and click on Add New. Then on the next page, click on Upload Plugin. Click Choose File and browse to the zip file on your computer. Then start the upload process and wait for the confirmation that the upload has completed. Then if needed, upload additional files such as add-ons for Event Espresso 5 and then go back to the Plugins screen and activate Event Espresso 5 along with its add-ons.

Update EE5 using an SFTP / FTP client

Another method for updating Event Espresso 5 is to manually update by using an SFTP / FTP client such as Cyberduck and FileZilla. Updating through the WP dashboard is preferred and manually updating via SFTP / FTP can be used if your dashboard updates are not working due to a restriction by your web host. You can view recommended WordPress hosts for Event Espresso 5 on our requirements page.

Note: Overwriting existing files and folders is not recommended. Remove or relocate (described in step 3) old folders prior to uploading the newest software for Event Espresso.

Step 1 – Backup your website
Begin by backing up your WordPress site.

Step 2 – Download the latest software from your Event Espresso account
Login to your WordPress dashboard and then go to the WP Plugins screen. Deactivate all Event Espresso software that you would like to update.

Then go to your Event Espresso account page and then scroll to the Downloads area and click on the EE4/5 tab. Click on each item that you would like to download and they will be saved to your computer as a zip file. Make a note of the location for those file(s) on your computer as you’ll need them shortly.

Step 3 (Optional) – Relocate your old software to a backup folder
This step will allow you to keep a copy of your old plugin folders.

Now login to your site using your preferred SFTP / FTP client and then browse to the wp-content folder. This is the folder that has the themes and plugins folders for WordPress. If you would like to keep a copy of your old software for Event Espresso 3, then create a new folder called event-espresso-core-reg-backup:

/wp-content/event-espresso-core-reg-backup

Then browse to the WordPress plugins folder which will be in this location:

/wp-content/plugins

Using your SFTP / FTP client, transfer the old plugin folders for Event Espresso along with any add-ons to this location:

/wp-content/event-espresso-core-reg-backup

Step 4 – Unzip your new software and upload to your site
Now you can upload the updated software which is on your computer as zip files. Browse to the location of those files and then unzip (ie. expand) them. Then transfer the each unzipped plugin folder to the WordPress plugins folder:

/wp-content/plugins

Here is an example of the location for the Event Espresso 3 core plugin:

/wp-content/plugins/event-espresso-core-reg

Allow your SFTP / FTP client to complete all transfers and if there are any errors then try the transfer again.

Step 5 – Reactivate the software for Event Espresso 5
Return to your WordPress plugins screen and refresh it and then re-activate Event Espresso 3 along with any add-ons that may have been uploaded.


Migrate from Event Espresso 3 to Event Espresso 5

A migration will transfer data such as events, venues, attendees/registrants and other information from Event Espresso 3 to Event Espresso 5. With that mentioned, not all information is migrated so its important to create a plan for your migration.

Want to skip the planning section below and see information on how to migrate? Click here to go directly to the Complete the Migration part of this guide.

Plan a Migration

Event Espresso 3 and Event Espresso 5 are different platforms. Information is stored in different database tables and there are some notable changes and things to be aware of.

Custom Coding
Coding changes that have been made for Event Espresso 3 will not be compatible with Event Espresso 5. This applies to custom functions that may have been added via a child theme’s functions.php / site specific plugin and/or changes to custom templates.

Changes in Admin Menus
The menus between the platforms are different. Here is an overview of those changes:

Event Espresso 3 menu –> Event Espresso 5 menu
General Settings –> General Settings (no change)
Event Overview –> Events
Venue Manager –> Venues
Questions –> Management / Registration Form / Questions
Question Groups –> Management / Registration Form / Question Groups
Categories –> Events / Categories
Calendar Settings –> Settings / Calendar
Promotional Codes –> Add-ons / Promotions
Email Manager –> Management / Messages
Template Settings –> Events / Templates
Payment Settings –> Settings / Payment Methods
Member Settings –> Management / Registration Form / User Integration Settings
Ticket Templates –> Management / Messages
MailChimp Integration –> Add-ons –> MailChimp
Social Media –> A social sharing plugin for WordPress can be used as events are now custom post types
Infusionsoft Settings –> Add-ons / Infusionsoft
System Status –> Extras / Maintenance / System Information
Help/Support –> Extras / Help & Support
API Settings –> Replaced with the REST API add-on
User Permissions –> Replaced with the Capabilities system
User Roles –> Replaced with the Capabilities system
Locales/Regions –> Replaced with the Capabilities system
Regional Managers –> Replaced with the Capabilities system

Changes in Registration Flow
Event Espresso 3: Information is collected via the registration form on the single event page –> Attendee/registrant pays for their registration (if applicable).
Event Espresso 5: An attendee/registrant begins registration by selecting an option from the ticket (pricing) selector. Then their information is collected and they can pay (if applicable).

Changes in Critical Pages
Some of the critical pages for Event Espresso are updated when a migration takes place. For clarity, we’ve included notes for all critical pages.

Event listings page (e.g. example.com/event-registration/)
[ESPRESSO_EVENTS] –> [ESPRESSO_CHECKOUT]
The events listing page becomes the registration checkout page by receiving an updated shortcode and a new virtual events listing page is available here: example.com/events/.

Thank you page (e.g. example.com/thank-you)
[ESPRESSO_PAYMENTS] –> [ESPRESSO_THANK_YOU]
The shortcode changes for the thank you page.

Registration cancelled (e.g. example.com/registration-cancelled/)
[ESPRESSO_CANCELLED]
There are no changes to the shortcode for this page.

Transactions page (e.g. example.com/transactions/)
[ESPRESSO_TXN_PAGE]
There are no changes to the shortcode for this page.

Changes in Shortcodes
Some shortcodes for Event Espresso 3 including those for the template add-ons have changed in Event Espresso 5. You can find updated and supported shortcodes on the following pages:
Shortcodes for Event Espresso 5
Shortcodes for the Events Calendar for Event Espresso 5 (new options/parameters available)
Shortcodes for the Events Table View Template for Event Espresso 5
Shortcodes for the Events Grid View Template for Event Espresso 5

If you cannot find a shortcode for Event Espresso 3 mentioned in one of the above pages, then it is not currently supported.

New Messages System
Event Espresso 5 introduces a messages system that handles messaging and notifications (e.g. registration approved, registration pending payment, registration declined, payment reminder, invoice and more). Custom messages from Event Espresso 3 are not migrated to Event Espresso 5. You should copy any existing custom emails into a plain text file so you can add it after the migration.

Discount/Promotion Codes
Existing discount codes for Event Espresso 3 are not migrated to Event Espresso 5. There is a promotions system available but existing discounts will not be transferred when a migration occurs.

Before we go through the steps for how to migrate from Event Espresso 3 to Event Espresso 5, we recommend that you also check out our common migration questions.

Complete the Migration

Step 1 – Backup your website
Begin by backing up your WordPress site.

Step 2 – Make sure that you are using a current version of Event Espresso 3
The migration process will need a current version of Event Espresso 3 to work correctly. Login to your WordPress dashboard (WP-admin) and go to Plugins. Then look for Event Espresso 3 in the list of plugins.

If your current version of Event Espresso 3 is less than 3.1.36.6 then you’ll want to update it first. If your version is newer, then go to step 3.

Deactivate your version of Event Espresso 3 through the plugins screen. Then click on Add New and then search for Event Espresso 3 lite in the search field. Then click on Install Now and confirm. Afterwards click on Activate. Then immediately return to the Plugins screen and deactivate and delete Event Espresso 3 Lite.

Step 3 – Download the latest software for Event Espresso 5 from your Event Espresso account
Login to your WordPress dashboard and then go to the WP Plugins screen. Deactivate all Event Espresso software.

Then go to your Event Espresso account page and then scroll to the downloads area and click on the EE5 tab. Click on each item that you would like to download and they will be saved to your computer as a zip file. Event Espresso 5 does not require any add-ons to run and it can operate on its own. Make a note of the location for those file(s) on your computer as you’ll need them shortly.

Step 4 – Deactivate Event Espresso 3
Login to your WP dashboard (WP-admin) and go to Plugins, then deactivate the Event Espresso 3 plugin. You’ll also deactivate all Event Espresso 3 add-ons.

Step 5 – Upload Event Espresso 5 to your WP dashboard
Login to your WP dashboard (WP-admin) and go to Plugins –> Add New –> Upload. Now browse to the zip file (e.g. event-espresso-core-reg.zip) for Event Espresso 5 on your computer and select it. Then start the upload process and allow it to complete.

Step 6 – Activate Event Espresso 5 and start the migration
Click on Activate and Event Espresso 5 will run through a few tasks internally and then switch itself into maintenance mode. At this point, you’ll see a notice to migrate. Click to go to the maintenance screen for Event Espresso 5. Then click the button to begin migrating your information to Event Espresso 5.

The migration runs in a few stages and you’ll see a confirmation after each stage. Click to continue after each stage has completed and finish all steps in the migration. Once it is done then Event Espresso 5 will take itself out of maintenance mode and you’ll be viewing the about page for Event Espresso 5.

Note: It is important that all stages of the migration be completed.

At this point, you can explore the various admin menus for Event Espresso 5.

Common Migration Questions

Are all features and add-ons in Event Espresso 3 available for Event Espresso 5?
All features and add-ons are not currently available in Event Espresso 5.
Examples include a Recurring Events Manager add-on and a Seating Chart add-on. See the our Event Espresso 3 vs Event Espresso 5 comparison page for more information and also check out our roadmap for Event Espresso 5.

Will you stop supporting Event Espresso 3?
There are no plans to stop supporting Event Espresso 3 in the near future. At this time, we plan to continue supporting Event Espresso 3 and encourage members that are interested in Event Espresso 5 to migrate. There are some exciting new features that will be available for Event Espresso 5 in the near future. Keep an eye on our Event Espresso 5 roadmap!

If I migrate to Event Espresso 5, then is my Event Espresso 3 information lost?
Event Espresso 5 creates its own database tables (ie. wp_esp_) when it is activated. A migration does not remove the database tables for Event Espresso 3 (ie. wp_events_). This means that your information will be there is you switch back to Event Espresso 3 in the future.

Can I run Event Espresso 3 and Event Espresso 5 at the same time?
No, only one version of Event Espresso can run at one time.

Can I use Event Espresso 3 add-ons with Event Espresso 5 and vice versa?
No, add-ons for Event Espresso 3 cannot be used with Event Espresso 5. Event Espresso 5 has its own add-ons available.

A developer helped me customize Event Espresso 3. Will those customizations work for Event Espresso 5?
Event Espresso 3 and Event Espresso 5 share a similar name but are different platforms. Information is stored in different database tables and the codebase is different. Custom coding (e.g. templates with customizations) for Event Espresso 3 will not work out of the box with Event Espresso 5 and will need to be updated.

Are there additional resources that I can provide my web professional / developer for help with upgrading my site?
Yes, here are some resources that you can provide to your web professional / developer:
Developer portal for Event Espresso 5
Theming for Event Espresso 5; Overview of starter templates for Event Espresso 5
Code snippet library for Event Espresso 5
How to create a payment gateway for Event Espresso 5

View more resources for developers in our developer center.

I’m unsure about migrating to Event Espresso 5. What should I do?
Follow up with us by creating a support post in our support forums and tell us about your project. We’ll share feedback to let you know if Event Espresso 5 will be a good fit.

Troubleshoot a Migration

My migration has crashed or become frozen. How can I get back on track?
Raise the memory that is available to PHP through and reduce the migration step size by adding the following constants towards the middle of your wp-config.php file:

define( ‘WP_MEMORY_LIMIT’, ‘128M’ );
define( EE_MIGRATION_STEP_SIZE, 10 );

Learn more about the suggestions above here: https://gist.github.com/lorenzocaum/78fc11939eefcff8a272

Posted in | Comments Off on How to Upgrade Event Espresso

How to Create a Custom Message Template

Tuesday, October 27th, 2015

The messages system in Event Espresso handles notifications for all events. For example, if you had an event called Fall Festival and another called Winter Wonderland, then the global message templates would be used.

What if you would like to use a specific template for a certain event? The messages system can help you do this by using a custom template.

Create a Custom Message Template

1) Login to your WordPress dashboard (WP-admin)

2) Look for Event Espresso in the admin menus and then click on Messages and then click on Default Message Templates. You’ll now be viewing the messages overview screen.

3) Locate the message type that you are wanting to use. For example, the registration details email that goes out is from the Registration Approved message type. After you have found your message type, click on the Create Custom button that appears towards the right are of your screen and this will take you to the messages editor.

4) Towards, the top of the page, you’ll see a dropdown for the recipient. Event Admin means that you are editing a custom message template that will go to the event admin / event author. Primary Registrant is the first person (attendee) that registers in the event. Registrant is used for all registrants including the primary registrant that may register at once for an event. If you do not see a recipient mentioned above, then it is not supported for the message type that you are editing. Select your intended recipient using the dropdown menu and then click on the Switch Recipient button.

5) Next, remove the text for “Custom Message Template” and add a descriptive name/title. For example, if we were creating a custom registration approved message type for our Fall Festival event, then we might set the name as Custom Reg Approved – Fall Festival. Then enter a brief description in the next text box.

6) Now make changes to your custom message template and then click on Save.

Link your Custom Message Template to an Event

Be sure that you have save changes to your custom message template.

Now you can enable it for your event. Go to Event Espresso –> Events. Look for your event in the Events Overview screen and click on it. This will take you to the event editor. Scroll towards the end of the page and look for the Notifications area. Toggle the Email tab and then look for the message type that you would like to assign your custom template to. For example, with our Fall Festival event, we created a custom message type for the Registration Approved message type so we would click on the dropdown for that message type and then select our custom message template and then save changes to the event.

Developers

Our support team cannot write custom coding for you. Below are some examples on customizing this feature.
  • Enqueue your own styles or scripts via this hook (and just add the regular wp_enqueue_style() etc in your function):
    AHEE__EE_Html_messenger__enqueue_scripts_styles
    That should load any CSS scripts/styles AFTER the messages styles/scripts.
  • Learn about Registering a Messages Template Variation

Posted in | Comments Off on How to Create a Custom Message Template

How to Translate Event Espresso

Tuesday, September 1st, 2015

Translating Event Espresso into your language will allow for an easier registration experience for your native speakers (e.g. attendees/registrants) which can lead to more registrations for your events.

In this guide, we’ll show you how to translate Event Espresso into your language. First, we’ll ensure that your WordPress site is set to your preferred language. Then we’ll help you select a tool for translation, show you how to use that tool, and finally how to upload your language files to your site to enable them. Note that for this walk-through, we’ll use French as the example language and these steps will allow you to use Event Espresso with any language.

Important Note:

Multiple languages at the same time is not supported so Event Espresso cannot be used with WPML or Qtranslate.

Before we get started, lets look at a few terms that will be used throughout this guide:

WP dashboard – this is the WP-admin for your WordPress site.

Your language – this is your local language that you are wanting to translate Event Espresso into.

POedit – a software program for editing PO files and creating MO files.

GlotPress – holds different translation projects for Event Espresso.

PO file – a file that holds translation strings that are translated via tools like POedit or GlotPress.

MO file – a file that holds translations strings and is used by your WordPress site.

SFTP/FTP client – a software program (e.g. FileZilla, Cyberduck) that lets you transfer files to and from your WordPress site.


Select your Language

Login to your WordPress dashboard (WP-admin) and go to Settings –> General. Next scroll down and locate the Site Language option which appears towards the end of the page. Now change it to your language. For example, if you wanted your site to appear in French, then select that language from the dropdown menu. Then save changes by clicking on the Save Changes button.

Note that the language that is selected here will be the language that you will setup Event Espresso to use. You cannot use one language for your site and then a different language for Event Espresso. For example, if your WordPress site is set to French, then Event Espresso will also use the French language.


Choose a Translation Tool

Two tools that are commonly used for translating Event Espresso are POedit and GlotPress.

POedit is a software program that is installed locally on your computer. It is available for multiple platforms including Windows and Mac.

GlotPress holds translation projects which includes our different language files for Event Espresso. It can be used from any computer that has an internet connection and can even import language files that have been edited by POedit.

Show me how to translate with POedit | Show me how to translate with GlotPress

How to use POedit to Translate Event Espresso

Click on the following link and then on the next page click on the button to download POedit to your computer: https://poedit.net/download

Then browse to the file on your computer and install it. Now we’ll need to get a source file called a PO file from GlotPress. Go to this link: https://translate.eventespresso.com/projects

Next, click on your version of Event Espresso. For example, if you are using Event Espresso 3, then click on Event Espresso 3. If you are using Event Espresso 4, then click on Event Espresso 4.

On the next page, you’ll see a list of available languages. Locate your language and click on it. For example, if you were wanting to translate Event Espresso into French, then click on the name of that language (e.g. French (France)).

On the next page, you’ll see a list of translation strings. Scroll towards the end of the page and look in the bottom left corner. You’ll see a legend along with some export options. We’ll now use the export option to get the latest copy of the PO file for your language.

Be sure that the first dropdown menu is set to all current and that the second dropdown menu is set to Portable Object Message Catalog (.po) and then click on the Export link. Here is a screenshot of those settings:

Translate Event Espresso: glotpress-export-po-file

A PO file will be downloaded to your computer (e.g. event-espresso-4-fr_FR.po). Locate the file on your computer and then move it to a safe location such as your documents folder. Then double-click on it and if prompted open with POedit.

You’ll now be viewing the PO file in POedit. The left side of the screen contains the source text and the right side is the translation. Before starting translations, please check out our translation tips and recommendations.

After viewing the recommendations and tips above, you can begin translating. To do so, click on a translation string and then you’ll see a section for source text which shows the existing text and then a blank area for the translation. Enter a translation and then click on a different translation string. You can repeat this step to translate the available translation strings. Be sure to Save after you are finished.

You have been completing translations via the PO file so the next step is to create an MO file for use on your site. Go ahead and save changes to your current file in POedit. Then go to the File menu for POedit –> Compile to MO. Then save the MO file to the same location as your PO file. Then continue to the next section for setting up your language files.

How to use GlotPress to Translate Event Espresso

1) Using GlotPress will require an account on our Glotpress site. If you do not have account account, then please register for one here: https://translate.eventespresso.com/wp-login.php?action=register

2) Once you have registered for an account, complete the Translator Application form at the bottom of this page to apply to become a translator.

3) Next (once we’ve approved your application), go to our GlotPress page here: https://translate.eventespresso.com/projects

Then click on your version of Event Espresso. For example, if you are using Event Espresso 3, then click on Event Espresso 3. If you are using Event Espresso 4, then click on Event Espresso 4.

On the next page, you’ll see a list of available languages. Look in the top right area of the screen and click on the Log in link. On the next page, enter your credentials GlotPress and then click on the Login button. Afterwards, you’ll be taken back to the screen that shows a list of available languages.

Locate your language and click on it. For example, if you were wanting to translate Event Espresso into French, then click on the name of that language (e.g. French (France)). You’ll now be viewing translations strings that are available for translation. The left side of the screen contains the source text and the right side is the translation. Before starting translations, please check out our translation tips and recommendations.

After viewing the recommendations and tips above, you can begin translating. To do so, double-click on the text that says Double-click to add and then in the text area enter a translation. Once you are finished, click on Suggest new translation. You can repeat this step to translate the available translation strings. This process will set these translations to pending until a member of our team or a validator (an Event Espresso member that is fluent in a specific language) approves the translations. GlotPress is checked a few times each week. You can also notify us by creating a support post in our support channel and we will approve your translations.

The next step is to get a copy of the latest PO and MO files for use on your site and we can use the export option from GlotPress to get these files. Go to the page that shows the available translation strings for your language. Then scroll towards the end of the page and look in the bottom left corner. You’ll see a legend along with some export options.

Be sure that the first dropdown menu is set to all current and that the second dropdown menu is set to Portable Object Message Catalog (.po) and then click on the Export link. Here is a screenshot of those settings:

Translate Event Espresso: glotpress-export-po-file

We’ll now complete similar steps to get an MO file. Be sure that the first dropdown menu is set to all current and that the second dropdown menu is set to Machine Object Message Catalog (.mo) and then click on the Export link. Here is a screenshot of those settings:

glotpress-export-mo-file

A MO file will be downloaded to your computer (e.g. event-espresso-4-fr.mo). Now locate both the PO and MO files that were downloaded to your computer and continue to the next section for setting up your language files.


Tips and Recommendations for Translations

Here are some tips and recommendations for working on translations.

The name Event Espresso is the brand name for our product and should not be translated. Similarly, brand names for other web services should not be translated. Examples are Stripe, AuthorizeNet, PayPal, Vanco, iDeal Mollie, and Sage Pay.

Shortcodes such as [ESPRESSO_PROMOTIONS] or [ESPRESSO_MY_EVENTS] should not be translated. If the text of the specific shortcodes are translated, then they will not work as expected.

Function names such as EEH_Line_Item::get_pre_tax_subtotal() or EEH_Line_Item::create_event_subtotal() should not be translated since these refer to functions that are in the core plugin or an add-on for Event Espresso.

Variables in the source text such as %s or %1$s should be included in the translated text. If you leave them out, then your translated text may not appear correctly.

HTML tags in the source text such as <strong> and <em> should be included in the translated text. If you leave them out, then your translated text will lose that formatting. Also be sure to include the opening and closing HTML tags (e.g. <em>hello</em>).

Start to translate with POedit | Start to translate with GlotPress


Setup your Language Files

You should now have the latest PO and MO file for your language, either from POedit or GlotPress. The next step is to upload the files to your WordPress website.

Upload your PO and MO Files

The next step would be to upload your files so Event Espresso can start using them and an SFTP or FTP client will be needed. FileZilla and Cyberduck are free options that are available for multiple platforms. Your web host will be able to provide you with the credentials for logging in via SFTP or FTP.

1) Login to your WordPress root with your preferred SFTP/FTP client.

2) Browse to this location:

/wp-content/uploads/espresso/

3) Now create a folder called languages. If a languages folder is already there then browse into that folder. You should now be viewing the following location in your SFTP/FTP client:

/wp-content/uploads/espresso/languages

4) Now upload your PO file and MO file from your computer to the folder above using your SFTP/FTP client

Event Espresso will begin using the MO translation file right away and you should see various areas of Event Espresso change in the WordPress dashboard (WP-admin) and on your event pages on the front-end of your website. Are certain areas such as the registration form not appearing as translated? Please continue to the next section below.


Continuing Translations

Your translation files (i.e. PO and MO files) will hold the majority of your translations. However, there are a few areas of Event Espresso that are not translated via those files.

For Event Espresso 3, the question groups for the registration forms, questions for the registration forms, and registration messages can be translated by browsing to those screens in your WordPress dashboard:

Event Espresso –> Questions
Event Espresso –> Question Groups
Event Espresso –> Email Manager (or edit message individually via event editor)

For Event Espresso 4, the registration form question groups, registration form questions, and message types (e.g. email notifications) can be translated by browsing to those screens in your WordPress dashboard:

Event Espresso –> Registration Form –> Question Groups
Event Espresso –> Registration Form –> Questions
Event Espresso –> Messages

Keeping Translations Up-to-date

When new software is released such as a major version of Event Espresso 4, then new translation strings may be introduced. Prior to releasing the new software, we will update GlotPress which holds language files for Event Espresso. You can get the latest files by following these steps:

  1. Go to our GlotPress project and get the latest PO and MO for your project (see section: Translate with GlotPress)
  2. Rename the files so they have the correct file names (see section: Setup your Language Files)
  3. Rename your existing language files on your site by adding an extra letter or number to the end of the filename. This step will deactivate the files and is a safer option than overwriting or deleting them.
  4. Upload the newest PO and MO files that you recently downloaded and renamed.

Event Espresso will then start using the new language files that are in place.


Troubleshooting

Did you follow this guide and things still aren’t working? Don’t worry, we’ll help you get back on track.

First, double-check that you are using a current version of Event Espresso.

Next, ensure that your site language matches the language that you are trying to use with Event Espresso. For example, if your site language (a setting in your WP dashboard) is set to French, then Event Espresso must use the translation files (i.e. PO and MO file) for French. Event Espresso is not compatible with multi-language tools like WPML or qTranslate.

If things still are not working, then double-check the upload location and the filenames. The upload location for your PO and MO files should be:

/wp-content/uploads/espresso/languages

You can double-check the exact names that your PO and MO file should be in the section for setting up your language files.

If you are still not successful with getting your translations working, then please create a support post in our support forums so we can help you. Be sure to let us know any troubleshooting steps that you have already tried.


Additional Resources

Translation teams on WordPress.org

How to Internationalize your Plugin

 

Help Translate Event Espresso

Interested in helping to translate Event Espresso? Complete the form below to get started today!

Event Espresso Translator Application

Want to become a translator for Event Espresso? We offer special incentives and discounts to everyone who helps translate Event Espresso and maintain our language files.

  • What language will you be adding/contributing to?
  • If you do not currently have an account on our Glotpress site, then please register an account here: https://translate.eventespresso.com/wp-login.php?action=register
  • Would you be willing to become a translation validator and check other users' translations?
  • This field is for validation purposes and should be left unchanged.

Posted in | Comments Off on How to Translate Event Espresso

Promotions & Discount Codes Add-on

Tuesday, August 11th, 2015

The Promotions add-on for Event Espresso 4 adds powerful and flexible promotional pricing features to your website. You can now create discount codes and promotions that can be applied when registering for an event. This gives the person registering the ability to apply a discount code, or receive an automated discount that reduces the price of a registration.

Overview

This add-on’s basic features include:

  • Promotional pricing discount codes
  • Promotional pricing without discount codes
  • Create a global promotion code and assign to several events
  • Optional usage quantity limits per discount
  • Optional start and expiration date for each discount
  • Percentage or fixed discounts
  • A shortcode and a widget that display a list of non-coded promotions on your website


Need to Buy a Support License for the Promotions Add-on for Event Espresso 4?
https://eventespresso.com/product/eea-promotions/

The Promotions add-on is included in the EE4 Everything Support License.

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 Promotions add-on from your Event Espresso account page.

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

You can access the Settings page by going to Event Espresso > Promotions and click the Settings tab. The first setting is very important if you set taxes on your tickets. In some locales the tax needs to be applied to the the price pre-discount, in other locales the tax needs to be applied to the discounted price.

The other settings are for changing how non-coded promotions are displayed.

You can display a list of non-coded promotions on your website by activating the Promotions widget in WP > Appearance > Widgets. Alternatively you can place the [ESPRESSO_PROMOTIONS] shortcode on a page and it will display upcoming promotions there.

Usage

Managing Promotions

You can add new and edit promotions by going to Event Espresso > Promotions. There you can click the Add new button or click on one of the existing promotions to edit.

Promotions fields

  • Name You can use the Name field to identify each promotion. The name of the Promotion is not the same thing as the discount code.
  • Code This is the field where you input the promotional code. You leave this field blank for non-coded promotions
  • Type You select Percent Discount or Dollar (fixed) Discount here
  • Amount You input the discount amount here
  • Scope Currently a promotion’s scope is limited to Events
  • Apply Promo to ALL Scope Items If set to “Yes” then this promotion will be applied to all events
  • Promo is Exclusive When the promotion is set to be exclusive, it cannot be combined with any other coded promotions at checkout
  • Number of Uses Here you can set a limit to how many total uses this promotion can have. For example, if you set this field to 5 and set the promotion to apply to one event, a maximum of 5 uses of this promotion will be allowed. Another example, if you set this field to 5 and set the promotion to apply to 2 events, a maximum of 10 uses of this promotion will be allowed.
  • Valid From and Until Promotions can automatically begin and expire on the dates you set here
  • Banner Text/Description This is the text that will be displayed in the Promotion Banners if they are being used (see Settings Tab) as well as anywhere that the Promotion details are listed.
  • Accepted Message If using Promotion Codes, this will be shown when a code has been successfully verified and applied to a registrant’s order
  • Declined Message If using Promotion Codes, this will be shown when a code entered by a registrant can not be verified or applied to their order
  • Promotion applies too…
    This is where you check the boxes next to the events that you want the
    promotion to apply to.
  • Advanced Filters You click the settings icon to toggle the Advanced event view filters. Here you can set a range of dates, search for an event by name, or filter the events by category
  • Sort You click Sort to view the list of events in reverse order (earliest added upcoming events first)
  • Pagination links When you have more than 10 upcoming events, the pagination links will allow you to page through groups of ten events

Applying Promotions at Checkout

Non-coded promotions are automatically applied to the prices at checkout. Registrants can input and submit promotional codes on the same checkout step where they select a payment method.

Promotional code input

Viewing Applied Promotions

You can view information about the promotion applied to an order by viewing the transaction via the Event Espresso transactions list table. When a registration has a promotion applied to it you’ll see a price breakdown in the Registration details for each registration.

The Registrations CSV report will also include a column that shows the promotional code that was applied to the order.

Troubleshooting

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

Frequently Asked Questions

  • How do I change the color of the submit promo code button?
    As with most style oriented customizations, button colors, fonts, and text styles are all controlled by your WordPress theme. You can change the color using the theme’s settings (if included) or with CSS
  • How can I import discount codes?
    At this time Event Espresso 4 promotions does not include a discount code import feature. We’ll release an update to the add-on when the importer is ready. You can sign up for our email newsletter to get a notification when it’s available.

Customizations

Our support team cannot write custom code for you.

CSS classes for the promotional code input field and submit button

Input field classes: ee-promotion-code-input ee-reg-qstn ee-promo-combo-input

Submit button classes: button button-primary ee-promo-combo-submit

Example CSS for styling the promo code submit button:

input.ee-promo-combo-submit {
background-color: green;
color: #fff;
}

Examples that show how to change default settings using WordPress filter hooks

More custom code snippets

can be found in the Event Espresso code snippet library

Posted in | Comments Off on Promotions & Discount Codes Add-on

Multiple Event Registration Add-on

Wednesday, June 3rd, 2015

The Multiple Event Registration add-on for Event Espresso 4 adds an event shopping cart feature on your website. It will allow your attendees/registrants to register for multiple events with only one checkout process needed!

Two Minute Overview

View quick links for this add-on –>


Need to Buy a Support License for the Multiple Event Registration Add-on for Event Espresso 4?
https://eventespresso.com/product/eea-multi-event-registration/

The Multiple Event Registration add-on is included in the EE4 Everything Support License.

Installation

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

Download the latest version of the Multiple Event Registration add-on 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.

Setup and Configuration

You will NOT see any new WordPress administration menus for the add-on.

Usage

The Multiple Event Registration add-on will create a shopping cart experience on your site. Your registrants/attendees will be able to add several events to a shopping cart and then complete registration checkout once (instead of once per event).

Display the Ticket Selector on the Event List Page

To make it easier for attendees to select tickets from multiple events at the same time, you can Display the Ticket Selector on the event list page. Go to Events > Templates > Display Ticket Selector? Y

That way your audience can add more tickets to their cart from one page.

EE4-MER-concert-on-the-beach

The events on the event listing page will receive an “Add to Event Cart” button as shown in the image above. Please note, users can only add tickets from each event individually. Selecting tickets from other events, on the same screen, does not automatically add all selected tickets to the cart. Clicking the Add to Cart button will only add the tickets for that event.

Event Cart Widget

The EE4 version of the Multiple Event Registration add-on comes with its own Event Mini Cart Widget. You can activate and configure the widget from within WordPress → Appearance → Widgets admin page the same as any other WordPress widget.

EE4-MER-mini-cart-widget

Once the Event Espresso Mini Cart Widget is activated, visitors will see it in the chosen location.

EE4-MER-mini-cart-widget-front

Registration Checkout Workflow

After adding an item to the cart, your attendees/registrants will be shown a “View Event Cart” button on any event, in the list, that they have added. Clicking the “View Event Cart” link link will then take the registrant to the cart confirmation page, where they can then select the number of tickets / pricing options they want, remove events they no longer want, and proceed to registration checkout.

EE4-MER-cart-view

 

You may notice here that the customer can select multiple amounts of the same type of ticket! The available number of tickets a customer can register for at one time, is determined by the “Maximum number of tickets allowed per order for this event” setting in the individual events.

This can be used to your advantage – by setting numerous pricing options in an event, your customers can buy various ticket types in varying numbers, allowing a greater degree of flexibility for you.

Messaging Workflow

We made some improvements to the messages system in the EE4 core plugin that have benefits for when the Multiple Event Registration add-on is active. The following overview helps outline some expectations with how messages works with these improvements as they relate to the registration message types:

  • Messages are generated for each unique registration status in a transaction matching the message type corresponding to that message type.  This means if a transaction has two registrations in it with not approved status (because the Events in the cart for those registration has a default registration status of not approved), and three registrations in it with approved status, then there will be messages generated only for the not approved registrations using the registration not approved message templates, and another set of messages generated for the approved registrations using the registration approved message type.
  • Event Authors will always receive messages that contain only information related to the registrations on their event(s) for a transaction.  So if there is a transaction where all the registrations are approved and its for tickets across three different events, and Event A and Event B is authored by User A and Event C is authored by User B: then User A will receive one message containing only information based on registrations for Event A and Event B, and User B will receive one message containing only information based on registrations for Event C.
  • Custom Templates are only used when a message is generated that contains only information pertaining to a single event and that event has a custom message for that message type.  So if a registration approved message is generated for the registrant recipient context and it contains information on three registrations across three events, then the global template for registration approved messages is used.  However if that was only for one event (Event A) and that event had a custom message template for Event A, then the custom template for registration approved messages will be used.
  • When resending messages from the registration list table using the bulk action.  The system will automatically group messages into as few as possible for each context and registration represented in the bulk selection.  Messages are first grouped by transaction, and then by registration status, and then the expectations listed in the previous points above apply.  An important fix that occurred in Event Espresso 4 core as a result of the improvements made for MER, is that when resending messages in the admin, all active contexts have messages generated.  Prior to this fix, only the registrant recipient received messages (or primary recipient if there is no registrant recipient).

Registration Multi-status Summary

This message type provides a summary notification to Primary Registrants and Admin recipients when there are multiple registrations in a transaction with different statuses.

messages-overview-mer-status

If this setting is not on by default when activating the Multi Event Registration add-on, you can enable it in the Event Espresso > Messages > Settings page.

Manually Adding Payments to Registrations

If you plan on allowing registrants to make payments at a later date, instead of using one of our many payment gateways, then you may find it necessary to apply a payment to specific registrants as opposed to all of the registrants for a transaction. For example, if a customer sends a check to ONLY pay for their registration but not others, then you will need to manually apply that payment to the transaction by visiting the Registrations Admin List table (WP admin > Event Espresso > Registrations) and find the registration for that person, then click on the TXN Date link to bring up the transaction details for that registration.

transaction-date

Then click the “Apply Payment” button and fill the out payment details. When the Apply Payment Modal window is open, you have two options for who the payment is applied to:

  1. All Registrations; or
  2. Just the following Registrations

transaction-update-payment

If you select the “Just the following Registrations” radio button, then you will be able to apply the payment to any of the available individual registrations in that list.

Note #1: Payments are applied sequentially to registrants. So if you have two registrants that each owe $10, and apply a $15 payment with both registrants selected, one registrant will receive a $10 payment (the max they owe), and the other will receive the remaining $5 as payment. If the first registrant had already paid $5 at some point, then they would only receive a $5 payment this time, and the remaining $10 would then be attributed to the second registrant.
Note #2: Registration status is controlled manually via the admin. Applying a payment to a registrant that fully pays off their amount owing will NOT result in their registration status being toggled to “Approved”. Registration status for any registrant will ONLY be changed if the setting in “Change Registration Status” is different than their current status. Obviously, clicking “Leave the Same” will have no effect, regardless of any payment amount attributed to an individual registrant.
Note #3: Notifications are sent to ALL applicable registrants regardless of registrant selected in the “Registrations to Apply Payment to:” table. So Registration Approved notifications will be sent to ALL Approved registrants regardless of whether their status changed as a result of any payments applied here.

Applying Refunds

Applying refunds is very similar to manually adding a payment. You can apply a refund via the the transaction, by visiting the Registrations Admin List table (follow the steps above), or through the WP Admin > Event Espresso > Transactions List table:

transactions-overview

Then click the “Apply Refund” button and fill the out refund details. When the Apply Refund Modal window is open, you have two options for who the refund is applied to:

  1. All Registrations; or
  2. Just the following Registrations

transaction-update-payment
Just like applying payments to registrations, if you select the “Just the following Registrations” radio button, then you will be able to apply the refund to any of the available individual registrations in that list.

NOTE #1: refunds are applied sequentially to registrants. So if you have two registrants that each paid $10, and apply a $15 refund with both registrants selected, one registrant will receive a $10 refund (the max they paid), and the other will receive the remaining $5 as a refund. If the first registrant had only owed $5, then they would only receive a $5 refund this time, and the remaining $10 would then be attributed to the second registrant.

NOTE #2: registration status is controlled manually via the admin. Applying a refund to a registrant does NOT result in their registration status being toggled. Registration status for any registrant will ONLY be changed if the setting in “Change Registration Status” is different than their current status. Obviously, clicking “Leave the Same” will have no effect, regardless of any refund amount attributed to an individual registrant. This is no different than current behavior.

NOTE #3 : notifications are sent to ALL applicable registrants regardless of registrant selected in the “Registrations to Apply Payment to:” table. So Registration notifications will be sent to ALL registrants matching the status in the “Change Registration Status” select dropdown, regardless of whether their status changed as a result of any refunds applied here.

Troubleshooting

  • The plugin will not activate. Can you help?
    Are you running a current version of Event Espresso 4?
  • Where is the menu screen for this add-on?
    This plugin does not create any new menus in the WordPress admin screen. It automatically changes the registration process to facilitate registering for multiple events at one time.
  • I’m seeing a warning above my event pages.
    Ensure that your Event Espresso software including core plugin and all add-ons are up to date. Then turn off WordPress debugging by changing a macro in your wp-config.php file.

Frequently Asked Questions

  • How do I change the color of the _____ button?
    As with most style oriented customizations, button colors, fonts, and text styles are all controlled by your WordPress theme.
  • Can there be more than one primary registrant per order?
    No, for the time being and the foreseeable future, attendee #1 is the ONLY primary registrant. There can only be one.

Customizations

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

Available Filters

Main Cart

  • Cart? Event Cart? Ticket Basket?
    FHEE__EED_Multi_Event_Registration__set_definitions__event_cart_name
    Example:
  • event cart heading (default: “Event Cart” or whatever was set above )
    FHEE__EED_Multi_Event_Registration__view_event_cart__event_cart_heading
  • go to cart after adding tickets? or stay on event list (default)
    FHEE__EED_Multi_Event_Registration__filter_ticket_selector_redirect_url__redirect_to_cart
  • button text
    FHEE__EED_Multi_Event_Registration__view_event_cart_btn_txt
    FHEE__EED_Multi_Event_Registration__empty_event_cart_btn_txt
    FHEE__EED_Multi_Event_Registration__update_event_cart_btn_txt
    FHEE__EED_Multi_Event_Registration__return_to_events_list_btn_txt
    FHEE__EED_Multi_Event_Registration__proceed_to_registration_btn_txt
  • show all success messages? default: false
    FHEE__EED_Multi_Event_Registration__display_success_messages
  • empty cart message
    FHEE__EE_Event_Cart_Line_Item_Display_Strategy___empty_msg_row
  • where to go after emptying cart
    FHEE__EED_Multi_Event_Registration__empty_event_cart__redirect_url
  • adding additional styles to buttons
    FHEE__EED_Multi_Event_Registration__event_cart_template__btn_class
  • change URL to go back to event list
    FHEE__EED_Multi_Event_Registration__set_definitions__events_list_url
    example usage to change the event list button to redirect to a calendar page:

 

Mini Cart Widget

  • change template
    FHEE__EEW_Mini_Cart__form__minicart_templates
  • change display line item strategy
    FHEE__EEW_Mini_Cart__widget__minicart_line_item_display_strategy
  • minicart css
    FHEE__EEW_Mini_Cart__widget__minicart_css

 

Modal Popup Messages

  • FHEE__EED_Multi_Event_Registration__get_cart_results_results_message
  • FHEE__EED_Multi_Event_Registration__get_cart_results_current_cart_message

Template Customization

You can change the file path for Multi Event Registration’s templates to load from your WordPress child theme or a plugin by using the
FHEE__EEH_Template__display_template__template_path
filter hook. The following example shows how to load the event_cart.template.php from the active WordPress child theme:

Need to Buy a Support License for the Multiple Event Registration Add-on for Event Espresso 4?
https://eventespresso.com/product/eea-multi-event-registration/

Posted in | Comments Off on Multiple Event Registration Add-on

Payment Methods Pro Add-on

Wednesday, May 27th, 2015

The Advanced Payment Methods Pro add-on will allow you to specify payment methods for certain events. For example, you could offer one payment option for one event and a different payment option for all other events.

View quick links for this add-on –> 


Need to Buy a Support License for Payment Methods Pro for Event Espresso 4?
https://eventespresso.com/product/eea-payment-methods-pro/

Installation

This add-on requires Event Espresso 4.9.32 or newer. It cannot be used with old versions of Event Espresso 4. It is not compatible with the Multiple Event Registration add-on.

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

Download the current version of the Payment Methods Pro add-on 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.

Setup and Configuration

You will not see any new WordPress administration menus for the add-on. Payment methods (payment gateways) are set up through the payment methods screen and then enabled through the event editor.

Usage

Login to your WordPress dashboard (WP-admin). Then go to Event Espresso –> Payment Methods. Look for the payment method that you would like to limit to one or more events and click on the name of the payment method.

If this is a new payment method that you are setting up for the first time, then click on the button to Activate the Payment Method. This will expand the settings for this payment method. Go ahead and setup the payment method by entering any credentials (if applicable). You can then jump to the section below for Usable From.

How to use additional payment method accounts

You can set up additional payment gateway accounts to use for other events. First, you click on the button to Activate Another Payment Method which appears towards the top of the payment methods settings screen. Then you update the Admin-Only Name to something easily recognizable. For example, if you are wanting to setup PayPal for a specific event or a set of events, then you could update the name to PayPal Express – Project ABC.

Next, enter your credentials (if needed) for your extra payment method.

Now scroll down and locate the Usable From option. The settings that you need will depend on how you want to use this extra payment method.

If you would like to allow a payment method to be available for all events automatically, then place a checkmark for the setting for Front-end Registration Page and set Available By Default to Yes.

 

Here is an example of the settings to enable for all events.

If you would like to allow a payment method to be available for specific events, then place a checkmark for the setting for Front-end Registration Page and set Available By Default to No. Here is an example of those settings.

Next, you’ll want to enable this payment method for select events.

Go to Event Espresso –> Events. Then click on an event that you would like to use this payment method on. You’ll now be viewing the event editor. Scroll down and look for the Payment Methods area which appears in the lower right area of the page. If you do not see it, then toggle Screen Options in the top right and then place a checkmark next to Payment Methods.

From the Payment Methods area, select the payment methods that you would like to offer for this event.

Here is an example of how the section will appear.

You can then save changes to your event by clicking on the Update button in the event editor.

Troubleshooting

The plugin will not activate. Can you help?
Are you running a current version of Event Espresso 4? This add-on needs at least version 4.9.32 to activate.

Can this add-on be used with the Multiple Event Registration add-on?
The Payment Methods Pro add-on cannot be used with the Multiple Event Registration add-on as the Multiple Event Registration add-on allows a guest to add multiple events to a cart and then register at once.

Where is the menu screen for this add-on?
This plugin does not create any new menus in the WordPress admin screen. It uses the payment methods screen along with the event editor for Event Espresso.

Customizations

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


Need to Buy a Support License for Payment Methods Pro for Event Espresso 4?
https://eventespresso.com/product/eea-payment-methods-pro/

Posted in | Comments Off on Payment Methods Pro Add-on

Authorize.net SIM Payment Gateway

Wednesday, May 20th, 2015

The Authorize.net SIM payment gateway will allow your attendees/registrants to pay for their event registration with a credit or debit card on a secure webpage, hosted on Authorize.net.

View quick links for this payment gateway –> 


Need to Buy a Support License for the Authorize.net SIM Payment Gateway for Event Espresso 4?
https://eventespresso.com/product/eea-authorizenet-sim/

Installation

This add-on requires Event Espresso 4.6 or newer. It cannot be used with old versions of Event Espresso 4.

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 SIM 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.

 

Switch from Authorize.net SIM to Authorize.net Accept

Authorize.net is closing down their Authorize.net SIM service. They recommend switching to Authorize.net Accept.

Here is an overview of the steps to make the switch to Authorize.net Accept. These steps will take 5 to 10 minutes to complete:

  1. Login to your Authorize.net merchant account and enable Transaction reporting
  2. Download Authorize.net Accept from your EventEspresso.com account page
  3. Upload and activate Authorize.net Accept through your WordPress plugins screen in your WP-admin (WP dashboard)
  4. From your WordPress dashboard, go to Event Espresso → Payment Methods and click on Authorize.net Accept
  5. Now click on the button to activate Authorize.net Accept
  6. From the top of your screen, immediately click on Authorize.net SIM and scroll down and look for the API Login ID and copy it
  7. Click on Authorize.net Accept and paste in the API Login ID that you just copied.
  8. Now click on Authorize.net SIM and then look for the Transaction Key and then copy it
  9. Click on Authorize.net Accept and paste in the Transaction Key and then save changes by scrolling down and clicking on the button
  10. Now switch back to Authorize.net SIM and then scroll down and click to deactivate it

Setup and Configuration

An account with Authorize.net is needed to accept payments via Authorize.net.


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 and click on the button to activate the payment method.

event-espresso-authorizenet-sim-payment-gateway

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.

To give your audience more payment options, you can activate multiple payment methods at the same time. However, if you are offering just one payment option, then we recommend that you set that one payment method to be selected by default during registration checkout. That will simplify the check out process for your attendees.

Authorize.net API Login ID – This credential is needed to process payments and can be found in your Authorize.net account.
Authorize.net Transaction Key – This credential is needed to process payments and can be found in your Authorize.net 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: 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).
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 SIM payment gateway will let you accept payments via major credit or debit cards.

This is an offsite payment gateway which means that attendees/registrants will process their payment on a secure webpage on Authorize.net.

An account with Authorize.net is needed to accept payments via Authorize.net.

Troubleshooting

I configured Authorize.net SIM and payments are not being processed. Can you help?
First, 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.

How can I setup a recurring payment or subscription through Authorize.net SIM?
Recurring or subscription payments are not currently supported in the Authorize.net SIM payment gateway.

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

Is an SSL certificate needed for Authorizenet SIM?
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 the Authorize.net SIM Payment Gateway for Event Espresso 4?
https://eventespresso.com/product/eea-authorizenet-sim/

Posted in | Comments Off on Authorize.net SIM Payment Gateway

Vanco Payment Gateway

Monday, May 18th, 2015

The Vanco payment gateway will allow your attendees/registrants to pay for their event registration with a credit or debit card or a checking bank account or savings bank account.

View quick links for this payment gateway –> 


Need to Buy a Support License for the Vanco Payment Method for Event Espresso 4?
Accept event payments with the Vanco 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 Vanco 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 Vanco

Your credentials for Vanco will be assigned by a member of the Client Services team at Vanco. You’ll be provided with your Client ID, User ID, Password, and Encryption Key. That information can be entered in the payment methods page for Event Espresso within your WP dashboard and then click on the Update Settings button. You’ll then be ready to accept payments on your site.

Note: Debug mode should not be turned on as your production (live) credentials cannot be used for testing purposes. If you need to test Vanco, then we recommend creating a couple of ticket options (pricing options) with a value of at least $3. The $3 minimum is set by Vanco. Then afterward, you can refund the funds.

Will this 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 Vanco is needed to accept payments via Vanco.

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 Vanco and click on the button to activate the payment method.

vanco-payment-gateway

 

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.

Vanco Client ID – This credential is needed to process payments and can be found in your Vanco account, this is your Vanco Unique identifier for the organization.
Vanco User ID – This credential is needed to process payments and can be found in your Vanco account, it is your Vanco 8 character Web Services user ID.
Vanco Password – This credential is needed to process payments, it is your Vanco alphanumeric password.
Your unique Vanco Encryption Key – This credential is needed to process payments and can be found in your Vanco account. It is a unique Encryption Key provided by Vanco for each user.
Allow only Debit Cards – This allows you to set if transactions should only be allowed when a Debit card is being used. This will remove the option to pay via a Checking/Savings account and decline the payment if a Credit Card is used.
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/vanco-payment-solutions.png
Image
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).
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 Vanco payment gateway will let you accept payments via credit or debit card or a checking bank account or savings bank account. It is a good fit for churches and other non-profit organizations.

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

An account with Vanco is needed to accept payments via Vanco Payments Solutions, and an SSL certificate is recommended for securing your website.

Troubleshooting

I configured Vanco and payments are not being processed. Can you help?
Double-check your credentials and ensure that debug mode is off. Test mode (debugging mode) cannot be enabled with your production credentials that will be assigned by Client Services at Vanco. Also, ensure that there is no extra spacing before or after the credentials in the payment methods page of Event Espresso.

When making a payment, there is an error message that shows ‘Blocked IP’, what is this?
This means Vanco has blocked your servers IP address from their servers and you will need to contact the Client Services team directly to have them remove the block. This can happen if the incorrect credentials have been used within the payment method or if there is a problem during the login request to Vanco before a payment is initiated. First confirm that the credentials used are correct, if so contact your web hosting provider and confirm your server supports SNI (find out what SNI is here) as if not the login request will continue to fail and cause the IP to be blocked once again.

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

When I refund a payment, does it also refund through Vanco?
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 Vanco merchant account and process the refund.

Is an SSL certificate needed for Vanco?
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 Vanco Payment Solutions.

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 the Vanco Payment Method for Event Espresso 4?
Accept event payments with the Vanco payment gateway for Event Espresso

Posted in | Comments Off on Vanco Payment Gateway

« Older Entries
Newer Entries »
Event Espresso