EE4 Archives | Page 8 | Page 8 of 17

People Admin Add-on

Tuesday, March 31st, 2015

The People add-on creates a new interface within the Event Espresso 4 admin for managing people associated with an organization and/or event. People can be organized by type (e.g. as staff (default option) or volunteer, speaker, sponsor, etc) and categories.

View quick links for this add-on –>

Need to Buy a Support License for the People Add-on?
https://eventespresso.com/product/eea-people-addon/

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 People 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’ll now be viewing the overview screen for the People add-on.

ee4-people-manage-people

Usage

From the People overview screen, click on Add Person. This will take you to the person editor for Event Espresso.

You’ll notice that the layout is similar to the event editor with some options that are applicable for a person’s contact information. Full name, first name, last name, and email is required. Other fields are optional.

Here is an overview of where this information appears:

Full name, description, and featured image are used on the people listings page (e.g. example.com/people/) and single person page (e.g. example.com/people/full-name/).

First name, last name, and short biography is used on the single event page (e.g. example.com/events/my-event-name/).

Other information such as the person’s phone number and email are shown in the people overview screen within the WordPress dashboard (WP-admin).

Display Order

The display order can also be customized in the event editor, by adjusting the “order” value. We plan on adding drag-and-drop functionality in the future.

ee4-people-add-to-event

Views and Post Types

People archive pages are automatically created using WordPress Custom Post Types and can be easily added to a WordPress menu or customized by a designer or developer.

The default templates use your WordPress theme’s default archive.php file. Theme designers/developers should be able to create custom post type templates using the Event Espresso People Custom Post Types that are made available, once the add-on is installed and people are added to the system.

For example, this is a list of “Founders” (just a custom type I created earlier), that I can view by visiting the “founders” people type archive page (example: http://mywebsite.com/people-type/founders/):

ee4-people-people-archive

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 4.6 to activate.

Customizations

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

Learn how to change the Custom Post Type slug for the People add-on

Need to Buy a Support License for the People Add-on?
https://eventespresso.com/product/eea-people-addon/

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Sage Pay Payment Gateway

Tuesday, March 24th, 2015

Get online payments through debit cards and credit cards with Sage Pay in the United Kingdom.

view quick links for this payment gateway –>

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

Version 1.1.6+ supports Strong Customer Authentication (SCA) with 3DSecure.

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 Sage Pay payment gateway for Event Espresso 4 from your Event Espresso account.

Locate your Credentials for Sage Pay

Your credentials for Sage Pay will be assigned by Sage Pay support. You’ll be provided with your Vendor name. This 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: If you need to test Sage Pay, then you can enable debug mode through the payment method screen. Also, be sure to whitelist your web server’s IP address via the test area for MySagePay. There is a separate login area for MySagePay for testing. After you are finishing testing, be sure to turn debug mode off and save changes.

How to add your web servers IP address to your ‘Valid IPs’ list

In order to use Sage Pay, the IP Address that the payment request is being made from needs to be added to a list of ‘Valid IPs’ within your Sage Pay account. To set this up you will need both the ‘Public IP Address’ and ‘Subnet Mask’ of your web server. You can get your server’s IP address by going to your site’s Event Espresso > Payment Methods page, then click the Help tab located on the upper right corner of the page. Then click the Sage Pay Settings item on the help menu. There, under “Sage Pay Allowed IP Address” you’ll find your server’s IP address. Your hosting provider will be able to provide you with the subnet mask. You can then follow these steps:

1) Log into your Sage Pay account
2) Click on Settings -> Valid IPs

3) Click the ‘Add’ button on the bottom right of the form.

4) Input the details of your webserver and add that IP to the list.

The IP address used in the example below is not a valid public IP Address, your web servers IP address will be different to this.

Will Sage Pay 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 Sage Pay is needed to accept payments via Sage Pay.

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 Sage Pay Server Integration and click on the button to activate the payment method.

The legacy Sage Pay Direct Integration does not support Strong Customer Authentication and is therefore not recommended to use after 14 September 2019.

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.

Sage Pay Vendor Name – This credential is needed to process payments and can be found in your Sage Pay account.
Credit Card Types – These settings determine the cards types you will accept through the gateway.
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/sagepay-default-logo.png

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.

How to Update to the Sage Pay Server Integration for SCA Compliance

Existing users of the Sage Pay gateway will need to deactivate the original integration and activate the new “Server Integration” by following these steps:
1) Update to the current version of the Sage Pay payment method add-on
2) Go to Event Espresso > Payment Methods, click on the original “Sage Pay” payment method, take note of the Vendor name, and deactivate the payment method
3) Activate the new “Sage Pay Server Integration” payment method, input the vendor name into the “Sage Pay Vendor Name” field, then click the Update button to save the changes

Usage

The Sage Pay payment gateway will let you accept payments via major credit or debit cards such as Visa, MasterCard and American Express.

An account with Sage Pay is needed to accept payments via the Sage Pay gateway.

Troubleshooting

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

Check you have added your servers public IP address to your ‘Valid IPs’ within your Sage Pay account and that this is the correct IP address, you may need to contact your hosting provider to confirm this.

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

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

Is an SSL certificate needed for Sage Pay?
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 Sage Pay.

Customizations

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

How to customize Sage Pay’s payment pages

It’s recommended to use the “Responsive” payment page setting. You’ll find some general, but out of date, instructions for how to activate custom payment pages here: https://www.sagepay.co.uk/support/16/36/activating-customised-payment-pages

The recommended setting is highlighted in this screenshot:

How to make address fields optional

By default the payment gateway will ask for a full address including a state/province and a zip/postal code.

If you would like to make these optional then please see this link: https://gist.github.com/lorenzocaum/4199c5d74eaa73b60600

The changes in the link above are suggested if you will be having registrations where your attendees/registrants may be from a country that does not use a state/province and/or a postal/zip code.

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

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How To Import Registrations Into MailChimp

Tuesday, March 10th, 2015

When using the MailChimp Add-on registrants are added to your List as they register onto the event.

Sometimes you may want to import the registration data to MailChimp, for example if users have registered onto your event before the add-on was installed/activated on your site, those registrations will not be added to your lists as we do not batch import previous registrations, you can do this manually using the following steps.

First follow the guide here on How To Export Registrations To CSV

Now you have all of your registration information we can import the info into your List.

Log into MailChimp and go to ‘Lists’, then click on the list that you would like import the information to.

Now go to Add subscribers -> Import subscribers

Select ‘Import from a CSV or TXT file’:

Now select your recently download CSV from your event and upload:

Now you will see options on which fields from the CSV are to be used for your List merge fields.

The correct fields will vary depending on how the Lists are set up, however generally you will always need First Name, Last Name & Email Address from the CSV to map to their equivalent list fields. Click ‘skip’ on any fields you do not need, then select the correct field within the dropdown to match CSV field. For example here we have skipped any fields before ‘First Name[ATT_fname]’ :

Now select the correct List field to map that value to:

After selecting the correct field, click ‘Save’ to move onto the next one, you will want to do this for each field you need to map within the List, as mentioned this will generally be at least First Name, Last Name & Email Address but may also include others. Once these fields are set, click ‘Complete Import’ to add the attendees to the list.

As you can see from the final image, MailChimp checks each of the records for duplicates, if they are currently within the list or if they have previously un-subscribed from your lists, they will not be re-added when uploading records manually.

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How To Export Registrations To CSV

Tuesday, March 10th, 2015

All of your registration information can be exported to a Comma-separated Values (CSV) file that will allow you to use that information however needed. CSV files are most commonly used with Excel, Numbers, or Google Sheets. Once you download your registration data to a CSV file, you can open or import the CSV file in the spreadsheet program of your choice.

To export your registrations navigate to: Event Espresso -> Events.

To download the CSV report of the registration data for a single event, hover over the event name you wish to export the registrations for and click the ‘Registrations’ link that appears.

You’ll be taken to a table of registrations specifically for that event, at the bottom of the table is the ‘All Registrations CSV Report’ button, click that button to start generating the CSV file:

Clicking that button will download a CSV of all the registrations for that event.

Filtered List

You can also export the attendees based on the filters at the top of the Registration page, or the Check-in tab. You can filter by date (month/year), category, status and event and datetime.

Filter Event Espresso Attendees

You can then export that filtered list of attendees by clicking the “Filtered CSV Report” button at the bottom of the page.

To download a CSV report of all your registration data, just navigate to: Event Espresso > Registrations, and at the bottom click the “All Registrations CSV Report” button. That will download all the registration data for all events in one file. Depending on how much data you have, this may take a few minutes for your server to build the report and give you the file.

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EE4 WP User Integration

Friday, February 27th, 2015

Overview

The Event Espresso 4 WP User Integration (Members) allows you to take full advantage of the WordPress user system.

You’ll be able to display member only tickets to your logged-in members; members can store personal information into the WordPress database allowing your members to quickly register for events by auto-filling in the personal information on the event registration form.

Need to Buy a Support License for the EE4 WP User Integration?
https://eventespresso.com/product/ee4-wp-user-integration

Getting started

This add-on installs just like any other WordPress plugin. You can use the standard WordPress plugin upload button and upload the .zip file that you received when you purchased this add-on.

After installation, you will need to allow people to register on the site. Go to the WordPress General Settings screen and check the box labeled: Membership > Anyone can register. The default role for new users is “Subscriber” and is the recommended role to use here.

Now you’ll need to give people a way navigate to the registration/log-in page. The default WordPress page for logging in is the same URL you use to log into your WordPress site: yoursitename.com/wp-login.php. The registration page URL is yoursitename.com/wp-login.php?action=register. You can post these links anywhere and anyhow you see fit. Some use the built-in meta widget in widgetized areas of the theme. There are also plugins that allow for a little more control over what happens after logging in, one example is the simple-login plugin.

You may want to “brand” the log-in page. A nice and simple plugin that lets you do this is the Login Logo plugin developed by Mark Jaquith.

Please Note: The “My Events” feature is not yet available. Registered members CANNOT cancel, pay for, or view events they’ve registered for in the past. This feature will be available in a later iteration.

Default WP User Integration Settings

The EE4 WP User Integration adds a new tab in the Event Espresso > Registration Form settings page, labeled “User Integration Settings”. There you can set defaults for things like require log in for all events, creating users at the time of registration, and setting the default role registration generated users.

If you set “Require login for all events” to Yes, all events will require the registrant to be logged into the website. However, this setting can be overridden at the event level.

Single Event – WP User Integration Settings
The settings mentioned above can also be managed at the single event level.

Ticket Capability Restrictions/Member Only Tickets

The capability requirements for tickets feature allows you to create member only tickets, by allowing you to assign a minimum WordPress capability to the ticket. This basically enables you to set restrictions on who can purchase the ticket option. This is an excellent way to create “Member Only” type discounts to people visiting your site.

How do I use it?
Creating these type of restrictions utilizes the Roles and Capabilities feature of WordPress. In this field, you indicate the capability that a visitor must have as a part of their user profile when logged in and viewing the ticket options. For instance if you have the s2Member® plugin installed, and you have “s2member_level1” in this field, then the visitor must be logged in and have the “s2member_level1” role assigned to their user.

s2Member® Support
s2Member® is a great tool that can be used to extend the EE4 WP User Integration add-on, because of the additional features it makes available for websites that depend upon membership fees. s2Member® makes it easy to secure WordPress content and offer users/members a secure checkout solution that integrates seamlessly with WordPress Roles/Capabilities.

s2Member® is a third-party WordPress plugin. It is not required, nor affiliated with Event Espresso.

Supported s2Member® Roles
If you have s2Member® installed on your site, you can use any of the following roles to limit access to tickets based on a certain s2Member® role:

s2member_level1
s2member_level2
s2member_level3
s2member_level4

This screenshot shows an example of a user, with the role of “s2member_level1” viewing the ticket selector.

Contacts & User Admin UI

The EE4 WP User Integration allows event administrators to quickly view linked contacts and WP users.

Show what WP user an EE4 contact record is linked to when viewing an EE4 contact.

Show what contact is linked to the user profile when viewing the /users.php page in the backend

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Mollie Payment Gateway

Thursday, February 26th, 2015

Your attendees can pay for their event registrations with a credit card or using services like IDEAL, Bancontact, SEPA Direct debit, Giropay, PayPal, Sofort Banking, and others.

View quick links for this payment gateway –>

Need to Buy a Support License for the Mollie Payment Gateway for Event Espresso 4?
Accept event payments with the Mollie 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 Mollie payment gateway for Event Espresso 4 from your Event Espresso account.

Locate your Credentials for Mollie

Your credentials for Mollie can be found in your Mollie.com account. Here are the steps to find your credentials for Mollie:

1) Under ‘My Account’ (Mijn account) click on “Website Profiles” (Websiteprofielen).

2) If you do not you already have a website profile you will need to create one here, or if you have one already, you will need details from within from within the profile.

3) If you need to create a new website profile enter the requested details such as website URL, company name and your email address otherwise click ‘Details’ on a current profile and skip to the next step.

4) Now you have a website profile you need the API key from within to use within the Payment Method. If testing payments use the ‘Test API Key’ otherwise use the ‘Live API Key’, copy the key and save it within the Mollie API Key field in the payment gateway. You do not need to set any webhooks as Event Espresso does this automatically for each payment.

5) Activate iDeal through ‘My Account’ (Mijn account) -> ‘Payment Methods’. Your Mollie.com account allows you to select multiple Payment methods. However the Mollie Payment Gateway integrates with the iDeal payment method. This account has the ‘iDeal’ and ‘Bank transfer’ payment methods active, however only iDeal will be available to your users for payments.

If you enable the Credit Card option within your Mollie account it should show within the available payment methods once the user is directed to Mollie and work fine within Event Espresso.

You can do that within your Mollie account -> Payment methods -> Credit Card.

I tested this with the account with have for Mollie, and it worked as expected within Event Espresso.

Will Mollie 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 Mollie is needed to accept payments via Mollie.

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

event-espresso-4-ideal-mollie-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).
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.

Mollie API Key – This credential is needed to process payments and can be found in your Mollie.com account.
PMD Order – The value (number) can be used to sort or arrange this payment option. A lower value means that it should appear first during registration checkout.
Button URL – This is the URL to the image that will be used during the payment process of registration checkout.
Alternative Button URL: https://ee-screenshots.s3.amazonaws.com/2015/07/ideal-mollie.png

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 Mollie payment gateway will allow you to take online payments through iDEAL and other popular payment services in Europe.

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

An account with Mollie.com is needed to accept payments via the Mollie gateway.

Troubleshooting

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

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

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

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

View more information on PCI compliance from Mollie.

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

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Check Payment Method

Wednesday, February 18th, 2015

The Check payment method will allow your attendees/registrants to pay for their event registration via check or money order.

View quick links for this payment gateway –>

Need to Buy a Support License for Event Espresso 4?
https://eventespresso.com/pricing/?ee_ver=ee4

Installation

No installation is required. The Check payment method is included with the Event Espresso 4 core plugin.

Setup and Configuration

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

event-espresso-4-check-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).
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.

Title – This is the title of the payment method and appears on the registration checkout page.
Instructions – Provide clear instructions for how a payment should be made.
Payable To – This is the name of the organization or person that the check should be made out to.
Address Payable – This is the address of the organization or person that the check should be made out to.
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 URLs:

https://ee-screenshots.s3.amazonaws.com/2015/07/bank-logo.png

http://ee-screenshots.s3.amazonaws.com/2015/12/check-logo.png

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 Check payment method will provide your registrants/attendees with information on how to send a check to pay for their event registration. It can also be used to handle payments via money orders.

This is an onsite payment option which means that attendees/registrants will not leave your site. This is a payment method so no actual funds will be transferred via this payment option.

Troubleshooting

I configured Check and payments are not being processed. Can you help?
This payment method does not process or transfer actual funds (monies). You’ll need to provide instructions on how an attendee/registrant can pay (e.g. mail a check or money order to a specific address). This can be done by using the Instructions field on the Check payment method settings.

When I refund a payment, does it also refund a payment automatically?
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 process a refund through the payment option that was used. For example, if an attendee/registrant paid via money order, then you would need to refund their payment through a new check or new money order.

How can I setup a recurring payment or subscription through the Check payment method?
Recurring or subscription payments are not currently supported through the Check payment method.

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 Event Espresso 4?
https://eventespresso.com/pricing/?ee_ver=ee4

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Bank Draft Payment Method

Wednesday, February 18th, 2015

The Bank Draft payment method will allow your attendees/registrants to pay for their event registration via bank draft or electronic funds transfer (EFT).

View quick links for this payment gateway –>

Need to Buy a Support License for Event Espresso 4?
https://eventespresso.com/pricing/?ee_ver=ee4

Installation

No installation is required. The Bank Draft payment method is included with the Event Espresso 4 core plugin.

Setup and Configuration

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

event-espresso-4-bank-draft-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).
Open by Default? – This sets this payment method to be pre-selected on the registration checkout page.

Title – This is the title of the payment method and appears on the registration checkout page.
Payment Instructions – Provide clear instructions for how a payment should be made.
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/bank-logo.png

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 Bank Draft payment method will provide your registrants/attendees with information on how to make a bank transfer to pay for their event registration.

This is an onsite payment option which means that attendees/registrants will not leave your site. This is a payment method so no actual funds will be transferred via this payment option.

Troubleshooting

I configured Bank Draft and payments are not being processed. Can you help?
This payment method does not process or transfer actual funds (monies). You’ll need to provide instructions on how an attendee/registrant can pay (e.g. transfer funds to this bank account). This can be done by using the Payment Instructions field on the Bank Draft payment method settings.

How can I setup a recurring payment or subscription through Bank Draft?
Recurring or subscription payments are not currently supported through the Bank Draft payment method.

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 Event Espresso 4?
https://eventespresso.com/pricing/?ee_ver=ee4

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Invoice Payment Method

Wednesday, February 18th, 2015

The Invoice payment method will allow your attendees/registrants to pay for their event registration via an invoice.

View quick links for this payment gateway –>

Need to Buy a Support License for Event Espresso 4?
https://eventespresso.com/pricing/?ee_ver=ee4

Installation

No installation is required. The Invoice payment method is included with the Event Espresso 4 core plugin.

Setup and Configuration

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

event-espresso-4-invoice-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).
Open by Default? – This sets this payment method to be pre-selected on the registration checkout page.

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/invoice-logo.png

Usable From? – Select where this payment method should be available for use. This payment method cannot process payments through the WP-admin (WP Dashboard).

Invoice Display Settings
Payee Name – The [INVOICE_PAYEE_NAME] shortcode is parsed to the value of this field if present, if this field is blank then it’s parsed to the payee name set in the organization settings page, if that page is blank then it parses to an empty string.
Payee Email – The [INVOICE_PAYEE_EMAIL] shortcode is parsed to the value of this field if present, if this field is blank then it’s parsed to the payee email set in the organization settings page, if that page is blank then it parses to an empty string.
Payee Tax Number? – The [INVOICE_PAYEE_TAX_NUMBER_*] shortcode is parsed to the value of this field if present, if this field is blank then it’s parsed to the payee tax number set in the organization settings page, if that page is blank then it parses to an empty string.
Payee Address – The shortcode [INVOICE_PAYEE_ADDRESS] is parsed to the value of this field if present. If this field is empty, then the shortcode will use the value of the company address set in the organization settings page. If that value is empty, then an empty string is used.
Instructions – Provide instructions for how the invoice should be paid.
Logo Image – Upload a logo for your invoice. This will appear in the top left area of the invoice.

Invoice Gateway Settings
Confirmation Text – This text appears on the thank you page after a registration using Invoice as the payment method.
Extra Info – Any extra HTML you may like to include after the confirmation text.
Update Settings – Click this button after making any changes to your payment method.
Deactivate Payment Method – Click this button to deactivate this payment method.

Editing the Invoice Content

The invoice layout and content can be changed through the Messages system in Event Espresso and the following steps are optional.

Go to WP-admin (WP dashboard) –> Event Espresso –> Messages. Then locate the invoice message type. You may need to adjust the pagination to show it on page 1 or click to go to page 2 (located towards the bottom right area of screen). Then click on the recipient for Purchaser. You can then edit the invoice as needed. Be sure to save changes by clicking on the Save button once you are finished.

Usage

The Invoice payment method will let your registrants/attendees be “invoiced” so they can pay later at a specified time.

This is an onsite payment option which means that attendees/registrants will not leave your site. This is a payment method so no actual funds will be transferred via this payment option.

Troubleshooting

I configured Invoice and payments are not being processed. Can you help?
This payment method does not process or transfer actual funds (monies). You’ll need to provide instructions on how an attendee/registrant can pay for their invoice. This can be done by using the Instructions field on the invoice payment method settings.

The invoice is missing my logo. How do I fix this?
The logo for the invoice is set through the payment methods screen for the Invoice payment method. Be sure to upload an image, select it, and then save changes to the payment method.

How can I setup a recurring payment or subscription through Invoice?
Recurring or subscription payments are not currently supported through the Invoice payment method.

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 Event Espresso 4?
https://eventespresso.com/pricing/?ee_ver=ee4

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Ticket Selector Embed Code

Tuesday, February 17th, 2015

The “Ticket Selector Embed Code” is simple, right? Just click the “Embed” button in the event editor, after creating an event. The code that appears in the modal window can then be copied and pasted into any web page. However, there is a little more involved than that, including how to add a ticket selector to a Facebook page.

Step 1

Click the “Embed” code button in the ticket editor.

Step 2

Copy the embed code from the modal popup window.

Step 3

Paste the code in any HTML web page, blog post or page (by WordPress.com, WordPress.org, Drupal, Blogger, etc).

Step 4

That’s it! Start sharing your embed code with other website and/or blog owners to start getting your events noticed.

Adding an EE4 Ticket Selector to Facebook

This is quick and easy using Event Espresso 4. If you have already created your event, follow the instructions below.

We use the Static HTML: iframe tabs Facebook application to embed the EE4 ticket selector into a Facebook page. You’ll learn how to add this application soon, but let’s first get our EE4 ticket selector iframe embed code for Facebook.

Getting your ticket selector embed code

Step 1

Click the “Embed” tab from within the EE4 event editor.

Step 2

Select and copy the iframe code from the modal popup window.

Adding Iframe App to your Facebook Page

Please Note!
When developing an iFrame application FB needs to be able to access the content securely via SSL.

This means using https:// and that will require that you have an SSL certificate installed on the site you are retrieving the embed code from.

If your content can’t be accessed securely then FB users will get an error message and the ticket selector will not be displayed on Facebook.

Step 1

Go to your Facebook page and on the search bar enter “Static HTML: iframe tabs” or visit this link https://apps.facebook.com/static_html_plus.

Step 2

Click the “Add Static HTML to a Page” button.

Step 3

Choose your Facebook page to add the iframe tab and click the add button.

Adding the Ticket Selector to your Facebook page

Step 1

Go to your Facebook page and find the Custom iframe app you just installed. It is usually found under More options named “Welcome” tab as seen on the screenshot below. See FAQ section below if you want to change the default page tab name.

Step 2

Click “Edit Tab” to add content to the Page Tab.

Step 3

There are two options you can choose to display your form on your Facebook page. The first one Content (Public Content) makes it available to everyone, while the second one Leadgate (Fan Content) makes it available only to your Facebook fans, or users who liked your Facebook page. Make sure to publish your page afterwards. Check the following screenshot.

Frequently Asked Questions (FAQ)

The page tab does not appear on mobile devices?
Page tab apps are not supported on mobile devices by Facebook’s Platform. However, Static Iframe Tab App provides direct URL to your page tab that is viewable on mobile devices. To get your page direct URL, simply edit your Facebook tab, click on the “Enable tab on mobile devices” button, and copy the link you see on the Tab URL box.

How to change the page tab name and tab image?
These can be changed on the tab settings. Go to your tab settings and look for the “Tab name and picture” tab.
No ticket selector displayed in the Facebook page?
Please make sure you have an SSL certificate installed on the site you are retrieving the embed code from.

If you are stuck with any of the steps above or if you have further questions about this guide, feel free to post it on the comments section below.

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