Configuring The Company

Before you can successful use the plugin it is necessary to complete the information in the Company tabs.

This area is divided into six tabs: Contact Info (all required fields), Payment Settings, Captcha, Page Config, Confirmation Settings, and Done.

The setup of your company is fairly straight forward.  Complete each section and click to the tab title to move between tabs.

Contact Info

This area is where you provide information that is used throughout the plugin.  This information is displayed onscreen if you accept checks for mailing checks, the Primary contact email is used for email notifications.  Please complete each area.  For international locations, you can substitute your provice for State.

The Payment Settings tab defines how your registration system will handle attendee payments.  The plugin supports online payments through Paypal, Google Pay, Authorize.net and has future capability for easily adding a custom payment solution.  If you currently do not wish to accept online payments, you can choose None.

If you choose to utilize online payments, you should have an ID provide by your payment vendor.    For Paypal this is typically your email address.  For Google, this is a unique ID number.  For Authorize.net, you will need your ID number plus and an additional transaction key (leave blank for all other payment forms)

The Payment Button Text allows you to customize the button that appears on the registration form.

The lower portion of this tab is for those who are using PayPal settings, all others can leave this area blank.

The image URL is for a custom logo you wish displayed on your PayPal page when your users pay.

The Cancel Return URL is the URL your users will be returned to if they select cancel from the PayPal site.  Some people prefer to create a special page with a customized message for those who do not complete the payment process.

Sometimes people do not complete the payment and will need to return at a later date.  In order to allow them to return, retrieve their payment info and pay, you will need to provide a return URL.  To do this, simply create a new page on your site and place [EVR_PAYMENT]  in the body section, in HTML view.  Then paste the link to this page in the Notify URL.  This will allow the link with a unique key to allow an attendee to return and see their information and make a payment.  They can also return and see their payments made, provide you post the payments in the system.

The third tab, Capcha, allows you to have Captcha security on your registration forms.  Enable this option if you find you are getting a number of spam registrations.  There are approximately 190 images that randomly rotate on the registration page.

The fourth tab, Page Config is essential for the plugin to operate.  Without proper completion of this tab, the registration form will not display or work.  When you activated the plugin, you should have followed the setup steps and created two pages, one for registration and one for payments.

The registration page should have the shortcode {EVRREGIS}.  If you used a previous version of this plugin, you will need to replace the shortcode with the new one.  This page should be set to public as it will be your primary registration page.  Select the page from the dropdown selection  that you placed the shortcode on. Make sure you put the shortcode in in HTML view.

The Return URL should be the page you put the [EVR_PAYMENT] shortcode in the body.  Select the page from the dropdown.  This should be the same page you noted in the PayPal configuration on the previous tab.  This page can, and generally should be hidden from navigation. Make sure you put the shortcode in in HTML view.

The next secion is for Confirmation Settings.  This is the emails that will be sent, if desired, automatically when people register or a payment is processed.

The plugin can automatically send confirmation emails to people when they register.  You can select to send  or  not send emails by each event, but in order to do this, you must enable the feature here for global control.  This uses the builtin wordpress send mail feature.

I recommend you create a default email that will be sent in case you forget to type a custom mail on your event.  One of the nice features is that you can pull registration information and include it in the email.  Currently the plugin supports the following tags:  [fname], [lname], [phone], [event],[description], [cost], [company], [co_add1], [co_add2], [co_city],[co_state], [co_zip],[contact], [payment_url], [start_date], [start_time], [end_date], [end_time]

A sample email would look like this:

***This is an automated response – Do Not Reply***

Thank you [fname] [lname] for registering for [event].

We hope that you will find this event both informative and enjoyable.

Should have any questions, please contact [contact].

If you have not done so already, please submit your payment in the amount of [cost].

Click here to reveiw your payment information [payment_url].

Thank You.

 

The plugin features a wysiwyg editor for formating text areas.

Popup Help is available on the Confirmation Settings tab.

The code inside the plugin allows you to pull data directly into any email sent from the system.  There are a series of codes that correspond to actual data from the database.  Refer the the information provided in the help popups for direction.

Email Confirmations:

For customized confirmation emails, the following tags can be placed in the email form and they will pull data from the database to include in the email.

[id},[fname], [lname], [phone], [event],[description], [cost], [company], [co_add1], [co_add2], [co_city],[co_state], [co_zip],[contact], [payment_url], [start_date], [start_time], [end_date], [end_time]

Sample Email

***This is an automated response – Do Not Reply***

Thank you [fname] [lname] for registering for [event]. We hope that you will find this event both informative and enjoyable. Should have any questions, please contact [contact].

If you have not done so already, please submit your payment in the amount of [cost].

Your unique registration ID is: [id].

Click here to review your payment information [payment_url].

Thank You.

For payment emails, there are a few different as well as the standard data codes for putting data into the email.  Please refer the the help popups for specific details.

Payment Confirmations:

For customized payment confirmation emails, the following tags can be placed in the email form and they will pull data from the database to include in the email.

[id],[fname], [lname], [payer_email], [event_name],[amnt_pd], [txn_id],[address_street],[address_city],[address_state],[address_zip],[address_country],[start_date],[start_time],[end_date],[end_time]

***This is an automated response – Do Not Reply***

Thank you [fname] [lname] for your recent payment of [amnt_pd] ([txn_id]) for [event_name]. We hope that you will find this event both informative and enjoyable. Should have any questions, please contact [contact].

Your unique registration ID is: [id].

Click here to review your payment information [payment_url].

Thank You.

That should complete the organization settings and now you are ready to get going.