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Author Topic: invite only, link to pre-populated registration page events workflow  (Read 4026 times)

Michael McAndrew

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invite only, link to pre-populated registration page events workflow
December 03, 2010, 09:54:22 am
Hello,

We are trying to get some 'invite only, link to pre-populated registration page events workflow' happening but the documentation seems a bit scarce.

We want to send people an invite email which they can click on and arrive at a pre-populated event form with a couple of profiles already filled in (they check that there info is correct) and then register.  We don't want people who aren't approved to be able to register.

Here is what we have done so far:

We have enabled all the reserved event statuses.

We created a test participant with the participant status of 'Pending from approval'

When we selected 'Pending from approval' an extra drop down appeared and we clicked 'send notification' (which appears under the registration status).  We also clicked 'Send confirmation'

We were hoping to receive an invite email.  We were thinking that this might be based on the 'Events - Registration Confirmation Invite' template (but this might just be wishful thinking). 

We ran the ParticipantProcessor.php script which worked but didn't send an invite.

So in case it isn't obvious, can we / how do we send out the invite?

Cheeeeeeers!
Michael
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MrsBakesALot

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Re: invite only, link to pre-populated registration page events workflow
December 09, 2010, 01:45:09 am
Any ideas on this would be really appreciated!
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CaseyE

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Re: invite only, link to pre-populated registration page events workflow
January 26, 2011, 01:23:25 pm
I would like this feature.  Were you able to get it working?

Basically, I'd like send an email to a group with a "You are invited to Event ABC.  Please click below to respond" and have a link for "Yes, I'm Attending; Maybe; No, I can't Make it" (or whatever statuses I want to include from from <<site>>/civicrm/admin/participant_status - I will probably create "WEB-YES; "WEB-NO"; "WEB-MAYBE" options).  The email body would have the information from the event page.  Pretty much exactly the way Facebook does it.

The user could click one of these choices and be taken to the unique website URL where they would be instantly registered for the event, and receive a registration receipt (or set them as declining the invitation).  If the event required payment, the user would be asked to provide payment information.

The confirmation page would show the user's information, and allow them to click 'edit' in case they needed to update it.

I ask for this feature because it would:
- Reduce the number of phone calls I have to make advertising the event (I won't call people who have declined or confirmed)
- Makes it extremely simple for the user to register, without typing anything in.  I already have their information, why force them to retype it?

Dave Greenberg

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Re: invite only, link to pre-populated registration page events workflow
January 26, 2011, 06:54:33 pm
Quote from: michaelmcandrew on December 03, 2010, 09:54:22 am
We created a test participant with the participant status of 'Pending from approval'

When we selected 'Pending from approval' an extra drop down appeared and we clicked 'send notification' (which appears under the registration status).  We also clicked 'Send confirmation'

We were hoping to receive an invite email.  We were thinking that this might be based on the 'Events - Registration Confirmation Invite' template (but this might just be wishful thinking). 

So in case it isn't obvious, can we / how do we send out the invite?

Just noticed this thread since it was bumped by CaseyE. The "known and supported" flow for this is described on this wiki page in the green box (Approval Required ....): http://wiki.civicrm.org/confluence/display/CRMDOC33/Online+Registration

"You can review and approve participants from 'Find Participants' - select the 'Change Participant Status' task. Approved participants will move to 'Pending from approval' status, and will be sent an email with a link to complete their registration (including paying event fees - if any)."

The following steps worked for me (tested in 3.4 svn but should work in 3.3 etc.):
* Register your participants via back-office "Register for Event" and set status to "Awaiting Approval"
* Go to Find Participants, and "find" participants in "Awaiting Approval" for this event.
* Select the ones you want to "approve" and select "Change Participant Status" from -actions- dropdown.
* Set status to "Pending from Approval" and Update
* Each participant will get an email inviting them to "complete" their registration. (This is the 'Events - Registration Confirmation Invite' - so you can modify if needed). The email includes a link with a "token" in the URL which allows Civi to "recognize them" and prefill known field values in the registration form.
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Michael McAndrew

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Re: invite only, link to pre-populated registration page events workflow
January 31, 2011, 09:16:37 am
Thanks a lot for this, Dave.  Will let client know and (hope to) report back here.

Michael
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MrsBakesALot

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Re: invite only, link to pre-populated registration page events workflow
February 01, 2011, 05:13:12 am
Hi Dave,

Thanks for this, it is a great find and works a treat. It will be really helpful for some of our events and will save LOTS of time for us.

However, for our multinational event which requires a 5 language translation it doesn't quite fit the workflow as the message templates don't allow for translation per what someone's preferred language is.

Thanks again

Olivia
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Dave Greenberg

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Re: invite only, link to pre-populated registration page events workflow
February 01, 2011, 09:58:40 am
Adding support for language preference in the system message templates would be a great enhancement - perhaps your organization would be interested in chipping in engineering resources or financial sponsorship to "make it happen"!
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MrsBakesALot

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Re: invite only, link to pre-populated registration page events workflow
February 02, 2011, 02:28:42 am
Great plug there Dave...I work at Alpha so we already do loads of "make it happen".  As this is likely to become more and more frequent I will put forward into the mix for suggested dev that we want to look at.

Thanks again for the point.
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CaseyE

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Re: invite only, link to pre-populated registration page events workflow
February 03, 2011, 02:47:45 pm
Hi Dave,

Thanks for pointing this out... this feature looks like it will work well.  Is there any place I can change the "Go to a web page where you can confirm your registration online " link text, or insert text above the "confirm your registration" email that gets sent?

Thanks,
Casey

Dave Greenberg

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Re: invite only, link to pre-populated registration page events workflow
February 03, 2011, 05:10:02 pm
Those text snippets are stored in the "Events - Registration Confirmation Invite" System Workflow Message Template, so you can edit them via Administer > Configure > Message Templates > System Wokflow Templates.
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  • invite only, link to pre-populated registration page events workflow

This forum was archived on 2017-11-26.