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Author Topic: How to create a "by invitation only" event?  (Read 5552 times)

eggtart

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How to create a "by invitation only" event?
January 11, 2011, 06:08:24 am
How can I create a "by invitation only" event?  My intention is to create an event, then select a group of people that I want to invite to this event, send an invitation to them, and only the invitees will be able to register for the event.  Their registration will have to be approved by the admin.  And if approved, they will have to confirm their attendance.

Thanks!
« Last Edit: January 11, 2011, 08:00:49 pm by eggtart »

Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 07:34:54 am
Create your event as you would normally, but do NOT Select Public on the Info Settings Tab at the bottom, make sure that check Mark is off.

Complete the rest of your event.

When finished, Go To Manage Events, Go to the Event You Just setup and click on Event links, Registration Live. This will bring up the Online Registration Page, but will not be listed in the Front End Events Listing.

Copy the URL and then send that out via CiviMail to the Group you want.

D

« Last Edit: January 13, 2011, 07:40:18 am by Dwiding »

Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 09:01:44 am
Not sure how you would implement the last part of your request for registering, approval, then confirmation.

I suppose the way you could do it is to run multiple events.

1st Event - Sign up for Invitation Only Event - (Free event)
Create that event as a non-public event and send out your invitations via CiviMail.
Once people have registered for that event and they are approved, add them to a smart group called InviteApproved or something like that.

2nd Event - By Invitation Only - Paid/Free
Create the actual event you have in mind and send second email via CiviMail to the smart group InviteApproved.

About the only way I can think of making it work with out a lot of coding.

D

xavier

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Re: How to create a "by invitation only" event?
January 13, 2011, 09:46:52 am
1) you can have "approval required" events (enable the status on the participants)
2) For the second one, you can create the users as participants, and I *think* send a link to a page where they can change the status of the participant, with the check sum token, they should be able to do that

Take the second as a pointer, not sure if it's clearly described somewhere, search the forum/wiki, you should find more info hopefully.

Quote from: eggtart on January 11, 2011, 06:08:24 am
How can I create a "by invitation only" event?  My intention is to create an event, then select a group of people that I want to invite to this event, send an invitation to them, and only the invitees will be able to register for the event.  Their registration will have to be approved by the admin.  And if approved, they will have to confirm their attendance.

Thanks!
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

eggtart

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Re: How to create a "by invitation only" event?
January 13, 2011, 09:55:22 am
Thanks all for the response.

Xavier,

For 1), this is where I do not quite understand.  How does enabling/disabling the Participant Statuses affect the registration workflow? I.E. What triggers and controls the state changes? 


Thanks!
« Last Edit: January 13, 2011, 10:00:06 am by eggtart »

Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 10:16:29 am
Eggtart,

CiviCRM, Administer, CiviEvent, Participant Status, Enable "Awaiting approval" would be the first step. Still stepping through what X described as I need this option as well. Much better than what I had come up with on my own to solve my similar situation.

Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 10:39:57 am
X,

Since upgrading to 3.3, I don't seem to be able to set the Default Participant Status while configuring the event.

I know that in 2.x, it was a config per event, now I just can't seem to find it or I am Blind.

D

Dave Greenberg

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Re: How to create a "by invitation only" event?
January 13, 2011, 12:19:29 pm
Hmm - I don't recall an option in Configure Event for default status in earlier releases. And did a quick check of 2.1 and 2.2 schema and don't see a column for that.

For both of you, I roughed in some (much needed) doc on the Approval Required registration mode here:
http://wiki.civicrm.org/confluence/display/CRMDOC33/Online+Registration

Please flesh it out / clarify if needed as you try this out.
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Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 12:34:32 pm
Got it!

I must have incorrectly remembered the Participant Status from another project.

So I have created my Event with "Public Event" un-checked.
After enabling the reaminder of the Participant Statuses, I now have the "Require participant approval?" check box.

Sent an email (via CiviMail) to the Team Members with a Link to the Team Meeting Event.

All Team Members are now "Awaiting Approval".

this was to demonstrate to the Team on creating a "By Invitation Only Event" and then "Approval" Process.

This is great!

D

Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 03:55:08 pm
On this client's site we have split screen registration up so I don't know if that is causing this problem that we are now having and we also re-installed 3.3.2.

When a user gos to the Registration Link for the initial registration,
Step 1 - Intro, Next
Step 2 - Number Attending and Email Address, Next
Step 3 - Name and Address Fields, Continue
After pressing Continue: Your registration has been submitted. Once your registration has been reviewed, you will receive an email with a link to a web page where you can complete the registration process.

So if I go in and change the Participant Status to Pending From Approval, (I take the check mark off from send confirmation email) and save, the user Gets the email that says "Confirm your Registration", click on link.

When the user Goes to that Link, the process is a little bit different - only 2 steps.

Select Button "Confirm Your Registration"
Step 1 - Intro "Welcome Test2 Dtsuser. (Not Test2 Dtsuser, or want to register a different person?)", Next
Step 2 - All user fields are already filled out as expected - but there is No EMAIL address field, Click on Continue.

Please correct the following errors in the form fields below:

    * Email Address is a required field.

I have not changed the Default Name and Address profile - so why is the email address field missing on the Confirm Registration Process.

D

Dave Greenberg

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Re: How to create a "by invitation only" event?
January 13, 2011, 05:39:27 pm
How did you change the participant status. I just did a quick test (on 3.3.2) and used the "recommended" approach of changing status to "Pending from Approval" from:

Find Participants (where status = Awaiting Approval)
Select participant(s)
From -actions- dropdown -> Update Participant Status

... which gives you a batch interface for updating 1 or more participants.

The email sent to approve participant had the checksum link and loaded page with Confirm Your Registration. Clicking confirm brought me to register page that included email field, profile fields (all prefilled) and Credit Card fields. Submitted that w/o error etc.
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Dwiding

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Re: How to create a "by invitation only" event?
January 13, 2011, 05:53:59 pm
That is exactly what I did.

It's when the participant returns to the registration site to Confirm Registration - for a Free Event . Like I said all the Fields are pre-filled in and there is No Email Address Field.

I don't have another 3.3.2 site setup that can send emails yet to test with.
 
It might have something to do with the Split Screen Registration, FormToWizard. I'll ask my programmer to disable that function so I can test again.

Thanks!


eggtart

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Re: How to create a "by invitation only" event?
January 14, 2011, 04:26:31 am
Thanks guys for the big help, will try it out tonight.

Richard

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  • CiviCRM Community Forums (archive) »
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  • How to create a "by invitation only" event?

This forum was archived on 2017-11-26.