We offer many different e-commerce gateways in Event Wizard® when it comes to collecting fees from your registrants. However, some users prefer to use PayPal, so here’s a quick rundown on how to set it up in your event.
Enable PayPal as a Payment Option
The first step is to enable PayPal in your event’s payment process.
To do this, head to the orange section of your event task list and select “Edit your payment options and details”, as seen above.
On the page that opens up, you’ll notice the PayPal panel on the right side.
In the first box, enter the email address associated with your PayPal account. Then, under Item Name, enter something relevant to your event/fees. This will be the name that appears during the PayPal checkout process for this event.
Enable Instant Payment Notification (IPN)
While it’s not required to enable IPN, we strongly recommend doing so. If you don’t, you’ll end up having to manually check your PayPal transactions on a daily basis and manually flag each successful transaction as Paid in your Event Wizard® attendee database using the Event Wizard Reports. It is a huge time-saver, especially when it comes to higher transaction volume.
How to Enable IPN:
- Logon to your PayPal account
- Click on the Profile link under the My Account tab
- Click on the My Selling Tools link on the left side of the page
- Click the + beside Getting paid and managing my risk
- Click the Update link next to Instant payment notifications
- Select Receive IPN messages (Enabled) and enter the following URL in the text box provided:
- Click on the Save button to save your information
There are a few more steps on how to check your transactions and test your IPN integration, which we have compiled into a quick-reference PDF for your convenience.
As always, if you have any questions regarding PayPal integration or anything else in Event Wizard®, you know where to find us!
Emails can be found all over Event Wizard®, like the ones that are sent automatically when someone registers/pays for one of your events, or sent manually using the Mass Email tool in your event’s reports section. While you can’t directly attach files to these emails, you can easily create a link to the file using your online file hosting space, which is included with every Event Wizard® account.
1. Upload Your File
The first step is to navigate to My Files in Event Wizard®, which can be found in the main menu at the top of every page.
From here, you can either click the Upload button and choose a file local to your computer, or simply drag-and-drop it into the browser window. You will likely notice a progress bar at the bottom of the screen as your file is uploaded; the speed of which will depend on the file size and the speed of your internet connection. Once the uploader has finished doing its thing, you will see your new file in the list.
2. Create Your Link
For this example, we are going to use the Registration Confirmation Email.
Now that you have uploaded your file, head over to your event’s task list, open up your Edit registration confirmation email page and scroll down to the editor. Highlight the text into which you’d like to insert your link and click the Link button in the editor’s toolbar.
In the popup that appears, click the Browse Server button, which will open up your list of files in a new window. Locate your newly-uploaded file in the list, (likely near the top) and click the file name to close the window and insert the link into the URL box.
NOTE: Some older email clients require that you set the Target of your link to open in a new window. To do this, click the Target tab at the top of the popup and select New Window (_blank) from the list of options.
Click OK to confirm, then click Save to lock in the changes to your email contents.
That’s it! Now, when someone receives this email, the embedded link will allow them to download the linked file from your Event Wizard® storage. You can also use this method when linking to files elsewhere in your event; to an agenda PDF on your Welcome page, for example.
The reporting system in Event Wizard® is very powerful and feature-rich. Not only does it give you a full overview of your event’s progress, it also allows you to manage your registrants in just about every way imaginable. One particularly useful reporting feature is the Excel download function, which allows you to download an Excel-compatible file containing the report of your choice.
However, some reports contain names that use special characters, (like accented letters, for example) and depending on what spreadsheet software you’re using, it may not be able to read them properly. There are a couple different ways you can deal with this issue:
Method 1 – Convert and Import into Excel
If you’re using Excel to open your .csv file, there’s a tried and tested way of preserving special characters:
- Open Excel to a new document
- Click the Data menu at the top, then select Get External Data > From Text, (or Import Text File…, depending on your version)
- Ensure All Files are selectable and choose your downloaded .csv report file
- In the window that opens, choose Delimited for your data type, and UTF-8 as your file origin – click Next
- Finally, choose Comma as your delimiter and click Finish.
If you’re on a Mac, the above method may require an extra step in order to make it work properly:
- Before opening Excel, open your .csv file in TextEdit
- Click File > Duplicate, then File > Save to save as .TXT file, but be sure to select UTF-16 from the Plain Text Encoding dropdown in the Save dialog
- Follow the same steps as the PC instructions above, but instead of using your .csv and UTF-8, (in step 3) choose your new .txt file and Macintosh as your File Origin.
Regardless of whether you’re on a Mac or PC, the import window in Excel provides a preview of what your data will look like once imported. If for some reason the above steps don’t work for you and you’re still getting strange looking characters in your preview, try different encoding/file origin types until you find the one that works for your setup.
Method 2 – Open in Google Sheets
This method is a bit easier than above and works on all platforms, since it’s done through your web browser. It also doesn’t require you to have Excel on your computer, so there are no software costs:
- Go to https://docs.google.com/spreadsheets/ and sign into your Google account
(NOTE: if you don’t have a Google account, it’s quick and free to create one through the link above)
- Create a new spreadsheet
- Click File > Import
- Click the Upload tab and select your downloaded .csv file
- Select Replace spreadsheet as your Import action, Comma as your Separator character, and then Import
You can then use your new spreadsheet as is, or you can download in a variety of file types by clicking File > Download as.
Hopefully one of these methods will help you deal with special characters in your report downloads. As always, if you have any questions about this or anything else in Event Wizard®, please drop us a line.