To attach a Crystal Report to the registration confirmation email, the report must exist in the:
- Report Master and
- iEBMS Registration Confirmation Reports report list
Once the report is in the Report Master and included in the iEBMS Registration Confirmation Reports report list, follow the below steps to attach it to the registration confirmation email:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event for the registration setup.
- Right-click and select Tools -> Registration Setup. The Registration Setup screen opens.
- Select the Registration Form Setup tab.
- Edit Form Template hyperlink in the Appearance section. The Form Template screen opens.
- Select the Confirmation Group.
- Click the Edit Component hyperlink in the Confirmation Group on the right. The Edit Confirmation Form Section screen opens.
- Select the Crystal Report from the Crystal Report to Attach to Email drop-down.
- Click OK.
The Crystal Report only generates if the following automatic parameters are used:
- @Organization - The relevant organization is sent to this parameter automatically.
- @Order - The relevant order number is sent to this parameter automatically.
If any other parameters are used, the Crystal Report does not generate.
You can only specify one custom Crystal Report to attach to the registration confirmation as a PDF file. There is not a way to attach multiple Crystal Reports.
If you need to attach multiple reports, there are a few alternative options:
- If the reports you need to attach are not very complex, consider creating a single Crystal Report that contains all the reports in one file but a single page for each report.
- Use the Merge Template option in the Confirmation Section Settings screen in the Form Template for the event (the same place the Crystal Report drop-down in located above). You can select a merge template that is included as a separate attachment on the confirmation email.
Comments
10 comments
In v19, we were able to attach a copy of the PP Invoice (when the Reg Order was added to a PP automatically). Given the only supported parameters seem to be @ORGANIZATION and @ORDER, how do we send the PP Invoice via v20?
1 upvotes
If this is now limited to @ORGANIZATION and @ORDER, how do we send a confirmation to each registrant on an order like we could in the past? Or can we no longer do that?
Our past process was to send a PDF of a confirmation/receipt to each registrant on the order thus requiring the registrant account as a parameter. If we only have the order, we are restricted to sending only to the order account. This won't work for us in that there is additional information on the confirmation such as the facility, items to bring with, etc., that each registrant needs to know. We can't rely on the person placing the order to disseminate that information.
0 upvotes
Hi Pat,
Every registrant on the order will get the confirmation email. The Crystal Report is only sent to the Order Account and not the additional registrants.
Thanks,
Mike
0 upvotes
We need the attachment to go to each individual in that there is important information on that report such as hotel location, additional items to bring with you, etc.
0 upvotes
Pat,
Out of curiosity, why couldn't you include that information in the body of the email since those details are not specific to a registrant? If you put that type of information in the body of the email then every registrant on the order will see it when they get their confirmation.
Thanks,
Mike
0 upvotes
Mike,
That didn't fly with the customer or our customer service group. The report is a combination receipt/confirmation and in most cases each customer requires the report in an non-editable PDF format for submission to their company for various reasons. The hardcopy submitted can not be allowed to be altered.
It's back to the drawing board.
Pat
0 upvotes
Hi all,
Is there a way of attaching a report to a confirmation email that is essentially an event ticket WITH QR Code?
We are currently using the standard confirmation template.
0 upvotes
Hi David,
I've done this many times in the past. Does the QR code need to be unique?
Using Item Sequences and some fancy Crystal Report writing you can do General Admission ticketing via Ungerboeck quite easily.
0 upvotes
Hi Sean,
Thanks for your response!
We are currently using unique QR codes displayed on the confirmation page and included in the body of confirmation email which I have configured through the name badge templates with a link to an RCI Check-In kiosk URL and am including the Order No. and Account Code in the URL.
This means when the QR code is scanned, the registrant is "Checked In".
What I am trying to do is include (as an attachment to the confirmation email) a PDF of the confirmation including the QR code.
Reason: Many of our registrants use email and web browser settings to block the loading of images, so the QR code on their email does not display.
0 upvotes
Have you been able to follow the instructions above? This is the right article to get this done.
0 upvotes
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