Cenário

Uma empresa de eventos está a planear uma conferência de um dia que tem os seguintes requisitos:

• 450 tickets must be sold via the event company’s existing WordPress website using WooCommerce.
• The purchaser must select a ticket type, such as Delegate, Standard, Student or VIP, which determines the ticket price.
• Each ticket type must have its own stock quantity, with all ticket types totaling 450 available tickets.
• A purchaser must be able to buy tickets on behalf of multiple attendees.
• Attendee details must be captured for each individual ticket.
• Ticket emails should be sent directly to individual attendees.
• Ticket types should be displayed in a table layout where possible.
• The following details should be captured for each attendee: first name, last name, email address, telephone number, company, designation, T-shirt size and dietary requirements.
• Attendee details should be captured using the Attendee Details Page before checkout.
• PDF tickets should be enabled.
• A branded conference ticket theme should be used.
• Uma vez encerrada a venda de bilhetes, a empresa do evento precisa de exportar uma lista de todos os participantes que possa ser importada para o seu sistema CRM
• Os participantes devem fazer o check-in no registo quando chegarem ao evento
• A empresa do evento precisa de imprimir etiquetas com nomes que serão entregues aos participantes no momento do registo

Eis um exemplo de um evento deste género: Conferência

In this help document, we will outline the configuration needed to achieve the above requirements.

Este documento de ajuda pressupõe que o utilizador já tem FooEvents e WooCommerce instalado num WordPress e ter uma compreensão básica de como funciona o FooEvents. Se é novo no FooEvents, deve ler o nosso Começar a trabalhar guide before continuing.

Produtos utilizados

• FooEvents para WooCommerce
• FooEvents Campos personalizados de participantes
• FooEvents Bilhetes PDF
• FooEvents Temas de bilhetes
• FooEvents Aplicações de check-ins

Pacote recomendado

All plugins required to set up a conference can be purchased individually. They are also included in the Pacote Premium FooEvents, which includes FooEvents for WooCommerce, FooEvents Custom Attendee Fields and FooEvents PDF Tickets.

If your conference runs across multiple days, you may also need FooEvents Vários dias. This specific use case covers a single-day conference, so the event type will be set to Individual.

Configuração

Create an event product

Ir para Products > Add Product in the main menu and complete the standard WooCommerce product fields such as the title, main description, short description, product image, gallery, tags and categories.

Use a clear conference name and include the most important event information in the product description. This should usually include the event date, venue, who the conference is for, what is included with registration, and any important arrival or registration instructions.

Avançar para o Dados do produto panel and select Produto variável from the product type dropdown. This allows you to create the different conference ticket types as WooCommerce variations.

Attributes and variations

Next, create product variations that will allow purchasers to choose between different ticket types. Purchasers will be charged different amounts depending on their selection, and each ticket type can have its own stock quantity.

Ir para Dados do produto > Atributos e criar um atributo chamado Tipo de bilhete. No Valores field, specify the different ticket options. Be sure to check the Utilizado para variações option and then click Save attributes.

Ir para Dados do produto > Variações. Utilizar o Create variations from all attributes para gerar as variações.

Definir cada variação para Virtual and set the relevant price. If you want to manage capacity per ticket type, enable Gerir as existências for each variation and set the number of tickets available using the Quantidade em stock domínio.

You can also set each variation to Descarregável if that matches your store configuration, but this is not required for FooEvents to generate and send tickets.

Ativar a página de detalhes do participante

For this conference setup, attendee details should be collected before checkout using the Attendee Details Page. This provides a dedicated step where purchasers can enter attendee information for each ticket before continuing to WooCommerce checkout.

Ir para FooEvents > Settings > Attendee e ativar Enable Attendee Details page. FooEvents can automatically create the Attendee Details page, but if you use your own page, make sure it includes the following shortcode:

[fooevents_attendee_form]

Select the page in the Attendee Details page setting and save your changes.

You can also enable the copy attendee details option if you want purchasers to copy details from the first attendee to the remaining attendees. This can be useful when one person registers a group of attendees from the same company.

For more information, see the Attendee Details Page guide.

Definições de eventos

Ir para Product Data > Event Settings.

To activate event functionality, set Este produto é um evento? para Sim.

Set Tipo de evento para Individual and complete the standard event fields as needed. This should include the conference start date, start time, end time and time zone.

Complete the venue details, organizer contact details and any custom messages that should display on the thank-you page or event details tab. For a conference, this could include registration desk opening times, parking information, arrival instructions or a reminder to bring a digital or printed ticket.

No Detalhes do participante section, enable the attendee fields that should be captured for each ticket. For this conference setup, enable attendee full name, attendee email address, attendee phone number, company name and designation.

These fields ensure that each ticket is linked to the correct attendee rather than only the purchaser. Attendee information will be captured on the Attendee Details Page before checkout.

Options relating to bookings can be ignored for this single-day conference setup. The remaining event options can be configured based on your preferences.

Definições dos bilhetes

Ir para Product Data > Ticket Settings.

Selecionar o Tema de bilhete HTML and, if FooEvents PDF Tickets is installed and enabled, select the relevant Tema de bilhete PDF. For a professional conference, use a branded ticket theme that includes your conference logo, colors, event name, venue, date, and barcode or QR code.

Set the ticket logo and header image if your selected ticket theme supports these options. You can also change the subject of the ticket email using the Assunto do e-mail do bilhete domínio.

If you would like to convey information that only attendees should receive, use the Corpo do e-mail do bilhete field. This is useful for arrival times, registration desk location, parking details, event rules or what attendees should bring.

Enable the ticket settings that match your conference workflow. In most cases, you should display attendee details, date and time, barcode or QR code, and custom attendee details on the ticket. You should also enable ticket emails and, if you want each attendee to receive their own ticket directly, enable the option to email the ticket to the attendee rather than the purchaser.

For more information, see the ticket configuration guide.

Ativar bilhetes PDF

Requer o FooEvents Bilhetes PDF plugin.

Ir para FooEvents > Settings > PDF Tickets and enable PDF tickets. You can also choose whether PDF tickets should be downloadable and whether they should be attached to the HTML ticket email.

After enabling PDF tickets globally, return to the conference product and confirm that the correct PDF ticket theme is selected under Product Data > Ticket Settings.

PDF tickets are useful for conferences because attendees often expect a printable or downloadable ticket that they can save on their phone or bring to the venue.

For more information, see the FooEvents PDF Tickets guide.

Campos personalizados de participantes

Requer o FooEvents Campos personalizados de participantes plugin.

Ir para Product Data > Custom Attendee Fields.

Create the custom attendee fields that are specific to your conference registration process. These fields will be captured for each individual attendee and can be viewed in the WordPress admin area, included in exports, displayed on tickets where enabled, and viewed in the FooEvents Aplicações de check-ins.

For this conference setup, useful custom attendee fields include T-shirt size e Dietary requirements. If you did not use the standard attendee fields for company and designation, you can also create custom fields for Empresa e Job title.

For dietary requirements, use a text field or textarea so attendees can provide allergies or special requests. For T-shirt size, use a select field so attendees choose from fixed options such as Small, Medium, Large, XL and XXL.

Mark important fields as required where needed. Required fields must be completed on the Attendee Details Page before the customer can continue to checkout.

Once you have reviewed all settings, click Guardar ou Publicar. Your event should then be visible on the front-end of your website.

Layout do quadro de variação

By default, WooCommerce displays variations in a dropdown field on the product page:

FooEvents now includes a built-in option to display supported event variations in a table layout. This is useful for conference registration sites because it allows customers to view ticket types, prices and availability in a clearer format.

You can enable the variation table globally by going to FooEvents > Settings > General and enabling Exibir variações do evento como uma tabela.

You can also control this per event by going to Product Data > Event Settings > Display Options and setting Display variations as a table to either use the global setting, enable it for this event, or disable it for this event.

Importante: The variation table display depends on the WooCommerce product and variation configuration. Avoid using blank or “Any” variation values for ticket types, as these can prevent the table layout from being used correctly.

Utilização

Semelhante a este exemplo de demonstração, your customers should now be able to select one or more ticket types and add them to their cart.

They will then be directed to the Attendee Details Page, where they must complete the required attendee fields for each ticket before continuing to checkout. After attendee details are saved, the customer can complete payment through the standard WooCommerce checkout process.

Bilhetes

Once payment has been completed and the order reaches the configured ticket generation status, FooEvents will generate a ticket for each attendee. This status is controlled by the Enviar sobre o estado da encomenda setting under FooEvents > Settings > General.

If the option to email tickets to attendees is enabled, each attendee will receive their own ticket email. Based on the ticket settings that were enabled, the ticket can include the attendee information, custom attendee fields, conference details, barcode or QR code, and PDF ticket attachment or download link.

The ticket can also be viewed in the WordPress admin area. Go to FooEvents > Tickets e selecionar o bilhete relevante:

Exportação de participantes

Pode export a CSV file for each event which includes ticket numbers, custom attendee fields, check-in data, purchaser details and attendee details. The CSV can then be imported into your CRM system or used to prepare registration lists, badge data, dietary requirement summaries or event reports.

To export attendees for the conference, edit the event product and go to Product Data > Event Export. Configure the export options and download the attendee CSV.

Em alternativa, pode utilizar uma solução como WP Fusãoque oferece uma integração com o FooEvents que lhe permite adicionar dinamicamente os participantes do evento como contactos ao seu CRM de eleição. Pode também, opcionalmente, aplicar etiquetas com base no bilhete comprado para o evento.

Check-ins dos participantes

The status of a ticket can be changed from Não registado para Registo de entrada, Cancelado ou Não pago. This can be done by editing the ticket in the WordPress admin area or by using the free FooEvents Aplicação de check-ins.

The FooEvents Check-ins app is available for iOS and Android. It can be used to search for attendees, scan the barcode or QR code on a ticket, and update the attendee’s check-in status.

Before the conference, complete at least one test check-in using a real test ticket. Confirm that the attendee can be found, the barcode or QR code scans correctly, and the check-in status updates in WordPress.

For more information, see the FooEvents Check-ins app help guide e o attendee check-ins guide.

Impressão de crachás

O sistema integrado FooEvents Construtor de artigos de papelaria can be used to design and print custom name tags, wristbands, tickets, badges and personalized labels.

For a conference, a basic name tag could include the attendee name, company, designation, ticket type and barcode or QR code. If you captured a custom badge name field, you can use that field as the main name displayed on the badge.

Before printing the full attendee list, generate a test output and confirm that the layout, field mapping and print size are correct.

Final checks before opening registration

Before opening ticket sales to the public, complete a full test registration from start to finish.

Confirm that the product page displays the correct conference information, ticket types, prices and stock quantities. Add multiple ticket types to the cart, complete the Attendee Details Page, confirm that required fields cannot be skipped, and complete checkout using a test payment method.

After checkout, confirm that tickets are generated at the expected order status, ticket emails are sent correctly, PDF tickets are available, attendee details are visible in FooEvents > Tickets, attendee data can be exported, badges can be generated, and check-ins work as expected.

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