billing info overriding participant registration in Teamraiser

Tracy,

 

Can you tell me if you have the configuration set on step 2 #6? 

Multiple Registrations:  Determines if a person can register additional participants and gather all fees into one payment (each person registered has access to their own Personal Page)Yes, allow a participant to register additional participants in one registration payment Step 6.

Tracy Brothers:

Hey Kent,

 

I do have that box checked.  It is allowing someone to register and then do a secondary registration and pay for both in one payment and have them both show as participants.  The issue I have had twice now is where the parent does NOT want to register themselves, they only want to register and pay for their child.  They put in Little Johnny's name, address, etc. choose a t-shirt size and age group, but then for billing, they are putting their own info because it's their credit card.  Then when they complete the transaction, Johnny no longer shows as the person registered, it will show the parent's name from billing info instead.

 

I think what you said earlier is probably the case - the parent is putting in their own email for Little Johnny and so it's assuming the parent record instead of creating a new constituent?  It wouldn't be seeing it as an update to the record or it would put little Johnny's name in there as a replacement for the pre-existing parent name with that email - right? 

I've asked the product team to chime in. I think it is the issue with the mom registering the son and not doing it as him being an additional participant. Hopefully I'll get some sort of info on if there is another way to configure this from them.

 

Kent

Kent Gilliam:

The SDP is CONS_UPDATE_WITH_BILLING_DATA. I'm not sure if you can see this one though. Let me know if you can't.

 

Kent

Is this option only visible to Convio Support? This sounds very similar to a situation we have with one adult paying for the registration of another.

 

 

Tracy Brothers:

Kent, here's what Amanda said.  She is our Operations Project Manager who has overseen the change to Luminate CRM.

 

The reason we had this parameter enabled was that when I was testing in the sandbox, I noticed that when a constituent provided a new address online (but had the same name, email, etc.), the donor was matching to the existing contact record due to name and email being a match, but the address was not updating with the new information. That is when I dug into these parameters and support suggested I set both of these to true. So when we upgraded, we had both of the parameters I referenced below set to true - solely to capture the address updates.

 

Since this is causing an issue, I think we should set both parameters back to false. However, when researching this issue, I did also note this possible alternate solution to capture address updates:

 

We can add the mailing address fields to the donation form (currently we only ask for billing address.)

 

Perhaps we could even have a checkbox that states check here if billing address is the same as mailing address?

 

Otherwise, we are not catching donors who update their addresses because we are only asking for billing information and not the regular mailing address fields.

 

What are your thoughts?  I don't like asking people to enter their address twice.  Is there a way to "check a box" stating that billing is the same as mailing?

 

Tracy,

 

I definitey understand the issue of not wanting to add additional fields to a form. You do have the ability to add a checkbox in your donation form setup that is a "Donor Information same as Billing Information" config. You just have to add it to your data elements for your form. One thing I don't know though is if this checkbox is available but there is not a "donor mailing address" field in the form, if it will add the billing info to the mailing info fields in the constituent's record. 

 

But you can add a checkbox to your forms.

 

Kent

Tracy Brothers:

Thanks Kent,

 

I think we will solve this way.  Let me get back to Amanda before I ask you to change anything.  My understanding is that if we ask for both mailing info and billing info on our donation forms and include the option to check a box to indicate they are the same, then we can change this parameter and Teamraiser people will then be able to register someone else and not themselves and pay for it without their billing info overriding the participant info.

 

Is that right?

Yep. That setting will make it so the billing address will not be accepted or overwrite the mailing address info. Just let me know and I can quickly change it for you.

 

Kent

Tracy Brothers:

Yes!  I'll be there, and I'm bringing our Revenue & Database Supervisor, Kelly Harris, with me.  We just made the move to Luminate CRM, so I think she'll get a LOT out of it and make some helpful networking connections.

 

If you're leading any sessions then I'm certain I'll see you.  Looking forward to it!

I am leading one. It's called: How To Use Luminate Online More Effectively". We'll be focusing on different elements of LO that are not commonly used as well as talk about some of our resources and third-party resources. I'm hoping people will really like it.

 

Glad to hear you're going! Hopefully I can plan some sort of Communty get together. I'll let you know.

 

Kent