A substitution {ticket: payment text} provides payment-method-specific text for ticket and receipt emails.
Contents
Background
Most forms that take payments compose a confirmation email based on a template, which typically uses a substitution {form: payment text}. That provides different text for each payment method that you offer in the form. Most importantly, it tells people account number etc. when they pay by bank transfer (or indeed standing order, not usually relevant to event bookings), and where to send a cheque and who payable to when paying by cheque. The other payment methods just default to a simple thank you for paying by card, for example.
The booking form is a bit different. That’s because you can generate tickets or receipts elsewhere as well as in the form (for example, a manual – box-office-style – booking, or re-issuing tickets). The details from the booking are substituted into the email template using substitutions that start {ticket: …}. If you re-issue a receipt or ticket, it should be identical (except for the date of sending) to the original one produced by the form, including the information about payment.
It wasn’t previously possible, therefore, to provide this information to ticket purchasers paying by a payment method that needed it. This hadn’t arisen before, as “deferred” methods like cheque and bank transfer weren’t a usual choice for the booking form. The new substitution provides this missing piece.
If you use cheque or bank transfer as payment methods for event bookings, you should, of course, check that the customer has actually made a successful payment before admission.
Substitution
While finalising a booking, the booking form now stores the text appropriate to their payment method in the booking record when they use the form to pay. That is then available to the template(s) for the receipt or tickets as {ticket: payment text}. This is like other forms, but preceded by ticket: not form: (selected using the substitutions button in the template editor).
Set the text to substitute in the same way as other forms in the form editor. In the delivery step, where you choose the payment method:
- select each payment method in turn
- click the setting (cog wheel) control at the bottom labelled “Text to substitute in email using selected payment method”.
However, providing you have set up the bank account details for the relevant payment methods in organisation settings → organisation details, and organisation address in organisation settings → bank accounts, the default wordings may well be sufficient.