v2.0.18 - User Preferences - 6 August 2020

User Preferences

When a user creates an account on Evessio they provide the minimum info of: First name, Last Name, Email Address. This is great for speedy account creation but may lack core data required by your organisation.

For example if your policy is to follow up users by telephone you will not have a telephone number until the user completes a transaction containing a form with a telephone filed init. With the new preferences feature you will be able to contact users by phone who may have incomplete transactions or events just baskets.

This forms a more complete picture of a user which is useful for long term relationships.

What it is

  • Properties associated globally for a user across all events
  • Permanent record of things associated with a user not related to any particular events
  • Ideal fields are things which do not change often and which describe the user e.g.
    • Telephone
    • Photo
    • Company
    • Job title

What it is not

  • A place to collect information about event preferences
  • A GDPR shortcut - GDPR preferences should always be explicit opt-ins
  • A place to collect different information for different events

How it works

A preferences form is created in Events HQ

  • This form can be activated globally for all events or targeted for specific events
  • Users will be presented the form once after login or account creation
  • Once the form has been completed it can be accessed by users on any event under their profile
  • Users will only be presented the form once until it is changed or re-capture is defined for some or all events
  • Re-capture will force the form to be presented to existing users when they next login to any event

>> Additional detail here

Key Improvements

Event Dashboard Update

  • The Event Dashboard now provides options to compare the current event with any other event in the event group
  • A new Net Revenue option has been added
  • A bug was also fixed which caused small discrepancies in totals
  • The data is now displayed on a timeline for both events for the 12 months preceding each event

Creation of speaker/judge profiles with email addresses

  • Creation of user profiles creates actual 'People' which is why an email address has been mandatory
  • Sometimes, however, it is useful to create profile without the need to add an email address or use Evessio to communicate with the profile user
  • Profiles can now be created and published without the need for often used 'dummy' email addresses
  • This only applies to WEBSITE > Content > Collaborators
  • Note: Speakers and Judges cannot be invited to participate in the event without the addition of real email addresses to their accounts

Judging Improvements

  • Image Gallery

Photos can now be 'zoomed' into a light box image gallery for easy viewing by judges

Dock-able criteria scoring


Optional permanent redirection to event home

  • When an event group has multiple events in it or there are historical events Evession provides flexibility to managed  domains in order to maximise SEO
  • When evessio receives a request for just a domain e.g. myevent.com we have to look at the event group to determine which specific event to display. This process requires some (invisible) redirection e.g. myevent.com -> myevent.com/live/en/page/home
  • This redirection step can now be a '301' (permanent) vs a '302' (temporary) - some more info here: https://www.searchenginejournal.com/301-vs-302-redirects-seo/299843/

Event Attendance form info and attendee details no merged for event users

  • Previously attendee details and the form data were handled by separate form precesses
  • These are now merged for easy editing

Activation or invite for assigned account holder roles

  • Previously it was possible to create users without sending them invites
  • Now these invites can be sent manually if required

Manually unlock temporarily locked accounts

  • If a user has 5 failed login attempts their account is locked for 15 minutes
  • Now you can manually unlock their account

Awards questions: Optionally make unlimited

  • Previously a word limit was required

Bug fixes

  • [EVESSIO-2850] - [Customer Admin Part] Forms: System form: "Collapse" link does not change the name to "Expand" after clicking on it in the Note
  • [EVESSIO-7900] - [Operations] [Customer Admin Part] Events: Messages: Messages section is not displayed for the Operations role
  • [EVESSIO-8107] - [Event site] Session: The event administrator does not receive a notification email when the session is fully booked
  • [EVESSIO-8138] - [Customer Admin Part] Website: Forms: System: Wrong filling "Company name" data from the "Personal/Invoice details" form
  • [EVESSIO-8166] - [Customer Admin Part] Website: Forms: Ticket Form: "Do not send email to this person" field is not pre-filled
  • [EVESSIO-8289] - [Customer Admin Part] Website: Forms: System: The "Collapse" link is not working
  • [EVESSIO-8299] - [Customer Admin Part] Website: Forms: Web: An error in the console appears when the user trying to open a form
  • [EVESSIO-8307] - [Evessio Admin Part] Customers: Sorting is not applied after the user clicks any columns header
  • [EVESSIO-8494] - [Customer Admin Part] Awards: Entries:  The "Score" value is not displayed after deleting the value added by the admin
  • [EVESSIO-8497] - [Customer Admin Part]: Events HQ:  Scheduled Exports: An error appears when user tries to sort "View report data" or "Report" columns
  • [EVESSIO-8502] - [Customer Admin Part] News Feed: Help message is "Only articles in Published status is displayed here" instead of "Only articles in Published status are displayed here"
  • [EVESSIO-8512] - [Customer Admin Part]: Exhibition: Exhibitors: Organisation search does not work
  • [EVESSIO-8513] - [Customer Admin Part]: Website: Content: Incorrect profiles are linked to Sponsor Profile list
  • [EVESSIO-8456] - [Event Site] Basket: Auto-fill: Help text does not match the selected tab
  • [EVESSIO-8498] - [Event Site]: News feed: Canonical URL is missing
  • [EVESSIO-8525] - [Customer Admin Part]: Revenue: Products: An error appears when user tries to edit Awards Nomination product 
  • [EVESSIO-8527] - [Customer Admin Part]: Event: Dashboard: Dashboard is not displayed
  • [EVESSIO-8528] - [Event Site] Basket: Auto-fill: Broken GUI
  • [EVESSIO-8532] - [Customer Admin Part]: Events HQ: Settings: Preferences: An error appears when user sets status per event
  • [EVESSIO-8533] - [Customer Admin Part]: Event: People: Preferences: Data in "Last set" column is broken if there is 1 Revision
  • [EVESSIO-8534] - [Event Site]: About You page appears every time when user logs in if user does no make changed
  • [EVESSIO-8540] - [Customer Admin Part]: Events HQ: Settings: Preferences: "Save and re-capture" button is missing in the end of Preference form updating page
  • [EVESSIO-8541] - [Customer Admin Part] Awards: Categories: The NO HTML max length is set to 0 after selecting No limit on Word limit
  • [EVESSIO-8546] - [Customer Admin Part]: Events HQ: Settings: Preferences: The message "Form has been successfully updated" appears for less than 1 second
  • [EVESSIO-8547] - [Customer Admin Part]: Events HQ: Settings: Preferences: Previous submissions are deleted if user change default values in fields
  • [EVESSIO-8551] - [Customer Admin Part]: People: Preferences: Preferences tab is on the page if there is no submissions
  • [EVESSIO-8555] - [Customer Admin Part] Awards: Categories: The "Hidden from Entrant" option is not work in the linked questions
  • [EVESSIO-8560] - [Event Site]: Basket: Auto-fill: There is an opportunity tot apply data from "Preference Form" tab if Preference Form is disabled
  • [EVESSIO-8561] - [Event Site]: Basket: Auto-fill: Field is pre-filled  if "Never pre-fill for user" is selected
  • [EVESSIO-8562] - [Event Site]: Basket: Auto-fill: The list with 1 item appears after clicking "Preference form" tab
  • [EVESSIO-8563] - [Event Site]: Basket: Auto-fill: The name of the tab is "Preference Form" instead of "My Preferences"
  • [EVESSIO-8564] - [Event Site]: About You: There is no redirection to Account section if someone enters directly on "About you" page
  • [EVESSIO-8566] - [Customer Admin Part]: People: Preferences: Finance user can not open revisions in "Preferences" tab 
  • [EVESSIO-8568] - [Customer Admin Part]: Awards: Categories: Category Questions: There is no opportunity to edit "Textarea word limit - NO HTML" question  if "No limit" checkbox is selected 
  • [EVESSIO-8569] - [Customer Admin Part]: Awards: Entries: Nominations: Nomination details: Error appears when user tries to edit "Textarea word limit - NO HTML" field if "No limit" checkbox is selected
  • [EVESSIO-8549] - [Customer Admin Part]: Event: Messages: Recipients: Sorting in "Status" column does not work
  • [EVESSIO-8553] - [Evessio Admin Part]: Configuration: Content Types: Structure: Some content types are the "Child"
  • [EVESSIO-8565] - [Event Site]: About You: Warning message: "This form has required fields. Please complete before continuing" is missing
  • [EVESSIO-8572] - [Customer Admin Part]: Events: Event Groups: The order of the events is not alphabet 
  • [EVESSIO-8576] - [Event Site]: Basket: An error 403 appears when user tries to make payment by SagePay
  • [EVESSIO-8584] - [Customer Admin Part] Event coordinator: EventsHQ: Settings: Forms: Form Part: The "Actions" column with the "Hide" and "Copy" buttons is not displayed
  • [EVESSIO-8586] - [Customer Admin Part]: Awards: Categories: Questions are not added to category after creation if "Person" or "Organisation" type is selected
  • [EVESSIO-8588] - [Customer Admin Part] Website: Pages: The "Set as Home page" button is not displayed
  • [EVESSIO-8594] - [Customer Admin Part] Collaborators: Profiles: An error in the console appears when the user clicks the "Cancel" button after the "Draft" speaker email saving
  • [EVESSIO-8595] - [Event Site]: Exhibitor profile list: Catalogue is not displayed
  • [EVESSIO-8602] - [Event Site]: My Schedule: My Schedule section does not appear if exhibitor assigned to the session
  • [EVESSIO-8626] - [Event Site]: News feed: All articles are not displayed if user unselects all tags and categories in filters
  • [EVESSIO-8627] - [Customer Admin Part] News Feed: There is "Delete" button in default filters module 
  • [EVESSIO-8629] - [Event Site]: Preference form appears after Re-captureing on any click on ES
  • [EVESSIO-8644] - [Event Site]: Basket: Auto-fill: Fields are filled if "Never pre-fill for user" is selected and User use "Auto-fill"
  • [EVESSIO-8501] - DEVOPS - updates to HAProxy for SSL
  • [EVESSIO-8552] - [Customer Admin Part]: Event group: New domain: Text should be "Redirect behaviour" instead of "Redirect behavior"
  • [EVESSIO-8567] - [Event site]: Event: Tickets: Edit form: Add opportunity to change attendee if ticket in "Denied" or "Declined" status
  • [EVESSIO-8575] - [Support] Extend email validation pattern
  • [EVESSIO-8615] - [Frontend] fix login/register forms - submit by keyboard enter
  • [EVESSIO-8622] - [Customer Admin Part]: Event: People: Increase "People" page load speed
  • [EVESSIO-8645] - [Event Site]: Basket: "Do not send emails" checkbox should be inside form part below "email" textbox