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Events Membership Checklist

  1. Install Payments2Us
  2. Create Samples
  3. Edit related Payment Form: "4. Event/Training Course".
    1. Mark as Primary
    2. Update "Events" as appropriate.
    3. Edit/Add/Remove Related Payment Options to add Event Types
  4. Create a Campaign of Record Type "Events". Update fields as appropriate, including start/end dates, active, publish on web.
  5. Customise Checkout Form
  6. Setup Receipt Details such as organisation name/address, colours, logos, footers etc.
  7. Update Receipt Email Template Text
  8. Update Receipt Letter Object Text
  9. Test with test card details.
    1. Use Upcoming Events Link from Merchant Facility and locate test Campaign/Event.
    2. OR, on the Campaign, select Create URL Token checkbox. Save. Then click into URL Token created and use that link.
  10. Clone Merchant Facility and related Payments. Enter production credentials
  11. If required migrate existing Members and set so Automatic renewals are set to go out.
  12. Test production site
  13. Update website to have new Event Form

Updated at July 27th, 2024

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