Customize payment methods labels and descriptions [7268]

• 10-31-2008, 11:15 AM

  10069

  James Kerich Joined about 3 years ago Posts 80

  Customize payment methods labels and descriptions [7268] Currently when the website is integrated with PayPal and other payment systeems, the text used to describe payment by a manual method is called "Manual".  This verbage isn't consistent with what most people would expect as Manual isn't defined anywhere.  It leaves a user asking what does that mean?   I would like it to be more specific and user friendly such as "Check, Money Order, Wire or Cash" since these methods are the methods any company would probably use.  This would make more sense to someone who isn't familar with this this website and is more consistant with main stream online store verbage.  I think this is such an easy change that it would be great to see it go in sooner rather than later.

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• 10-31-2008, 11:21 AM

  10070 in reply to 10069

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263

  Re: Text Used on Payment Panel We are not happy with the current name either. However simply changing from 'Manual' to 'Check, Money Order, Wire or Cash' does not seem right as some people might not use some of these methods. I think the best way to address this is make this text customizable - which is a bit harder. I hope other clients will pitch in with their comments and votes. Dmitry Buterin, Chief Apricot

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• 10-31-2008, 12:42 PM

  10072 in reply to 10070

  mikey_a Joined about 3 years ago Posts 8

  Re: Text Used on Payment Panel I think letting it be user-defined would be easiest.  It could be a field on the "Payments Settings" page under "Payment options for users."  If the "Offline by..." field is checked, then the user could input the text to be used. In this case, maybe it's best to have two options -- one for events so attendees could "Pay in person at check-in", and another for membership/subscriptions so it could be limited to "Pay by check."

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• 11-30-2008, 2:47 PM

  10452 in reply to 10070

  VCOMA Joined about 3 years ago Posts 76	Re: Text Used on Payment Panel More customizable text, in general, on the website would be fabulous.
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• 11-30-2008, 5:20 PM

  10459 in reply to 10452

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263	Re: Text Used on Payment Panel Can you please elaborate? Dmitry Buterin, Chief Apricot
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• 12-05-2008, 7:49 PM

  10510 in reply to 10069

  James Kerich Joined about 3 years ago Posts 80

  Re: Text Used on Payment Panel I like the idea of being able to create a custom text for the current "manual" hardwritten text.  I also agree the way to administer this is in the Payment Settings area.  Maybe you could add a free flow text under the "Payment options for users" and change the Office by mail, fax, phone or in person, using a check, cash, or credit card to just be a manual text field the user will define.  This will then carry to all payment panel pages.

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• 12-05-2008, 8:18 PM

  10511 in reply to 10510

  Gordon Joined about 4 years ago Posts 186

  Re: Text Used on Payment Panel In general the idea of customizable text would be a good usability feature. The old usage of the word "Group" (now "Bundle") was useful for me.  In my organization a 'group' membership is a family membership - which did not need much explanation. When it shifted to "Bundle" I had to use a section divider in my signup page to try to explain that a bundle is just a family membership.   I suspect that many organizations use 'bundle' memberships and they all call it something different (but none would call it a bundle :-).).  The ability for us to give it our own name would be great. Gordon

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• 12-06-2008, 4:42 PM

  10518 in reply to 10511

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263

  Re: Text Used on Payment Panel God points all around. I came up wth a 'Bundle' name and hated it myself - but we could not find any better alternatives and we could not leave this confusingly similar with a totally different function (Groups). Customizing any text in the system is lots and lots of work so it is not in current plans. BUt knowing the specific most important areas ('Manual', 'Bundle' etc.) is very useful so that we can plan something specificaly for that. It is still a lot of work as this word is not a standalone label and is used in a few dozen different texts. Dmitry Buterin, Chief Apricot

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• 12-06-2008, 6:13 PM

  10519 in reply to 10518

  Gordon Joined about 4 years ago Posts 186

  Re: Text Used on Payment Panel The "Bundle" issue may have a less complex solution.  I'd suggest that it would not need to be a systemic change.  This is probably not a problem for the Administrators.  We have access to the Knowledge Base and can deal with the word Bundle and what it means. Where it becomes a problem is where it is presented to the membership which (I think) is just on the signup screen.   If you could give us a way to customize this word where it is presented to the membership the problem would, at least for me, go away.

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• 11-16-2009, 7:29 AM

  15185 in reply to 10519

  iant Joined about 2 years ago UK Posts 135

  Re: Text Used on Payment Panel Harping back to the original point of this thread, has anything been done towards allowing this sort of textual customization? Being based in the UK, we don't want wording like "checks" but would want to spell it correctly - cheques - ;-)  Would also like to add something for our system of online banking which is generally referred to as "BACS payments" for example. Any chance of us being able to make this sort of change anytime soon?

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• 11-16-2009, 7:34 AM

  15187 in reply to 15185

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263	Re: Text Used on Payment Panel Can you provide a more detailed example - which specific text on which page(s) you want to customize? Dmitry Buterin, Chief Apricot
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• 11-18-2009, 5:19 AM

  15211 in reply to 15187

  iant Joined about 2 years ago UK Posts 135

  Re: Text Used on Payment Panel Hi Dmitry, We are relatively new WA users and are just trying to "massage" the system to the way our organistaion/membership works. So as a start, these areas come immediately to mind:- Event registration page. Would like to be able to add some textual instructions at the top of the page (under the start/location/spaces left box for example) Currently the only way I have found to do this is to add a section divider and put instructions in that. Unfortunately you can only type in about half of that field without it wrapping..... Could that also be fixed??  :-) Payment method page. Would like to customise the text under "Online" and be able to add text under "Manual" radio buttons Member Directory. Would like to customize the Page Title field text. e.g change "Member Directory" or whatever that page happens to be called in the page menu system to "Search for a Member" or similar I'm sure other areas  will ocur as we get more familiar with the system but these would be a nice start.  Regards, Ian Tilley

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• 11-18-2009, 6:19 AM

  15212 in reply to 15211

  iant Joined about 2 years ago UK Posts 135	Re: Text Used on Payment Panel Further to last post and the use of section dividers as a way of displaying text in a functional page, unfortunately these are automatically removed if no other entries follow which is a pain. Could this behaviour be made optional?
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• 11-18-2009, 9:02 AM

  15214 in reply to 15211

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263	Re: Text Used on Payment Panel Ian, thanks for your feedback. Your comment about customizing payment description is understood and noted. Regarding two other requests - please create a separate thread for each one.  Dmitry Buterin, Chief Apricot
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• 11-18-2009, 9:04 AM

  15215 in reply to 15212

  Chief_Apricot Joined about 5 years ago Toronto Posts 4,263	Re: Text Used on Payment Panel Sorry we can not easily make this behavior optional so a different way would have to be found. I recommend contacting our tech support - maybe we can do something via CSS. Dmitry Buterin, Chief Apricot
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• 11-18-2009, 11:20 AM

  15234 in reply to 15211

  Gordon Joined about 4 years ago Posts 186

  Re: Text Used on Payment Panel I agree with Ian, specially with his first point. I've spent a lot of time trying to fashion the set of words that will fit in a Section Divider and still get the idea across to the member. To make things worse, the system appears to not allow two adjacent Section Dividers so the text cannot be expanded by adding a second one. Please add the ability to have a Text Box on the registration pages which can be used for instructions and has few limits on size or capabilities. Even if it does not support full HTML, just the ability to add free form text would be a great help.  Gordon

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• 01-14-2010, 2:51 PM

  16148 in reply to 10069

  Anne_K Joined about 2 years ago Posts 23

  Re: Customize payment methods labels and descriptions [7268] I agree the term "manual" doesn't work very well.  If someone does decide to pay manually, they will be sent an invoice by email (correct??) - and the email invoice is customizable to describe payment methods.  So if the term "manual" was changed to "send me an invoice" that could work.  As for "online" payment methods, the only online method I know of is with a credit card. Personally, if I was signing up for membership it would make more sense to me to see the following payment options: Send me an invoice (instead of manual) Pay now by credit card (instead of online) Thanks for listening :-)

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• 01-15-2010, 5:07 PM

  16201 in reply to 16148

  SWEAtlanta Joined about 2 years ago Posts 36

  Re: Customize payment methods labels and descriptions [7268] We have a work-around for the "Manual" option. We disable the option to pay manually, and then just make an identical Registration Type that is "Pay at the Door", which is set to cost = Free. A bonus of this option is that when someone completes the registration, their Status is automatically set to "Confirmed"....whereas when they select "Manual" on a PayPal option, the status is set to "Pending" until an administrator changes it.  The only thing I don't like about this workaround is that Free registrants get sent a different confirmation e-mail than the other registrants. It can actually be used to your advantage (by putting in a paragraph detailing how they can pay) but it's another thing that has to change event-by-event.  ETA: Another thing I don't like is that using this workaround gives users the impression that there is a way to get into the event for Free.  This is the missing link we are talking about- the ability for it to say the Registration cost is $20 (for example) but they don't have to pay anything online.

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• 12-21-2011, 11:56 AM

  24448 in reply to 16201

  Apricot Kernel Joined about 5 years ago Canada, Toronto Posts 721	Re: Customize payment methods labels and descriptions [7268] Manual payment concept has been changed in 4.3 release - so the whole topic is not relevant anymore. There is no "Manual" payment label anymore - instead invoice is generated which can be paid online from profile or by any other mean and for this purpose payment instructions are shown in relevant places.  Evgeny Product Design Team
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