Collect attendee information with checkout questions

Use the checkout questions tool to collect data from your guests during checkout.

 

Some common questions to ask include:

  • Dietary requirements

  • Accessibility requirements

  • Photography consent

  • Newsletter subscription

  • Terms & conditions, and many more…

 

Overview

 

 


🙋‍♀️ Default buyer questions

 

No matter how many tickets someone buys, we’ll always ask them 4 default buyer questions :

  • Ticket buyer’s First name

  • Ticket buyer’s Last name

  • Ticket buyer’s Email

  • Ticket buyer’s Mobile

 

It is not possible to customise these 4 questions.
Collect any additional data using the checkout question tool. Read on.


You can make the mobile field optional (see how here).

 


➕ Add a checkout question

 

  1. Go to events and select your event from the list

  2. Select Checkout questions on the left-hand menu bar

  3. Click + add question

  4. Choose a question type from our pre-built templates or create your own using the available formats

  5. Click save

 

 


⚙️ Configure a checkout question

 

After adding your questions, you will have the option to:

 

  • Rename the question For example, instead of “Address”, you can change it to “Where do you live?”

  • Ask the question per ticket, or once per order

    • When applied to tickets, the question is asked for each ticket.
      For example, if there are 3 tickets, it will be asked 3 times for each ticket

    • When applied to order, the question is asked only once for the entire order, regardless of how many tickets are being purchased

  • Make the question required

    • This question must be answered before completing checkout

  • Use the Settings ⚙️ button to:

    • Apply the question to specific ticket types

    • Make the question conditional upon other questions, or

    • Only ask the question after checkout

 

 


👀 Preview your questions

 

To see how the questions appear to your guests at the checkout, click on the Preview checkout form button.

Alternatively, click on the Preview/View button towards the top of your screen and go through the checkout process.

 




⏬ Create conditional questions

 

Make a question appear based on how a previous question is answered

 

Read our full guide on conditional questions

 


🚫Set limits on answers to a question

 

You can set a limit on the number of times an answer can be selected within a multi-select or drop-down select checkout question

A great solution if only 'x' amount of that particular option is available

  1. Create your multi-select or drop-down select checkout question

  2. Click the settings ⚙️icon to the right to add your available options

  3. Toggle ON ‘limit the quantity of each option'

  4. Enter the quantity for each option

When an option’s quantity is exhausted it will appear as “unavailable” to the ticket buyer


📔 Create a template for your common questions

Save a set of checkout questions that can be easily applied to other events

Create your template

 

  1. Head to account > advanced from the top menu bar

  2. On the left-hand side menu, select advanced > templates > checkout questions

  3. Click new template:

    1. If you have already added your questions to an existing event, select from existing event

    2. If you want to start from scratch, select new checkout questions template.

  4. Hit save 

Apply your template

 

  1. Head to the checkout questions section of your event

  2. Click import template 

 

 

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