Add an extra questionnaire to the checkout process

Add an extra questionnaire to the checkout process

This article explains how to create a questionnaire and link it to the checkout process. If you want to display the questionnaire only after completing the checkout, please read this article.

1. Go to 'Manage' and then in the black bar on the left, navigate to 'Questionnaires'.

2. Click on 'New questionnaire'.

3. Enter a title and click 'Save Changes'. Tip: Choose a recognizable title related to the topic of the questions.

4. Click on 'New question'. Choose the type of question or text you want to display and whether it is mandatory to answer.

1. Label: A piece of text without choices for the ticket buyer, such as an introduction or explanation.
   
2. Short text: A question to which the ticket buyer can respond with a short piece of text.
   
3. Long text: A question to which the ticket buyer can respond with a long piece of text.
   
4. Checkbox: A question to which the ticket buyer can check one answer.
   
5. Checkbox group: A question to which the ticket buyer can check multiple answers.
   
6. Radio button group: A question to which the ticket buyer can select one answer, but with multiple options available.
   
7. Dropdown list: A question to which the ticket buyer can select one answer from a dropdown list. 
   
8. Date: A question to which the ticket buyer can respond with a date.
   

Note: It is possible to edit a questionnaire after it has been created. Please do this only if it has not been used yet and no answers have been provided, to prevent any data loss.

Linking a questionnaire to an event

5. Go back to 'Manage' and select the desired event.

6. In the light gray menu, go to 'Tools' > 'Questionnaires'. Then click on 'Add Questionnaire to Event'.

7. You can now add your created questionnaire. The questionnaire must be linked to a sales channel (read: ticket shop) and can optionally be activated for specific products. When activated for specific products, you can choose whether the list is shown once per order or repeatedly for each item of the product.

8. Finally, click on 'Save Changes' when everything is set. Open the ticket shop and proceed to checkout to test the questionnaire.

The results of your questionnaire can be easily downloaded as CSV or Excel files via 'Reports -> Event -> Questionnaires'.

Link questionnaire to desired products for personalization

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Once your questionnaire is set up, it only needs to be linked to the desired products. Follow the steps below to do this.

1. Click on 'Manage' at the top and select the desired event.
   
2. Navigate to 'Event Settings' and then to 'Personalized tickets'.
   
3. Check if 'Activate Send to friend' is selected and scroll to the 'Products' section.
   
4. Select the products for which personalization needs to be active if necessary. Then, add the desired questionnaire under 'Custom form'.

Tip: Under the 'Consumer Fields' section, you can further specify which standard information is requested in personalization.