Asking Questions at Checkout
⏱︎ 2 minutes
These questions can be organization based or department based, and will be asked on every order placed within that department or organization, respectively.
Adding a Question
1. Log in to your account and navigate to the page based on question type.
If the question is organization wide
Go to the organization dashboard.
On the left side menu, go to CUSTOM QUESTIONS
If the question is department wide
Navigate into the department. On the left side menu, go to Box Office Manager → CUSTOM QUESTIONS.
2. Fill out the Create Question form.
What each form question means
What would you like the question to say? (For example, "How did you hear about us?")
A short name that will represent the question within reports.
How would you like the customer to reply?
- Text Boxes allows typed answers
- Select Dropdown has multiple options and the customer must only choose one
- Radio Buttons has multiple options and the customer must only choose one
- Check Boxes has multiple options and the customer can select more than one
- Date allows customer to enter only a date, while Date Time allows both a date and time
- Text Break is simply a reminder added to the bottom of the order that does not allow a customer to enter any information (like "please bring a canned good!")
Is this optional or required?
Would you like the replies visible in reports?
Should admins selling in the Point of Sale tool also be required to enter an answer for a customer?
3. Click SAVE, and you've successfully added a custom question! The questions will appear like the below.
Customer Side View | Point of Sale Side View |
Viewing Responses
View by Individual Orders
2. Scroll to the bottom of the order. There, you will see the category for Custom Questions.
View within a Report
1. On the left side menu, go to Box Office Manager → EVENTS.
2. Click EVENT MANAGER next to the event.
3. Click TICKET COUNTS.
4. Click the blue EXPORT EVENT TICKET LIST.
5. On the CSV file, find the answers in the final column.