Add an extra questionnaire to the checkout process

This article explains how to create a questionnaire and link it in the checkout process. If you want to show the questionnaire only after checkout has been completed, please read this article.

1. Go to 'Create' in the grey bar on the left-hand side and then click 'Questionnaire'.

2. Click 'New questionnaire'.

3. Enter a title and click 'Save changes'.

Tip: choose a recognisable title related to the subject of the questions.

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

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

Attention: After creating a questionnaire it is possible to modify it. Only do this if it has not yet been used and no answers have been given, to prevent data loss.

Linking a questionnaire to an event

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

6. In the light grey menu, go to 'Tools > Questionnaire'. Then click 'Add questionnaire to event'. 

7. You can now add your created questionnaire. The questionnaire must be linked to a point of sale (i.e. ticket shop) and you can optionally activate it for specific products. When activated for specific products, you can choose whether the list is shown once per order or repeatedly for each unit of the product. 

8. Finally, click 'Save changes' once everything is configured. Open the ticket shop and click through to checkout to test the questionnaire.

You can easily download the results of your questionnaire as CSV or Excel via 'Reports -> Event -> Questionnaires'.

Linking a questionnaire to desired products for personalization

Once your questionnaire has been created, it only needs to be linked to the desired products. Follow the steps below.

1. Click 'Manage' at the top and select the desired event.
   
2. Under 'Event settings', navigate to 'Personalized tickets'.
   
3. Check whether 'Activate Send to friend' is ticked and scroll to the 'Products' section.
   
4. If needed, select the products for which personalization should be active. Then add the desired questionnaire under 'Custom form'.

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

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