Creating custom questions for checkout

Custom checkout questions are used for collecting more data at checkout; files, documents, surveys, polls, ratings,s, etc. To add custom questions to your checkout, follow these instructions and tips.

Creating custom questions

Understanding the different question types

Changing the order of questions asked at checkout

Verifying my event's checkout questions

Creating custom questions

1. Log in to the Purplepass promoter dashboard
2. Select “Create New Event” in the top navigation bar or edit an existing one

3.  Scroll down to the “Additional Options” section.
4. Select the box titled “Add questions to ask during check out” 
5. Click the plus icon “Add check out question”

6.  A pop-up window will open titled “Create a Custom Question”
7. Select the area (online or when selling through the app) where you want to ask the questions by clicking the first drop-down menu titled “Where should the question be stated?”

8. Type your question in the “Question to ask” box
9. Below the “Question to ask” box, click the appropriate selection for when to ask the question
10. Next, select the “Question type” by using the drop-down menu (text, multiple lines, dropdown, checkbox, date, or info)
11. In the “Show this question for specific ticket type” select the appropriate response in the drop-down menu

12.  Click the “Save Question” button at the bottom of the screen

Understanding the different question types

• Text option allows you to enter a single text question. 
• Multiple-line text option allows you to type several questions or a complex question with more than one sentence.
• Drop-down style question, a checkbox can be used with a single answer, and a multiple-answer checkbox option (for multiple answer options or choices).
• Date-type questions can be used for a particular date relevant to the event as well as other information, which creates pop-up text relevant to the ticket sale.
• File upload can be used to request customers to upload proof of vaccination, proof of a negative test, or any other type of information or identification that you request at checkout.
• Predefined with customer additions question type gives you the ability to create a predefined list of options for customers to choose from, while also allowing customers to add their own additions during the checkout process.

Changing the order of questions asked at checkout

If you want to change the order of the questions you are asking at checkout, follow these steps:

1. Scroll down to the “Additional Options” section under “Create New Event”.

   NOTE: Make sure you have already created the questions you want to ask by checking the box labeled “Add question to ask during checkout” and fill in the appropriate information before continuing.

2. Once the questions are entered, you can change the order they appear in during checkout by clicking the blue arrows to the right of each question at the bottom of the “Additional Options” section

3. Click the purple “Update Event” button at the bottom of the screen to apply these changes to your event 

Verifying my event’s checkout questions (viewing as a customer)

To verify that the event’s custom checkout questions are working, complete the following steps:

1. Log in to your Purplepass promoter dashboard
2. Select “Events” from the top navigation bar

3. Locate the event you want to view as a customer
4. Click on the event’s name to trigger a preview of that event
5. Add tickets to the cart to view the
6. checkout process

6. Once in the cart, you will be able to review the custom checkout process and verify that your custom questions are working