Create a Question
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Create questions to survey customers and gather additional information during the checkout process. Questions can be optional or mandatory, and you can set up open-ended or multiple choice questions.
First, you'll need to click the dropdown and determine what type of question you want to ask. These are the three basic question types:
- Text. Enter the question in the field provided, and determine whether the question is required (i.e. it must be answered to complete the purchase process). The customer will be presented with a short, blank field to enter their response.
- Multiple Choice. Enter the question in the field provided. When you create a multiple choice question, you need to enter all of the possible responses in the fields that appear below this section. As you complete each entry, an additional field will appear for you to enter additional questions. Click the X to delete any entries, and click and drag any entry to rearrange the order presented to the customer.
- Waiver. This special question type is reserved for important, mandatory questions. Enter the waiver title and use the rich text editor to enter the details of the agreement. Finally, you'll need to enter the agreement phrase (e.g., "I have read and agree to the terms outlined above").
- Address. Collects all address data. Of special note: this question type does not export separate fields on a CSV file and needs extra formatting to work properly in Excel. It's specific purpose is for exporting the address for a mailing house.
- Phone. Collects phone number. Phone number must be formatted as 10 digits with no spaces or punctuation (EX: 4125556767)
- Email. Collects email address. Must be formatted as an email address (EX: firstname.lastname@example.org)
- Number. Require the customer to enter a number with a minimum and a maximum of digits. (EX: 'How old are you?' Question can have a minimum of 1 digit and a maximum of 3 digits; this helps you to get usable answers and avoid answers like 'thirty-seven' or 'no answer.')
- Number Range. Require the customer to enter a number between a minimum and maximum. Could be used for asking a child's age on a restricted price level (EX:'How old is your child?' Set a minimum of 5 and a maximum of 12)
- URL. Ask a customer for their website. Useful for clients selling booths and other business-related price levels.
- Date. Ask a customer to choose a date from a calendar.
Next: Manage Questions