Checkout Forms have replaced "Custom Forms" and "Custom Checkout Fields", streamlining the data gathering and making it more user-friendly for the the everyday event organiser.
What are Checkout Forms?
Checkout Forms allow you to add questions to your event checkout flow. This enables you to collect crucial data beyond the standard name and email address, such as dietary requirements, t-shirt sizes, or any other information specific to your events, tickets, or ticket category.
Why use Checkout Forms?
Checkout Forms are a highly utilized ticketing tool that enables organizers to gather insight and provide additional services to event attendees. It's specifically used for the following:
Targeted data collection: Ask relevant questions to improve customer experience and increase conversion rates.
Event personalization: Tailor your event based on the information you gather.
Data-driven insights: Use collected data to improve planning, marketing, and customer service.
Compliance: Gather necessary information for legal or logistical requirements.
How to access Checkout Forms
Navigate to Store Settings: From your Eventcube dashboard, click on Store Settings in the left-hand menu.
Select Checkout Forms in the sub-navigation bar.
Default Checkout Information
The Default Checkout Information section displays the standard fields that appear on all checkout forms.
Email Address and Full Name: These fields are mandatory and cannot be disabled or reordered.
Address Line 1, Address Line 2, City, Postcode, Country, Phone No: These fields can be toggled On/Off using the green slider.
Required: The checkbox in the "Required?" column makes a field mandatory.
Apply US Address Format: There is a hyperlink below the default fields that automatically switches the address format.
Important: Changes to the Default Checkout Information apply to all events within your store.
Adding questions (formerly Custom Fields)
The Additional Information section allows you to create custom questions tailored to specific events, categories, or tickets.
Here's how to add a question.
Click "+ Add Question": Locate the green "+ Add Question" button below the "Additional Information" heading at the far right.
Enter your question: Type your question in the "Question" field.
Select a Question Type: Choose the appropriate question type from the "Type" dropdown:
Checkbox: For single or multiple selections from a list.
Checkbox List: Presents a list of options where users can select multiple choices.
Disclaimer: To show a disclaimer on the form or an addition to the ticket store's terms.
Email: For collecting email addresses.
Multiple Choice: For selecting a single option from a list (radio buttons).
Multiselect: Allows users to select multiple options from a dropdown.
Number: For numerical input.
Phone: For collecting phone numbers.
Select Dropdown: A dropdown.
Paragraph: For longer text responses (paragraph).
Short Answer: For short text responses (single line).
Add options (if applicable): For question types like Checkbox, Checkbox List, Multiple Choice, or Select Dropdown, add your answer options.
Set as required (optional): Check the "This is a required field" box to make the question mandatory.
Select Question Scope: Choose where questions are triggered, by default.
Conditional questions
Add and manage questions that appear based on specific conditions, such as event type, category, or ticket selection.
Select Where to Show this:
Select “All events on the store”
Select, “I want to choose where to show this question”.
The user can select to show the question by:
Category
Event
Ticket
Or set conditional logic based on an answer
Click the green "Save" button to save your changes.
How to edit a question
Locate the Question: Find the question you want to edit in the "Additional Information" list. A side bar will appear.
Make Changes: Modify the question, type, options, or conditional logic.
Save: Click "Save" to apply your changes.
How to delete a question
Locate the Question and click it.
At the bottom of the side bar that appears, you'll find a red delete button.
Select "Delete": Choose "Delete" from the dropdown menu.
Confirm: Confirm the deletion.
How to reorder questions
Locate the arrow icons in the upper right corner Additional Information table.
Find the question you want to reorder in the "Additional Information" list.
Click the icon with two horizontal lines to drag-and-drop Click the cross icon on the left side of the question's row.
Move and drop: Move and drop to your preference.
Save your changes by clicking the 'check' icon in the upper right corner of the Additional Information table.
Showing questions conditionally
You can control when questions appear based on:
Category: Show the question only for events within specific categories.
Event: Show the question only for specific events.
Ticket: Show the question only for specific ticket types.
Answer to a Previous Question: Create a chain of questions where answers to earlier questions determine which subsequent questions are shown. This is the conditional display.
How to set conditional logic
Open or create the question you want to make conditional.
Scroll to "Show based on answer" section at the bottom of the question editing area.
Select "+ Add" and choose the question and answer that will trigger this question.
Select a previously created question from the dropdown.
Choose an "Operator" (e.g., "=", ">", "<").
Select the "Answer" that triggers the condition.
Add Multiple Conditions (optional): Click "Add" to create additional conditions.
Save your changes.
This is what it's looks like in the store front.
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