The Forms tab can be used to create simple forms to be filled out along with your purchases to enable data collection or complex registration. Forms can be required or optional and set per purchase or per ticket.
To create a new form:
- Click the Forms section in your left side navigation panel
- Click Create in the upper right corner
- A new row will appear on your Forms list, click to edit
To edit a form:
- Update the Title and Description/Instructions for the new form (this will not be visible to the customer)
- Check the checkbox if you would like to show the question and responses on the customer's order
- Click Save
- Enter your question and select the answer type from the drop-down menu and click Save
- Short Answer
- Multiple Choice
- Info Image
- Image Upload
- Check the box if you would like the question/form to be Required on all purchases
- Click Add Question to add more questions
- To delete a question, click the trash can icon
To set rules for your questions:
- Click Rules
- Select Once per purchase or Once per ticket
- Once per purchase - Your customer will be asked to fill this form out one time, regardless of the number or types of tickets purchased
- Once per ticket - Your customer will be asked to fill this form out multiple times, for each ticket purchased
- Create Matching Rules to add question to a specific event, ticket section, or price level by selecting the matching details from the dropdowns
- Click Save
To view your form responses:
- Click Responses
- Filter responses by event by selecting the specific event from the dropdown menu, or view from 'All Events'
- Select Individual to view one response at a time or Summary to view the overall summary of responses
- Click Download or Print
Your form will be shown on the checkout page before the customer completes their purchase. An example can be seen below:
For assistance building forms or attaching to events, please contact clients@prekindle.com