Ask Questions & Gather Customer Info with Custom Fields | Passage

Ask Questions & Gather Customer Info with Custom Fields

In the Ticket Info >> Ticket Options section of your event editor, you are able to create as many custom fields as you need to collect information from your customers. Some popular examples for these fields include: asking how the customer heard about your event, whether or not this is their first time attending one of your events, identifying the name of a larger group they may be with, or to acquire their shipping address information. These questions are presented to the customer when they select their tickets.

To set up a custom field, first head into your event editor. Then, either click "Ticket Info" in the navigation section or scroll down the page. You will find the custom fields just below your list of ticket types in the Ticket Options section. To set up your first custom field, just type in the question or prompt to which you want your customers to respond.

You can choose whether to leave them optional, or make them mandatory by selecting the "Required" checkbox. When required is selected, a customer will not be allowed to advance to their cart without supplying an answer. Non-required answers may be passed over by customers, but there is some use in this setting, since some questions may not pertain to every customer.

Deleting a custom field will delete the field and all responses that have been collected for it. So, the "Hidden" option is useful when you no longer want to ask the question, but still want to have access to the previous answers. By selecting "Hidden" the field will no longer be shown to customers on the event page, but you will still be able to see all of your customers' responses.

Click the "Save Event" button when finished to activate or update your custom fields.

 

Where can I find the customer responses to my custom fields?

Custom field responses are available to you in two places. You will find both of them from the Events tab on your admin dashboard (link). The first method will let you review all of your customer responses right on screen. To access this page first select the Upcoming option from the events tab. Then, click a "View Guest List" button to load customer details for that time-slot. Your customers responses are found in the "More Info" column of that table.

The second place you can find this information is in the printable guest list for your event. You have the option to download your guest list as either a .PDF or .CSV file. To access the guest list, first select the Manage option from the events tab. Then, open the "Select an Option" dropdown menu and choose "Guest List." Select a time-slot and the file format you prefer, then click the "Create Guest List" button. A copy of your guest list will be emailed to you; your custom field responses will be found in the last column.