Creating Customer Questions

Customer Questions are used to classify customers or get more information about customers (such as birthday information, eating preferences, job title, etc.). This is especially useful when your organization wants to collect information for marketing purposes. These questions are asked only once when a customer first creates their account, should be customer-specific (not order-specific), and may be edited online by the customer. 

1. Log in to Administration. 

2. Select the Corporate Organization icon.

3. Expand the Customer folder and click on the Questions icon.

4. Right-click and select New Customer Question.

5. Under the General tab, enter in the following: 

A) Question Text: this is the Question that will appear online.

B) Type: these are the options for how the customer will answer the question.

C) Available Values (~): enter in the select-able answers to the question. Separate each answer with a "~".

D) Default Value: this answer will be automatically selected. If left blank, no answer will be automatically selected.

E) Regular Expression: defines how the data should be entered and defined.

F) Example Text: if the answer requires a Regular Expression Format, give an example here (i.e. enter birthday as 01/05/1980).

G) Display Group: select the appropriate item from the drop-down, or add a new one by clicking on the ellipses. Note: You can Create a new group by clicking on the ellipsis icon.

H) Usage: "Per Sales Line Item (i.e. Each Event)" should be selected if the answer is only required per event. "Per Each Quantity (i.e. Each Ticket)" should be selected if the answer is required for each ticket.

I) Display Sequence: use this to dictate in what order the questions should appear online and in AMS.

J) Ticket Format Index: allows you to assign the answer to the question as text on the ticket format (generally used for passes and memberships, but can be used on any ticket format). 

K) Answer Max Length: allows you to dictate how many characters are allowed for the answer to the question.

L) Required: check this if the question must be answered by the customer before finalizing the order.

M) Agent Managed Question: select this if the question should only be asked by ticket agents (this means that the question will not be available online and can only be used in AMS).

N) Enabled: check if this question should enabled.

O) Ask question for individual customers: select this if individual customer accounts should be asked this question.

P) Ask question for business customers: select this if business accounts should be asked this question. 

Q) Ask question for contact customers: select this if a contact customer (under a business account or parent account) should be asked this question.

R) Auto populate parents info for contacts: select this is the answer from the parent's account should automatically populate in the contacts customer question.

6. Notes: use this space for internal notes. These will not be seen by the customer.

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