1. Create a New Form
a) Go to the Tools page on the left hand side
b) Click Customer Forms and then New Form
2. Add Details
a) Form Title - this will appear on the booking flow, just before the question
b) Form Description - see above
c) Channels - who has access to this form
3. Add Question
a) Click Add a question
b) Field Label - enter the main label that will be shown to users, e.g.
Does this guest have any dietary requirements?
c) Field Name - will show in Reports under the Form Question Field, e.g.
dietary-requirements
NOTE - Field Name cannot be edited after the form is saved.
d) Field Type - choose from the following options:
Short answer - add an optional Default Value (text that will appear if the customer doesn't enter anything), Help text (text as info that will appear underneath the label) and Placeholder (if no default value, add Placeholder text that will only show until the customer answers the question)
Paragraph - add an optional Default value and Help text
Multiple choice - add your options, plus an optional Default value and Help text. Click the up and down arrows to move options about if you need
Checkboxes - add your options, plus an optional Default value and Help text. Click the up and down arrows to move options about if you need
Dropdown - add your options, plus an optional Default value, Help text and Placeholder. Click the up and down arrows to move options about if you need
Number - add an optional Default value, Help text and Placeholder
Email address - see above
Telephone number - see above
URL - see above
e) Validation - choose when this question is required:
Optional
Always Required - customers will have to select an option in order to continue
Required when... - choose the options that the question will be conditionally required for. You'll commonly use this for a 2nd question, that only appears as a result of a specific answer from the 1st question. For example:
Question 2 = Please let us know this guest's dietary requirements.
Validation = "This field is required when the question Does this guest have any dietary requirements? (Question 1) - is - Yes"
f) Visibility - choose when this question is visible:
Always Visible
Visible when... - choose the options that the question will conditionally appear for
NOTE - you can choose the same options as for Validation by clicking the Copy from Validation button on the right
4. Edit and Navigate Form
a) Click the the small up arrow next to the Field Name to see/amend details
b) Click the up and down arrows on the right to change the order of the Questions
c) Click the bin icon to delete a Question
5. Submit Form
6. Manage or Delete Form
a) If you need to make changes, click Manage on your Forms list
b) Click Delete if you want it removed
c) Or make any changes you need on the Form page and click Submit to save
7. Link Form to Event
a) Go the Events page and select your Event
b) Click the Settings tab, and then the Linked Forms bar on the left
c) Click Create a new form link
d) On the pop-up:
Select your Form
Select Link method - either Once per transaction or For each guest of the event
Click Create
e) To un-link the Form from the Event, click the 3 dots and Remove linked form
8. Create Visibility Rules
a) To only show Customer Forms for certain Bands, Variants or Transaction Types, click on the 3 Dots and then Manage Visibility
b) Manage Visibility Rules:
Name
Description
Type - either All Rules must apply or At least one Rule must apply
c) Select Rules - Price Band
So that the Customer Form only appears for certain Price Bands , select the following options:
Price Band
Name
is (Select in if you would like to add multiple Bands)
Enter the name of your Band, e.g. VIP Dining
d) Select Rules - Price Variant
So that the Customer Form only appears for certain Price Variants, select the following options:
Price Variant
Name
is (Select in if you would like to add multiple Variants)
Enter the name of your Variant, e.g. Access
e) Select Rules - Transaction
So that the Customer Forms only appear for a Completed Transaction, select the following options:
Transaction
Status
is
Complete
g) Click Save Ruleset to apply rules
9. Add Link to Forms in Emails (post-purchase)
a) Added the Transaction Status is Complete Visibility Rule? In that case, you can add the following bit of HTML to your Email Template:
{% for t in TRANSACTION.TICKETS %}
<a href="https://mytheatre.com/event/{{ t.EVENT.ID }}/forms?transactionId={{ TRANSACTION.ID }}
{% endfor %}NOTE - this is a Loop Tag, so it must be placed inside the {% for t in TRANSACTION.TICKETS %} {% endfor %} Loop in order to work.
b) This will create a link to the Form page on the booking flow where the customer can enter/edit their Form response
c) The following is an example of how to combine this with text in your template:
{% for t in TRANSACTION.TICKETS %}
Let us know your preferences for this event! Please <a href="https://mytheatre.com/event/{{ t.EVENT.ID }}/forms?transactionId={{ TRANSACTION.ID }}">click here to complete your menu selection</a>.
{% endfor %}