Use checkout questions to collect data from your guests, including unique names on tickets, dietary requirements, accessibility requirements, terms and conditions and more.
You can find information collected from a checkout question in your order and attendee reports. Questions asked per order will appear in the orders report, while questions asked per ticket will be found on the attendee's report.
Tip: A lengthy checkout form will frustrate your buyers! If you won't use the data, then don't ask for it. Consider asking the most vital information only and/or asking questions after checkout.
What questions are asked by default?
Humanitix will always ask buyers for the following data, regardless of the number of tickets they purchase. The buyer is the person making the purchase.
Ticket buyer’s First name
Ticket buyer’s Last name
Ticket buyer’s Email
Ticket buyer’s Mobile
It is not possible to remove these default buyer questions.
However, you can make the mobile question optional
How to add a checkout question to your event
To collect additional data from your buyers and attendees, create a checkout question:
Manage your event via the events page
Select checkout questions on the left-hand menu
Click + add question
Choose a question type from our pre-built templates or create your own using the available formats
Enter your question name into the field provided
Click save
How to create a dropdown or multi-select checkout question
What is the difference between a dropdown select question and a multi-select question?
A dropdown select question allows a buyer to choose from a list of options
A multi-select question allows a buyer to select one or multiple options from a list
To create a multi-select or dropdown question:
Navigate to checkout questions
Click +add question
Choose a dropdown select or a multi-select
Give your question a name, e.g. Where did you hear about us?
Click the settings ⚙️icon to the right and add your available options
To reorder the available options in a dropdown select, click the handle to the left of the option and drag it to the desired spot.
Control the number of times each option can be selected
Click the settings ⚙️ and toggle ON to limit the quantity of each option. This is a useful tool to collect preferences or attendance for optional workshops, for example.
When an option quantity is exhausted, it will appear as "unavailable".
How to ask a question "per ticket" or only "once per order"
Some questions may be needed for every ticket, such as unique names, and others only need to be asked once on an entire order, such as "company". Asking questions once per order can help streamline your checkout experience and eliminate 'repeat' answers.
To apply a question to each ticket or only once per order, toggle the Apply to column between tickets and order when managing your checkout question.
Questions asked per ticket will appear on the attendee report
Questions asked per order will appear on the orders report
How to make a question "required" and ensure it is answered during checkout
Use the required toggle to ensure a question is answered during checkout. Buyers cannot finalise their ticket purchase until this question has been answered.
We recommend using this option for only the most essential questions, such as terms and conditions.
If buyers are likely to purchase multiple tickets in the same order, consider if this information can be collected post-checkout (see below) or make it optional by leaving required toggled OFF.
Note: Buyers can always answer checkout questions at a later stage via the manage order button located on their order confirmation email
How to ask a checkout question "after-checkout"
You can streamline the checkout experience for buyers by minimising the number of questions they need to ask before payment by toggling ON after checkout.
Buyers are shown these questions on a new page after they have made their payment. If any questions are marked as required, buyers won't be able to get access to their tickets without filling in this information.
Note: Buyers may choose to skip these questions or close their browser tab, meaning this information may not be collected. The order will still be completed.
If checkout questions are required, buyers will receive an intermediary email asking them to complete any missing information.
Buyers can also update their order details via the manage order button on their standard order confirmation email.
How to ask a checkout question for only specific ticket types
Some checkout questions may not apply to all ticket holders. For example, "Member" ticket type holders should be asked for their Member number, while those who choose "General Admission" should not.
You can ask a checkout question for only specific ticket types by clicking settings ⚙️ next to the question and selecting all ticket types that this question applies to.
How to preview your checkout questions
You can click on the preview/view button towards the top of your screen and go through the checkout process.
Note: If you have set questions to appear after checkout, they won't appear until you've made a complete order.
We would recommend either:
1. Toggle OFF after checkout while you are building and testing your event
2. Complete a complimentary manual order to see the full post-checkout experience.
How to create a conditional question that appears based on the answer to another question
Conditional questions only appear when a buyer answers a previous question with the designated answer(s) and are a great way to streamline your checkout form.
To begin, create both your primary and conditional questions. Your primary question should ideally be a dropdown select or multi-select question.
Via the settings ⚙️ of your conditional question, toggle on show if and set the answer parameters.
How to create a template for your most common checkout questions
You can save a set of checkout questions as a template that can be easily applied to other events to save you time building your next event.
To create a checkout question template:
Navigate to account > advanced > templates via the top menu bar
Click new template
Choose from existing event if your checkout questions exist in an event already
Choose new checkout questions template if you want to start from scratch, select
Give your template a name and create/edit your checkout questions
Hit save
To apply your checkout question template to your event:
Head to the checkout questions section of your event
Click import template
Choose from your existing templates
Questions added via a template to an event will be added in addition to any existing checkout questions. It will not override or replace any existing questions.
Commonly asked questions
Can I edit the marketing opt-in checkbox?
Can I edit the marketing opt-in checkbox?
The marketing opt-in checkbox cannot be edited or amended.
If you prefer to use your own wording, we would recommend removing this question via the advanced > settings > checkout page and creating a custom checkbox checkout question.
Can I collect images, PDFs or documents from attendees?
Can I collect images, PDFs or documents from attendees?
Yes, using the Upload image/logo/PDF checkout question, you can collect image files (PNG, JPEG) or PDFs during checkout. Buyers will be prompted to upload their file.
Note: Word documents are not accepted, only PDF format files.
