Ask additional custom questions to donors and buyers

What information does Zeffy collect by default?

The first name, last name, email, state/province and country are asked to all supporters by default to complete a transaction. This information is necessary to process the payment.

How can I request more information from my donors and buyers?

You can add as many custom questions to your campaings as needed. You can choose between the following question types: short-form questions, telephone number, additional email, a date, multiple choice questions (single or multi-select), full name or a checkbox option. 

For Donation Forms or Peer-to-Peer Campaigns:

• In your Zeffy account, click on "Campaigns" in the menu bar.

• Click on "Edit" next to the name of the form for which you want to add custom questions, or begin creating a new campaign. 

• In the form editor, navigate to the "Questions" section which asks "Do you want to collect more info from your donors?"

• Click "+Add question" to add questions to your form. 

• Select the appropriate response format and enter the question in the "Question" field.

• You can choose to make this question required or optional using the "Required" toggle. 

• Click "Add question" to add more questions

  

For events, raffles, online-stores and other sales forms:

• In your Zeffy dashboard, go to "Campaigns" in the menu bar.

• Click on "Edit" next to the name of the form for which you want to add custom questions. 
  Click on the 'Questions' section in the left hand navigation pane.
  

  

• Select either + Add buyer question or + Add Guest question to get started 

  • If you select 'add buyer question' these questions are asked for each once per purchase, no matter the number of tickets included in the purchase.

  • If you select 'add guest question' these questions will be asked for each ticket included in the buyer's order (e.g. 3 tickets = 3 answers to the same question) 

• Next, you'll be able to word your custom question and select the question type. If you want to reuse a custom question from another campaign, you can check the box to the left of the question to add it.

  

• Otherwise you can select 'create from scratch'

Ask questions only for specific tickets

If you have more than one ticket type on your form, you can specify which ticket rates you want this question to be asked for. In order to be able to associate a question with a particular rate, it must be added as a Guest question.

To change the designation of a question, click the pencil icon next to it, then select "Guest" or "Buyer" at the top.

To ask the question when any ticket is selected for purchase on your form, leave "Ask for all ticket types" selected.

To ask the question only when a specific ticket type is selected for purchase on your form, uncheck the option to ask it for all ticket types and select which ticket rates you wish the question to appear for. 

Tips and questions types

Select the right type of question

The types of questions you can ask are short question, telephone, email, date, single-select, multi-select, name or checkbox (true/false).

Some question types map to specific data fields, so it is important to choose the correct question type when asking your attendees for more information. For example, the "Telephone" question type maps onto the "Telephone" field on the donor's contact page. The "Full name" question type will map onto the guest name in the checkin manager and guest list. 

To learn more about data mapping when using custom questions, please consult this article

Make your question required

For each question, you will be able to specify whether or not you would like the question to be required.

⚠️ MCQ with single answer are automatically required – the purchase cannot be completed without one answer being selected.

Question Limits for MCQ questions

For MCQ questions, you can set a limit on how many times each answer option can be selected. You can use this feature to indicate how many meal options, clothing sizes, or spots in activities are available for example. 

To do this, chose MCQ with single or multiple answers as the question type. Then, click on "a maximum choice limit below the question.

You can then enter the limit that corresponds to each multiple-choice answer in the field to the right. On the form, your buyers will be able to see how many of each selection are still available.

How to review the answers submitted by donors and buyers

To retrieve answers for a specific payment, head to the 'Payments' tab and click on the transaction in question (do not click the contact name). A page with the payment details should open towards the right with the answers to your questions listed on it.

To get an overview of the answers of all your payments, you can export your payment data.

• Go to "Payments" and filter by form name.

• Select the form for which you wish to view the information

• Click "Export" with the filter applied

• Confirm the type of export you'd like to initiate: change the "type of export" to an itemized payments export.

Click here for more detailed information.