You can ask your donors or buyers any number of custom question in your forms.
The first name, last name, email, and address are always asked to each donor when they are making a donation or making a purchase through a Zeffy form. This information is necessary to process the payment.
However, you can also ask as many custom questions as you like. You will be able to choose between asking short-form questions, asking for a telephone number, an additional email, a date, multiple choice questions, or a check box option.
💰 For Donation Forms or Peer-to-Peer Campaigns:
- In your Zeffy dashboard, click on "my forms" in the menu bar.
- Click on "Edit" next to the name of the form for which you want to add custom questions.
- Go to the second section of your form, called the "Create Your Form" section. Scroll down just a bit until you see the "Form questions section".
- Add your question(s) and remember to save your progress!
🎟️ For events, raffles, memberships and online-stores:
- In your Zeffy dashboard, click on "my forms" in the menu bar.
- Click on "Edit" next to the name of the form for which you want to add custom questions.
- Go to the second section of your form, called the "Tickets" section. Scroll down just a bit until you see the "Form questions section".
- You will have the option to ask two types of questions
- ➡️ Questions for the buyer will be asked once per purchase.
- ➡️ Questions per item or questions per ticket will be asked for each ticket that is purchased.
💡 Advanced tips and questions types
➡️ Select the right type of question
The types of questions you can ask are short question, telephone, email, date, MCQ with single answesr, MCQ with multiple answers or checkbox (true/false)
➡️ 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.
➡️ Questions only for specific tickets
When clicking on "More Options" below questions per item, you can also specify which ticket rates you want this question to be asked for.
