Collecting customer information with a Coconut Tickets booking form

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To save time following up with customers and improve the overall customer experience use the booking form editor to create easy to use forms that customers will complete when they book their tickets. Using the editor you can define a form that can collect a wide range of information when the customer makes their booking. This may include customer food preferences, allergies, car parking information or even a child’s favorite color.

When you create tickets and vendor pitches Coconut Tickets will automatically create a basic booking form. This questions on the basic form are mandatory and the customer is asked to complete them before checkout and payment. Using the booking form editor you can add your own questions and collect event specific information.

Using the wizard for creating public ticket categories or vendor pitches, once you have completed the ticket page the next page will be the booking form definition tool. It should look like this.

At this point if you do nothing then when your customer attempts to buy tickets or vendor pitches then he will be faced with a default booking form that has the following fields:

  • Name
  • Email address
  • Phone number

These fields are mandatory, the customer must fill them all in before he can pay for the tickets or pitches.

If this is all you need, which for some events it might well be enough, then just press “Next” and you can continue on to the next stage of ticket or pitch creation. If that is not enough then continue reading as the remainder of this tutorial will explain how to add custom fields to the default booking form.

Click the big blue “Add field” button to add a new field to the booking form. You should see a popup that looks like this.

The following types of fields can be defined here and added to the booking form:

  1. Text input field
  2. Numeric input fields
  3. Date input
  4. Multiple choice selection drop-down fields

There are also booking form elements to help structure the booking form that can also be created from this popup.

  1. Horizontal separator
  2. A no-input field (a text label)

For the purpose of this tutorial, lets assume we have created public tickets for our event and we are now in need of defining a booking form that will capture food allergy information that we will need to ensure the visitors have a great event experience.

The first field will be to allow the customer to tell us if anyone in their party has food allergies. We could do this by creating a “select” field in the popup that might look like the example in the screenshot below. Notice that the different options that can be selected are separated by commas, you could have as many options as you want. Mandatory has been ticked because we require an answer to our question and the question itself is entered as the ‘field label’.

With this food allergy question filled in we can press “save changes” to keep the new field, which will now show up in our grid of booking form fields on the current page.

Next we can click the blue “Add field” button to add the next field. This field will collect the information on food allergies. We need to let people enter whatever information they like therefore the field type will be “Text input”.  The field will not be mandatory because customers who don’t have food allergies will have no information to enter. The screenshot shows how we might do that.

We then need to click on “Save changes” and then this new field will also appear in our grid of booking form fields on the current page, which will now look like the screenshot below.

At this stage if we wanted to re-order the questions (fields) we could drag and drop them into a new order. Or if we wanted to change the wording then we could click the edit button of that field and the popup would allow us to make changes.

For our simple example this will be enough custom fields, we wouldn’t want to try the patience of the customer by asking too many questions.

If we are happy with the form and we don’t want to add any more fields then we can click “Next”, check that the ticket terms and conditions are complete and then click “Save” to save the complete ticket definition. You must continue to the end of the wizard sequence to save the changes that have been made.

When we put our tickets on sale the customer will first see ticket quantity selection page, after which they will see the booking form that we have just created. Depending on the style of the landing page, the booking form may look like the screenshot below. When you sell real tickets, the “Ticket Club” banner would be replaced by the branding of your business. Notice that the first fields shown are the default booking fields that we didn’t create in the booking form editor but were created automatically, after that we see the custom fields that were created.

 

At this point we have a working booking form. The process is identical for creating a booking form for vendor pitch sales. Next we need to create the sales landing page if we haven’t done so already.

Posted in: tutorial

Written by Clive.verrall

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