Defining Custom Data You Want to Collect
In addition to the usual data fields, there may be information that you want to collect from Guests, Buyers, or Donors. You can create those fields so they can be collected and displayed throughout the application.
Collect Data from Guests , Buyers or Donors - Name Section of Data Collection
1. Description of Data Collection Section
2. Choose who to collect data from - Guests, Buyers, Donors
3. Save
Collect Data from Guests , Buyers or Donors - Add a Field
Add a Field
Collect Data from Guests , Buyers or Donors - Defining Data Format to be Collected
1. Name the data collection
2. Choose field type - Text (Type in Response) , Checkbox ( Check Box if True), List (Choose from Dropdown), Plain Text (No data collection) (See Help bar to right for understanding of field type.)
3. * Required or not (* Required for Guests and Buyers forces the data collection to appear on the checkin and checkout screens.)
4. (List selected) Provide choices for dropdown
5. Save
Collect Data from Guests , Buyers or Donors - Preview Completed Setup
Completed Data Collection Field
1. Name of Label for section of Data collection(s)
2. Field to be Collected
3. Collected from Buyers to Guests
4. Required (Or Optional)
5. Click on Preview
Collect Data from Guests , Buyers or Donors - Preview of Collection and Display Screens
1. What it looks like where data is collected.
2. What it looks like where data is exhibited.
Repeat as New Form Sections or Fields are needed
Check the newly created fields by reviewing the fields when creating a new donor, new user, or guest information when selling a ticket.
| Prev: Defining Ticket Types | Next: Pre programmed Routine Data Collection - Meal Choice, Seating Preference, Bid number sharing |
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