Summary

Set up your checkout survey form first, so it works the way you want.

Steps

1. Go to Left-hand Navigation: Admin » Checkout Survey.
2. Select the Checkout Survey Form tab.

   

3. To edit an existing field, hover over it and select the pencil icon. The trash can icon deletes the field.

   Important: If you delete a field from the form, Gingr permanently removes all past records of that field from your reporting. You cannot recover that data.

4. Ignore these settings:

   

5. Set the slider values:
   • Step is the number the slider increases by. If you select "1", the range goes 1, 2, 3, and so on. If you select "2", it goes 1, 3, 5, and so on.
   • Minimum and Maximum Values: For all "Range" (slider) fields, keep the Min and Max numbers the same. This helps your reporting on survey responses.
   • Default Value is where the slider sits when the customer opens the survey form.

   

   Important: Set the Minimum Value and Default Value to no less than 1 so the Survey form works.

6. To add new fields, select them in the Toolbox on the right side of the page.

   

7. New fields show at the bottom of the form. To rearrange them, drag and drop each field to the position you want.
8. Save your changes on the Manage Survey Form page.

Next Steps

Go to Step 2: How to Set Reservation Types for Checkout Surveys.

Related Articles

• Set Up Checkout Surveys Process