Set Up the Survey Form

First, you will want to be sure your survey form is set up to your liking. Navigate to Left-hand Navigation: Admin » Checkout Survey, then click the Checkout Survey Form tab.

You can edit existing fields by hovering over the field, then clicking the pencil icon. The trash can icon deletes the field.

Important:  If you delete a field from the form, all past records of that field having been used will be permanently removed from your reporting! That data cannot be recovered!

You can ignore these settings:

Step indicates the number the slider will increment by. I.e. if "1" is selected, the range will increment as 1, 2, 3, etc. If "2" is selected, the range will be 1, 3, 5, etc.

Minimum and Maximum Values: It is advised that for all "Range" (slider) fields, you keep the Min and Max numbers consistent. This will help with your reporting on survey responses.

Default Value indicates the value the slider will be positioned at by default, when the customer opens the survey form.

Important:  It is recommended to set the Minimum Value and Default Value to no less than 1 in order for the Survey form to function properly.

To add new fields, simply click them in the Toolbox on the right side of the page.

New fields will appear at the bottom of the form. To rearrange fields, you will drag and drop them into the position you want them to appear on the form.

Important:  Be sure to save your changes on the Manage Survey Form page!

Next Steps

Please proceed to Step 2: Reservation Types for Checkout Surveys.

Related Resources

• Set Up Checkout Surveys Process