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All Collections❔ Custom Checkout Questions
Viewing Custom Question Data on the Dashboard
Viewing Custom Question Data on the Dashboard
Abbey avatar
Written by Abbey
Updated over 2 months ago

In this section, you’ll view the data across the dashboard related to the Patron Profile (with future coverage on the Orders Screen and Reports).

Here's where the data is stored:

Name

Destination on Dash

Attendee name

Contact Details > Attendee Details (new page), Order Page

Attendee Pronouns

Contact Details > Attendee Details (new page), Order Page

Attendee Home Address

Contact Details > Attendee Details (new page)

Attendee - Guardian / Emergency Contact

Contact Details > Attendee Details (new page)

Attendee - Pickup/Dropoff Person

Contact Details > Attendee Details (new page)

Attendee Allergies

Contact Details > Attendee Details (new page)

Attendee T shirt size

Contact Details > Attendee Details (new page)

Attendee - Any Disabilities/Special Needs?

Contact Details > Attendee Details (new page)

Attendee - Skill level/background (camp/class)

Contact Details > Attendee Details (new page)

Interested in membership?

Contact Details > Personal

Interested in volunteering?

Contact Details > Personal

Who are you here to see?

Order

How did you hear about us?

Contact Details > Personal Info

Question Using Custom Fields

Contact Details > Custom Fields

Custom Question

Either Contact Details > Personal, Contact Details > Attendee OR the Order (depending on the question)

You can navigate to Contact Details for the Registrant/Patron under Patron Segmentation > Contacts. The page shows active fields filled in by patrons, those not filled in (but relevant to purchased productions), and fields in Draft or Archive.

On the page, you’ll also see a "Checkout Questions" box in the bottom right showing relevant production fields for the patron.

You can edit and save this information. For each Registrant/Patron with attendee info, you’ll see an "Attendee Info" tab with an accordion for each attendee, ordered by newest to oldest.

Under Custom Fields, you'll find all fields set up by the customer. If the patron filled out any custom fields as part of a Checkout Question, their answers will appear here, and they can be edited.


🎓 Recap:

This article explains how to view and manage data collected from custom checkout questions on the On The Stage platform. It details where specific patron responses are stored within the dashboard, enabling efficient access and utilization of attendee information.

🚀 Best Practices:

  • Accessing Patron Responses:

    • Navigate to Patron Segmentation > Contacts to view individual patron profiles.

    • Within each profile, locate responses under sections like Personal Info, Attendee Details, or Custom Fields.

  • Editing Patron Information:

    • Use the Edit function within each section to update patron responses as needed.

    • Ensure all changes are saved to maintain accurate records.

  • Utilizing Collected Data:

    • Leverage patron responses to tailor communications and enhance event experiences.

    • Analyze data trends to inform future event planning and marketing strategies.

By effectively navigating the dashboard and managing custom question data, you can enhance patron engagement and optimize event operations.

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