In essence, visitor information is quite simply information that can be gathered by posing particular questions to your customers during the ordering process. This information tells you something about the thing you really want to know about, namely your visitors, much like how an ISBN-number or publisher can tell you something about a book.
By adding questions per ticket or per order you can gather more information about your visitors, which can help you to more efficiently reach your target audience during future promo campaigns. Visitor information can also be used to more effectively prepare for your event. Imagine you are organising a ‘Cocktail Night’, for example, and would like to know what cocktails are most popular so you can stock up on the right supplies; you can use our visitor information feature to pose the question ‘What is your favourite cocktail?’.
We have quite a number of common questions preloaded into our system (first name, last name, city, age, etc.) which you are free to use to collect visitor information, however, in this guide we will show you how to create your own custom queries which can help you get the specific information you need.
EVENTIX TIP: Less is more. Only ask for information that is relevant and essential to your event(s); don’t ask for zipcodes if you’re not planning on sending any mail. Also, don’t forget the GDPR.
How do I collect custom visitor information?
There’s a meta to the madness
1. Go to the ‘Dashboard’, click on ‘Manage’ on the menu on the left and select ‘Visitor information’ from the drop-down menu.
2. To add a new type of visitor information to the list click on the blue ‘New’ button in the top-right corner.
3. Once you have done this you will be able to add your own custom visitor information to the list of options which can be toggled on or off per ticket or order. Make sure you have a clear idea of what kind of information you would like to collect and that it does not conflict with GDPR.
EVENTIX TIP: When creating custom questions, try to think of ones you might be able to use again across multiple events; all your queries will be saved in the visitor information section for future use.
You will also see the headers ‘type’ and ‘validation’, which provide you with different options as to how you want your question to be answered. The various types stand for how you want to be answered, whereas the validations simply indicate the requirements that must be met to validate an answer. We will go through both of these headers and their various options below.
4. The ‘Type’: This is the manner in which you want to receive your answer.
Integer: Your visitor will only be able to answer by filling in a number, which can be used to answer questions such as: ‘What is your age?’
Datum: Your visitor will only be able to answer by filling in a date, which can be useful if you want to ask questions such as: ‘When did you first hear about us?’
String: Your visitors can answer by filling in both letters and numbers, which is ideal for all open questions.
Boolean: This data type only permits the visitor to answer in a ‘yes’ and ‘no’ manner, which is handy in response to closed questions such as: ‘Would you like pineapple on your pizza?’
Selection (single): You provide the visitor with a set of possible answers from which your visitor must select one.
Selection with ‘Other’: You provide the visitor with a set of possible answers from which they can select one answer, but they also have the option to select ‘Other’ and fill in their own answer.
Selection (multiple): You provide your visitor with a range of answers from which your visitor can select multiple, as they see appropriate.
2. The ‘Validation’: What parameters do you want to apply in order for your visitor's information to be validated? You can add multiple options here to limit the answers further.
Letters: Your visitor's answers may only exist of letters.
Letters and numbers: Your visitor's answers may only exist of letters and numbers.
Letters, numbers and a dash: Your visitor's answers may only exist of letters, numbers and dashes.
After (date): Your visitors must enter a date after a certain time period to make their answer valid.
Before (date): Your visitors must enter a date before a certain time period in order to make their answer valid.
Required: Your visitors must answer this question in order to validate it, otherwise, they will not be able to continue.
Required if (...): This field is required if there is a certain option that is applicable to the answer of the visitor.
Required unless (...): This field is required if there is a certain option that is NOT applicable to the answer of the visitor.
Required with: This field is required if another field is present.
Required without: This field is required if another field is not present.
Numeric: Your visitor will only be able to fill in numbers in order to validate the answer.
Require acceptance: Your visitor must accept this action in order to make their answer valid.
Multiple values: Your visitors will have to give multiple answers (values) in order to make the answer valid.
Selection of (...): Your visitors can select between a list of values.
Min/max no. of digits: Your visitors must answer with a minimum or a maximum number of numbers in order to validate their answers, depending on your selection.
Date: Your visitors must fill in a date in order to validate their answer.
E-mail: Your visitors must enter an e-mail address in order to validate their answer.
Image: Your visitors must upload an image in order to validate their answer.
File type: Your visitor must upload a particular file type in order to validate his answer.
Specific size: Your visitors must answer in a specific size; either the integers, string lengths, or file size must be equal to the determined value, dependent on file type.
Minimum: Your visitors must answer in a specific size; either the integers, string lengths, or file size must be larger than the determined value, dependent on file type.
Maximum: Your visitors must answer in a specific size; either the integers, string lengths, or file size must be smaller than the determined value, dependent on file type.
Regular expression: This is an advanced validation technique, which, if selected, will delete previously selected rules. Your visitors must fill in one or more ‘special symbols’ (such as ‘€’) in order to validate the answers.
EVENTIX TIP: A couple of the options are not yet readily available for organisers, however, as soon as they are completed and ready for use, we will inform you, of course. Furthermore, make sure you select the validation which is both appropriate and logical in combination with the question you are asking.
The guide above concerns the steps necessary in order to collect custom visitor information in general. In the two following guides, we will show you how to collect visitor information per ticket and per order.
Thanks for reading, if you have any feedback or questions about these guides, please contact us via firstname.lastname@example.org.