Setting Up Questions

Questions collect extra information from clients during ordering, like a song preference for a video or a bedroom count. They can also adjust the order total based on the answer, which makes them a natural way to upsell. Find them under Ordering → Questions.

Written By David Dayan

Questions collect extra information from clients during ordering, like a song preference for a video or a bedroom count. They can also adjust the order total based on the answer, which makes them a natural way to upsell. Find them under Ordering → Questions.

Creating a question

Click Add Question and write a clear, concise prompt. Add an optional description below it for context or instructions.

Answer types

Pick one of four:

  • Text - a free-form response. Add optional placeholder text to hint at the kind of answer you want.
  • Number - a numeric input. Optionally set a price per unit so the total rises with the number entered, for example $25 per unit times 5 adds $125. Leave it at $0 for an informational question.
  • Single select - one choice from a list. Great for yes/no or a set of options.
  • Multi select - multiple choices from a list.

For single and multi select, add each option with its label and an optional additional price that's added to the total when the client picks it. This is how you upsell add-ons (like "+$75 for twilight") naturally within the flow. Drag to reorder options.

Skip option

Turn on the skip option to let clients opt out of a question, with a checkbox label like "Choose the song for me." Use it where "I don't have a preference" is a valid answer. Skipping removes any price adjustments from that question.

Linking questions to services

A question only appears if the client selected at least one of its linked services, so link each to the right ones (a song question to video services, not photography). A question with no linked services never appears during ordering.

Managing questions

Click a question to edit it. The enable/disable toggle controls whether it appears on the order form; disabled questions are kept so you can re-enable them later.

Tip

Keep the number of questions small. Too many slow down the order and frustrate clients.