This article will show how to add custom questions at checkout after someone purchases an item in the Simple Store or makes a donation. 

Required access:

You will need the Store Manager access level or Administrator.

How to get there:

  • Go to Admin > Member Management
  • Go to Simple Store

Steps to be taken:

  1. Under the Questions column, click on the number next to the Simple Store or Donation Page you want to add questions to.
  2. Click on the plus icon on the top right to add a custom question.
  3. A popup will appear. Enter your question under Name (the text of your question).
  4. For Type, there are three options: Drop down, Short text and Long text. If you choose Drop down, another field will appear where you can enter your options separated by semicolons.
  5. To arrange where your custom question appears on the list, enter a number in Sort Order.
  6. If you would like your question to be filled in, set Is Required? to Yes.
  7. Save your question.
    How to Review Custom Questions

  8. If you go back by clicking on Return to Store Listings, find the store or donation page you just edited and click on the share icon under the Actions column to open the store link.
  9. If you go through the checkout process by clicking Purchase, under the Additional Information section, you will see the custom questions you just added.

  10. When someone fills in this information, to view what they posted, go to the Transactions tab in the Simple Store and click on the number under Questions to view the responses. 
  11. To export all the answers, click the view icon in the Query Tool.

  12. The questions appear to the Right (note lower slider)