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Overview

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Accessing the Order Form Settings

1. Log in to Manager Portal.
2. Click Settings on the top navigation bar.
3. In the left-hand menu, select Order Form.

• Address Requirements
• Organization Name
• Phone Number Requirements
• Countdown Minutes
• Survey (Order-Level) Questions

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Address Requirements

1. On PAID orders, require only the postal/zip code
   • Recommended if you just want minimal friction and accurate location data for credit card validation.
2. On ALL orders, require only the postal/zip code
   • Same minimal friction, but this setting applies even to free or comp orders.
3. On ALL orders, request the full street address
   • Collects the entire address (street, city, state, postal code). Ideal for events needing detailed attendee info, shipping, or regulated compliance.

Tip: Requiring less information typically speeds up checkout. If you need more data for compliance or shipping, choose the full address option.

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Organization Name Field

• Toggle ON to display the Organization Name field during checkout.
• Toggle OFF to hide it if you don’t need this information.

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Reporting & Visibility

• This field is mainly for reporting and does not appear on standard e-tickets.
• It does appear on printed badges if you use the SimpleTix badge-printing features.
• If you need organization details on e-tickets, consider a required attendee question instead.

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Phone Number Requirements

• Toggle ON to make the phone number a required field for the buyer.
• Toggle OFF if you prefer a streamlined checkout with optional or no phone entry.

Note: A phone number can help with customer service, last-minute notifications, or clarifications about their purchase.

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Countdown Minutes

• This sets how long a buyer has to complete checkout once they start selecting tickets. During this time period, tickets in their cart will be unavailable to other customers.
• Lower values create urgency but can cause frustration if the form is long.
• Higher values give attendees more flexibility but tie up tickets in carts for longer.

Typical Range: 15–45 minutes. Adjust based on your audience and how detailed your checkout process is. We do not recommend less than 8 minutes as that can cause customer complaints with their cart “clearing out” prematurely.

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Survey Questions on Each Order

• Toggle ON to enable an order-level survey. This prompts one set of questions for the entire order, not each attendee. These will apply to all events on the platform.
• Toggle OFF if you do not need additional information.
• If you need to ask each attendee for details (e.g., T-shirt size), use Attendee Questions under Events > Times & Tickets instead.

Best Practice: Keep surveys short to avoid checkout friction. For more in-depth info, you can direct attendees to a post-purchase survey.

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Additional Considerations

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Attendee vs. Order-Level Fields

• Order-Level fields (e.g., “Organization Name,” “Billing Address”) are asked once per transaction.
• Attendee fields (e.g., “Name,” “Email,” if collecting multiple attendee details) are set under the event’s Attendee Questions in Times & Tickets. This can be more time-consuming for buyers if they purchase multiple tickets in one order.

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Printing & Visibility

• Badge Printing: Organization Name or certain order fields might appear on badges but not on standard tickets.
• If you need certain data on the PDF e-tickets: Use a custom attendee question or contact SimpleTix Support for advanced solutions.