Request information about the participant after the order
The post-order participant information request feature is a valuable option to simplify the online purchasing process while ensuring that you collect the necessary information about the participants of an activity. This approach helps optimize the conversion rate by minimizing the fields required at the time of ordering and then requesting additional information via a personalized email. Here’s how to use it effectively.
Steps to use the feature
Access product configuration
Log in to your Yoplanning.pro back office.
Navigate to the Products section under the Administration tab.
Select the product for which you want to configure this option.
Configure the product
In the product sheet, look for the "participants" tab
Answer No to the question: "Do you want the details of each participant?".
Just below, determine which fields you want your customers to fill out for this product when booking.
Note: If you answer No to the question about the details of each participant and you define at least one field as optional or mandatory, this will automatically trigger requests for information after the order.
Configure the information to ask participants
Access settings
In the "Administration" menu, click on "Configuration".
Go to the "Personalized Data" section.
Add a custom criterion**
Click on "Customer File", then on "Add".
Enter and save.
Associate criteria with products
Once the criterion is created, it will appear in the list of available data.
You can then activate it in the "Participants" tab when editing your product.
Access the functionality of the data entry of participants at the counter
At the counter, you have the option to manually enter participant data:
Go to the relevant session.
Click on the participant name.
Select "Edit", fill in the required information, then click "Save".
This feature allows you to easily manage and update participant information according to your needs.
Customize the email template
Go to the Online Sales section of the product sheet.
Edit the post-booking message template to include a specific tag, along with some explanatory text, that will insert a link for customers to provide the missing information. Here's the tag:
%participant_details_url%.
Automate a reminder
If you want to send a reminder to customers who have not yet completed this information, use the Activity Reminder message template.
Check that in the template, you have correctly integrated the following tag:
%post_booking_message%which allows you to include the link in activity reminders.Schedule this reminder in the product sheet to be sent, for example, 24 hours before the activity.
Usage tips and best practices
Message Clarity: Make sure the explanatory text preceding the tag in your emails is clear and actionable, encouraging your customers to fill in the missing information.
Common Problems and Solutions
Issue: Customers not filling out information Solution: If some customers are not providing the requested information after multiple reminders, consider contacting them directly via phone or text message to ensure you have all the necessary data.
Issue: Email Tag Errors Solution: Please verify that the tag inserted in your emails is correct and functional. An incorrect tag could prevent customers from accessing the form to enter their information.
Update: Counter Use
We have removed the limitation that did not allow this feature to be used at the counter. Now, when you simply register a quantity for a customer, the system will ask for the information of each participant.
Example scenario
Initially, you have for example Patricia Martin with a quantity of 5.
As Patricia's colleagues fill out the form with their own details (name, first name, height, weight, shoe size, etc.), they are created in the system.
This feature is essential to combine efficiency and quality of service by reducing barriers to purchase while ensuring that the necessary information is collected on the participants in an activity.
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