Request information about the participant after the order

The post-order attendee information request feature is a valuable option for simplifying the online purchasing process while ensuring you collect the necessary information about an activity's attendees. This approach makes it possible to optimize the conversion rate by minimizing the fields required when ordering, then requesting additional information via a personalized email. Here's how to use it effectively.

Steps to use the feature

Access product configuration

1. Connect to your Yoplanning.pro back office.

2. Navigate to the Products section under the Administration tab.

3. Select the product for which you want to configure this option.

Configure the product

1. In the product sheet, look for the option concerning the details of each participant.

2. Answer No to the question: "Do you want details of each participant?".

3. Just below, determine which fields you want your customers to fill out for this product after ordering.

Note: If you answer No to the question on 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.

Customize the email template

1. Go to the Online sales section of the product sheet.

2. Edit the post-booking message template to include a specific tag, accompanied by explanatory text, which will insert a link allowing customers to provide the missing information. Here is the tag: %participant_details_url%.

Automate a reminder

1. If you would like to send a reminder to customers who have not yet completed this information, use the Activity Reminder message template.

2. Check that in the template, you have included the following tag: %post_booking_message% which allows you to include the link in activity reminders.

3. Program this reminder in the product sheet so that it is sent, for example, 24 hours before the activity.

Tips for use and best practices

• Message clarity: Make sure the explanatory text preceding the tag in your emails is clear and calls for action, to encourage your customers to fill in the missing information.

Troubleshooting Common Problems

• Customers who do not complete information: If some customers do not provide the requested information after multiple reminders, consider contacting them directly by phone or text to ensure you have all the necessary data.

• Errors in email tags: Check 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 each participant's information.

Example scenario

• At the start you have for example Patricia Martin with a quantity of 5.

• As Patricia's colleagues fill out the form with their own contact details (last name, first name, height, weight, shoe size, etc.), they are created in the system.

This functionality 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.