Scheduling Custom Questions Outside of Forms

Updated December 19, 2024 14:49

Custom Questions can be used to gather information on an accounts, individuals, and reservations. Most often, Custom Questions are used in Custom Online Forms. However, there are situations where you may want to ask a question outside of a form. There are three places you can add questions outside of an online form:

During account creation
When creating, editing, or confirming an individual person on an account
During registration for a specific session

These three scenarios offer different ways to collect information and are managed outside of the Online Form tools.

To add, reorder, and remove Account, Person and Session Custom Questions:

1. Go to the Scheduling menu
2. Expand Custom Questions
3. Click the appropriate link for Account, Person or Session Custom Questions

Account Custom Questions

Account Custom Questions are used to collect information for an account. These questions are collected once at the creation of an account and are not prompted for again.

To add schedule a new Account Custom Question:

1. Choose the desired custom question master from the Select Question dropdown menu.
2. Next click the Add Question This shifts the question to the currently scheduled Account Custom Questions listed below.

Currently scheduled account custom questions

Once a question has been added as an Account Custom Question, it will display in this section of the page.

Rank: In this section, you can adjust the display order using the Rank field. Questions will display starting with the lower number through the highest number. To change the order, adjust the number in the field and click Update.
Deleting a Custom Question: An account custom question can be deleted by clicking the Delete link to the right of the question. After proceeding through the confirmation prompt, the question will be removed as an Account Custom Question, and all of its data will be permanently removed from the database.

Person Custom Questions

Person Custom Questions are asked on an individual's biographical page and connected directly to that individual. Person Custom Questions are generally used to collect static individual information beyond the defaults as set by UltraCamp.

To add a new Person Custom Question:

1. Choose the desired custom question master from the Select Question dropdown menu.
2. Check Summary if you want this information to appear on the Biographical Summary printout.
3. Next click the Add Question This shifts the question to the currently scheduled Account Custom Questions listed below.

Currently scheduled person custom questions

Once a question has been added as a Person Custom Question, it will display in this section of the page.

Rank: In this section, you can adjust the display order using the Rank field. Questions will display starting with the lower number through the highest number. To change the order, adjust the number in the field and click the Update
Deleting a Custom Question: An account custom question can be deleted by clicking the Delete link to the right of the question. After proceeding through the confirmation prompt, the question will be removed as a Person Custom Question, and all of its data will be permanently removed from the database.

Tip

Person Custom Questions work best for collecting individual information which does not change. Clients will only answer these questions when they first create the individual account member or when prompted to update their information as part of the registration process. Use Custom Online Forms for greater flexibility and to collect data that may change from year to year.

Session Custom Questions

Session Custom Questions are used to gather non-financial information about a particular session reservation.

To add a new Session Custom Question:

1. Select the session from the dropdown menu
2. Choose the desired custom question master from the Select Question dropdown menu.
3. Check Confirmation to include this information in the Confirmation email.
4. Next click the Add Question This shifts the question to the currently scheduled Account Custom Questions listed below.

Questions currently assigned to this session

Once a question has been added as a Session Custom Question, it will display in this section of the page.

Rank: In this section, you can adjust the display order using the Rank field. Questions will display starting with the lower number through the highest number. To change the order, adjust the number in the field and click Update.
Deleting a Custom Question: An account custom question can be deleted by clicking the Delete link to the right of the question. After proceeding through the confirmation prompt, the question will be removed as an Session Custom Question, and all of its data will be permanently removed from the database.

Tip

Session Custom Questions are best used to track information that could vary if the attendee were to also enroll in another session. The best example of this is a buddy or cabin-mate request.

For information that could carry over from session to session, we recommend using custom online forms.