General Setup
Personalization & Data Fields
Data Fields
18 min
data fields (also called extra fields or additional fields ) let you collect extra information during checkout or store it in customer records they help you gather and reuse information consistently across all customers collected data can be stored, imported, exported, or even printed on tickets example use cases add a newsletter subscription checkbox during checkout collect information for each individual ticket holder, not just the buyer request an uploaded id for ticket reservations store details like salutation or t shirt size in the customer record and more each data field can be shown and stored in different formats, allowing pre selection and clear organization of information the following data field types are available text allow any text, numbers or characters can be entered number only accepts numerical input selection allows the ticket purchaser to choose from multiple options checkbox a checkbox that can be activated by clicking phone only accepts numerical input and validates the phone number's correctness country provides a list of countries for the ticket purchase to choose from email accepts any text, numbers or characters and validates the email address's correctness date allows the selection of a date from a date field file allows the upload of pdf, jpg or png files setup data fields are created at a global level and can then be activated for specific use cases this prevents duplicate fields and allows data fields to be reused across different purposes go to your settings and click on data fields click on add field to create a new data field select the desired field type provide the necessary information and click save name the name is fixed and cannot be changed afterward to ensure multiple uses of the data fields we recommend using a short and concise name it will not be visible to ticket purchaser title the title is the label that will be visible to ticket purchaser it can be adjusted at any time and overriden at the event level description the description is displayed to the customer below the title and can provide additional information about the data field personal information if the data field query involves personal information, such as an email address or phone number, this checkbox should be enabled this option has no visible impact on your end, but the information will be treated with enhanced data privacy measures learn more checkout & ticket data fields data fields can be requested either at the checkout level or the ticket level , depending on whether the information is needed once per purchase or for each individual ticket checkout data fields checkout data fields are requested once during checkout and appear on the detail page where the buyer enters their personal information the data is stored during checkout and can be viewed or exported from the checkouts tab this information can also be saved in the customer record examples newsletter subscriptions, birthdates, titles, and similar details ticket data fields ticket data fields are requested after checkout , once the transaction is complete, and are collected per individual ticket this post checkout personalization keeps the purchase flow fast and lets buyers complete ticket details later at their convenience the data is stored on each ticket and can be viewed in the tickets tab examples ticket holder email addresses, meal preferences, and other personalization details activate for all tickets follow the steps to create a data field locate the desired event and open the event settings click on data & personalization choose whether you want to request the data field per ticket or per checkout by selecting the tickets or transactions (order) tabs, respectively for ticket data fields, enable the option request ticket extra fields for all tickets click the "activate" button for the field you want to enable a blue drop down menu will appear in this drop down menu, choose whether the data field should be optional or required activate for specific tickets this option is only available for ticket data fields follow the steps to activate a data field for the event click on the desired data field in the event settings and select edit a new menu will appear click on only for specific tickets and add the tickets for which the data field should be requested click "save" in the pop up window and then again in the event settings display on invoice this option is only available for transaction (order) data fields follow the steps to activate a data field for the event click on the desired data field in the event settings and select edit a new menu will appear enable the checkbox save in the invoice click save in the pop up window and then again in the event settings the data field will be displayed on the invoice pdf display on ticket this option is only available for ticket data fields it depends on whether you are using your own ticket template design or the tixify print\@home ticket design both settings are described below tixify print\@home ticket design follow the steps to activate a data field in the event click on the desired data field in the event settings to edit it a new menu will open enable the display on pdf checkbox click on save in the window and also on save in the event settings the data field will then be shown on the pdf ticket due to space constraints, only a maximum of 6 data fields can be displayed on the tixify ticket design custom ticket template design follow the steps to activate a data field in the event and create a custom ticket template go to the settings module and select templates open the desired template add a new text field using the toolbar enter {{extrafields into the text field a drop down menu will appear, allowing you to select the available data fields choose the data field you want to include click save and make sure the ticket template is activated for your desired events and tickets customer data fields activate for all customers follow the steps to create a data field go to the settings module and select "data fields," then switch to the customer tab select activate for the desired data field click save the data fields will be stored in the customer record and can be filled manually, through imports, or transactions save from checkout this option is only available for checkout data fields follow the steps to activate customer data fields and checkout data fields click on the desired data field in the event settings to edit it a new menu will open enable the add to customer checkbox click save in the window and also on save in the event settings the customer data field will then be overwritten with the data provided in the checkout data field import data fields can be imported to store individual customer information in customer records without the need for manual input they can be imported for new or existing customer records to import data fields, the columns in your import file must be named in the following format extrafields slug the slug corresponds to the data field's slug, which can be found in the data field's settings it is marked with a # and always includes the name of the data field the slug should be provided in lowercase without the # in the import file once you have prepared the import file, follow these steps to import the data fields go to the customers module and click on the import button a new window will open choose the select button to upload the import file additional settings will unfold activate the add data fields checkbox to upload data fields from your import file connect the fields in your csv file with the internal fields if the fields in your csv file have the same names, the mapping will be done automatically click import to start the import process you will be automatically redirected to the jobs module conditional data fields with conditional data fields , you can show certain fields only when previous fields are filled in a specific way conditions can be based on a single data field or a combination of multiple data fields, allowing you to display only the information that’s relevant only data fields with checkbox or selection can be used as conditions the type of data field that appears when the condition is met is flexible example use cases if the newsletter checkbox is accepted, an additional selection of checkboxes will appear for selecting areas of interest if the favorite artist is selected, a text field will appear to explain the choice if allergies are specified, an additional selection of additional dishes will appear and more setup data field conditions are defined at the event level follow these steps to set them up follow the steps to activate a data field in the event click on the desired data field in the event settings that should only appear when a specific condition is met click on edit to open a new menu choose add for conditions in the first drop down menu, select the data field that should represent the condition note that only activated data fields with the type checkbox or selection can be used in the second and third drop down menus, select the conditions that must be met for this data field the third drop down menu only appears for selection data fields click save in the window and also on save in the event settings