What is the Checkout Survey and how do I configure it?

The Checkout Survey Manager allows a merchant to gather additional information from a customer. It can also be used to require a customer to accept a site's Terms & Conditions before checking out. The Checkout Survey Manager supports:

• Text box answers or drop-down answers.
• Required or optional answers.
• Help links or inline help text.

Let’s see an example of how to use the Checkout Survey Manager to collect additional information from your customers:

Request the customer's birthday during checkout:

1. Go to Marketing > DISCOUNTS, EMAIL & OTHER > Checkout Survey Manager.
   
   
2. In the Checkout Survey Question (New) section, ask the customer to provide their date of birth in the Question field. (For example, "Please provide us with your date of birth".) 
    
   
3. Select the Visible checkbox. If you want to make this field mandatory, select the Required checkbox as well.
    
   
4. Click Add.
    
   This will add the question to the List of Checkout Survey Questions section.
    
5. If you wish to restrict the response of the customer to one set of pre-defined options, click the Edit Options link corresponding to the question just added.
    
   
6. If you need to provide options, specify them in the Checkout Survey Question Options window. They will be displayed to the customer in a drop-down list from which they choose a single response. 
   
   Note: You might use this if you wanted to collect just the birthday month or year from the customer. If you do not choose to Edit Options, a simple text box will be presented to the customer, in which they will be able to type their response.