Orderback: Additional Prompts

Overview

The Additional Prompts in the Orderback Admin Portal enable you to create a custom page where customers can provide additional details regarding their purchase during Order Creation, such as personal messages for gift orders, gift wrapping, etc. When placing a new order, they will be directed to Step 3: Additional Info to answer the questions you’ve configured.

You have the flexibility to set these questions as either mandatory or optional.  You can also make them conditional based on previous responses. Each response is then captured on the Order Details page in Sellercloud, either as an Order Note or as a Custom Column value.

Orderback: Additional Prompts

To create an Additional Prompt:

1. Log into the Orderback Admin Portal.
2. Click Additional Prompts from the side menu.
3. Click the + Add Question button.
4. Fill in the details:
   1. Name – The prompt’s name. This is not visible in the customer portal, but it will be recorded in the Order Note or Custom Column in Sellercloud.
   2. Prompt/Question – The question your customer will see when creating a new order. This will not be reflected in Sellercloud.
   3. Placeholder – The default placeholder value visible to customers.
   4. Question Type – Select between Drop Down, Number, and String. This determines the response format.
   5. Required – Check if the question should be mandatory or leave empty if it should be optional.
5. The Response Mapping determines where the questions and the customer’s responses will be recorded in Sellercloud:
   1. Save Response As – Choose between Order Note, Custom Order Column, or Order Property.
   2. Save To Field – If you have selected Custom Column in the above field, you can select a specific existing Custom Order Column here. If you have chosen Order Property, you can map the additional prompt to the Order Source Order ID field.
6. If the Question Type is set to Drop Down, configure the Dropdown Options. Click +Add Option and fill in the details:
   1. Display Text – This will be the value saved back on the Order Details page.
   2. Value – This is the value customers will see as the dropdown menu option.
   3. Delete Option – Click the bin icon to delete the dropdown option.
7. The Display Conditionality lets you base a question’s visibility on previous customer responses. For example, if the first answer does not meet the condition, the second question will not appear. To configure this, fill in:
   1. Field Name – This must match the Name field of the question you are basing the visibility on.
   2. Field Value – This should match the Dropdown Option Display Text value or .
8. Once you’ve configured the additional prompts, click Save at the bottom of the page. You can return at any time to modify them.

You can always return to this page to Remove existing questions or Add more prompts.

Step 3: Additional Info

In the Orders and Returns Portal, customers will see the additional prompts in Step 3 of the New Order creation wizard. The screenshot below provides an example configuration of two questions, the second of which is conditional to a specific selection in the first one.

Your customers can respond to these questions on the page shown below: