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How to: Surveys (Capturing guest data)

We've replaced Data Collection with Surveys — a more flexible way to ask guests for information at your event. If you were using Data Collection before, your fields have been automatically migrated and will keep collecting the same info.

Written by Shane McLoughlin

Video

Using Surveys

If you want to collect contact information from guests - whether for marketing, GDPR compliance, or just to follow up after the event - the Survey feature makes data collection easy.

If you'd previously set up Data Collection fields, you'll see a note that those fields have been moved into your Survey. Click Edit on the Survey area to review them - everything you had is still there, set up the way you had it for the iPad.

The latest iOS update, 1.53.0 is required if you turn on both pre-session & post-capture survey "stages". There is no longer a setting in the iOS app for the data collection position (it is determined by your Survey settings).

Why Use Surveys?

creating a survey lets you ask guests for details like:

  • Name

  • Email

  • Phone number

  • Consent for follow-up- Marketing consent

You can choose which fields to show, and whether each one is optional or required before guests can use the photo booth.

This feature is helpful if:

  • You're running a marketing activation

  • You need consent for storing or using guest information (like under GDPR)

  • You want a list of contacts to follow up with after the event


How to use Surveys


You'll find your Survey on each Event's overview page, in the Survey Section. Click Edit on that section to configure it.

Survey Stages

A Survey has two independent stages. You can turn each one on or off, and add fields to either (or both).

- Pre-session — Fields appear before guests interact with any photos or templates. Use this stage for consent and anything that's required up front.

- Post-capture — Fields appear once, after the guest's capture. Also required to pass through, so fields here can be marked required too.

Each stage has its own toggle at the top beside the titles. Toggling a stage off hides its fields from guests on the iPad without deleting your configuration. Once toggled off, you also won't see the fields on the Event overview section.

Adding and editing fields

Click + Add under a stage to add a field. You'll choose a type, then fill in the question or label. Fields can be reordered, marked Required, or deleted from the row menu.

Field types available:

- Full name

- Email

- Phone number

- Date

- Checkbox (good for consent)

- Segment (multiple-choice with at least two options)

- Password

- Single line text

- Section title (a heading, not an input)

- Rich text (an HTML block — useful for terms, links, or formatted instructions)

When you're done, click Save.

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