Post on 27-Jun-2020
CUSTOM QUESTIONS SETUP GUIDE
Custom Questions Setup Guide
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TABLE OF CONTENTS
INTRODUCTION ....................................................................................................... 4
ADMINISTRATIVE PERMISSIONS .............................................................................. 4
QUESTION LIBRARIES .............................................................................................. 4
QUESTION TYPES .................................................................................................... 4
List ............................................................................................................................................. 4
Surcharge ................................................................................................................................ 5
Yes/No ..................................................................................................................................... 5
Textbox .................................................................................................................................... 5
Date .......................................................................................................................................... 6
Number .................................................................................................................................... 6
Message ................................................................................................................................... 6
CUSTOM QUESTION OPTIONS .................................................................................. 6
Allows Multiple Items .......................................................................................................... 6
Required .................................................................................................................................. 6
Admin Only ............................................................................................................................. 6
Editable by Coaches ............................................................................................................. 6
User Modifiable ..................................................................................................................... 6
Add to Initial Payment ......................................................................................................... 6
Include in Max Order Amount ........................................................................................... 7
Follow-Up Questions ........................................................................................................... 7
CREATING AND ASSIGNING CUSTOM QUESTIONS ..................................................... 7
Registration Questions ........................................................................................................ 7
Create a Registration Question ......................................................................................................... 7
Assign a Registration Question .......................................................................................................... 7
Stop Asking a Registration Custom Question ..................................................................................... 8
Unassign a Registration Custom Question ......................................................................................... 8
Custom Questions Setup Guide
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Team Questions .................................................................................................................... 8
Create a Team Question ................................................................................................................... 9
Assign a Team Question .................................................................................................................... 9
Stop Asking a Team Custom Question ............................................................................................... 9
Unassign a Team Custom Question ................................................................................................... 9
Person Questions ................................................................................................................ 10
Create a Person Question ............................................................................................................... 10
Assign a Person Question ................................................................................................................ 10
Stop Asking a Person Custom Question ........................................................................................... 10
Unassign a Person Custom Question ............................................................................................... 10
KidSafe Info Questions ...................................................................................................... 10
Create a KidSafe Info Question ........................................................................................................ 11
Stop Asking a KidSafe Info Question ................................................................................................ 11
Delete a KidSafe Info Question ........................................................................................................ 11
Account Questions ............................................................................................................. 11
Create an Account Question ........................................................................................................... 11
Stop Asking an Account Question .................................................................................................... 12
Delete an Account Question ........................................................................................................... 12
Product Questions .............................................................................................................. 12
Create a Product Question .............................................................................................................. 12
Assign a Product Question .............................................................................................................. 12
Stop Asking a Product Question ...................................................................................................... 12
Unassign a Product Question .......................................................................................................... 13
Custom Questions Setup Guide
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INTRODUCTION
When an account/person is created and registered, Sports Illustrated Play captures standard information
such as name, contact information, age, grade and gender, as well as emergency contact and medical
information.
If your league needs to capture information outside of what is gathered by default, you may create a custom
question which will be asked during a specific phase of the registration process—either when the account or
person is created, when they are registered, or when they purchase a product.
ADMINISTRATIVE PERMISSIONS The following administrative permissions are required to manage custom questions.
Total Access
System Administrator
OR
Manage Questions/Manage Registration Setup
NOTE: Manage Questions gives the administrator the ability to create/edit custom
questions in the Question Library. If you would like to give the administrator privileges to
assign Custom Registration Questions to Programs/Sessions/Divisions, you will need to also
give the Manage Registration Setup privilege.
QUESTION LIBRARIES A question library is where you will go to create, edit and store your custom questions. Question Libraries are
located under the Setup section of the Registration, Accounts and Store categories.
QUESTION TYPES There are several different types of questions that you can create, based on how you would like to gather the
answers to your questions.
Question types are chosen when a Custom Question is created.
List
The purpose of a List question is to give registrants a set list of options to choose from.
To create a List:
1. When creating a question, from the Type drop-down, choose List.
2. Click Edit Answers.
3. Click +Add Answer.
4. Type in your Text, and click Add Answer.
5. Repeat steps 3-4 until your entire list is created.
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6. Click Done.
Example: What is your Shirt Size? Small, Med, Large.
Surcharge
A Surcharge question is a list that allows you to charge a fee when an answer is selected. When answers to
surcharge custom questions are created, they cannot be deleted. If needed, you can edit the verbiage of the
answer, or you may disable the answer and create a new one.
To create a Surcharge:
1. When creating a question, from the Type drop-down, choose Surcharge.
2. Click Edit Answers.
3. Click +Add Answer.
4. Type in your Text.
5. Type in your Surcharge amount.
6. Click Add Answer.
7. Repeat steps 3-6 until finished adding answers.
8. Click Done.
With a Surcharge you can:
Charge a fee based upon the answer to a question.
Create a discount based upon the answer to a question.
Example: Would you like to opt out of volunteering for $80? I would like to opt out. $80. OR No, I will
volunteer. $0.
Yes/No
The answers to this question will be Yes or No.
With a Yes/No question:
You can add follow up custom questions.
Example: Have you played for our league before? Yes/No
Textbox
This option is a free-form response to a question.
With a text box you must:
Choose a maximum length of the answer. In other words, how many characters long you are
allowing the answer to be.
Choose the display length of the answer. This is how large you would like the answer box to appear.
Example: Is there a friend you would like to be on the same team with?
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Date
This type of question must be entered in mm/dd/yyyy format.
Example: What is the date of your last physical?
Number
This type of question must have a numerical response. Letters or other characters will not be accepted.
Example: Is there a Jersey number you would like to request?
Message
This type of question displays a message and is used for information that doesn’t require a response.
Example: Please note, you will need to purchase your own equipment.
CUSTOM QUESTION OPTIONS There are different options that you can select to further configure the Custom Questions.
Allows Multiple Items
This will allow participants to give multiple answers.
If this option is selected, you will not be able to add follow up questions.
Required
If this option is selected, participants will not be allowed to create an account, a person, or a registration
without answering the question.
Admin Only
This option is usually used to gather Player Ratings.
Players/parents will not see the question if this option is selected.
Editable by Coaches
Coaches can only edit questions when their team has been set to Active.
User Modifiable
This will allow users to modify their answers at a later date.
This option is not available for Registration Questions.
Add to Initial Payment
This option will include the price of the surcharge in the payment made at checkout.
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Only available for Surcharge Custom Questions.
Include in Max Order Amount
Check this box to include the price of the surcharge in the total when applying a Max Order Amount
rule.
When checked, the surcharge is added to the total before a Max Order Amount rule is applied.
If not checked, then the surcharge is added after the Max Order Amount is set.
No effect if you are not using Max Order Amount Rules.
Only available for Surcharge Custom Questions.
Follow-Up Questions
This option is available after a List, Surcharge, or a Yes/No custom question is created, as long as the
question does not allow multiple options.
This option is available after the List, Surcharge, or Yes/No question has been created.
Follow-up questions can be created as any question type.
CREATING AND ASSIGNING CUSTOM QUESTIONS Custom questions are first created in the library, and most custom questions need to be assigned in the
sections where they are to be asked.
Registration Questions
Registration Questions are created in the Registration Question Library and assigned to the Program,
Session, or Division.
If Registration Custom Questions are assigned to a Program, those questions will be presented to
players or volunteers that register or apply for any Division under any Session, under that Program.
If questions are assigned to a Session, those questions will be presented to players or volunteers
who register or apply for any Division under that Session.
If questions are assigned to a Division, questions will be presented to players or volunteers who
register or apply ONLY to that Division.
Create a Registration Question 1. Go to Registration > Setup.
2. Click Registration Questions.
3. Click +New Question.
4. Fill out the Question Settings Form with the desired options/text.
5. Click Save.
Assign a Registration Question 1. Go to Registration > Setup > Programs.
2. Click the Program Name.
If assigning to the Session, click the Session Name.
If assigning to the Division, click the Session Name, then next to the Division, click Edit.
3. Click Custom Questions.
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4. Under the Player Questions or the Volunteer Questions section, click +Assign Question.
5. To the right of the question, click Assign.
6. Follow steps 4-5 until every question is assigned.
7. When finished, click Done.
NOTE: The red asterisk (*) denotes a question is “Required.” The (A) denotes an “Admin Only” question.
Stop Asking a Registration Custom Question If you would like to stop asking a custom question, but still need to report on the answers, you may edit the
assignment of the question to Do Not Ask.
1. Go to Registration > Setup > Programs.
2. Click the Program Name.
If the question is assigned to the Session, click the Session Name.
If the question is assigned to the Division, click the Session Name, then next to the Division,
click Edit.
3. Click Custom Questions.
4. To the right of the question you would like to stop asking, click Edit Assignment.
5. Choose Do not Ask this Question.
6. The system will label your question with “DNA” when successfully completed.
Unassign a Registration Custom Question If you would like to stop asking a custom question, and do not need to report on the answers, you may
unassign the question.
1. Go to Registration > Setup > Programs.
2. Click the Program Name.
If the question is assigned to the Session, click the Session Name.
If the question is assigned to the Division, click the Session Name, then next to the Division,
click Edit.
3. Click Custom Questions.
4. To the right of the question you would like to stop asking, click Edit Assignment.
5. Choose Unassign this Question.
6. The system will remove your question from where it was assigned.
Team Questions
Team Questions are used by our customers who register entire Teams instead of individual players.
Team Questions are created in the Team Question Library and assigned to the Program, Session, or
Division.
If Team Custom Questions are assigned to a Program, those questions will be presented to the
team, players or volunteers that register or apply for any Division under any Session, under that
Program.
If questions are assigned to a Session, those questions will be presented to players or volunteers
who register or apply for any Division under that Session.
If questions are assigned to a Division, questions will be presented to team members who register
or apply ONLY to that Division.
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Create a Team Question 1. Go to Registration > Setup.
2. Click Team Questions.
3. Click +New Question.
4. Fill out the Question Settings Form with the desired options/text.
5. Click Save.
Assign a Team Question 1. Go to Registration > Setup > Programs.
2. Click the Program Name.
If assigning to the Session, click the Session Name.
If assigning to the Division, click the Session Name, then next to the Division, click Edit.
3. Click Custom Questions.
4. Under the Player Questions, Volunteer Questions or the Team Registration Questions section, click
+Assign Question.
5. To the right of the question, click Assign.
6. Follow steps 4-5 until every question is assigned.
7. When finished, click Done.
NOTE: The red asterisk (*) denotes a question is “Required.” The (A) denotes an “Admin Only” question.
Stop Asking a Team Custom Question If you would like to stop asking a custom question, but still need to report on the answers, you may edit the
assignment of the question to Do Not Ask.
1. Go to Registrations > Manage Programs.
2. Click the Program Name.
If the question is assigned to the Session, click the Session Name.
If the question is assigned to the Division, click the Session Name, then next to the Division,
click Edit.
3. Click Custom Questions.
4. To the right of the question you would like to stop asking, click Edit Assignment.
5. Choose Do not Ask this Question.
6. The system will label your question with “DNA” when successfully completed.
Unassign a Team Custom Question If you would like to stop asking a custom question, and do not need to report on the answers, you may
unassign the question.
1. Go to Registration > Setup > Programs.
2. Click the Program Name.
If the question is assigned to the Session, click the Session Name.
If the question is assigned to the Division, click the Session Name, then next to the Division,
click Edit.
3. Click Custom Questions.
4. To the right of the question you would like to stop asking, click Edit Assignment.
5. Choose Unassign this Question.
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6. The system will remove your question from where it was assigned.
Person Questions
If Person Custom Questions are created, and assigned to a Child or an Adult, the questions will be presented
to either the Child or Adult after clicking the Register to Play/Participate (for Players) or Apply to
Coach/Volunteer (for volunteers) for that person.
Create a Person Question 1. Go to Accounts > Setup.
2. Choose Person Questions.
3. Click +New Question.
4. Fill out the Question Settings Form with the desired options/text.
5. Click Save.
Assign a Person Question 1. Go to Accounts > Setup.
2. Choose Person Questions.
3. Under Child Questions or Adult Questions, click +Assign Question.
4. To the right of the desired question, choose Assign.
5. Repeat steps 2-3 until all questions are assigned.
6. Click Save.
NOTE: The red asterisk (*) denotes a question is “Required.” The (A) denotes an “Admin Only” question.
Stop Asking a Person Custom Question If you would like to stop asking a custom question, but still need to report on the answers, you may edit the
assignment of the question to Do Not Ask.
1. Go to Accounts > Setup.
2. Choose Person Questions.
3. To the right of the question you would like to stop asking, click Edit Assignment.
4. Choose Do not Ask this Question.
5. The system will label your question with “DNA” when successfully completed.
Unassign a Person Custom Question If you would like to stop asking a custom question, and do not need to report on the answers, you may
unassign the question.
1. Go to Accounts > Setup.
2. Choose Person Questions.
3. To the right of the question you would like to stop asking, click Edit Assignment.
4. Choose Do not Ask this Question.
5. The system will remove your question from where it was assigned.
KidSafe Info Questions
KidSafe Info questions are created at the Person level and are automatically assigned.
KidSafe Info questions are presented to volunteers when completing a Background Check.
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Create a KidSafe Info Question 1. Go to Accounts > Setup.
2. Go to Person Questions.
3. Under KidSafe Info Question Library, click +New Question.
4. Fill out the Question Settings form with the desired options/text.
5. Click Save.
Stop Asking a KidSafe Info Question If you need to stop asking a KidSafe Info question, but still need to report on the answers that have been
collected:
1. Go to Accounts > Setup.
2. Go to Person Questions.
3. Scroll to the KidSafe Info Question Library.
4. To the right of your question, click Edit.
5. Click Edit Settings.
6. Select Admin Only.
7. Click Save.
NOTE: The question will still appear for administrators during the registration process, but they will not
appear for volunteers completing a background check.
Delete a KidSafe Info Question If you need to stop asking a KidSafe Info question, and do not need to report on answers that have been
collected:
1. Go to Accounts > Setup.
2. Go to Person Questions.
3. Scroll to the KidSafe Info Question Library.
4. To the right of your question, click Edit.
5. Click Delete.
6. Acknowledge that deleting a question will delete ALL answers to the question and past data will no
longer be reportable.
7. Click OK if you agree with step 6.
Account Questions
When Account Custom Questions are created, they are presented as Additional Account Information after
the first person is created on the account.
Account Custom Questions are automatically assigned.
Create an Account Question 1. Go to Accounts > Setup..
2. Click Account Questions.
3. Click +New Question.
4. Fill out the Question Settings form with the desired options/text.
5. Click Save.
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Stop Asking an Account Question If you need to stop asking an account question, but still need to report on the answers that have been
collected:
1. Go to Accounts > Setup.
2. Go to Account Questions.
3. To the right of your question, click Edit.
4. Click Edit Settings.
5. Select Admin Only.
6. Click Save.
NOTE: The question will still appear for administrators during the account creation process, but they will not
appear for users creating an account.
Delete an Account Question If you need to stop asking an account question, and do not need to report on answers that have been
collected:
1. Go to Accounts > Setup..
2. Go to Account Questions.
3. To the right of your question, click Edit.
4. Click Delete.
5. Acknowledge that deleting a question will delete ALL answers to the question and past data will no
longer be reportable.
6. Click OK if you agree with step 5.
Product Questions
Product questions will be asked when ordering a specific item in MySportsStore.
When a product question is assigned to an item, the option to choose “Quantity” disappears. If users
need more than one item, they will need to select each item individually.
Create a Product Question 1. Go to Store > Setup.
2. Choose Product Questions.
3. Click +Add New Question.
4. Fill out the Question Settings form with the desired options/text.
5. Click Save.
Assign a Product Question 1. Go to Store > Manage > Products.
2. To the right of the product, click Edit.
3. Click Custom Questions.
4. Click Assign Question.
5. To the right of the question, click Assign.
Stop Asking a Product Question If you need to stop asking an account question, but still need to report on the answers that have been
collected:
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1. Go to Store > Manage > Products.
2. To the right of the product, click Edit.
3. Click Custom Questions.
4. To the right of the question, click Edit.
5. Select Do Not Ask This Question.
6. Click Done.
Unassign a Product Question If you need to stop asking an account question, and do not need to report on the answers that have been
collected:
1. Go to Store > Manage > Products.
2. To the right of the product, click Edit.
3. Click Custom Questions.
4. To the right of the question, click Edit.
5. Select Unassign this Question.
6. Click Done.