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Custom Questions

Learn how to create and manage custom questions to tailor your check-in process in Custr.

Updated this week

Overview

Custom Questions allow you to collect specific information from visitors during the check-in process.

Questions can be assigned to different visitor categories, helping you tailor the experience based on the type of visitor.

For example, you might ask:

  • Contractors to confirm health and safety compliance

  • Visitors who they are meeting


Default Fields

Custr already includes a set of default fields that are available without needing to create custom questions.

These include:

  • Name

  • Company

  • Email

  • Who are you visiting

  • Travel type

  • Badge number

These fields can be enabled or assigned within your categories, meaning you only need to create custom questions for additional information.


Question Types

When creating a custom question, you can choose from the following types:

Numerical

Allows visitors to respond on a scale (e.g. 1–10).

Text

Allows visitors to enter a free-text response.

Dropdown

Visitors select one answer from a predefined list.

Multiple Choice

Visitors can select multiple answers from a list.


How to Create a Custom Question

To create a new question:

  1. Go to Configuration → Questions

  2. Click the + icon

  3. Select the question type

  4. Enter the:

    • Title

    • Question

    • Placeholder text (if required)

  5. For dropdown or multiple choice:

    • Enter each option in the Choices field

    • Click Add

  6. Click Save


How to Edit a Question

To edit an existing question:

  1. Go to Configuration → Questions

  2. Select the question

  3. Click Edit

  4. Make your changes

  5. Click Save


Assigning Questions to Categories

Questions must be assigned to a category before they appear during check-in.

To assign questions:

  1. Go to Configuration → Categories

  2. Select the category

  3. Go to the Questions tab

  4. Click the edit (pencil) icon

  5. Select the questions to assign

  6. Click Save

To remove a question, click the bin icon next to it.


Using Rules

Rules allow you to trigger actions based on a visitor’s response.

For example:

  • Notify staff if a certain answer is selected

  • Flag specific responses


How to Add a Rule

  1. Go to Configuration → Questions

  2. Select the question

  3. Click Edit

  4. Click Add Rule

  5. Choose the condition (e.g. answer equals “Yes”)

  6. Select who should be notified

  7. Click Save

Rules are currently only available for Numerical, Dropdown & Multi question types.


Filtering Questions

To filter questions by type:

  1. Go to Configuration → Questions

  2. Click the filter icon

  3. Select the question type


Important Notes

  • Questions must be assigned to a category to appear during check-in

  • Default fields are available and do not need to be recreated

  • Keep questions clear and concise for visitors

  • Use rules to highlight important responses


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