Renewal Ministries · Proposal mockup · Lifedge

Purchase Survey at Checkout

A second checkout survey for every paid order, built on the same system as the free booklet survey. Its settings and responses are stored separately, so the free booklet data stays exactly as it is today.

Mockup: the green box is the only new element on this page
☰ MENU🛒
Shipping is included in all orders and may take 1-3 weeks to arrive.
SHOPPING CART  →  CHECKOUT  →  ORDER COMPLETE

Billing details

Mary
Smith
123 Main St
Ann Arbor
48104
mary@example.com
New · Purchase Survey

How did you hear about this resource? *

Your answer helps us share the Gospel more effectively. Thank you!

Please indicate how you heard about this resource.

Additional information

Mockup: free booklet orders stay exactly as they are today
☰ MENU🛒
SHOPPING CART  →  CHECKOUT  →  ORDER COMPLETE

Billing details

John
Doe
45 Oak Ave
Existing · Free Booklet Survey (no change)

Please indicate where you heard about this booklet. *

The current questions and answers, still managed in Free Booklet Settings.

⌂ Renewal Ministries Shop  ·  WordPress admin (mockup)

Purchase Survey Settings

✏️Same layout as the Free Booklet Settings page you already use. These settings apply only to paid orders.
Survey status
Question
Helper text
Required?
Answer options
  • ⋮⋮
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  • ⋮⋮
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Drag to reorder. Renaming an option later won't change answers already saved.
“Other” option
⌂ Renewal Ministries Shop  ·  WordPress admin (mockup)

Purchase Survey Responses

to Sample data for illustration
214Paid orders surveyed
$6,870Revenue from those orders
38%Top source: The Choices We Face
17“Other” write-ins
The Choices We Face81
Ralph Martin talk / event42
Email / newsletter31
Parish / prayer group18
Other17
Friend or family10
Search / social15
DateOrderCustomerProductsTotalAnswerOther (text)
Sep 29#18422M. SmithHoly Silence$18.00The Choices We Face
Sep 29#18419R. AlvarezA Life in the Spirit (+2)$54.00Ralph Martin talk / event
Sep 28#18411K. O’NeilClothed with Power$15.00OtherCatholic radio interview
Sep 28#18407J. NguyenBooklet bundle$12.00Parish / prayer group

The answer also appears on each order's detail page, next to the existing booklet survey field.

Recommended setup

We'll reuse the survey system already built for free booklets and add a second, fully separate “Purchase Survey” next to it. This is the fastest and lowest-risk route. Customers see the same kind of question, staff use admin pages they already know, and the two data sets never mix.

Cart = only free bookletsShows the Free Booklet Survey. Answer is saved to the booklet responses, the same as today.
Cart has any paid itemShows the new Purchase Survey. Answer is saved to a separate field, with its own settings and export.
Every orderGets exactly one survey. The answer appears on the order screen and in the matching Responses page.

What the 3–4 hours covers

TaskHours
Checkout logic: detect paid vs. free-booklet carts and show the right survey. Includes required-field validation and the “Other” text box.1.0
Data storage: save the answer on the order in a separate field from the booklet survey, and show it on the order detail page.0.5
Admin page 1: Purchase Survey Settings. Edit the question, helper text, options, required on/off, and “Other” on/off.0.5–0.75
Admin page 2: Purchase Survey Responses. Date and answer filters, summary counts, and CSV export.0.75–1.0
Testing and launch: paid-only, free-only, and mixed carts; guest and logged-in checkout; each payment method; confirm the free booklet survey is unchanged.0.5–0.75
Total3.25–4.0 hrs

Not included: more questions, logic that changes options by product, or charts beyond the summary counts. We can quote these separately if wanted.

Timeline

  • Day 0: You approve this approach and confirm the 3 decisions below.
  • Days 1–2: Build and test on the live store, with the new survey turned off until it's checked.
  • Day 3: Your review. We send screenshots and a test order for you to approve.
  • Day 3–4: Go live. We turn the survey on and confirm the first real responses come through.

If you approve by Friday, Oct 16, the survey can be live by Wednesday, Oct 21.

3 quick decisions for you

  1. Mixed carts (free booklet + paid item): which survey do they see?Recommended: the Purchase Survey, since the order includes a purchase.
  2. Required or optional?Recommended: required, the same as the booklet survey, so every paid order has data.
  3. Question and answer choices. The ones shown are a starting point, and you can edit them yourself at any time.Recommended: send us your president's preferred wording, or keep these.