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Toolkit: Checkout Survey

Adds a “How did you hear about us?” dropdown to your checkout page and saves each guest’s answer to the reservation notes, so you can see which marketing channels actually drive bookings.


What it does #

Checkout Survey places an optional dropdown on the checkout page asking guests how they found you. When a guest selects an answer, it is appended to that booking’s reservation notes, where your team can read it alongside the rest of the reservation in your PMS or in HomeRunner. The same answer is also saved to your Entries screen, so you have a searchable, exportable record without opening individual bookings.

You control the label, the list of choices, and whether guests can type a free-text answer when they pick “Other”. You can also have the guest emailed a copy of their own answer, if you want a paper trail on their end too.

How to turn it on #

1. Enable the module #

Go to HomeRunner Toolkit in your WordPress admin and switch on Toolkit: Checkout Survey.

2. Configure the question #

Open the Checkout Survey settings panel and set your label and dropdown choices (see Settings below).

3. Save #

Click Save. The dropdown appears on checkout immediately for new bookings.

Settings #

SettingWhat it controls
LabelThe text shown above the dropdown on checkout. The default is “How did you hear about us?”
Dropdown OptionsOne choice per line. These are exactly the options guests see in the dropdown. The defaults are Instagram, Facebook, Google, YouTube, Newsletter, Sponsored Ad, Previous Guest, and Other.
Allow “Other” text inputWhen checked, selecting “Other” reveals a text field so the guest can type their own answer. Leave unchecked if you only want the fixed list.
Email the guest a copySends the guest an automatic email with their own survey answer, only when checkout provided an email address. Requires Form Entries to be switched on. Default off. The copy goes out when the guest submits checkout, even if the reservation itself ultimately fails.

Tips #

  • Keep the option list short. Five or six choices gets you useful data without slowing the guest down.
  • Always include an Other option (and enable the text field) so you capture channels you have not listed yet. Those write-ins often reveal new sources worth tracking.
  • The answer lands in reservation notes and in Form Entries, so you can read it on the booking record or browse and export every answer in one place. For automated, channel-level conversion data, pair this with Conversion Tracking.

See the full module list in the Toolkit overview.