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How to Create a Survey

Get feedback from your attendees through a survey form - send it through the session, push notification, or send the link through email!

Shella avatar
Written by Shella
Updated this week

The Survey Feature

Surveys allows you to get feedback from attendees. You can ask about what they liked in certain parts of the event and ask for suggestions on improving it. This tool can give a clearer view of attendees' satisfaction with the event. There are many different ways you can have attendees answer the survey, read the article below to see the best options for your event!

Notes:

  • Attendees may only answer the same survey once. You can create multiple surveys if you want feedback for individual sessions or other event components.

  • Attendees can no longer edit their answers after submitting.

  • Attendees can view their answers when they access the survey link again.

  • Attendees do not receive an email confirmation after completing a Survey.

  • Answering a survey can be added as a gamification challenge.

  • The survey pop-up will show for virtual and hybrid events access through a browser and attendee app.

  • Surveys for in-person events accessed through the attendee app can be accessed through a session, but it will not appear as a pop-up, it will be a tab in the activity menu.

Click Here for Sample Survey Templates

Create a Survey

To start creating your survey questions, log in to your admin console

  • Go to Engage > Surveys

  • Click Create Survey

The Details Tab

  • Enter a survey name for internal use.

  • Enter a header to display as the survey title for attendees.

  • The survey description will also be seen by attendees.

  • Restrict Access to Event Attendees is enabled by default, allowing only ticket holders to access the survey. If the survey link is shared, users must log in. When disabled, anyone with the link can access the survey without logging in.

  • Enable Quiz Functionality is off by default. Turn it on to set correct answers for dropdown questions.

The Questions Tab

  • Select a question type after clicking +Add question. You can include multiple types within a single survey.

  • Enter your survey question.

  • Enable the toggle for Required if you require an answer to this question.

  • You can also allow attendees to add a description to their answers for some question types

  • Click Add

  • You can continue to add more questions, then click Create when you've added all the questions to your survey.

The Customization Tab

  • You can also customize the message they see after they submit the survey.

  • The completion message will only be available if the survey is completed through the survey link.

Have Attendees Answer the Survey

After saving, you can have attendees answer the survey and there are many different ways on how attendee can access the survey, including accessing the survey link, answer after a sessions ends, access the survey through a custom tab and more.

Survey Link

Click the 3-dot icon, then select the Copy link. Open the link in a new tab to see the survey questions. You can test it as an admin to see what attendees see after they submit. You can copy this link and include it to your post event emails to attendees. There are many other areas where you can add the survey link, such as creating a custom lobby tab just for the survey, call to action button in the virtual event hub, chat, info desk, carousel image, lobby feed, booths, sponsors, session links and files and more.

Add the Survey to a Session

If you want to get your attendees' feedback about the session, you can add the survey in the session settings for the survey to automatically show at the end of the session.

  • Open the session for editing.

  • Go to Advanced Settings

  • Turn on the toggle to Enable Post Session Survey

  • Select the survey

Session Surveys for Virtual and Hybrid Events

For virtual and hybrid events, the survey will appear as a pop-up at the end of the broadcast. This should work both for browser and the attendee app.

  • It will only appear if the broadcast ends after or exactly at the session end time.

  • If your video / broadcast ends earlier than the session end time, the pop-up will not appear. We suggest scheduling a push notification instead.

  • If you're using RTMP through OBS, the survey pop-up will only appear when the attendee exits the session.

Session Surveys for In-person Events

For in-person events, the survey will not appear as a pop-up in the attendee app. Instead, they can access the Survey tab in the Activity section to respond to the survey. The Survey tab can only be seen if the session is live or is in the past. Admins will not see the Survey tab if they view the activity tab in advance.

Complete Survey Button in Sessions

If a survey is associated to a session, a "Complete Survey" button will appear on the session if the session has already ended and the attendee has not responded to the survey. When they click the button, the survey will open as a pop-up where they can enter their response. The button will disappear once they complete the survey. This will show in a browser and the attendee app.

Send the Survey Through an App Push Notification

In addition to sending the survey through sessions, you can create an app push notifications that redirects to the survey.

An app push notification with a redirect module (to a survey) can only be received if the event is already open (pre-event access) and if the attendee has already enter the event through the app. If you need to test this you can adjust the pre-event access date and time or create a test event.

Ideally, this kind of push notification should be opened if the attendee is not currently accessing the app, as they won't need to do extra steps to open the page. The redirect behavior will depend on where it's clicked and the last page the attendee accessed in the app.

Click Here to Learn More About Push Notifications

Download Survey Results

Download an overview of all survey submissions.

  • On Engage > Surveys click the Download button.

  • A CSV file will be downloaded.

  • The report will contain the following:

    • Survey Name

    • Survey Title

    • Description

    • Survey Questions

    • Submissions (number of attendees that answered the survey).

Download a report on a single survey.

  • Click the 3-dot menu for the survey you'll need a report on and select Download results.

  • A CSV file will be downloaded.

  • The report will contain the following:

    • Survey Name

    • Trigger (link to the survey)

    • Submission Time and Date

    • Email

    • First Name

    • Last Name

    • Questions as a column header and answers found below each header

Note: If you allowed anyone to answer the survey, those who answered the survey without logging in will not have email and name information.

Duplicate Surveys

Since attendees can only complete a survey once, you can duplicate surveys if you plan to ask the same questions across multiple or all sessions.

  • Click the 3 dot icon of the survey you'd like to duplicate

  • Choose Duplicate Survey

  • The duplicated survey will be labeled with 'COPY' at the beginning of the original survey name, followed by a number at the end.

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