How to create and manage surveys

Learn the steps of setting up and customizing surveys for pre-event, post-event, session, and networking feedback. This article covers survey creation, question management, and adding surveys to sessions or menus.

What is a Survey?

Surveys are designed to help organizers gather insights and feedback from participants during an event. Whether it's getting input before the event, gathering feedback on sessions, or understanding networking engagement, surveys help organizers enhance the overall event experience. Surveys can be tailored to suit various event activities and can be managed directly from the event backend.

Steps to create a survey

1. Login to the backend, navigate to the "Engagement" section in the left menu and select “Survey” from the list to access the Survey Listing page.
   
   
   
   Survey Listing Overview
   The survey listing page provides an overview of all surveys created within the event. It includes the following columns and actions for each survey:

• • Survey Title: The title of the survey.
  • Survey ID: A unique ID with a copy icon for easy copying.
  • Survey Description: A short description of the survey.
  • Status: An interactive toggle to mark surveys as Active/Inactive.
  • Actions Button: Options to manage the survey (edit survey, edit question, delete, more options.).
  • More action options include:
    • Copy Survey Link: Get a direct public link to the survey.
    • Duplicate Survey: Create a copy of an existing survey.
  
  
  The Survey Listing page also includes four pre-built templates to help you get started quickly:

• • Pre-Event Survey
  • Post-Event Feedback Survey
  • Session Feedback Survey
  • Networking Feedback Survey

 

2. You can use any of these templates or create a new survey by clicking on the Create Survey button.

Create a New Survey
To create a new survey, follow these steps:

3. Click on the "Create Survey" Button
This will open a drawer on the right side of the screen titled Create Survey.

4. Fill Out the Survey Details
Complete the form with the following fields:

Field Name	Description
Survey Title	Enter a clear and concise title for the survey. Example: "Pre-Event Survey" or "Post-Session Feedback".
Survey Description	Provide a short description to explain the purpose of the survey. Example: "We value your feedback! Please share your thoughts on the session."
Post Survey Submission Text	Write a thank-you message that participants will see after submitting the survey. Example: "Thank you for your feedback! Your input helps us improve future events."
Allow Multiple Submissions	Enable this toggle if participants can submit the survey multiple times using the same account.
Enable Public Survey Link	Enable this option to generate a public link that can be shared externally. Participants do not need to log in to submit responses.

5. Click ‘Create Survey’
After filling out the necessary fields, click the Create Survey button. The new survey will appear on the Survey Listing page.


The survey creation form will be closed and your newly created survey will be listed on the survey listing page.

Managing Surveys

Once your survey is created, you can manage it from the Survey Listing page.

• Edit a Survey
  Click on the Edit Survey icon (pencil) to modify the survey’s title, description, or settings.
  
  
  
• Edit Survey Questions
  Click on the gear icon to add, edit, or rearrange the questions in your survey using the Survey Form Builder.
  
  
  
• Delete a Survey
  You can delete any survey by clicking the Delete Survey option under the Actions button.
  
  
  
  
• Duplicate a Survey
  If you want to use a similar format for a new survey, click on the Duplicate Survey option.
  
  
  
  
• Copy Link
  You can copy the survey public link from the menu. This can be shared in emails, or directly over chat.
  
  
  
  

Adding Questions to a Survey

To add or edit questions within a survey:

1. Click on the “Edit Survey Questions” Button
   A survey form builder will appear, allowing you to customize your survey.
   
   
   
   
   
2. Add Question Fields
   You can choose from different field types to structure your survey:
   • Text Field: For open-ended responses.
   • Dropdown or Radio Button: To provide multiple-choice answers.
   • Star Rating: Use to capture feedback on sessions, speakers, or other event elements.
   • There are numerous other fields that you can to capture feedback based on your requirement
     
     

3. Edit Field Labels and Configurations
Customize each question by editing the field label, options, and configurations.

4. Save the Survey Questions
Once all questions are set, click the Save button to finalize your survey.

Adding Surveys to Sessions

To add a survey to a session.

1. Navigate to the Sessions section in the left menu.

2. Edit the Session you want to add the survey to.

3. Scroll down to the Session Advanced Settings section.


4. Locate the Select Survey dropdown and choose the survey you want to attach to the session.




Now participants will be able to see and complete the survey linked to the session.

 

Adding Surveys to the Navigation Menu

To make surveys easily accessible for participants, you can add them to the event’s navigation menu:

1. Navigate to Event Content > Navigation Menu.
   
   
   
   
2. The Navigation Menu Builder will open.
   
   
3. Click on the "Below Header" in the menu editor.
   
   
   
   
   
4. Select Add New Item to create a new menu option.
   
   
   
   
5. Search Survey and choose EMBEDDED_SURVEY from the list of options.
   
   
   
   
6. Customize the menu item by adding a label, changing the icon, and selecting the survey you want to display.
   
   

7. Set the Context to Popup.

8. Select the user type that will see this menu option or leave it blank for all users.

9. Make sure the survey is Active before saving the changes.

Participants will be able to view the survey menu option in the navigation bar.