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Creating and Editing Surveys
Creating and Editing Surveys

Creating or editing a survey? How do Attendees get to your surveys? This article covers our survey features.

Michael Cawston-Stewart avatar
Written by Michael Cawston-Stewart
Updated over 10 months ago

Creating a Survey

Navigate to Surveys > General > Surveys

Here you will find our two survey options: General and Session.

General surveys are for all attendees of the event and can be completed at any time.

Session surveys are for attendees of a specific session and can be completed after the session is complete.

Surveys can be converted between either type after they have been created.

Select your survey type, enter a name, and click Add.

At any point during the survey creation process, you can click the Preview Survey button to look at the current state of the survey.

Details and the Survey Builder

Details

From Surveys > General > Surveys, click the name of the survey you want to edit.

The values that can be edited here are:

  • Active/Inactive

  • Survey Name

  • Description

  • Type

  • Survey Visibility

  • Survey URL

  • Metadata

Active/Inactive determines if the survey is visible to attendees and can be filled out.

Survey Name, Description, and URL fields are visible to the attendees.

Survey Visibility determines if anyone looking at the event or session can see the survey, or if it is limited to only registered attendees.

Survey Builder

This section functions identically to the Registration Form builder.

Using the tabs under Form Components on the right of the screen, drag fields into the form preview area.

Click the fields you add to edit their content, click OK when you are finished editing.

Please see our articles on the Registration Form Builder for definitions on all of the fields available under the Form Components Tabs.

Look & Feel and Confirmations

Look & Feel

From the Look & Feel tab you can upload Header and Footer images for your survey, as well as edit basic text colour and alignment.

Suggested image sizes for the header and footer are 1280x400 pixels and images must be under 10 mb, but can function poorly for your attendees if larger than 2 mb.

Confirmations

On the confirmations page you can edit the message displayed when an attendee has completed and submitted a survey.

You can also set a specific Messaging Blast to add new recipients to it's recipient list as surveys are completed.

These recipients will not be targeted if the blast is already scheduled, it must be rescheduled or sent manually to pick up new recipients.

Session Surveys Only - the Session tab

Use this tab to select which session or sessions this survey will be visible for.

How can attendees access surveys?

Attendees can access each survey type one way. General Surveys are found in their profile under Event Surveys

My Profile

After logging in and selecting My Profile in the upper right, Attendees can choose Event Surveys or My Profile.

Advanced Schedule Block

After logging in and navigating to the Advanced Schedule Block, attendees can see the "Take the Survey" link for any session that has started.

Survey Results

To see your survey results, go to Surveys > General > Survey Results

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