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 - 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.
Look & Feel and Confirmations - 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. Images must be under 10 MB, but they can function poorly for your attendees if they are larger than 2 MB.
Confirmations - On the confirmations page, you can edit the message that will appear when an attendee has completed and submitted a survey
You can also set a specific Messaging Blast to add new recipients to its 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.
