Surveys allow you capture data from attendees during or after your event. Surveys are similar to polls, although the results cannot be made public within the app. Surveys also allow for three additional question types:
Dropdown - users select a single answer from a defined dropdown list
Scale Rating - users select from your choice of numerical scale
Text Box - users enter a free-text response
Creating and editing surveys
Ensure the "Survey" module is active within the "Design Manager & Theme" tile. Read more about "How to enable and disable modules within the MCM".
From the MCM dashboard, select the "Survey" module on the left
To add a new survey, click the “+” icon from the 'Survey List' section
Enter a title and optional description
To request a user’s demographic data (name, title, organization, email) with their survey response, select "Yes" to the "Display Demographic Page" setting
Select "Link this survey to event home page" to make this survey visible to attendees within the "Survey" module of the event app
Click "Save & Next" to proceed
If you only want to accept responses within a certain time frame, specify the opening and closing date/time of the survey (go to step #8 if the survey will remain open)
Click "Skip" OR "Save & Next" to proceed
Adding a survey question
Click the “+” icon from the 'Survey Questions' section to create a new survey question
Enter the survey "Question" (example: What is your favorite color?)
Choose the "Question Type", depending on whether you want to allow for multiple answers, a single answer (dropdown or radio button), scale rating, or a text box
Add survey "Responses" which are the answers to your question, separated by commas (example: Red,Green,Blue)
Repeat steps #1-5 to add additional survey questions
Click "Save & Next" once all survey questions have been added
Linking surveys to sessions
Surveys can be linked to one or multiple sessions in your event. Surveys can be assigned to sessions at the end of the survey creation process:
Proceed through the steps above until you reach the "Link Survey to Sessions" page
Select the session(s) you wish to link this survey to (if any)
Click "Save & Finish" to complete
You can edit an existing survey by clicking on the 'pencil' icon, or delete by clicking the 'red cross' icon next to the name of the survey
You can also link a survey to a session by editing the session itself:
Go to the "Sessions" module on the left hand side
Click to 'edit' one of your existing sessions
Select the "Survey" tab along the top
Select the survey(s) to assign
Click "Save & Next"
Accessing survey results
Select the "Survey/Poll Reports" tile within the MCM dashboard
Select a "Survey Type", choosing either an "Event" survey or a "Session" survey
Use the "Select Survey" dropdown list to choose the survey you want to display results for
Choose a "Survey View", selecting from a "Bar chart" or "Pie chart"
To download responses, click on the spreadsheet download icon or the PDF download icon
Attendee view of surveys
See below for a demonstration of how an attendee can view and answer a survey in the mobile app. The "Event Feedback" survey is using the "demographic page" while the "Session Feedback" is not.
Notes
Surveys you have created will be available in other event apps
Surveys will not display to attendees until they have been "Published" (see "How to preview and publish your Eventsforce mobile app")
The "Send Certificate" feature is not currently active within surveys
If scheduling surveys, dates will use the "mm/dd/yyyy" format