Surveys in Zeeg are created through Workflows — automated sequences that trigger actions based on scheduling events. A survey workflow lets you automatically send a customized feedback form or questionnaire to your invitee and/or host at a defined moment, such as right after a meeting ends. You can tailor the content, timing, and recipients to match your specific needs.
The Workflows feature is available on the Professional plan and above.
How to create a survey workflow
Before creating a workflow, choose the workspace you want to create the survey in, in case you own more than one.
Step 1: Open Workflows
In your Zeeg dashboard, navigate to Workflows under the Engagement section in the left sidebar and click + Create workflow.
Step 2: Choose the workflow type
From the workflow type selection screen, choose Send a survey.
Step 3: Fill in the basic information
You will be asked to configure the following details:
Field | Description |
Workflow name | An internal name to identify this workflow (e.g., "Post-meeting feedback") |
Belongs to | Choose whether this workflow belongs to a specific user, a team, or the entire organization |
Applies to | Select which scheduling page(s) this workflow should be active for — you can select one or multiple pages from your Workspace |
Step 4: Define the trigger — "When this happens"
Set the condition that will trigger the survey to be sent:
From the trigger dropdown, select the event that should activate the workflow — for example, Event ends.
Then choose when the survey should be sent:
Immediately — the survey is sent as soon as the trigger occurs
Custom duration — specify a delay (e.g., 30 minutes, 2 hours, or 1 day after the event ends)
Step 5: Configure the action — "Do this"
In the Do this section, choose who should receive the survey and what they receive.
Activate the toggles for the recipients you want to include:
Send email to invitee
Send email to host
Send SMS to invitee
Send SMS to host
You can enable one or more of these options. Each activated toggle will reveal its own message editor.
Choose a template
When activated, the editor forms opens up. From the Select a template dropdown, pick one of the following:
Feedback survey — a pre-built template designed to collect post-meeting feedback
Custom — start from scratch and build your own survey content
Step 6: Write your survey content
Subject line
Type the text you want to appear as the email subject. You can enrich it with dynamic variables — for example, inserting Event Date so the subject automatically reflects the actual meeting date.
💡 Use variables to make your messages feel more personal and relevant. Click the variable picker to browse all available options.
Message body
Write the body of your survey message. As with the subject, you can use variables here to personalize the content with event-specific details such as the invitee's name, event title, or meeting time.
Cancel and reschedule links
At the bottom of the message editor, select whether you want to include cancel and reschedule links in the message. This is optional — it can be useful if you want to give recipients an easy way to adjust future bookings directly from the survey email.
Step 7: Save your workflow
Once you are satisfied with your configuration, click Save.
Your survey workflow is now active. It will automatically trigger based on the conditions you set and send the survey to the selected recipients.
FAQ
Can I create multiple survey workflows for the same scheduling page? Yes. You can create as many workflows as needed and apply them to the same scheduling page. For example, you might have one workflow that sends an immediate thank-you message and another that sends a detailed feedback form one day later.
Can I send surveys via SMS and email at the same time? Yes. You can activate both the email and SMS toggles simultaneously. Each channel will have its own independent message editor.
What variables are available for the subject and message? Click the variable picker in the editor to see the full list of available options:
Event Name
Event Time
Event End Time
Event Date
Event End Date
Event Duration
Hosting Member Name
Hosting Member Email
Location(s)
Room Location
Location
Event Description
Invitee UUID
Invitee Email
Invitee Phone Number
Invitee Full Name
Invitee Title
Invitee First Name
Invitee Last Name
Invitee Paid Amount
Invitee Payment Currency
Invitee Timezone
Number of seats
Invitee Paid Amount Per Seat
Additional Guests
Custom Query Parameters
Parameter Values
UTM Source
UTM Medium
UTM Campaign
UTM Content
UTM Term
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Questions and Answers
Can I edit a workflow after saving it? Yes. Go to Workflows in your dashboard, find the workflow you want to modify, and click to edit it. Changes will apply to future triggers only.
What is the difference between "Feedback survey" and "Custom" templates? The Feedback survey template provides a pre-written structure for collecting post-meeting feedback, which you can adjust to your needs. The Custom option starts with a blank editor, giving you complete control over the content and format.