Using the Regret Survey

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Turn rejection into opportunity with the Regret Survey. Once set up, everyone who declines your invitation will be taken to this customizable set of questions. Thank them for their feedback with the regret email and use the answers you receive to fill that empty seat next year.
 
NOTE: These instruction are for Classic events. If you're creating a Flex event, reference this article instead.
 
Managing the Regret Survey

1 Activate the regret survey. Begin by selecting your Classic event. Hover over Event Details and, under General, click Event Configuration. Click Edit. Scroll down to the Website & Registration section and, under Registration Process, check the box beside Regret Survey.
 
User-added image

Click Save.
 

2 Access the regret survey. Begin by selecting your event. Hover over Website & Registration and, under Surveys, click Regret Survey.

3 Add questions. Hover over the options on the left to see examples of what each question type looks like. Then, choose one by clicking User-added image.

 
User-added image

When the pop-up appears, enter the question details. Options will vary depending on the selected question type.

Once you're done, click Save.


4 Add design elements, if necessary. In the Question Tools sidebar, click [+] next to Design Elements to expand the options.
 
User-added image

Hover over the options for a preview. Click User-added image to add one. When the pop-up appears, enter the text and edit the settings.

Click Save when you're done. Using the HTML Editor? Be sure to save on the original page as well.

5 Set up the survey settings. Click the neighboring tab, Page Setup, then Edit. If applicable, select a registration path. Determine when an invitee will move to a Declined status, where they will go after completing the survey, and if they can still forward the event's invitation.

In the Personal Fields section, establish how an invitee's personal info will display. Your options include:
  • Hidden will not display during the survey.
  • Visible displays the field but invitees can ignore it.
  • Required displays the field and will not let invitees continue until they've filled it out.
  • Read-Only displays the field but will not let them change it.
 
6 Add custom content. In the Page Content section, change any of the section headers by clicking Edit Section and typing in the Section Header Text field. To remove the header entirely, switch the Display toggle to show the X. Add content in the HTML Editor. Once you're done, click OK.

Don't forget to save on the original page as well.


When an invitee RSVPs "No," they will be taken to a webpage with your questions. They will also receive a brief email, expressing your regrets that they couldn't make it. Edit or deactivate this automatic message by following the steps below.
 
NOTE: Find the link to your Regret Survey in Promotion & Communication > Web > Weblinks.

Activating the Regret Email
 
1 Access the Event Emails. The Regret email will automatically send when an invitee reaches the Declined status. To view or edit the default message, begin by selecting your event. Hover over Promotion & Communication and, under Email, click Event Emails. If applicable, select an invitation list from the dropdown.

2 Confirm the email is active. Find the Regret email in the Declined Registration Emails section. Ensure the Active toggle is green.
 
User-added image
 
3 Edit the template, if necessary. Click Regret. The Details tab opens by default. Click the neighboring tab, Content, then Edit.

Feel free to make any changes to the content using the HTML Editor.

Once you're done, click Save.

 

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