Creating a Stakeholder Survey

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Everyone has an opinion, not just attendees. Sometimes internal stakeholders need to share their thoughts on the success of your event too. With stakeholder surveys, they can do just that.
 
NOTE: This is an additional feature. Contact your account manager for more information.

1 Ensure stakeholder fields are added to your Meeting Request Form, if necessary. If you'll be using a Meeting Request Form (MRF), you'll need to ensure that the stakeholder fields are added to the request.

Click Admin in the top right. Hover over Meetings Management and, under Forms, click Meeting Request Forms. Select your existing new or classic MRF. Or create a new new MRF or a new classic MRF.

For your new MRF, click Open Form Designer. When adding the Event Field widget, ensure to check "Stakeholder First Name," "Stakeholder Last Name," and "Stakeholder Email Address." If you want to ensure that all of your events created from this MRF have a stakeholder survey, make these fields required. On the canvas, click on the stakeholder field, and in the Field section, toggle "Required" to green. Repeat this for each stakeholder field. Click Save.

For your classic MRF, click the neighboring tab, Fields & Questions.

From the Question Tools on the left of the screen, ensure "Fields" is selected, then click the User-added image icon to the right of the "Event" fields. Check the "Stakeholder" fields you want to add. You'll need to add "Stakeholder First Name," "Stakeholder Last Name," and "Stakeholder Email Address."
 
User-added image

Click OK.

If you want to ensure that all of your events created from this MRF have a stakeholder survey, make these fields required. To the right of the field, click the User-added image icon. Switch "Required" to Yes, then click Save. Repeat this for each stakeholder field.

 
NOTE: Once your event is created from the MRF, your stakeholder fields will be filled out.

Or fill out the stakeholder fields manually for your event. Select your Flex event. Hover over Event Details and, under General, click Event Information. Click Edit, then scroll down to the Key Stakeholder section, and enter the stakeholders' first name, last name, and email address. Click Save.

2 Enable feedback surveys. Hover over Event Details and, under General, click Event Configuration.

Click Edit. Scroll down to the Registration Process section and check Feedback Surveys, then Stakeholders.
 
User-added image

Click Save.

3 Ensure you're using Premium feedback surveys. Hover over Website & Registration and, under Surveys, click Feedback Surveys. If you haven't already, click Create under "Premium." Ensure Create a new premium survey is selected for "How do you want to set up your survey," then click Create again.
 
If you've already selected a basic survey, you'll need to convert to premium.

4 Activate the stakeholder survey. Scroll down to the Survey Respondents section, and to the right of Stakeholders, toggle "Active" to green.
 
NOTE: If your event is already in Active status, you will not have the option to create a stakeholder survey.
 
Click Open Premium Surveys. To the right of Stakeholder Survey, click Customize.
 
5 Customize the Welcome page. The Welcome page will display on your canvas. This is the first page your stakeholders will see when they access your survey.
Customize the page by dragging and dropping the Event Widgets, Survey Widgets and Page Elements widgets onto the canvas. Or customize a widget already on the canvas by clicking it. To the right of the canvas, additional configuration options will appear.
 
6 Add questions to your survey. In the top left of the canvas, click the dropdown, then in the Survey section, click Questions. Add your questions and sub-questions.
 
7 Customize the theme, if necessary. If you would like to customize your survey to match your event's theme, to the right of the canvas, click Theme, then Change Theme.
 
 User-added image
 
Hover over the Event Theme, and click Apply. If you have multiple events associated, you'll need to select one, then click Apply.


Click Save to preserve a draft or Publish to make it visible to stakeholders.
Click the X in the top right to leave the designer, then if necessary, click the Overview tab. In the Linked Events section, click the name of your event to return to your event.

8 Invite stakeholders to take the survey. Hover over Promotion & Communication and, under Email, click Stakeholder Emails. Click Stakeholder Feedback Invitation. If necessary, customize the email.

Back on the Details tab, click Edit, and scroll down to the Send Setting section. If you want to send it out after then event has ended, select When the event ends, then establish if it will immediately send or if it will send a certain number of days after the event has ended. Click Save. The email will automatically send at this time.

If manually sending, send it whenever you choose to.

9 Report on your stakeholder feedback. To view your stakeholder data, hover Solutions at the top of the page, and click Surveys (New). Select the name of your survey. Hover over Reports and, under Reports, click Reports. To the right of the Answer Summary with Response Details report, click Run to view your report.


 

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