Setting Up the Flex Feedback Survey in the New Experience

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Know for certain your hard work met attendees' expectations with the Feedback Survey. This customizable online questionnaire allows your registrants to respond to the questions you want answered. Find out if the speaker was as engaging as advertised, if exhibitors felt their booth location was worth the investment, or if attendees plan on returning next year. Whatever you discover can be used to make future events even better.
NOTE: These instructions are for the New User Experience. If you haven't already, click Switch Now at the top of your account to follow the steps below. If you're using the Classic User Experience, reference this article instead.
 
Configuring the Event Feedback Survey 

1 Activate the surveys feature. Select your Flex event. From the left-hand navigation, click General, then Event Features. Scroll down to Surveys and click + Add.
 
NOTE: If you also have an Inquisium account, Premium surveys allow you to create multiple, multi-page general feedback surveys, and collect speaker feedback. Not sure which survey to select? Reference this article to see a comprehensive list of the features available for each survey.

2 Edit the survey title and settings, if necessary. From the left-hand navigation, click Surveys, then Feedback Surveys. Click Open Survey Designer, then click Home in the top-left to open the navigation menu. Click  User-added image next to General Event Feedback.
 
User-added image
 
Ensure that "Active" is toggled to blue, edit the title, and decide whether this survey will be sent to registrants or those marked as participants. Click Apply, then Publish.


Configuring the Session Feedback Survey 

If your event is using the Agenda feature, you can create one Session Feedback Survey and apply it to as many sessions as desired.

NOTE: If you also have an Inquisium account, Premium surveys allow you to create multiple, multi-page session feedback surveys, and collect speaker feedback. Not sure which survey to select? Reference this article to see a comprehensive list of the features available for each survey.

1 Activate the surveys feature. Select your event. From the left-hand navigation, click General, then Event Features. Scroll down to Surveys and click + Add.
 

2 Configure the survey title and settings. From the left-hand navigation, click Surveys, then Feedback Surveys. Click Open Survey Designer. Click Home in the top-left to open the navigation menu. Then click User-added image next to Session Feedback.
 

User-added image


Edit the title, ensure that "Active" is toggled to blue, and decide when the survey should be available. Next, decide if this survey will be sent to session registrants or those marked as participants.

Under Associated Sessions, choose whether the session survey should apply to all or only certain sessions. When you're finished, click Apply, then Publish.

 

Configuring Feedback Surveys

1 Access the Feedback survey. Select your event. From the left-hand navigation, click Surveys, then Feedback Survey. Click General Event Feedback to access the Event Feedback Survey, or Session Feedback to access the Session Feedback Survey.

2 Add questions. Click Build to the right of the canvas. Then, click and drag the desired question type onto the canvas. Your choices include:
  • Choice Question - Includes Single Answer, which displays answer choices in a radio button format so that registrants can only select one, as well as Multiple Answers, which displays answer choices in a check box format so that registrants can select more than one.
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  • Date & Time Question - Displays a date and time box to ensure that your registrants enter the correct format.
User-added image
  • Number Question - Displays a text box where registrants can enter a number, decimal, or currency, depending on your settings.
User-added image
  • Rating Question - Displays a scale where registrants can rate from poor to excellent. Choose to display the scale with stars, emoticons, or modern radio buttons.
User-added image
  • Text Question - Displays an open-ended text field or comment box where registrants can write freely or within the character limits you specify.
User-added image
 
When the styling options appear to the right, enter the question details. Options will vary depending on the selected question type.

Once you're done, click Save to preserve a draft or Publish to make it visible to registrants.


You can reorder your question by grabbing the question and dragging it to where you want it to appear on the canvas.

 
User-added image

3 Add sub-questions, if necessary. For Choice or Rating question types, you have the ability to add sub-questions and sub-sub-questions. Hover over the ellipsis (...) in the top-left of the question you want to add a sub-question to, then click Add Sub-Question.
 
User-added image
 
Select a question type, then configure the rest of the question settings in the styling options to the right.

To the right of the canvas, scroll down to the Sub-Question Logic section and indicate which answer choice the sub-question will display for.

 
User-added image

To add a sub-sub-question, hover over the ellipsis(...) in the top-left of the sub-question, then click Add Sub-Question. Sub-sub-questions can only be added to sub-questions of the Choice or Rating question type.

Select a question type, then configure the rest of the question settings in the styling options to the right.

Don't forget to scroll down to the Sub-Question Logic section and indicate which answer choice the sub-question will display for.

Once you're done, click Save to preserve a draft, or Publish to make it visible to registrants.

4 Add design elements, if necessary. Click Build to the right of the canvas. Then, click and drag a spacer, image, text, or footer widget onto the canvas and continue customizing in the styling options to the right.

5 Edit the Home page, if necessary. The Home page is where registrants will land when they click on the link to the feedback survey within an email.

Click General Event Feedback in the top-left to open the navigation menu. Then click Home under Pre-Survey Pages.

 
Click Build to the right of the canvas to add more widgets. Drag and drop the widget you want onto the canvas, making edits to each by referencing the options to the right of the canvas.

Once you're done, click Save to preserve a draft, or Publish to make it visible to registrants.
 

Sharing Surveys with Attendees
 
1 Invite registrants to take the survey. Once you've finished setting up the survey, you'll need to customize and schedule the Feedback Survey email. For your session feedback, create a session email and schedule it to automatically send once someone completes the session feedback survey.
 

Or let them access the survey from a Post-Registration page. If you're having a registration event, close out of the feedback survey and return to your event's Site Designer. In the top left of the canvas, click the Registration Page dropdown, and in the Post-Registration Pages section, select your page. To the right of the canvas, click Build.

In the Buttons & Links section, drag and drop the Survey Link widget onto the canvas. Customize the button text, if necessary.
 

Once you're done, click Save to preserve a draft, or Publish to make it visible to registrants.

2 View and manage responses individually. To view or edit your registrants' feedback responses, click Attendees, then Attendee List, from the left-hand navigation. Select a registrant. The Details tab opens by default. Click the tab to the right, Event Feedback to manage their answers.

Or, view responses in bulk. To report on your registrants' feedback responses in bulk, click Reports, then Reports again from the left-hand navigation. Scroll down to the Event Feedback section and click Run to the right of the report you want to view.

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