How to set up surveys in the Eventsforce mobile app

Learn how to create surveys to be answered by attendees in your mobile app.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over a week ago

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".

  1. From the MCM dashboard, select the "Survey" module on the left

  2. To add a new survey, click the “+” icon from the 'Survey List' section

  3. Enter a title and optional description

  4. To request a user’s demographic data (name, title, organization, email) with their survey response, select "Yes" to the "Display Demographic Page" setting

  5. Select "Link this survey to event home page" to make this survey visible to attendees within the "Survey" module of the event app

  6. Click "Save & Next" to proceed

  7. 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)

  8. Click "Skip" OR "Save & Next" to proceed

Adding a survey question

  1. Click the “+” icon from the 'Survey Questions' section to create a new survey question

  2. Enter the survey "Question" (example: What is your favorite color?)

  3. 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

  4. Add survey "Responses" which are the answers to your question, separated by commas (example: Red,Green,Blue)

  5. Repeat steps #1-5 to add additional survey questions

  6. 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:

  1. Proceed through the steps above until you reach the "Link Survey to Sessions" page

  2. Select the session(s) you wish to link this survey to (if any) 

  3. Click "Save & Finish" to complete

  4. 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:

  1. Go to the "Sessions" module on the left hand side

  2. Click to 'edit' one of your existing sessions

  3. Select the "Survey" tab along the top

  4. Select the survey(s) to assign

  5. Click "Save & Next"

Accessing survey results

  1. Select the "Survey/Poll Reports" tile within the MCM dashboard

  2. Select a "Survey Type", choosing either an "Event" survey or a "Session" survey

  3. Use the "Select Survey" dropdown list to choose the survey you want to display results for

  4. Choose a "Survey View", selecting from a "Bar chart" or "Pie chart"

  5. 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.
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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

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