Surveys

Surveys help you collect feedback from attendees after events. They can be sent automatically, linked to certificate issuance, and analysed through reports. This guide covers creating surveys, configuring delivery, and using survey data to improve your events.

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Quick Summary
Create surveys with various question types, attach them to sessions, and automatically collect feedback. Optionally require survey completion before issuing certificates.
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Related Features
  • Forms - Collect information during booking (before the event)
  • Certificates - Link survey completion to certificate eligibility
  • Templates - Create reusable survey templates

Surveys vs Forms

Medtribe offers different tools for collecting information at different stages:

Tool When Used Purpose
Booking Form During checkout Collect attendee details, dietary requirements, special needs
Application Form Before booking (requires approval) Screen applicants before allowing them to book
Survey After the event Collect feedback, evaluate the event, gather testimonials

Creating Surveys

Step-by-Step: Create a Survey

  1. Navigate to your event
  2. Go to Surveys
  3. Click Create Survey
  4. Enter survey details:
    • Name - Internal name for your reference
    • Title - What attendees see at the top of the survey
    • Description - Instructions or context for respondents
  5. Add questions (see question types below)
  6. Configure delivery settings
  7. Save the survey

Question Types

Choose from several question types to build effective surveys:

Type Description Best For
Short Text Single line text input Brief responses, names, titles
Long Text Multi-line text area Detailed feedback, suggestions, testimonials
Single Choice Select one option from a list Yes/No, rating categories, preferences
Multiple Choice Select multiple options Topics learned, features liked, areas of interest
Rating Scale Numeric scale (e.g., 1-5, 1-10) Satisfaction ratings, likelihood to recommend (NPS)
Dropdown Select from dropdown menu Many options where space is limited

Question Settings

Configure each question with:

Scheduling Survey Delivery

Control when surveys are sent to attendees:

Automatic Delivery

Option Description Example
After Session End Send X days after session ends 1 day after - captures fresh feedback
Before Session Start Send X days before session starts Pre-event expectations survey
Specific Date Send on a set date/time End of month feedback collection

Manual Delivery

Send surveys manually when you prefer more control:

  1. Go to your session's Surveys tab
  2. Click Send Invitations
  3. Select recipients:
    • All attendees who haven't completed
    • Specific attendees
    • Attendees who attended (based on attendance tracking)
  4. Click Send
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Best Timing
Send surveys within 24-48 hours after the event while the experience is fresh. For multi-day events, send after the final day.

Survey Invitations

When a survey is triggered, attendees receive:

Email Invitation

An email containing:

Reminder Emails

Automatic reminders can be sent if the survey isn't completed:

Configure reminder settings when attaching a survey to a session.

Surveys and Certificates

Link survey completion to certificate eligibility for compliance or quality assurance:

How It Works

  1. Create a survey and attach it to a session
  2. Enable "Required for Certificate"
  3. Attendee completes the event
  4. Attendee receives survey invitation
  5. Attendee completes the survey
  6. Certificate is automatically generated and delivered

Certificate Eligibility Requirements

When "Required for Certificate" is enabled, attendees must:

Only after all requirements are met will the certificate be generated.

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Important
If survey completion is required but an attendee hasn't completed it, their certificate will be held until they do. Ensure this is clearly communicated to attendees.

Partial Attendance

For multi-day sessions:

Viewing Survey Responses

Response Dashboard

Access survey responses from your session:

  1. Navigate to the session
  2. Go to Surveys → Responses
  3. View the dashboard showing:
    • Total responses
    • Response rate (percentage of invitees who completed)
    • Pending surveys (sent but not completed)
    • Average ratings for scale questions

Individual Responses

Click on any response to see:

Summary Statistics

For choice and rating questions, view aggregated data:

Exporting Data

Export survey responses for further analysis:

  1. Go to Surveys → Responses
  2. Click Export
  3. Choose format:
    • CSV - For spreadsheet analysis
    • Excel - With formatting preserved
  4. Download the file

Exports include all questions, answers, respondent details, and submission timestamps.

Using Survey Templates

Create reusable surveys via the Templates feature:

  1. Go to Templates in your dashboard
  2. Create a Survey Template
  3. Build your standard questions
  4. Save the template

When attaching a survey to a session, select your template as a starting point. You can customise it for that specific session without affecting the template.

Common Survey Templates

Event Feedback
  • Overall satisfaction (1-5)
  • Would you recommend? (Yes/No)
  • What did you like most?
  • What could be improved?
Trainer Evaluation
  • Trainer knowledge (1-5)
  • Communication clarity (1-5)
  • Engagement level (1-5)
  • Additional comments
Learning Outcomes
  • Learning objectives met? (Yes/No)
  • Confidence level change (Before/After)
  • Topics to expand on
  • Practical application plans
NPS Survey
  • Likelihood to recommend (0-10)
  • What's the main reason?
  • How can we improve?

Best Practices

Designing Effective Surveys
  • Keep it short - 5-10 questions maximum for better completion rates
  • Start with easy questions - Build momentum before asking for detailed feedback
  • Use clear language - Avoid jargon and double-barrelled questions
  • Mix question types - Combine ratings with open text for depth
  • Make key questions required - But not every question
  • Include one open-ended question - For unexpected insights
Improving Response Rates
  • Send promptly - Within 24-48 hours of the event
  • Set expectations - Tell attendees how long it takes (e.g., "2 minutes")
  • Explain the value - Why their feedback matters
  • Use reminders - One or two follow-ups for non-responders
  • Link to certificates - Creates strong incentive to complete
  • Keep your promise - Actually use feedback to improve
Analysing Feedback
  • Look for patterns - Recurring themes across responses
  • Compare over time - Track scores across multiple events
  • Segment responses - Compare feedback by ticket type or session
  • Act on insights - Create action items from feedback
  • Close the loop - Tell attendees how you've improved based on feedback

Troubleshooting

Survey invitations not sending?
  • Check the survey is attached to the session
  • Verify the send timing settings (date hasn't passed, or is in the future)
  • Ensure attendees have valid email addresses
  • For automatic sending, confirm the session has ended (if sending "after session")
  • Check attendees have bookings (not just reservations)
Low response rates?
  • Send within 24-48 hours of the event
  • Reduce the number of questions
  • Make questions more relevant to the experience
  • Send reminder emails
  • Link completion to certificate delivery
  • Check emails aren't going to spam
Certificate not generating after survey?
  • Verify attendance is marked (survey completion alone isn't enough)
  • Check all required survey questions were answered
  • Confirm the certificate template is attached to the session
  • Ensure the attendee meets minimum attendance requirements
  • Check for any pending form submissions
Can't find responses?
  • Check you're viewing the correct session
  • Verify the survey was actually sent (check email logs)
  • Attendee may have started but not submitted
  • Check for filtering that might hide responses

Related Guides

For survey-related questions, contact support@medtribe.com.