Surveys

Surveys help you collect feedback from attendees and can be linked to certificates. This guide covers creating surveys, attaching them to sessions, and viewing responses.

Creating Surveys

Create survey templates that can be reused:

1. Go to Event Management → Surveys
2. Click Create Survey
3. Add questions:
   • Text Questions – Open-ended responses
   • Multiple Choice – Select one option
   • Checkboxes – Select multiple options
   • Rating Scales – Numeric ratings
4. Configure settings:
   • Name – Survey title
   • Description – Instructions for respondents
   • Required Questions – Mark questions as required
5. Save the survey

Attaching Surveys to Schedules

Link surveys to specific sessions:

1. Open your session
2. Go to Surveys settings
3. Select a survey template
4. Configure when to send:
   • Before Schedule – Send X days before start
   • After Schedule – Send X days after end
   • Manual – Send invitations manually
5. Save settings

Survey Invitations

Surveys are automatically sent to attendees based on your settings:

• Email Invitations – Attendees receive email with survey link
• In-App Notifications – Notifications appear in their account
• Direct Links – Share survey links directly if needed

Manual Invitations

To send survey invitations manually:

1. Go to your session
2. Navigate to Surveys
3. Click Send Invitations
4. Select recipients
5. Send invitations

Viewing Survey Responses

For a Specific Schedule

1. Open your session
2. Go to Surveys → Responses
3. View all responses
4. See response rates and completion status

Response Data

View responses in different formats:

• Individual Responses – See each attendee's answers
• Summary Statistics – Aggregated data for multiple choice questions
• Export Data – Download responses as CSV or Excel

Survey Completion

For Attendees

Attendees complete surveys:

1. Click the survey link in their email or notification
2. Answer all questions
3. Submit the survey
4. Receive confirmation

Completion Requirements

If surveys are linked to certificates:

• Certificate is only issued after survey completion
• Reminders are sent if survey is not completed
• Survey must be completed within the deadline

Survey Templates

Create reusable survey templates:

1. Design your survey
2. Save as a template
3. Attach to multiple sessions
4. Customise per session if needed

Common survey types:

• Event Feedback – Overall event evaluation
• Trainer Evaluation – Feedback on trainers
• Content Assessment – Questions about event content
• Improvement Suggestions – Ideas for future events

Best Practices

• Keep It Short – Shorter surveys have higher completion rates
• Clear Questions – Make questions easy to understand
• Mix Question Types – Use different question types for variety
• Send Timely – Send surveys soon after event completion
• Follow Up – Send reminders for incomplete surveys
• Review Regularly – Check responses to improve events

Troubleshooting

Surveys not sending?

• Check survey is attached to session
• Verify send timing settings
• Ensure attendees have valid email addresses

Low response rates?

• Send reminders
• Keep surveys short
• Make questions relevant
• Send at optimal times

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