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Cvent: How to use Surveys

Steps to start using Cvent surveys for your events. This also talks about other setting requirements to enable surveys.

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Written by Kobe Bhattacharjee

Usage

It is important to consider that the surveys will ONLY work for people that are marked as participants. Once your event is over, update the participants. To update the participation status, go to Attendees > Attendee List > Actions> Mark Participation > Tik the box to select all>Update Participation

Platform

Cvent


Steps

NOTE:

  • Don't forget, before using the survey, you need to update attendees as Participants first

  • The first survey question, which captures the overall event rating, is used in the Global Awards dashboard. The Awards Program calculates the average of these overall event ratings across the year. Please do not edit this question, as it may cause reporting issues

  • Chapters utilizing Cvent surveys will have this data automatically reflected in reports and dashboards approximately 16 to 23 days after the event's start date.

  • If the event was run in Cvent but the survey was conducted using another tool, CMs will need to enter the Survey Results directly in the CM Hub. Click here to learn how.

Access Feedback Surveys

1. Go to "Surveys" in the left-hand menu, then select "Feedback Surveys"

2. Click on "General Event Feedback" in blue letters

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Update existing Survey questions

Note: The first survey question is used to calculate award ratings. Please avoid editing it to prevent reporting issues.

1. Update speakers' names: Click on the "Speaker 1" question section

2. Find the option to edit the Speaker name in the question text from the right-hand side

3. Change the Speaker name

4. Repeat the process for the "Speaker 2" question section

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NOTE: The questions have been modified, and the rating scale has been adjusted from a 10-point scale to a 5-point scale. This change has been intentionally made to align with global events.

The first survey question is used to calculate award ratings. Please avoid editing it to prevent reporting issues


Remove existing Survey questions

Note: The first survey question is used to calculate award ratings. Please avoid editing it to prevent reporting issues.

1. Go to the speaker question widget. Click the three dots and click 'Delete'

2. Repeat the above step for the widget question you want to remove

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Add new Survey questions

1. Click the + button between the widget questions

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2. Choose the type of question you want

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3. To edit the question, click on the newly created question widget and make changes in the left-hand navigation

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Thank You page customization

1. Go to the top left-hand of your screen, click on “General Event Feedback”

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2. Click to open the “Default Thank You Page” & repeat the steps used in the “General Event Survey design” to personalize

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Preview & Publish your survey

1. Once you finish editing your survey, Click on "Preview" at the top-right side of the screen

2. Then, click on "Publish" to finalize your changes

3. Ready to share with attendees? Surveys can be shared with event participants via the survey mail and/or weblink. Learn how to update your participation list.

4. Pull the survey report, by going to the reports in the left-hand menu > reports >Survey Report with Answers

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Best Practices

  • Mark your attendees as participants

  • The first survey question is used to calculate award ratings. Please avoid editing it to prevent reporting issues

  • Preview and test your survey

  • Avoid including unnecessary or redundant questions that may overwhelm participants

  • Thank you page: Personalize the "Thank you" page to express appreciation, consider including a personalized message, contact information, or links to relevant content


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