Conference Tracker- How do I manage Surveys?

Introduction

In the Surveys pages, you can create and send multi-question forms to your attendees. Surveys function similarly to Polls but allow you to include an unlimited number of questions. You can schedule them to be sent automatically at specific times, making them ideal for gathering detailed feedback after a session or event.

In this article, we discuss how to manage the different Surveys in Conference Tracker. If you want to how to create new Polls instead, click here.

Step-By-Step

1- Go to Feedback > Surveys

In the Surveys page, you will be able to view, create and publish your surveys. There are two buttons at the top of the page:

* Create - This option will allow you to create your polls. More information on this can be found here

* View Results - This option will allow you to view all results from your surveys. After using this option you will have access to those surveys that had at least 1 respondent, for example:

2- Search Filters:

With search filters, you can filter out specific surveys by picking different options. This is useful if you quickly want to find a specific survey.

You can filter the table using the survey status field and/or the audience the surveys are addressed to. Below are the specific filters will find:

- The status filter:

Select an option from the list:

1-Any status: It shows all surveys no matter their status, it is the default value

2-Not published

3-Scheduled

4-Active

5-Answered

6-Expired.

- The audience filter:

1- Any audience: this is the unfiltered/default value.

2-Everyone.

3-Group: When selecting this option an extra field shows so you can select/search for the group you want to filter with:

-Registered to session: When selecting this option an extra field shows so you can select/search for the session you want to use as a filter:

-Signed-in to a session: When selecting this option an extra field shows so you can select/search for the session you want to use as a filter:

For accurate targeting of participants, publish the survey after the session ends when attendance data is available. If published earlier, it will default to sending the survey to all attendees.

3-Surveys options:

For each survey, there are additional options that appear when clicking the 3 dots to the right of the row:

- Unpublish/Publish: Use this option to publish the survey or take it offline.

- Copy: Use this option to clone this survey. This is helpful when you want to create a new survey based on an existing one—you can then edit the cloned survey and make any changes you need.

- Delete: Use this option to erase this survey; this operation is definite so the survey can not be recovered later.