Collect feedback with post-event surveys
Build survey templates, attach one to an event, choose who gets it and when, and read the results for one event or all of them.
Where it lives Where it lives: Sidebar → Surveys
Start from a template
Sidebar → Surveys has two tabs: Results and Templates. Templates lists Your Templates, which belong to your neighborhood, and Core Templates, which every neighborhood can use but nobody can edit. New Template asks for a name, a description, the choices someone who couldn't make it taps in the email, and whether to Set as default survey, which picks it automatically for new events. Surveys depend on your neighborhood's plan; if you need them and they aren't available yet, email [email protected].
Using a core template on an event and changing its questions there gives that event its own copy, so the core template stays as it was.
Add the follow-up questions
Every survey opens with the emoji rating, which is included for you. On a template's page, + Add Question adds the follow-ups people see after they tap their answer in the email: Multiple choice, Text (open-ended), or a 1-5 emoji scale. Who's asked picks People who came, People who didn't come, or Everyone who came or didn't, and Show when rating is lets a question appear only for low or high ratings from people who came. Tick Required only for questions you truly need answered.
A "what could we do better?" question shown only for low ratings gets you specifics without bothering the people who loved it.
Attach a survey to the event
On the event's edit page, open Post-Event Survey and tick Enable post-event survey. Pick a Survey Template, then optionally an Email Subject and a Custom Email Message, and add up to 6 event photos to the email. Follow-up Questions further down lets you edit, add, or remove questions for this event; activities and vendors on the event are rated automatically.
Editing questions here on a template your other events use changes it for them too. Make a new template first if this event needs its own.
Choose when it sends and who gets it
Under Sending Options, Auto-send after event ends sends it for you, and Send survey picks when: Next morning at 8 AM (recommended), or 2, 4, 12, or 24 hours after the event ends. Send to is Only people who were checked in, Everyone who registered, or Everyone who registered plus a short note to people left on the waitlist. It goes out as one email per registration. If you don't check people in at the door, choose Everyone who registered, because only-checked-in would reach no one.
People left on the waitlist never get the survey itself, only the optional "sorry we ran out of room, would you come next time?" note.
Preview each version people will get
Each person gets the version that fits them, decided when the survey sends: Came (checked in, asked to rate), Didn't come (not checked in at an event that checked people in, asked what got in the way), No check-in data (asked whether they made it), and Waitlisted. Preview Survey Email has a tab for each version your settings can produce, and once the survey is saved, Send Test sends that version to any address.
The subject and custom message appear in both the Came and No check-in data versions, so word them for someone who may not have made it.
Read the results
An event's Survey tab, or Post-Event Survey from its Messages tab, opens that event's results: status, response rate, the average rating from people who came, the rating breakdown, a summary of each follow-up question, and individual responses. Send Survey Now sends it right away instead of waiting. Sidebar → Surveys → Results adds it all up across events: Surveys Sent, Emails Sent, Responses, Response Rate, Avg Rating, plus Pending Surveys and Past Events Without Surveys.
Someone added after the survey went out, or whose email never arrived, can be sent it on their own from their registration page.
Related guides
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