All Eventsquid surveys MUST be sent through the Communication Center. Since the Communication Center may only target folks that are registered for your event, this means surveys can only be sent to registrants.
Our system requires this so that responses can be recorded against an underlying registrant record. You CANNOT send the plain link to the survey to outside recipients.
The first step to sending a survey is to publish the survey. Notice in the screenshot below that the listed surveys have either a yellow "U" or a green "P" to the left of the survey name.
The U indicates the survey is unpublished and not available to be sent. The P indicates the survey is published and ready for distribution.
Publishing a survey DOES NOT automatically send or post your survey anywhere for public access. The published status ONLY gets the survey ready for distribution. Thus, you can publish your survey before it's ready to send. You may want to do this if you'd like to run through a test survey run with the Communication Center.
From the SURVEY DASHBOARD, click the INVITE button and you will be taken to the COMMUNICATION CENTER where you can email coded invitation links to people who have registered for your event(s).
SETTING UP THE EMAIL
All of the tools you have at your disposal within the communication center work when sending out a survey invitation. Follow these steps:
- Select your event from the LIST SOURCE dropdown in the top left panel
- Then set the status of registrants you'd like to target with the LIST TYPE dropdown
- Use the LIMIT TO box to choose any additional item and/or profile filters
- Below, you will see the list of available recipients based on your filters - select all or a specific subset
- On the email creation panel, select a template or go from scratch
- Within the STEP 3 ATTACHMENT OPTIONS section, you can add a link to a published survey
Send a test invitation to yourself first!
TIPS FOR SURVEYS
Attendees that receive an email with your survey will get a personal link for access. Surveys can be filled out on desktop and mobile devices; thus, you can send surveys before, during or after your event.
One great thing about having to use the Communication Center for survey distribution is the ability to use filters. The Communication Center (mentioned above) allows you to filter your distribution list based on Custom Profile and Registration Items selected.
With this in mind, you can send specific surveys to certain types of registrants (i.e. "Attendees") and event further, registrants that picked certain options during registration.
Let's say your event was requesting attendees to pick their preferred breakouts during the registration process - to set this up, you would have created registration items to represent each breakout option on the form (see our article on connecting registration items to the agenda for more information).
With this in mind, you could the item filtering function in the Communication Center to send surveys to the registrants that attended specific breakout session.