Post-meeting survey and reporting in zoom app
If you are the meeting host, a survey can be scheduled to be sent to participants after your meeting to ask them about their experience. To simplify the feedback collection process, the responses to the survey can be downloaded as a report after the survey is completed. There is a possibility of setting up a poll during a meeting if you wish to collect feedback from attendees.
Additionally, Zoom includes a native meeting survey feature as well as gateways to third-parties such as Google Forms and Survey Monkey.
After hosting a Zoom webinar, you can send attendees a survey. Reports and surveys after webinars can be found here.
Prerequisites for post-meeting survey and reporting
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Feature for meeting surveys enabled
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User with a license
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Registering or not registering for a meeting, using an ID generated automatically
How to add a survey
The following survey will be given to participants at the end of the meeting:
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Zoom’s web portal can be accessed by signing in.
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Select Meetings from the menu.
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To schedule a meeting, click the Schedule a Meeting button or select the name of the meeting you wish to add a survey to.
Note: Please modify the meeting’s settings before scheduling a meeting with or without registration. Once the settings are configured, click Schedule to proceed with scheduling the meeting. If you use your personal meeting ID (PMI) instead of the automatic meeting ID, make sure that you generate a new one before your meeting starts. -
You will then need to scroll down the page until you reach the Survey tab at the bottom.
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You will be able to create a new survey after clicking the + button.
Notes:
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Please ensure that you have enabled the option of creating a survey in the settings if you do not see it available.
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The option + Use a 3rd party survey will appear if you wish to use a survey outside of Zoom.
Types of questions
If you want to get feedback on what you are most concerned about, you can use different question formats.
After clicking + Create new survey, you will have the option to select the format for your questions:
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If you would like to edit a question box, click on it.
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To select a question format and select a single choice from the drop-down menu, click the following link:
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Single Choice
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Multiple Choice
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Rating Scale
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Long Answer
Single choice
When you want participants to select only one answer from a set of options, you can use the single-choice format.
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You can enter your question by clicking on Untitled Question.
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The first answer to the quiz can be entered by clicking Choice 1. If a second answer is required, please choose Choice 2 and enter it.
You may choose to add multiple answers by clicking + Add choice and then choosing Choice 3. -
You have the option of customizing the following options (optional):
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Show as dropdown: If you would like to display drop-down menu choices, select the Show as dropdown check box.
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Delete a choice by following these steps: In the right hand corner of the choice you wish to remove, click the delete icon to the right of it.
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Rearrange choice: The six dots can be seen to the right of the choice. Hold the dots and drag to the new location; drop it into place.
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Required question: In order to proceed with the registration process, you will need to check the required box if the question has to be answered.
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Click on the More (…) icon and select the option that you would like to use when duplicating or deleting the question.
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Rearrange question: There are six dots at the top of the question box. Click on the six dots, hold them down, drag them to its new location and drop them there. There is only a visible indication of this when there is more than one question.
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You can add another question by clicking the + Add Question button (optional).
Multiple choice
If you would like the participant to choose one or more answers out of a number of options, use the multiple choice format.
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You can enter your question by clicking on Untitled Question.
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The first answer can be entered by selecting Choice 1. The second answer may be entered by clicking the choice 2 button if necessary.
You can click on the + Add choice button, then select Choice 3 and then enter a new answer; you can repeat the process as many times as you need. -
You can also customize the following features (optional):
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Show as dropdown: If you would like to display drop-down menu choices, select the Show as dropdown check box.
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Deleting a choice: There is an icon to the right of the selection you would like to delete that represents a delete button.
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Rearrange choice: It is possible to drag the choice to its new location and drop it by clicking and holding the six dots to the right of the choice.
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Required question: In order to proceed with the registration process, you will need to check the required box if the question has to be answered.
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Click on the More (…) icon and select the option that you would like to use when duplicating or deleting the question.
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Rearrange question: When the two dots at the top of the question box are clicked and held for a few seconds, drag them to their new place and drop them there. In the case of multiple questions, this feature is only visible if there are multiple questions.
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You can add another question by clicking the + Add Question button (optional).
Rating scale
In case you wish the participant to provide a rating between a range of amounts, you can use a rating-scale format to do so.
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If you would like to enter a question, click Untitled Question.
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It is possible to enter a number in the Score from box or to select a number by clicking the arrows to select the starting point from which the range will start.
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You can enter a number in the To box, or you can select the number with the arrows by clicking on the arrows at the end of the box.
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You can also customize the following features (optional):
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Please enter the value associated with the lowest score below the Low score label.
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Please enter the highest value that represents the highest score under the High Score label.
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If the answer to the question is required to proceed, click the Required check box in order to move on.
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You can duplicate or delete a question by clicking on the More (…) icon.
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You can add another question by clicking the + Add Question button (optional).
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(Optional) You can drag and drop the question to its new location by clicking and holding the six dots at the top of the question box. In order for this to be visible, there must be more than one question.
Long answer
Whenever you want a written response to be given by the participant, you need to use the long answer format.
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To enter your question, click on Untitled Question at the top of the page.
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The minimum character number required for the answer can be determined by entering a number or selecting it by clicking the arrows below the box where the Min Character field is located.
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To select the maximum character number allowed for your answer, click on the arrows at the top of the field or enter a number into the Max Characters box.
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In order to proceed with the registration process, you will need to check the required box if the question has to be answered.
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You can duplicate or delete a question by clicking on the More (…) icon.
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You can add another question by clicking the + Add Question button (optional).
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(Optional) You can drag and drop the question to its new location by clicking and holding the six dots at the top of the question box. In order for this to be visible, there must be more than one question.
How to use survey options
When the meeting ends, participants can control the way the survey will be distributed to them:
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Zoom’s web portal can be accessed by signing in.
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Go to the Meetings tab and click on it.
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In order to edit the settings for a meeting, click the name of the meeting in which you wish to make changes.
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You can find the Survey tab at the bottom of the page if you scroll down.
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In the Survey Options section, click the Edit button.
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When the meeting ends, select the option to show the meeting in the browser.
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Then click the Save button.
Using the Preview link on the right side of the page, you can get an idea of how the survey will look to participants.
How to delete a survey
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Zoom’s web portal can be accessed by signing in.
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You will find a tab called Meetings on the top of the screen.
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You can edit the survey settings for an individual meeting by clicking on the name of the meeting you want to edit.
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Click on the tab “Survey” at the bottom of the page once you have scrolled down to the bottom of the page.
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To delete an item, click the Delete button at the top of the page, then click the Confirm button to confirm the deletion.
How to use a 3rd-party survey
Notes:
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Prior to posting your survey for post-meeting use, you must prepare it on a third-party service so that you can link it following your meeting.
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When you login to your account, you should be able to toggle the Allow hosts to use a third-party survey link option on.
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Zoom’s web portal can be accessed by signing in.
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You will find a tab called Meetings on the top of the screen.
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You can edit the survey settings for an individual meeting by clicking on the name of the meeting you want to edit.
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You can find the Survey tab at the bottom of the page if you scroll down.
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Please click on the button + Use a survey from a third party.
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In order to use the survey, you must enter the link to it.
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Then click the Save button.
Note: The link does not need to redirect to a third party survey in order to work; any valid link will work.
Using the link, you can redirect the participant to the following page similar to what you would do with a post-attendee URL:
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An example of a working prototype can be seen in the video below.
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The website of your company
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Here is a form for placing an order
How to download a report on your survey
Note: Viewing and downloading usage reports can only be done if you are the account owner/admin of the account or you have access to usage reports.
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You will need to sign in to your Zoom account in order to access the usage reports in the Zoom web portal.
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Select Account Management then Reports from the navigation panel at the top of the page.
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There is a tab called Usage Reports on the left side of the screen.
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To schedule a meeting, click on the Meeting button.
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Select Survey Report as the report type.
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To narrow down your search for meetings, you can use the following criteria:
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Search dates can be filtered using the following method:
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Find the meeting ID of a specific meeting by searching for it
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If you wish to generate a report for a particular meeting, you should check the box to the left of the meeting name.
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Then click the Generate button.
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Then click on the Download button.