Post-webinar survey and reporting in zoom App

When the Zoom webinar ends, you can schedule a survey to be sent to attendees. To simplify feedback collection, the survey responses can be downloaded as a report. If you want to gather feedback in real-time, you can take a poll during a webinar.

A third-party survey service (such as Google Forms or Survey Monkey) can also be used in conjunction with Zoom’s post-webinar survey feature.

In addition, a survey can also be scheduled after a Zoom meeting to be sent to attendees. For more information on post-meeting surveys, click here.

This article covers:

• Adding a survey
• Types of surveys
  • Single choice
  • Multiple choice
  • Rating scale
  • Short text
• How the survey shows
• Deleting your survey
• Pulling a report on your survey
• Use a 3rd-party survey

Prerequisites

• Zoom Desktop client
  • Windows: 5.2.1 (44052.0816) or higher
  • macOS: 5.2.1 (44040.0816) or higher
• A Licensed user with the Zoom Webinar Add-on (500, 1000, 3000, 5000, 10000, or 50000)
• can schedule a webinar with or without registration
• Survey feature enabled

Adding a survey

When the webinar ends, attendees will be asked to complete a survey:

1. Log in to the Zoom web portal.
2. Click on the Webinars tab.
3. In order to add a post survey to a webinar, either click the name of the webinar you wish to add a post survey to, or click the Schedule a Webinar button to schedule a webinar.
   Note:
4. You must first configure the webinar’s settings before you can schedule a webinar, whether it is with registration or without registration. Before you can schedule a webinar, you must first click on Schedule.
5. Click on the Polls/Survey tab at the bottom of the page and scroll to the bottom of the page.
6. Click on the + Create a new survey button.

Notes:

• Make sure the survey option is enabled in your settings if you are not able to create one.
• Click + Use a 3rd party survey if you want to use a survey outside of Zoom.

Types of surveys

If you want to get feedback on what’s most important to you, you can use a variety of survey formats.

If you click on the + Create new survey button, you will need to select the question format that you want:

1. In order to edit a question box, simply click on it.
2. Select the format of your question from the Single Choice * drop-down menu:

• Single Choice
• Multiple Choice
• Rating Scale
• Short Text

Single choice

If you want your attendees to answer by selecting only one option, use the single-choice format.

1. You can type in your question by clicking Untitled Question.
2. Type in your first answer by clicking Untitled Option 1. Type in your second answer by clicking Untitled Option 2.
   Add the new answer by clicking + Add Option and clicking new Untitled Option; repeat as many times as needed.
3. You can also customize the following:
   • For options to appear as a dropdown menu, select Show as dropdown.
   • If you want to delete an option, click the X next to its name.
   • The option can be rearranged by holding the 6 dots left of the option, dragging it to a new location, and dropping it.
   • Check Required if the question must be answered before proceeding.
   • You can copy or delete the question by clicking the More (…) icon.
   • Drag the question box to its new location by clicking and holding the 6 dots at the top. Multiple question boxes cannot be moved.
4. Add another question by clicking + Add Question.

Multiple choice

If you want attendees to choose from one or more options, use the multiple-choice format.

1. You can type in your question by clicking Untitled Question.
2. Type in your first answer by clicking Untitled Option 1. Type in your second answer by clicking Untitled Option 2.
   Add the new answer by clicking + Add Option and clicking new Untitled Option; repeat as many times as needed.
3. You can also customize the following:
   • For options to appear as a dropdown menu, select Show as dropdown.
   • If you want to delete an option, click the X next to its name.
   • The option can be rearranged by holding the 6 dots left of the option, dragging it to a new location, and dropping it.
   • Check Required if the question must be answered before proceeding.
   • Copies or deletes the question: Click the More (…) icon and choose your option.
   • To rearrange the question, click and hold the 6 dots at the top of the question box, then drag it to its new location. This only occurs when more than one question is present.
4. You can add another question by clicking + Add Question.

Rating scale

For attendees who want to answer with a value between a range of numbers, use the rating-scale format.

1. You can type in your question by clicking Untitled Question.
2. Select the range’s start number by clicking the arrows in the From box.
3. To select the range’s end point, click the arrows in the To box.
4. Add a new question by clicking + Add Question (optional).
5. (Optional) Drag and drop the question to its new location by clicking and holding the 6 dots at the top of the box. This is only visible when multiple questions exist.

To customize the question further:

• Type in what the lowest value represents by clicking Label1.
• Type in what the highest value represents by clicking Label2.
• Check Required if the question must be answered before moving on.
• To copy or delete a question, click More (…).

Short text

If you want attendees to respond with a written response, use the short-text format.

1. You can type in your question by clicking Untitled Question.
2. If you must answer the question before moving on to the next, click Required.
3. You can copy the question or delete it by clicking the More (…) icon.
4. Drag and drop the question to its new location by clicking and holding the six dots at the top of the question box. This is only visible when there are multiple questions.
5. To add another question, click + Add Question.

How the survey shows

When the webinar ends, attendees can control how the survey is sent:

1. Access the Zoom web portal by logging in.
2. Select the Webinars tab.
3. Navigate to the webinar whose survey settings you want to edit.
4. Click on Polls/Survey at the bottom of the page.
5. Select one or both of the following options under How the survey appears, and then click Edit Settings.
   • When the webinar ends, show the survey in the browser.
   • Send a follow-up email with a link to the survey
6. Click Save to make the change.

Deleting your survey

You can delete a survey by following these steps:

1. Log into Zoom’s web portal.
2. Choose Webinars from the menu.
3. Select your webinar, then click the Edit Survey button.
4. To access the survey, scroll down to the bottom of the page and click Polls/Survey.
5. On the right-hand side, click Delete, and then click the Delete button to confirm.

Pulling a report on your survey

The results of the survey can be downloaded here:

1. Go to Zoom’s web portal and sign in.
2. Click on Reports.
3. Then click Webinar.
4. Choose the type of report you want to generate.
5. Use the following criteria to narrow your search:
   • Filter the search dates
   • to find a specific webinar ID
6. by clicking the circle next to the webinar you want to view.
7. To get the CSV report, click the Generate button.

Use a 3rd-party survey

Using a 3rd-party survey:

1. Log into Zoom’s web portal.
2. Select the Webinars tab.
3. Select the webinar that you want to modify the survey settings for.
4. Click on Polls/Survey at the bottom of the page.
5. Select + Use a 3rd party survey.
6. Provide the link to the survey you wish to use.
   Note:
7. The survey must be prepared using a third-party service before it can be linked for post-webinar use.
8. Save your changes.

Note:

There is no requirement that links redirect to a third-party survey in order to work; any valid link will do.

The link can be used to redirect the attendee to:

• See a video of a working prototype
• Your company’s website
• An order form