How to Add Surveys, Evaluations & Polls

Last updated June 14, 2023

 

Surveys and polls are a great way to engage your attendees and to solicit valuable feedback. While Engagefully or Engagefully EVENTS do not have their own survey engine, you can easily include links to an external system, such as Conferences IO, Survey Monkey, or Poll Daddy.

The first thing to consider is how you would like your survey used. Is this a survey attendees will fill out for each session? Is it an evaluation for individual speakers? Do you have a general survey for your event as a whole? Or would your user group benefit more if you publish short polls during your event?

Once these details get sorted out, the link(s) from your external survey can be associated with your event in a number of ways.

Let's take the example of a session evaluation. Session evaluations could get set up as a session resource.

  • Go to the session detail page, 
  • Click the "Add" link next to Resources. 
  • Give your link a title, such as "Session Evaluation". 
  • Click on the 'Enter URL' button, and paste in your survey link. Then, click on the create button.

You can also upload a batch of resources through the import utility. For more information on How to Manage Content in Bulk, our help article is available for review at your convenience.

If you have an evaluation for your entire event, you can add this to the Event Details page. To accomplish this, you can:
  • Refer to the Additional Menu Items link on the main event detail page. 
  • Click on the "Add New Item" button. 
  • Enter the name of your link. Confirm the content type gets set to "Linked content"; this is the default. 
  • Click on the "Enter URL" button, and paste in your URL. 
  • Then, click on 'Create' to save your changes.

To add the menu item to the Event Details.

  • Click on the Manage Menu button in the top navigation.
  • Drag your survey item to the "Display on Event Detail Screen" section. 
  • Click 'Save' to apply your changes.
  • Once the change goes in effect, the link will appear on the Event Details screen.

If you prefer the survey show up as a main menu item instead of on the Event Details screen.

  • Refer to the 'Manage Menu' section,
  • Drag your survey item into the appropriate menu group.
  • Click on the 'edit' button to select an icon for your new menu item.
  • Once the changes are complete, click 'Save' to update the Event Menu Structure. Then, the survey item will be accessible from the main menu.

Suppose you have a quick, general poll you'd like to publish during your event. You can send this survey links out as a notification as well. From the main event details page, you can:
  • Click on Notifications, 
  • Click on the "Add New Notification" button. 
  • Give your notification a title, and choose when you would like it to be sent. Notifications may be scheduled up to 7 days in advance. Use the WYSIWYG editor to share your link. 
  • Once you're finished, click on the 'Create' button.

The new notification will be available in the notifications section of your event and app. There is no limit to how many Notifications you can create. However, we advise you keep the user experience in mind when scheduling notifications.

Some external systems allow organizations to pass in dynamic data to pre-populate questions on a survey. Engagefully has a Gateway feature which can enable you to automatically send dynamic information via external linking. This may include the Event key, the Event Item key for sessions, speakers, or exhibitors, and the user's name and email address. For more information on setting up Gateways for your event, please contact your RD Mobile Sales Representative. 

For any issues, please reach out to our support team for assistance at support@rdmobile.com. 


 

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