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Outlinev0.3.0 · updated 2026-10-05

Survey forms

Build a survey, choose who can answer it, share the link, and read the results.

What it is

A form builder for surveys. Each survey has its own questions, its own look, and its own rule for who may answer: signed-in attendees only, or anyone with the link. You can run as many as you like — one for the whole event, one per session, one for exhibitors.

When to use it

Feedback collected while people are still in the room is feedback you actually get. A signed-in survey tells you who said what; a link survey gets answers from people who never opened the app.

Step by step

  1. 1

    Create a surveySurveys → New survey

    Give it a title and pick a starting point: Blank survey, Event feedback or Session feedback. It opens in the builder as a Draft, which nobody but you can see.

  2. 2

    Add and arrange the questionsSurvey → Build → Questions

    Add question offers every type: Short answer, Paragraph, Email, Phone, Number; Multiple choice, Checkboxes, Dropdown, Yes / No, Ranking, Matrix / Likert; Star rating, Linear scale, Net Promoter Score; Date, Time; and a Section heading for text between questions. Click a question to edit it — its wording, help text, options and whether it is Required. Multiple choice and Checkboxes can offer an Other option with a text box, and Checkboxes can cap how many may be ticked. The arrows move a question up or down; the other two buttons duplicate and delete it.

  3. 3

    Style the surveySurvey → Build → Design

    The survey wears your event's theme. Here you can give it its own accent colour and a cover image, show all questions on one page or one question at a time, show or hide the progress bar and question numbers, and reword the submit button and the thank-you screen — including an optional button that links somewhere after they submit.

  4. 4

    Choose who can answerSurvey → Build → Share & settings → Who can answer

    Sign-in required: only signed-in attendees of this event. Each person answers once, and you see their name and email beside the response. Tick Let people come back and change their answers if you want that. Anyone with the link: no sign-in. Responses are anonymous and the same person can answer more than once.

  5. 5

    Open it and share the linkSurvey → Build → Status, then Share & settings → Link

    Set Status to Open and Save. Copy the link or download its QR code for a slide, an email or a printed sign. One link works for both kinds of survey — a sign-in survey asks a signed-out visitor to sign in first, then brings them back. A new survey is also listed on the attendee app's Surveys screen while it is open; untick List this survey on the attendee app's Surveys screen to keep it reachable by link only.

  6. 6

    Put Surveys where attendees will see itEvent App → Navigation

    The Surveys screen lists every open survey you ticked to list in the app. Give it a way in: Add tab or, under the side menu, Add item, then App screen → Surveys. It can also be a quick action or the floating button (target App screen → Surveys), or a widget on Home. Signed-in attendees additionally get a Surveys row on their Me screen while a listed survey is open, with a count of the sign-in surveys they have not answered yet — switch that row off under Event App → Profile Page if you don't want it.

  7. 7

    Preview before you shareSurvey → Build → Preview

    Opens the survey exactly as respondents see it, even while it is a draft. Nothing you submit in a preview is saved. Preview shows the last saved version, so save first.

  8. 8

    Close itSurvey → Build → Share & settings → Closing

    Set Status to Closed yourself, or let it close on its own: at a date and time, or after a number of responses. People who open the link afterwards see your closed message.

  9. 9

    Read the resultsSurvey → Responses

    Summary shows each question's results: bars for choices, the average and spread for ratings and scales, the NPS score, a table for a matrix, the average rank for a ranking, and the newest written answers. Individual responses shows each submission in full, newest first. Export CSV downloads every response, one row each, with times in the event's timezone.

When it goes wrong

Every one of these has happened to someone. Symptom first, because that is what you will have.

The link says the survey isn't foundwarning

What you see: Someone opens the link and gets a not-found page.
Why: The survey is still a Draft, the status change was not saved, or the event itself is not published. A draft answers exactly like a survey that does not exist.
Fix: On the Build tab set Status to Open and press Save. The banner under the title says what respondents get right now.

Answers disappeared after editing a questiongotcha

What you see: A question's results are gone from the summary and the export.
Why: Answers are stored against the question and the option they were given to. Rewording either is safe; deleting a question or an option hides the answers already given to it.
Fix: Reword rather than delete once responses are coming in. To retire a question from a live survey, export the CSV first.

Wanted names on a link surveygotcha

What you see: Responses show as Anonymous and the export has no name or email columns.
Why: "Anyone with the link" never records who answered — even for someone who happens to be signed in. Switching the survey to sign-in later does not put names on responses already collected.
Fix: Decide before sharing. If you need to know who answered, use Sign-in required, or add Email as a required question.

Attendees can't find the survey in the appwarning

What you see: The survey is open but nobody sees it in the attendee app.
Why: Either the Surveys screen has not been added to the navigation, or List this survey on the attendee app's Surveys screen is unticked — in which case the Surveys screen says there are no surveys open. The banner under the survey's title says which: an open survey that is not listed reads "not listed in the attendee app".
Fix: Tick the box under Share & settings → Link and save, then under Event App → Navigation use Add tab or Add item → App screen → Surveys.

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