Using post-webinar survey and reporting in Zoom App

This post was most recently updated on July 28th, 2022

It is possible for you to schedule a survey to be sent to attendees after the Zoom webinar is over, letting them know how they felt about the event. In order to simplify the feedback collection process, it is possible to download the survey responses as a report after the survey has ended. In order to collect feedback in real-time during a webinar, you can take a poll during the session.

You can redirect attendees to any third-party survey service, such as Google Forms or Survey Monkey, after your Zoom webinar as an alternative to Zoom’s post-webinar survey.

After holding a Zoom meeting, you can also set up a survey that will be sent to attendees after the meeting has ended. Find out how to conduct a post-meeting survey and receive a report following the meeting.

Prerequisites for post-webinar survey and reporting

  • Zoom’s desktop client can be used on your desktop
    • The Windows version must be higher than 5.2.1 (44052.0816)
    • It is recommended that you use macOS version 5.2.1 (44040.0816) or higher
  • In order for you to join a Zoom Webinar, you will need to be a licensed user (500, 1000, 3000, 5000, 10000, or 50000)
  • It is possible to schedule a webinar with or without registration
  • Enabled the survey feature in the application

How to add a survey

During the webinar, we will create a survey that attendees will be asked to complete:

  1. You will need to sign in to the Zoom web portal.
  2. You can access the webinars by clicking on the Webinars tab.
  3. The post survey can be added to the webinar you are planning to schedule or you can schedule a new webinar by clicking on the Schedule a Webinar button.
    Note:You will need to first configure the webinar’s settings before you can schedule a webinar with or without registration. Once the settings have been configured, click Schedule before continuing.
  4. Click on the Polls/Survey tab at the bottom of the page at the bottom of the page.
  5. Create a new survey by clicking on the + Create a new survey button.

Notes:

  • Ensure that the feature of creating a survey has been enabled in the settings if you do not have the option to create one.
  • The + Use a third party survey button will appear if you would like to use a survey that is not provided by Zoom.

Types of surveys

Depending on what is most important to you, you can use a variety of survey formats to get feedback from people.

Once you have clicked “+ Create new survey”, you will be able to select from the following question formats:

  1. If you want to edit a question box, click on that box.
  2. Choose a question format from the drop-down menu that appears when you click the Single Choice option:
  • Single Choice
  • Multiple Choice
  • Rating Scale
  • Short Text

Single choice

When you want the audience member to respond with only one option, you should use a single-choice format for the questions.

  1. You can type your question into the Untitled Question box by clicking on it.
  2. If you would like to type in your first answer, click Untitled Option 1. If the second answer is necessary, click on Untitled Option 2 to type it in.
    In order to type in the new answer, click on + Add Option and click new Untitled Option. Repeat this process as many times as you need to enter the new question.
  3. Additionally, you have the option of customizing the following:
    • Show as dropdown: In order to display options from a dropdown menu, you need to check the box labelled Show as dropdown.
    • Deleting an option: You can delete an option by clicking the X to the right of the one you would like to delete.
    • Rearrange option: You can drag the option to its new location by clicking and holding the six dots on the left side of the option.
    • Required question: Please check the Required box if you need to answer the question before you can move on to the next step.
    • Copying or deleting the question: Select the option you wish to select by clicking the More icon.
    • Rearrange question: In the top left of the question box, you will see six dots; click on them and hold them, then drag them to a new location and drop them there. In the event that there are multiple questions, this will only be visible.
  4. You can add more questions by clicking the + Add Question button (optional).

Multiple choice

If you would like your attendees to choose from one or more options to answer a question, then use the multiple-choice format.

  1. You can type your question into the Untitled Question box by clicking on it.
  2. If you would like to type in your first answer, click Untitled Option 1. If the second answer is necessary, click on Untitled Option 2 to type it in.
    In order to type in the new answer, click on + Add Option and click new Untitled Option. Repeat this process as many times as you need to enter the new question.
  3. You are also able to customize the following options (optional):
    • Show as dropdown: For options to be displayed from a dropdown menu, check the box Show as dropdown.
    • Deleting an option: The option you would like to delete can be deleted by clicking the X to the right of the option.
    • Rearrange option:If more options are available, click the 6 dots at the side of the option and drag them to a new position and drop them there.
    • Required question: Depending on whether the question has to be answered in order to proceed, you may need to check Required.
    • Copying or deleting the question: You can select an option from the More icon by clicking on the More icon.
    • Rearrange question: In order to move the question box to a new location, click and hold the 6 dots at the top of the question box and drag the question box there. Multiple questions will only be visible when there is more than one question.
  4. Adding another question can be done by clicking the + Add Question button (optional).

Rating scale

When you would like the attendees to answer with a value between a range of numbers, you can use the rating-scale format for it.

  1. You can type your question into the Untitled Question field by clicking on it.
  2. You can select the number that should be the starting point of the range in the From box by clicking the arrows.
  3. Using the arrows in the To box, you can select the number that the range should end at by clicking the arrows.
  4. If you would like to add another question, click + Add Question (optional).
  5. In order to move the question to its new location, you will need to click and hold the six dots at the top of the question box while dragging the question there. Multiple questions can only be seen when there is more than one question.

If you would like to customize the question further, please follow these steps:

  • You can type in what the lowest value represents by clicking on Label1 and typing it in.
  • The highest value can be entered in Label2 by clicking on the label and typing it in.
  • Please check Required if you need to answer the question in order to move on to the next question.
  • You can copy the question or you can delete the question by clicking the More (…) icon.

Short text

When you want the attendee to respond with a written response, you should use the short-text format for the question.

  1. You can type your question by clicking the Untitled Question button.
  2. To move onto the next question, you will need to check Required if the previous question must be answered before moving on.
  3. To copy or delete a question, click on the More icon at the bottom of the question.
  4. (Optional) You may drag a question from the question box to its new location and drop it into place by clicking and holding the 6 dots at the top of the question box. In the event that there are more than one question, this will only be visible.
  5. You can add another question by clicking on the + Add Question button (optional).

How the survey shows

During the webinar, attendees can choose how they want to receive the survey when the webinar ends.

Note:

  1. To access Zoom’s web portal, you will need to sign in.
  2. Click on the Webinars tab on the left-hand side of the screen.
  3. You will be able to edit the survey settings for a webinar by clicking on the name of the webinar.
  4. You can find the Polls/Survey button at the bottom of the page by scrolling down to the bottom of the page.
  5. Depending on the way you want the survey to appear, you can check either or both of the following options under How the survey shows:
    • Show in the browser when the webinar ends:As soon as the webinar ends, the survey will be displayed in a browser window.
    • Note: Those attendees who join using Zoom’s desktop client will only be able to see the survey if they use that client to join. The survey will not be visible to attendees who join the conference via the web client.
    • The link should be included in the follow-up email that you send
  6. Once you have made the changes, click the Save button to save them.

How to delete your survey

A survey can be deleted by following these steps:

  1. The Zoom web portal can be accessed by logging into your account.
  2. You can access the webinars by clicking the Webinars tab.
  3. In order to edit the survey settings for a webinar, you need to click on the name of the webinar you wish to edit.
  4. You will find the Polls/Survey link at the bottom of the page after you scroll down the page.
  5. After clicking the right-hand Delete button, you will have to click the Delete button to confirm that you want to delete the file.

A guide to pulling a survey report based on the data you have collected

For a copy of the results of the survey, please click on the following link:

  1. The Zoom web portal can be accessed by logging in to your account.
  2. You will find the Reports tab on the left side of the screen.
  3. Select Webinar from the drop-down menu.
  4. In order to generate a report, you need to select the type of report you wish to generate.
  5. If you would like to narrow down your webinar search, you can do so by:
    • By filtering the search dates, you can narrow down your search results
    • You can search for a webinar ID by typing it into the search box
  6. The webinar you wish to select can be selected by clicking the circle to the left of the webinar.
  7. In the Generate CSV Report window, click the Generate CSV Report button.

How to use a 3rd-party survey

Using a third-party survey is as simple as the following:

  1. Log in to the Zoom web portal by entering your email address and password.
  2. Click on the Webinars tab on the left hand side of the screen.
  3. You will be able to edit the survey settings for a webinar by clicking the name of the webinar that you wish to edit.
  4. Click Polls/Survey at the bottom of the page by scrolling down to the bottom of the page.
  5. To use a third party survey, click on the + Use a third party survey button.
  6. If you would like to use a survey, please enter the link to that survey.
    Note: It is essential that you prepare the survey using the third-party service before linking it for use as a post-webinar survey on the third-party service.
  7. After you have made your changes, click the Save button.

Note : You can use any valid link; it does not have to redirect to a third-party survey in order to work; any valid link will work.

You can use this link in the same way as a post-attendee URL to redirect the attendee to the following page:

  • Take a look at a video of a prototype in action
  • You should have a website for your business
  • Here is a form that can be used to place an order