Incorporating surveys into your event app is easy and helps guarantee that your event strategy is successful — we're all about that. 👍 That's why we recommend Typeform!

About Typeform

We love Typeform because of their beautiful, conversational experience that works great on every device. Their easy-to-use admin interface, templates, and inspiration hub are excellent time savers. We particularly love their post-event survey template. 😉

Two screenshots showing a Conference Survey feature in the Mobile App, and a Typeform open in a mobile device.

Here's the bottom line: when surveys are easy to complete and visually delightful, response rates soar! 🚀

Typeform Resources

For more information on Typeform, including how-to's, capabilities, and more, check out their awesome Help Center. You can also reach out to their support reps using this Typeform!

Create a Typeform

Visit Typeform to create an account and build your survey or questionnaire, referring to Typeform's documentation when necessary. When you're done making the form, you're ready to add it to your event — unless you want to use the Pass Data to URL function of the Webex Events Platform. Keep reading to learn how! 📚 Otherwise, skip to the next section.

Pass Data to URL

There are many places in your event where you can insert an External Link. Many of these include the Pass Data to URL option, which sends data like first name, last name, and email to Typeform. This saves attendees time typing this information in! Here's how to configure your Typeform to grab that sweet data:

⭐️ Keep in mind, for the simplest setup, always put slides that ask responders to manually enter the info you'll be collecting with Pass Data to URL at the beginning of the survey. Creating a branching rule to skip these when Pass Data information is present saves responders time!

Click the Logic tab, then the Advanced tab, then Hidden Fields. Add each of the variables you want to use as a Hidden Field, and save.

Screenshot of the Hidden Fields modal. Several variables have been added.

Now, click the Simple tab, then Branching and calculations.

In the modal that appears, select "If" from the first drop-down, then select one of the Hidden Fields, such as email. Set the drop-down below the Hidden Field to "Is not equal to" from the drop-down, and leave the text field next to it blank.

Screenshot of the Branching and calculations modal. The fields have been adjusted as described here.

Set the "Then" condition to "Jump to" and select the slide after the one(s) where attendees would otherwise enter the Pass Data information (if any).

Click the "In ALL other cases" drop-down and select the first slide in your survey, then click Save.

Now, when a responder visits your survey from your Webex Event, they won't have to manually enter some of their information!

⭐️ Keep in mind, data pulled into Typeform using Pass Data to URL doesn't auto-fill survey slides. Instead, you can see this data in the Responses tab at the bottom of each response.

Screenshot of the Repsonses tab. The Response Hidden Fields portion of a response is indicated.

Copy the Typeform URL

From your workspace in Typeform, click the three dots on your survey, then click Share.

Screenshot of a typeform in the workspace. The three-dot menu is expanded, and the Share button is indicated.

On the next page, click the Copy Link button. If you used Typeform's Hidden Fields to capture attendee data passed with the URL, be sure to copy only the section before the hash (#).

Screenshot of the Share your typeform page.

Add the Typeform to your Event

Once you've copied the Typeform link, you can include it anywhere you can enter an External Link! Add the link to Sponsor, Exhibitor, or Speaker profiles, include it as part of a live stream via the Agenda or Live Stream features, or make the survey a standalone feature using the Web Link feature, to name only a few. Let's take a look at these last two examples so you can see it in action. 👀

⭐️ Keep in mind, if you'd like to capture attendee data with Typeform responses as described above, check the Pass Data to URL box wherever you paste in the survey link. To learn more about passing data to a URL.

Add the survey to a live stream

Gathering feedback right after a session when people's memories are fresh is an incredible way to gain immediate ROI.

When you create an Agenda session or Live Stream feature, expand the Attendee Engagement section, click the Enable Custom Tab toggle, and paste the Typeform link into the Website URL field. Be sure to enter a Tab Name so attendees know what to expect when they click on the tab. Click Save Changes, and you're done!

When attendees view the live stream in the Web App, the custom tab appears on the right side of the screen. On the mobile apps, the custom tab appears as a button at the bottom of the screen when viewing the live stream.

Screenshot of a Typeform survey open in the sidebar of a live stream in the Web App.

Add the survey with the Web Link feature

If you'd like the survey to have its own page in your event or community, you can easily set up a Web Link feature for that. Add the feature to your event and click Edit. In the edit modal, paste in the survey URL, uncheck the Open link in external browser box, and click Save Changes. It's that easy!

Screenshot of the Edit Web Link modal. A Typeform link has been entered.

Attendees can simply click on the survey feature to start answering questions. 🧠

Screenshot of a Typeform embedded in a Web App with the Web Link feature.

Now you know how to use a Typeform survey in your event app!

Pro tips! 😎

  • Don't forget to test your survey from the app! Have someone outside the project take your survey. Take a look at your survey reports. Read your survey out loud. A little time spent here can save you a lot of headache later.

  • Use an announcement to bring attention to your survey, and link directly to your survey from the announcement to make it easy for your attendees to complete it! Want more info on announcements? Check this out. If you don't use an announcement, have a speaker mention it!

  • Keep your survey brief, and ask only as many survey questions as you need to achieve your goal. You'll have a higher rate of completion, and your attendees will thank you.

  • If you're using a Web List or Web Link feature for your survey(s), toward the end of your event, move the icon to a more prominent spot in your event app.

  • Does your event include Continuing Education Credits? Instead of using paper, consider moving that to Typeform! Reach out to us for more info. 👍

Questions? Chat Us or Email support@socio.events

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