Incorporating surveys into your Event App is easy and helps guarantee that your event strategy is successful — we love surveys. That's why we recommend Typeform!
Typeform provides a beautiful, conversational experience that works great on every device. Their intuitive admin interface, templates, and inspiration hub are excellent time savers. We particularly love their post-event survey template. 😉
Here's the bottom line: when surveys are visually delightful and easy to complete, response rates soar! 🚀
For more information on Typeform, including how-to's, capabilities, and more, explore their awesome Help Center. Reach out to their support team if you need help along the way!
Create a Typeform
Visit Typeform to create an account and build your survey or questionnaire, referring to Typeform's documentation when necessary. Once you've finished creating 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 to configure your survey when using the Pass Data to URL function! 📚 Otherwise, skip to the next section.
Pass Data to URL
There are many places in your Event App 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 the site the link leads to. This can save attendees time when filling out your Typeform!
💡 Keep in mind, always put slides that ask responders to manually enter the information you'll collect with Pass Data to URL at the beginning of the survey for the simplest setup. Creating a branching rule to skip these when Pass Data information is present saves responders time!
Here's how to configure your Typeform to grab that sweet data:
Create hidden fields
When editing your Typeform, click the Logic tab, then click Personalize with Data.
Click Hidden Fields. In the modal that appears, add each variable you want to use as a Hidden Field, and save.
Create branching calculations
Now go back to the Logic tab and click 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" and leave the text field next to it blank.
Set the 'Then' condition to Go 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 appear in the survey slides in the Responses tab. Instead, this data appears at the bottom of each response.
Copy the Typeform URL
From your workspace in Typeform, click the three dots on your survey, then click Share.
On the next page, click the Copy link button. If you used Typeform's Hidden Fields to capture attendee data passed with the URL, copy only the section before the hash (#).
Add the Typeform to your Event App
Once you've copied the Typeform 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 a few. Let's explore these last two examples! 🔍
💡 Keep in mind, if you want to capture attendee data with Typeform responses as described earlier, check the 'Pass Data to URL' box wherever you paste in the survey link.
Add the survey to a live stream
Gathering feedback immediately after or during a session while 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, activate the 'Enable Custom Tab' toggle, and paste the Typeform link into the Website URL field. Enter a Tab Name that helps attendees know what to expect when they click on the tab. Click Save Changes, and you're done!
When attendees watch the live stream in the Web App, the custom tab appears on the right side of the screen. On the Mobile App, the custom tab appears as a button at the bottom of the screen when viewing the live stream.
Add the survey with a Web Link feature
If you want the survey to have its own page in your Event App or Community, set up a Web Link feature. Add the feature to your Event App and then edit it. 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!
Attendees simply click on the survey feature to start answering questions. 🧠
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. Review your survey reports. Read your survey out loud. A little time spent here can save you from a headache later.
Use an announcement to attract attention to your survey. Link directly to your survey from the announcement to make it easy for your attendees to complete it. If you don't use an announcement, have a speaker mention it.
To encourage a higher rate of completion, keep your survey brief. Ask only as many survey questions as you need to achieve your goal.
If you're using a Web List or Web Link feature for surveys, move the icon to a more prominent spot in your Event App on the last day of your event.
Will attendees earn Continuing Education Credits by answering surveys at your event? Instead of using paper, consider moving that to Typeform!
Questions? Chat Us or Email firstname.lastname@example.org