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Post-webinar survey and reporting Follow

Overview

As the host of a webinar, you can schedule a survey to be sent to attendees when the Zoom webinar ends; the survey's responses can be downloaded as a report to simplify feedback collection. You can take a poll during a webinar if you want to collect feedback in real-time.

In addition to Zoom webinar's survey feature, you can redirect attendees to a third-party survey service (for example Google Forms or Survey Monkey).

This article covers:

Prerequisites

  • Zoom Desktop client
    • Windows: 5.2.1 (44052.0816) or higher
    • macOS: 5.2.1 (44040.0816) or higher
  • Zoom Webinar license for 100, 500, 1000, or 3000 participants
  • Webinar scheduled with registration or without registration
  • Survey feature enabled at Admin level

Adding a survey

To create a survey for attendees to take when the webinar ends:

  1. Sign in to the Zoom web portal. 
  2. Click the Webinars tab.
  3. Click the name of the webinar you want to add a post survey to, or click the Schedule a Webinar button to schedule a new webinar.
    Note: If scheduling a webinar with registration or without registration, first configure the webinar's settings, and then click Schedule before proceeding.
  4. Scroll to the bottom of the page and click the Polls/Survey tab.
  5. Click + Create new survey.

Note: If you would like to create a survey outside of Zoom, click + Use a 3rd party survey.

Types of surveys

You can use different survey formats to get feedback on what's most important to you.

To select the question format that you want after clicking + Create new survey:

  1. Click the question box you want to edit.
  2. Click the Single Choice ⌄ dropdown menu to select a question format:
  • Single Choice
  • Multiple Choice
  • Rating Scale
  • Short Text

Single choice

Use the single-choice format if you want the attendee to answer with only one option.

  1. Click Untitled Question to type in your question.
  2. Click Untitled Option 1 to type in the first answer. Click Untitled Option 2 to type in the second answer if necessary.
    (Optional) Click + Add Option and click new Untitled Option line to type in the new answer; repeat to add as many options as needed.
  3. (Optional) Additional customization options include:
    • Show as dropdown: Check Show as dropdown for options to display from a dropdown menu.
    • Deleting an option: Click the X to the right of the option you want to delete.
    • Rearrange option: Click and hold the 6 dots left of the option; drag to its new location and drop.
    • Required question: Check Required if the question has to be answered in order to proceed.
    • Copying or deleting the question: Click the More (...) icon and select your option.
    • Rearrange question: Click and hold the 6 dots at the top of the question box; drag to its new location and drop.
  4. (Optional) Click + Add Question to add another question.

Multiple choice

Use the multiple-choice format if you want the attendee to answer with one or more options.

  1. Click Untitled Question to type in your question.
  2. Click Untitled Option 1 to type in the first answer. Click Untitled Option 2 to type in the second answer if necessary.
    (Optional) Click + Add Option and click new Untitled Option line to type in the new answer; repeat to add as many options as needed.
  3. (Optional) Additional customization options include:
    • Show as dropdown: Check Show as dropdown for options to display from a dropdown menu.
    • Deleting an option: Clicked  the X to the right of the option you want to delete.
    • Rearrange option: Click and hold the 6 dots left of the option; drag to its new location and drop.
    • Required question: Check Required if the question has to be answered in order to proceed.
    • Copying or deleting the question: Click the More (...) icon and select your option.
    • Rearrange question: Click and hold the 6 dots at the top of the question box; drag to its new location and drop.
  4. (Optional) Click + Add Question to add another question.

Rating scale

Use the rating-scale format if you want the attendee to answer with a value between a range of numbers.

  1. Click Untitled Question to type in your question.
  2. In the From box, click the arrows to select the number the range should start from.
  3. In the To box, click the arrows to select the number the range should end on.
  4. (Optional) Click + Add Question to add another question.

To customize the question further:

  • Click Label1 to type in what the lowest value represents.
  • Click Label2 to type in what the highest value represents.
  • Check Required if the question has to be answered in order to continue to the next question.
  • Click the More (...) icon to copy the question or to delete the question.

Short text

Use the short-text format if you want the attendee to answer with a written response.

  1. Click Untitled Question to type in your question.
  2. Check Required if the question has to be answered in order to continue to the next question.
  3. Click the More (...) icon to copy the question or to delete the question.
  4. (Optional) Click + Add Question to add another question.

How the survey shows

To control how attendees receive the survey when the webinar ends:

  1. Sign in to the Zoom web portal.
  2. Click the Webinars tab.
  3. Click the name of the webinar you want to edit the survey settings for.
  4. Scroll down to the bottom of the page and click Polls/Survey.
  5. Next to How the survey shows, click Edit Setting, and check one or both of the following options:
    • Show in the browser when the webinar ends
    • Show the link on the follow-up email
  6. Click Save to make the change.

Deleting your survey

To delete a survey:

  1. Sign in to the Zoom web portal.
  2. Click the Webinars tab.
  3. Click the name of the webinar you want to edit the survey settings for.
  4. Scroll down to the bottom of the page and click Polls/Survey.
  5. Click Delete by the right-hand side of the window, and then click the Delete button to confirm.

Pulling a report on your survey

To download a report of the survey's results:

  1. Sign in to the Zoom web portal.
  2. Click the Reports tab.
  3. Click Webinar.
  4. Select the type of report you want to generate.
  5. Narrow the webinar search field by:
    • Filtering the search dates
    • Searching for a specific webinar ID
  6. Click the circle to the left of the webinar you want to select.
  7. Click Generate CSV Report.

Use a 3rd-party survey

To use a 3rd-party survey:

  1. Sign in to the Zoom web portal.
  2. Click the Webinars tab.
  3. Click the name of the webinar you want to edit the survey settings for.
  4. Scroll down to the bottom of the page and click Polls/Survey.
  5. Click + Use a 3rd party survey.
  6. Enter the link to the survey you want to use.
    Note: The survey you want to use must be prepared on the 3rd-party service prior to linking for post-webinar use.
  7. Click Save.

Note: Any valid link will work; links do not have to redirect to a 3rd-party survey to work. 

Similar to a post-attendee URL, you can use the link to redirect the attendee to:

  • Watch a video of a working prototype
  • Your company's website
  • An order form