Post-meeting survey and reporting Follow

Overview

As the meeting host, you can schedule a survey to be sent to participants when your meeting ends. Afterwards, you can download the survey responses as a report to simplify feedback collection. If you want to collect feedback during a meeting, you can create a meeting poll.

In addition to Zoom's native meeting survey feature, you can redirect participants to a third-party survey service, such as Google Forms or Survey Monkey.

You can also schedule a survey to be sent to attendees after hosting a Zoom webinar. Learn more about post-webinar survey and reporting.

This article covers:

Prerequisites

Adding a survey

To create a survey for participants to take when the meeting ends:

  1. Sign in to the Zoom web portal. 
  2. Click the Meetings tab.
  3. Click the name of the meeting you want to add a survey to, or click the Schedule a Meeting button to schedule a new meeting.
    Note: If scheduling a meeting with registration or without registration, first configure the meeting's settings, and then click Schedule before proceeding. Ensure that you generate an automatic meeting ID instead of using your personal meeting ID (PMI).
  4. Scroll to the bottom of the page and click the Survey tab.
  5. Click + Create new survey.

Notes:

  • If you do not have the option to create a survey, please ensure the feature has been enabled in settings
  • If you would like to use a survey outside of Zoom, click + Use a 3rd party survey.

Types of questions

You can use different question 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 ⌄ drop-down menu to select a question format:

Single choice

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

  1. Click Untitled Question to enter your question.
  2. Click Choice 1 to enter the first answer. Click Choice 2 to enter the second answer if necessary.
    (Optional) Click + Add choice, then click Choice 3 to enter the new answer; repeat to add as many choices as needed.
  3. (Optional) Additional customization options include:
    • Show as dropdown: Select the Show as dropdown check box for choices to display from a drop-down menu.
    • Deleting a choice: Click the delete icon  to the right of the choice you want to delete.
    • Rearrange choice: Click and hold the 6 dots right of the choice; drag to its new location and drop.
    • Required question: Select the Required check box if the question has to be answered in order to proceed.
    • Duplicating 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. This is only visible when multiple questions exist. 
  4. (Optional) Click + Add Question to add another question.

Multiple choice

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

  1. Click Untitled Question to enter your question.
  2. Click Choice 1 to enter the first answer. Click Choice 2 to enter the second answer if necessary.
    (Optional) Click + Add choice, then click Choice 3 to enter the new answer; repeat to add as many options as needed.
  3. (Optional) Additional customization options include:
    • Show as dropdown: Select the Show as dropdown check box for choices to display from a drop-down menu.
    • Deleting a choice: Click the delete icon  to the right of the choice you want to delete.
    • Rearrange choice: Click and hold the 6 dots right of the choice; drag to its new location and drop.
    • Required question: Select the Required check box if the question has to be answered in order to proceed.
    • Duplicating 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. This is only visible when multiple questions exist. 
  4. (Optional) Click + Add Question to add another question.

Rating scale

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

  1. Click Untitled Question to enter your question.
  2. In the Score from box, enter a number or click the arrows to select the number that the range should start from.
  3. In the To box, enter a number or click the arrows to select the number that the range should end on.
  4. (Optional) Additional customization options include:
    • Below the Low score label, enter what the lowest value represents.
    • Below the High score label, enter what the highest value represents.
    • Select the Required check box if the question has to be answered in order to proceed.
    • Click the More (...) icon to duplicate or delete the question.
  5. (Optional) Click + Add Question to add another question.
  6. (Optional) Click and hold the 6 dots at the top of the question box to drag the question to its new location and drop. This is only visible when multiple questions exist.

Long answer

Use the long answer format if you want the participant to answer with a written response.

  1. Click Untitled Question to enter your question.
  2. In the Min Character box, enter a number or click the arrows to select the minimum character number required for the answer.
  3. In the Max Character box, enter a number or click the arrows to select the maximum character number allowed for the answer.
  4. Select the Required check box if the question has to be answered in order to proceed.
  5. Click the More (...) icon to duplicate or delete the question.
  6. (Optional) Click + Add Question to add another question.
  7. (Optional) Click and hold the 6 dots at the top of the question box to drag the question to its new location and drop. This is only visible when multiple questions exist. 

Survey options

To control how participants receive the survey when the meeting ends:

  1. Sign in to the Zoom web portal.
  2. Click the Meetings tab.
  3. Click the name of the meeting you want to edit the survey settings for.
  4. Scroll down to the bottom of the page and click the Survey tab.
  5. Next to Survey Options, click Edit.
  6. Select Show in the browser when the meeting ends.
  7. Click Save.

To preview how the survey will look to participants, click Preview on the right side of the page.

Deleting a survey

  1. Sign in to the Zoom web portal.
  2. Click the Meetings tab.
  3. Click the name of the meeting you want to edit the survey settings for.
  4. Scroll down to the bottom of the page and click the Survey tab.
  5. Click Delete on the right side of the page, then click Delete to confirm.

Using a 3rd-party survey

Note: The survey you want to use must be prepared on the 3rd-party service prior to linking for post-meeting use.

  1. Sign in to the Zoom web portal.
  2. Click the Meetings tab.
  3. Click the name of the meeting you want to edit the survey settings for.
  4. Scroll down to the bottom of the page and click the Survey tab.
  5. Click + Use a 3rd party survey.
  6. Enter the link to the survey you want to 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 participant to:

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

Downloading a report on your survey

Note: You must have account owner/admin privileges or be a user with access to usage reports to view and download reports.

  1. Sign in to the Zoom web portal with privilege to access usage reports.
  2. In the navigation panel, click Account Management then Reports.
  3. Click the Usage Reports tab.
  4. Click Meeting.
  5. For Report Type, select Survey Report.
  6. Narrow the meeting search field by:
    • Filtering the search dates
    • Searching for a specific meeting ID
  7. Select the check box to the left of the meeting you want to generate a report for.
  8. Click Generate.
  9. Click Download.