Creating a Survey
Surveys gather attendee information.
Within Medtribe, you can create and automate custom surveys, view responses on the system, and download them as CSV files.
Surveys are fully customisable with question types including:
- Short Answer
- Paragraph
- File Upload
- Rating
- Multi-Choice
This article shows you how to schedule a survey.
This article shows you how to see the results of surveys.
This article shows you how to create a template for surveys.
Video explaining Surveys on Medtribe
How can I create a Survey? A step-by-step guide
Let's go through how we can create a survey.
Step 1: Navigate to the chosen event from the "Educator" tab
- Click "Manage Event"
Step 2: Navigate to the "Survey" tab
Step 3: Create a new survey or use a template
- The template can be customised for this event.
- Editing the template will not change the template in other locations.
Step 4: Anonymous setting
- Check the box next to "Anonymous Survey" to make responses anonymous.
Step 5: Add sections
- Sections help you communicate to the person completing the survey
- They are optional
Step 6: Add questions
- Add as many questions as you need
- Select the question type
- Add the question
- Add a question description (optional)
Step 7: Check the box to make a question Mandatory
Step 8: Re-order questions and sections
- Clicking and dragging the 8 dots on the left of the question will allow you to re-order the questions and sections
Step 9: Save the Survey
- You can make the form available for other events by saving it as a template.
Step 10: Preview, Edit, Duplicate, Delete or view the responses associated with your survey by clicking the 3 verticle dots on the right side
Step 11: Editing the Survey
- If the survey has not been used by an attendee to submit information, you will always be able to edit the survey
- If it has been used then the survey can no longer be edited
- In this situation, duplicate the survey and edit it.
- Make sure you then schedule this new survey as needed
Conclusion
Surveys are designed to make gathering information simple.
Creating, automating sending and seeing responses all happen in a single place.