Managing Zoom Surveys as user

Zoom Surveys is a stand-alone feature that allows users to manage a library of surveys, polls, and quizzes. Users can access the library from the Zoom web portal and apply its contents to meetings and webinars.

Zoom Surveys includes settings that help optimize the display of results for performance. The overview page shows up to 50,000 results, the launch history page displays up to 100 results, and individual responses are limited to 1,000 results. Users can also filter the launch history by date and time to refine the view.

Requirements for managing Zoom Surveys as a user

• Licensed user

How to create and send surveys

Use a survey to collect responses through a shared link or after meetings and webinars.

Create a survey

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. In the top-right corner, click + Create.
   A pop-up window will appear.
5. In the window, select Survey, then click Create.
6. Click the Untitled Survey title and enter a survey name.
7. Click the Describe your survey... section and enter a description about your survey.
   You can add clickable URLs within your survey descriptions.
8. Hover your mouse over the first question and do the following actions:
   • Click the picture icon  to upload an image for the question.
     The picture icon  will disappear after you upload an image.
     (Optional) Next to the uploaded image, click Delete image to delete it or Change image to replace it.
   • Click the pencil icon  to edit the question.
   • Click the ellipsis , then choose from the following options:
     • Add skip logic: Choose a single-choice question and the option participants can select to skip to another question or the end of the survey. The question will be required.
     • Duplicate: Duplicate the question.
     • Delete: Delete the question.
9. Review the question types and configuration options, then edit the question and select the question type.
10. (Optional) Click + Add question to add another question to the survey.
11. (Optional) For each question that you edit, click the Required toggle to enable or disable it.
12. In the top-right corner, use the following actions:
    • (Optional) Click the gear icon  to configure the following options:
      A panel will appear.
      
      • Require answers to be anonymous
      • Numbered questions
      • Show question type
      • Feedback after submission
      • Languages
        Note: The language set at the top of the list will be your main language.
    • (Optional) Click the color palette icon to customize the survey's colors and upload a header image.
    • (Optional) Click the preview icon  to see a preview.
    • (Optional) Click the down arrow  to Save as draft.
13. Click Save to allow the survey to be sent after meetings.
    You will be directed to a confirmation page.
14. On the confirmation page, complete the following actions to share your survey with others:
    • (Optional) Click the ellipsis icon  to edit or preview the survey to a new tab.
    • Click Copy link to copy the survey link.
    • Click Get QR code.
      A pop-up window will appear.
      • In the window, choose from the following actions:
        1. Click Copy to copy the QR code.
        2. Click Download to save and download the QR code image as a PNG file.

Send a survey

Review our articles on how to assign surveys to meetings or webinars and send them after a session.

How to create and start polls or quizzes

Use a poll or quiz to collect responses or answers during meetings and webinars.

Create a poll or quiz

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. In the top-right corner, click + Create.
   A pop-up window will appear.
5. In the window, select Poll or quiz, then click Create.
   Note: A poll will be created by default.
6. Click the Untitled Poll title to give the poll or quiz a name.
7. Hover your mouse over the first question and do the following actions:
   • Click the picture icon to upload an image for the question.
     The picture icon will disappear after you upload an image.
     (Optional) Next to the uploaded image, click Delete image to delete it or Change image to replace it.
   • Click the pencil icon to edit the question.
   • Click the ellipsis , then choose from the following options:
     • Duplicate: Duplicate the question.
     • Delete: Delete the question.
8. Review the question types and configuration options, then edit the question and select the question type.
9. (Optional) Click + Add Question to add another question to the poll or quiz.
10. (Optional) For each question that you edit, click the Required toggle to enable or disable it.
11. In the top-right corner, use the following actions:
    • (Optional) In the top-right corner, click the Make it a quiz  toggle to switch the poll to a quiz.
      Note: If you selected to create a quiz, you must click Set answer to select a correct answer for each question.
    • (Optional) In the top-right corner, click the gear icon to configure the following option:
      A panel will appear.
      
      • Require answers to be anonymous
    • (Optional) Click the preview icon to see a preview.
    • (Optional) Click the down arrow  to Save as draft.
12. (Optional) Click Save to allow the poll or quiz to be started during meetings.

Start a poll or quiz during a meeting

Review our articles on how to use polls in meetings and webinars or how to use quizzes in meetings and webinars.

How to view survey, poll, and quiz results

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the following tab that you want to access:
   • All types
   • Surveys
   • Polls and quizzes
5. To the right of the survey, poll, or quiz you want to view results for, click the analytics icon.

Notes: 

• Users can share their surveys and polls with other users in the same account. Collaborators can view the shared survey or poll content, results, make a copy in their personal library and view results.
• When viewing the survey results overview, users can switch from the standard view to the advanced bar chart view for enhanced data visualization and analysis.

How to manage surveys, polls, and quizzes

Copy survey link for participants

You can copy the survey link to share with participants.

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey you want to manage, click the ellipsis , then click Copy Link.
6. Complete the following actions to share your survey with others:
   • Click Copy link to copy the survey link.
   • Click Get QR code.
     A pop-up window will appear.
     1. In the window, choose from the following actions:
        1. Click Copy to copy the QR code.
        2. Click Download to save and download the QR code image as a PNG file.

Close surveys

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey you want to manage, click the ellipsis , then click Close survey.
   A confirmation window will appear.
6. In the window, click Confirm.

This survey will stop collecting responses after being closed.

Edit surveys, polls, and quizzes

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey, poll, or quiz you want to edit, click the ellipsis , then click Edit.
6. Edit your survey, poll, or quiz.
7. Click Save.

Share surveys, polls, and quizzes

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey, poll, or quiz you want to edit, click the ellipsis , then click Share to....
6. Add a contact or email to share your survey, poll, or quiz.
7. Click Share.

Preview surveys, polls, and quizzes

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey, poll, or quiz you want to preview, click the ellipsis , then click Preview from new web.
   The survey, poll, or quiz preview will appear.

Duplicate surveys, polls, and quizzes

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey, poll, or quiz you want to duplicate, click the ellipsis , then click Duplicate.
   The survey, poll, or quiz will be duplicated.

How to delete surveys, polls, and quizzes

1. Sign in to the Zoom web portal.
2. In the top-right corner, click the Zoom Products icon .
3. In the Zoom Products menu, click Surveys.
   Surveys will open in a new browser tab.
4. Click the All types tab.
5. To the right of the survey, poll, or quiz you want to delete, click the ellipsis , then click Delete.
   A confirmation window will appear.
6. In the window, click Delete.
   Note: This action cannot be undone.