Managing Zoom Surveys as an administrator

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

Requirements for managing Zoom Surveys as an administrator

Table of Contents

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 as an admin with the privilege to edit account settings.
  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. (Optional) Click the Use an internal name to set an alternative name that only internal users can see.
  8. Click the Describe your survey... section and enter a description about your survey.
    You can add clickable URLs within your survey descriptions.
  9. Hover your mouse over the first question and do the following actions:
  10. Review the question types and configuration options, then edit the question and select the question type.
  11. (Optional) Click + Add question to add another question to the survey.
  12. (Optional) For each question that you edit, click the Required toggle to enable or disable it.
  13. (Optional) For each question that you edit, click the Add weights to choices toggle to enable or disable it.
  14. In the top-right corner, use the following actions:
  15. Click Save to allow the survey to be sent after meetings.
    You will be directed to a confirmation page.
  16. On the confirmation page, complete the following actions to share your survey with others:

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 as an admin with the privilege to edit account settings.
  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:
  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:
  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 create and send consumer engagement surveys

Note: Zoom Contact Center requires a specific Zoom Contact Center license.

Zoom Contact Center engagement surveys allow brands to easily create and deploy surveys to gather, analyze, and act on consumer feedback, enhancing customer experiences and driving business outcomes. Administrators can design surveys with various question formats, including multiple-choice and long-form descriptions. Surveys can be linked to voice or video queues, and role permissions can be set for accessing survey results on the analytics dashboard.

For consumers, surveys are introduced after voice or video engagements. Following a call or after a specified time, consumers will receive survey questions. In voice engagements, they can respond to single-choice questions, provide ratings using DTMF or speech, and offer detailed feedback using speech.

Learn more on how to use surveys with Zoom Contact Center.

How to set a default survey for all meetings and webinars

By enabling this setting, you can set a default survey for all scheduled meetings and webinars, except those with Personal Meeting IDs.

Learn more about setting a default survey for all meetings and webinars.

How to view survey, poll, and quiz results

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  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:
  5. To the right of the survey, poll, or quiz you want to view results for, click the analytics icon.

Note: Account owners and admins can see results for all surveys and polls within the account. 

How to manage surveys, polls, and quizzes

Account owners and admins have expanded control over survey and poll data. When unlinking or deleting a user account, they can transfer that user's surveys and polls to another user, ensuring continued access to critical information during account management.

Admins can also manage respondent email address collection separately for surveys and for polls & quizzes, using two independent controls: Collect respondent email addresses for Surveys and Collect respondent email addresses for Polls & Quizzes. This lets organizations apply different policies to each product type. When a setting is enabled, responses collect respondent email addresses by default; when it is disabled, responses are anonymous. Each setting can be locked to prevent users from changing it. Learn more about configuring Surveys settings in the web portal.

From the Surveys library, you can edit an existing survey, poll, or quiz, preview it to see how respondents will experience it, and duplicate it to reuse as a starting point for a new one. 

Edit surveys, polls, and quizzes

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  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:
  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.

Preview surveys, polls, and quizzes

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  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:
  5. To the right of the survey, poll, or quiz you want to preview, click the ellipsis , then click Preview from new tab.
    The survey, poll, or quiz preview will appear.

Duplicate surveys, polls, and quizzes

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  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:
  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 as an admin with the privilege to edit account settings.
  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:
  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.