Using post-webinar surveys

As the host of a webinar, you can schedule a survey to be sent to attendees and panelists when the Zoom webinar ends. Afterward, the survey 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's post-webinar survey feature, you can redirect attendees and panelists to a third-party survey service (for example Google Forms or Survey Monkey).

Note: When adding a post-webinar survey to recurring webinars, that survey will be used for all webinars in the series. 

You can save the survey as part of a webinar template, as well as schedule a survey to be sent to meeting participants after hosting a Zoom meeting. Learn more about post-meeting surveys and reporting.

This article covers:

• How to add a survey
• How to create a survey
• How to use survey options
• How to change the assigned survey
• How to delete a survey
• How to use a 3rd-party survey
• How to view survey results
• How to download a report on your survey

Prerequisites for surveying attendees after a webinar

• A Licensed user with the Zoom Webinars Add-on (500, 1000, 3000, 5000, 10000, or 50000)
• Webinar Survey enabled
• Webinar scheduled with registration or without registration
• Zoom desktop client for Windows, macOS: Global minimum version or higher

How to add a survey

To create a survey for attendees (and potentially panelists too) to take when the webinar ends:

1. Sign in to the Zoom web portal. 
2. Click Webinars.
3. Click the name of the webinar you want to add a 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. If you are editing an existing webinar, scroll to the bottom of the page and click the Survey tab. If you are scheduling a new webinar, click Save, then scroll to the bottom of the page and click the Survey tab.
5. Click + Add Survey, then choose from the following options:
   • Create Survey: This option takes you to the survey builder to create a new survey.
   • Choose from Library: This option allows you to choose from existing surveys in your survey library. You can manage your survey library from Survey & Poll Management. 

Notes:

• If you do not have the option to create a survey, please ensure the feature has been enabled in settings. 
  • The host and other panelists may be included as recipients of the survey, depending on the choice made in web settings regarding Who can participate and if they are internal or external to the account. 
• If you would like to use a survey outside of Zoom, click + Use a 3rd party survey.

How to create a survey

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

Select the question format that you want after creating a new survey from the Survey tab or the survey library.

1. Click the title Untitled Survey... to give the survey a name.
2. Review the question types and configuration options, then select the question type for the first question.
3. (Optional) Click + Add Question to add another question to the survey.
4. (Optional) Click gear icon at the top right to configure the following options:
   • Require answers to be anonymous
   • Numbered questions
   • Show question type
   • Feedback after submission
5. (Optional) Click the color palette icon to customize the survey's colors. 
6. (Optional) Click the preview icon to see a preview.
7. (Optional) Click the ellipses icon at the top right to Save as draft.
8. (Optional) Click Save to allow the survey to be sent after webinars. 

How to use survey options

To control how attendees and panelists 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. Click the Survey tab.
5. Next to Survey Options, click Edit.
6. (Optional) Select Show in the browser when the webinar ends.
7. Select Show the link on the follow-up email.
   Note: To ensure a follow-up email is sent, click the Email Settings tab of the webinar settings and enable the follow-up email to Attendees option. Learn more about modifying email settings for a specific webinar.
8. Click Save.

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

How to change the assigned 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. Click the Survey tab.
5. Click Change on the right side of the page, select a different survey, then click Confirm. 

How 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. Click the Survey tab.
5. Click Remove on the right side of the page, then click Remove to confirm.

How to use a 3rd-party survey

Notes:

• The survey you want to use must be prepared on the 3rd-party service prior to linking for post-webinar use.
• Ensure that the Allow host to use a 3rd-party survey link option is enabled at the account level.

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. 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 attendees and panelists to:

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

How to view survey results

1. Sign in to the Zoom web portal.
2. Click Surveys & Polls.
3. Locate the row of the survey you want to view results for the, then click the report icon on the right. 

How to download 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.
2. In the navigation panel, click Account Management then Reports.
3. Click the Usage Reports tab.
4. Click Webinar.
5. In Select Report Type, select Survey Report.
6. Narrow the webinar search field by:
   • Filtering the search dates
   • Searching for a specific webinar ID
7. Click the circle to the left of the webinar you want to select.
8. Click Generate CSV Report.