Using post-meeting survey and reporting

As the meeting host, you can schedule a survey to be sent to participants when your meeting ends. Afterward, 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:

• How to add a survey to a meeting
• 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 post-meeting survey and reporting

• Meeting survey feature enabled
• Licensed user
• A meeting scheduled with registration or without registration, using an automatically generated ID

How to add a survey to a meeting

To add 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. If you are editing an existing meeting, click the Survey tab. If you are scheduling a new meeting, click Save, then 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. 
• 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 meetings. 

How to use 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. 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.

How to change the assigned 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. 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 Meetings tab.
3. Click the name of the meeting 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-meeting 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 Meetings tab.
3. Click the name of the meeting 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 participant 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 Meeting.
5. For Report Type, select Survey Report.
6. Narrow the meeting search field by:
   • Filtering the search dates
   • Clicking Advanced Search, then 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.