Surveys in Events Management

  • Browser (Classic, Lightning)
  • iPad
  • Windows Tablet

Users can associate Surveys to specific Events in Events Management. This allows users to tailor a Survey to a specific Event in order to receive feedback about the Event’s usefulness, effectiveness, convenience, and more. Event Surveys can be created by cloning an existing Survey or by creating a new Survey, then embedded in Approved Emails as part of the invitation process.

Configuration

To configure Surveys in Events Management:

  1. Ensure the following features are configured for the appropriate user profiles:

  2. Grant Survey Administrators and the Survey integration user the following permissions:

    Object OLS Record Types Fields FLS
    Survey_vod CRU Event_Survey_vod n/a n/a
    Survey_Target_vod CRU Event_Survey_vod
    • EM_Event_vod
    • EM_Attendee_vod
    • EM_Event_Speaker_vod
    • All other fields populated by the survey target
    		 Edit
  3. Grant users access to at least one Approved Document on the Events_Management_vod record type.

Use

Event Surveys can be created or cloned and published on the Survey Management page. Cloning Event Surveys retains the original Survey_vod and Survey_Question_vod object properties, but does not clone Targets. The status of the clone is always Development. The Territories_vod field on the Survey_vod object is set to the top territory node, allowing the Event Survey to be used in all Territories in the Org.

Published Event Surveys can only be used with the Approved Email channel.

The Event Survey can be embedded in an Approved Email by adding the {{surveyLink}} token to the appropriate Approved Email template in the desired location.

When an Approved Email with an Event Survey is sent, the {{surveyLink}} token expands to the URL of the Survey.

Attendees and Speakers can complete and submit the Survey. After the Survey is submitted, a message displays notifying the attendee of the submission.

Only account attendees can complete and submit Event Surveys. User attendees cannot complete and submit Event Surveys.

Question_Response_vod records are created for every question in the Survey even if questions are left unanswered.