The following article describes how to set up a survey for registrants to complete before or after a course, if you are not using our SurveyMonkey integration.
If you are using SurveyMonkey, learn more about the SurveyMonkey integration.
Set up the survey
- Set up a survey with your questions in an online survey application, such as Alchemer (formerly SurveyGizmo), Microsoft Forms, or Google Forms (Free option).
- When you have set up the survey, copy the URL registrants will need to access the survey.
Send the survey link to registrants to complete
Once you have set up your survey, follow the required process below to send the survey link to your registrants. There are different options depending on whether you want your registrants to receive the survey before or after the course.
Registrants complete the survey before the course
- Find and open the course you would like to add the survey to.
- From the toolbar, press Edit.
- Select the Communication tab.
- For the Registration confirmation email, click Edit.
- From the Special Instructions section, paste the survey URL with a message asking the registrants to complete the survey.
- Press OK.
- Press Save or Save and close.
The special instructions will also be included in any reminder emails that you schedule.
Registrants complete the survey after the course
- Find and open the course you would like to add the survey to.
- Option 1: Use follow-up emails to have the email sent automatically after the course.
- Option 2: Use the Email function.
- From the toolbar, press Email.
- Select Email registrants (Approved only). A pre-populated email with the email addresses will appear ready for you to send.
- Include a message asking the registrants to complete the survey.
- Send the email.