How do I create and add surveys to sessions directly in the Conference App Builder?

Modified on Mon, 13 May 2024 at 03:05 PM

By default, EventPilot projects are set up to display a session rating that appear 3 minutes before the session is over. Users must be logged in in order to provide feedback.

If you need to collect more information, you could use session surveys. You can add surveys in two different ways: 

  • link out to external survey tools (include the links as media items)
  • take advantage of EventPilot's Survey Add On (Check with your project manager if your version of EventPilot contains the Survey Add On)

Just like session ratings, the survey button appears 3 minutes before the session is over. Users must be logged in in order to provide feedback. 

The Survey feature via the Conference App Builder (CAB) allows you to:

  • create different surveys for different session types (for example, you may want to create a different survey for a workshop versus education sessions)
  • use context aware surveys that display a set of questions per speaker associated to this session
  • download a CSV file with survey responses

Creating a Survey

Note: If you purchased the Credit Certification Add On, credit claiming is designed only for the parent session level. Ensure Parent Session Only is toggled ON.

Session / Presentation Survey

  1. First, contact your project manager to enable surveys in your project if this feature is included in your purchased edition. 
  2. In the Conference App Builder, select Add Ons > Surveys
  3. Create a new survey by clicking the Add Survey button
  4. Fill in a name so you can easily reference each survey
    Example: Workshop Survey or Meeting Evaluation
  5. Select the Survey Type 
    1. Session: The survey displays in a session detail view
    2. Speaker: The survey displays questions per presenter and appears after the session survey
    3. General (available in EventPilot 9.3.5): General survey that could be used for event evaluations or in combination with the Credit Certification Add On to display questions associated to a specific certificate.
  6. If you have unique surveys per session type, apply the correct Session Type
    Example: If you have a survey with questions that only apply to your workshops, select the Session Type Workshops
  7. If you purchased the Credit Certification Add On: 
    1. If your survey is required to be completed by users who wish to download a specific certificate, select the Credit Type or Certificate the survey should be associated with. You can apply a single survey as a requirement for multiple different credit types.
      Example: If you offer CE credits for some sessions, set the Credit Type to CE
    2. Toggle Only display to users claiming credit to ON if this survey should only be answered by users who want to claim credit. This survey would not be displayed as part of the normal session survey but only accessed when attempting to claim credit or downloading a certificate. 
  8. Add Survey questions and choose from different question types
  9. To create a scale, use Range
    You can choose to make question required so the user must fill it in before being able to submit.
  10. You will see a preview of your question after pressing Done with the option to edit, delete, and change the order of the question within the survey.

  11. Use the dragging icon to adjust the order of questions. Any new question you add, is added to the top.

Speaker Survey

  1. Follow the instructions above to create another survey, but choose Speaker as Survey Type
  2. Set the name and session type filter as necessary and create the questions
  3. If you have multiple speakers in one single presentation, each speaker name will be displayed with the set of questions for that speaker. For example, within a session detail view, first, the session survey questions will be displayed followed by the speaker questions repeated for each speaker.


If you are creating multiple surveys for different session types, ensure you are using very clear survey names to easily differentiate your surveys e.g. Poster Session Feedback, Poster Speaker Survey, Workshop Feedback, Workshop Speaker Survey etc.

Watch for Survey Overlaps

If you set up one survey to show in some sessions based on session type and another survey to show in all sessions, you are creating an overlap - which survey should the system display? Ensure to use the session type filter to correctly apply surveys to sessions.

Displaying the Survey

Check with your Project Manager to update settings so that surveys displays instead of ratings. 

A survey button will display in each session and sub-session (presentation level) for the applied type starting from a few minutes before the live session is scheduled to end. 

For On-Demand sessions (sessions without date or time), the survey button will start appearing on the first day of your event. 

If a user had a session on their schedule but has not yet completed the survey, an alert will appear on the home screen to complete the survey.

Downloading Results

On the same page where you created the surveys in the App Builder, you can see an immediate status of the number of submissions plus also download a CSV file for each survey that contains the attendee submission details.

Use the download button save your CSV file. 

The CSV file contains the key data for analysis. Using any analytics tool, you can filter by actual question, speaker ID, session ID to tabulate any results you may be looking for. 

Example session survey CSV: 

Example speaker survey CSV - notice how the speaker ID field is filled. The speaker ID matches the ID in your speaker data :