Using Premium Surveys

If premium survey has been activated on your account, you can create, copy, or link to them...

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Written by Meaghan Laaper
Updated over a week ago

If you are a Premium Webinar user and premium survey has been activated on your account, follow the steps below to learn how to create, copy, or link to them.

1 Add a survey. Begin by selecting your webinar. From the left-hand navigation, click Engagement. Scroll to the bottom and click Add survey.

2 Build your survey. Click Premium, then Next. Determine whether you will build a new survey or use an existing premium survey. Click Next. Depending on your selection, you will need to determine if you respondents will be anonymous or you will need to check the box to the left of the survey you want to reference. Click Create.

3 Customize the Home page. If you copied or created a new survey, click the icon to the right of it and then click Edit survey. The Home page will display on your canvas. This is the first page your attendees will see when they access your survey.

Begin customizing the page by dragging and dropping the Survey and Page Elements widgets from the right-hand side onto the canvas. Or, customize a widget already on the canvas by clicking on it. Additional configuration options will appear on the right.

GIF of survey description widget being dragged onto the canvas, and text font and size being customized

Surveys with identified respondents will have a Chapter List widget on their canvas that is set up to visually display which surveys have been completed, partially completed, or not started.

Chapter list with two available surveys listed

If you do not want the survey progress to display on the home page, click on the widget, then, to the right of the canvas, toggle "Display respondent progress" to grey. You can also choose to list the invitees completed and available surveys within two separate lists.

NOTE: To delete a chapter, click the dropdown in the top-left of the canvas. Click the icon to the right of the chapter you want to remove. Click the icon to the right of the chapter header, then Yes, delete.

Click the survey dropdown in the top-left corner to open the navigation menu. In the Pre-Survey pages section, click the to change the page title. If you do, click Apply.

4 Add contact fields, if necessary. For surveys with identified respondents, you can add additional contact fields. In the Survey section of the navigation menu, click the survey name you want to add contact fields to. To the right of the canvas, in the Survey Widgets section, drag and drop Contact Fields onto the canvas. Check the box next to the fields you want to use, then click Add Fields.

Select fields pop-up with three standard fields selected

5 Add questions to your survey. In the navigation menu's Survey section, click the survey you want to add questions to. To the right of the canvas, in the Questions section, click and drag the type of question you want to create onto the canvas. Question types include:

  • Choice Questions - Allow respondents to select from a list of pre-determined options. Display up to 20,000 choices include a single answer list or multiple answer list. Answer choices can be manually entered or imported in bulk.

  • Date & Time Questions - Allow respondents to enter in a specific date and time. Display choices include both date and time, or date only.

  • File Upload Questions - Allow respondents to upload a file or image. If you choose to save the files as private, users will need to log into Cvent and have permission before they can view the file.

  • Form Questions - Allow respondents to enter a list of answers, such as their personal information or a list of their favorites.

  • Image Questions - Allow respondents to choose an image choice from a pre-determined list.

  • Matrix Questions - Allow respondents to select from a list of pre-determined options that apply to multiple categories. Respondents will be able to select a single response or multiple responses for each category.

  • Matrix Rating Questions - Allow respondents to provide their rating to multiple categories.

  • Matrix Side By Side Questions - Allow respondents to provide their answers to two questions with the same answer choices.

  • Matrix Spreadsheet Questions - Allow respondents to provide answers to multiple questions and categories. Different answer types can be collected, such as a text response, phone number, email address, number, currency, or dropdown selection.

  • Net Promoter Questions - Allow respondents to enter select their willingness to recommend the item in question on a case from 1-10, such as how happy a respondent is with a product.

  • Number Allocation Questions - Allow respondents to enter whole numbers against the question's choices. Respondents can enter a total sum of what all numbers should be equal to, such as how many hours different tasks take out of an eight hour day.

  • Number Questions - Allow respondents to enter a specific numerical value. Display choices include numbers, currency, or decimal responses.

  • Rank Order Questions - Allow respondents to provide a value to different choices based on the particular scale.

  • Rating Questions - Allow respondents to provide a value to the question based on the particular scale.

  • Text Questions - Allow registrants to type out any general text. Display choices include a text field or comment box.

Depending on the question you add, the configuration options may vary.

In the Question Text field, enter your question, then if necessary, add Instruction Text that will assist your respondents. Establish your label placement for the necessary questions. If you want the question to be required, toggle "Required" to blue. For matrix questions, choose if you want the whole question to be required or only certain categories.

In the Response section, set up the choices.

GIF of choice question widget being dragged onto the canvas and customized

Or, add an existing question from the Question Library. In the Questions section, drag and drop Add Existing Question onto the canvas. Select the folder from the dropdown to search for the question you want to add.

Click on the question, then click Add.

6 Add sub-questions, if necessary. Hover over the ellipsis (...) of the question you want to add a sub-question to, then click Add Sub-Question.

Cursor selecting add sub-question

NOTE: Sub-questions can only be added to Choice or Rating question types.

Select a question type, then configure the rest of the question settings in the styling options to the right.

Scroll down to the Sub-Question Logic section and indicate which answer choice the sub-question will display for.

Sub-Question Logic section indicating which answer choice the sub-question will display for

To add a sub-sub-question, hover over the ellipsis(...) in the top-left of the sub-question, then click Add Sub-Question.


Select a question type, then configure the rest of the question settings in the styling options to the right.

Don't forget to scroll down to the Sub-Question Logic section and indicate which answer choice the sub-question will display for.

7 Add scoring, if necessary. To grade your respondents' answers, click Settings from the left-hand navigation. In the Scoring section, toggle "Include scoring" to blue, then click Manage Scoring.

Questions you have the option to add a score to will appear on this screen. Within each question, you can enter in a different score per answer. Any scores that you wish to leave as zero can stay blank within the section.

Once completed, click Finish.

8 Set up visibility logic, if necessary. If you want a question to appear based on a respondent's answer to a previous question, click on the question, then, to the right of the canvas, scroll down to the Logic section and click Visibility Logic.

Use the dropdowns to establish the criteria respondents must meet in order for the question to display.

NOTE: If you want a question to appear based on another question's answer, it must be on a separate page.

9 Establish your survey's settings. Click the survey dropdown in the top-left corner to open the navigation menu. In the Survey section, click the icon to the right of the survey you want to establish settings for. Ensure that "Active" is toggled to blue and edit the title, if necessary. In the "Available to" section, determine if anyone who registered or only those who have been marked as participants can fill out the survey.

Establish when the survey will be available to your attendees. Your options are:

  • Before the event starts - Allows you to determine how many days or hours prior to the event's start date that the attendee will be able to complete the survey.

  • During the event - Allows the survey to be available for the duration of the event, or for you to choose a custom date or time.

  • After the event ends - Allows you to determine how many days or hours after the event's end date that the attendee will be able to complete the survey.

To limit who can take the survey, under Visibility Logic, toggle Limit Survey Visibility to blue, then establish the criteria attendees must meet in order to access the survey.

When you are done, click Apply.

10 Customize the Post Survey Pages. In the Post-Survey Pages section of the navigation menu, click the page you want to edit.

Click the icon to change the page title, and, if you want to redirect respondents to your website, toggle "Redirect Respondents" to blue and enter your website address. Click Apply.

Back on the canvas, begin customizing the page.

NOTE: You can also click Default Header & Footer and edit it.

11 Finalize your survey. After you've added everything you want to your survey, you can reorder it by grabbing a section and dragging it to where you want it to appear on the canvas.

If you need to delete a section, click on it then hover over it's ellipsis (...) and click Delete. From the right-hand navigation, click Theme then hover over the one you want and click Apply.

When you are happy with your edits, click Publish.

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