Things to Know

• There can be only one instance of the Take Survey tool on the console. All additional instances will contain duplicate information. 
• Multiple-choice, true/false, or open-ended questions can be used
• Attendees may answer the survey within the event, after, or both, depending on how the tool is set up
• If an attendee takes the survey twice, only the most recent responses will display in the report

Character Limits

When setting up a survey, the following character limits apply:

• Title: 255 characters or less
• Description: 512 characters or less
• Questions: 255 characters or less
• Answer Choices:  255 characters or less
• Free Text responses entered by the audience: 1500 characters or less
• There are no limits to the number of questions that can be added

Content

Click on the Content tab to get started building your survey.

• Title will appear in bold text at the top of the engagement tool
• Description is optional and will appear in standard text below the title at the top of the engagement tool

Click the +Add Question button to add a question, then choose Create New Question or Add from Question Library to choose from your library.  

When you create a new question, choose a question type from the dropdown, input your question and answer choices, then click Save. 

Questions added here will only be available in this event.

Question types: 

• Multiple Choice, Single Answer - Attendees will select a single answer from a drop menu list of choices.
• Multiple Choice, Multiple Answers - Attendees will check the boxes for all the answer choices that apply.
• Text Box - Attendees type free responses.  Open-ended responses cannot be graphed in webinar reports.

Questions are displayed in the sequence they appear in the configuration.

• To change the order of the questions, use the Up or Down buttons. 
• Click the pencil icon to make changes to the question
• Click the trash can to remove the question from the survey

When you have completed your edits, click Save.

Styling

If you want to add a background image to the Survey tool, click on the Styling tab.

Upload your image or choose from one of our stock images. 

Note: .JPEGs are not supported here.

Once you've selected an image, additional design options appear.  When you have completed your edits, click Save.

• Normal mode - leaves the image as is
• Dark mode - darkens the image
  • Question cards are not supported for Dark Mode
• Show questions on cards -  toggle ON or OFF
  • ON — Envelops text in white boxes to present a contrast with the text so that it is legible.  The image must be set to Normal. 
  • OFF — Overlays questions directly onto the background image so that much of the image appears on the survey card.

Note: Insufficient color contrast on the image may cause difficulty reading the text.  Experiment with the options to find the best result.

Normal Mode with Show Questions Cards Setting ON. Question cards will display each question on a separate white box.	Normal Mode with the Show Question Cards Setting OFF.	When turned ON, Dark Mode will darken the image, as shown. Question cards cannot be used if the image is set to Dark Mode.

Settings

Select when you would like to show the survey to the audience. The survey will display in the same browser window as the event console​​​​.

• During Live Event - attendees will need to click on the icon in the Menu Dock to launch the survey
• When the Live Webcast Ends - this setting uses the End Event action from presentations to make the survey automatically appear on the Audience Console at the end of live or Simu-live events
  • Also called an Exit Survey
  • It will not be shown in the Menu Dock
  • Note: Surveys set to this option WILL NOT appear for on-demand viewings.  A yellow yield icon will appear in the tool configuration as a reminder.
• Both - the tool will be available in the Menu Dock during the event and will automatically launch once the event has been ended

Using Exit Surveys with Other Post-Event Tools

If using a post-webinar survey AND Take Action tools, the survey will show as an overlay on top of the Take Action tool at the end of the webinar.  Once the survey has been completed or dismissed, the Take Action tools will be revealed. 

If you are using a redirect option, the post-webinar survey will appear first, and viewers will be redirected once the survey is submitted. 

Question Library

Note: The ability to manage questions in the Survey Question Library is restricted to users who have Manage Users permissions on their login for the account.

The Survey Question Library allows you to create and manage survey questions in multiple languages to save time and ensure consistency across different events.

To use questions from your Library, you must first add questions to the Library.  Click on the gear icon in the Survey tool and choose Question Library.  

Questions are added to the library through a specific event.  Once added they become associated with the account, so if the event is moved or deleted the questions remain at the same account level.

Click on Create a Question.

Choose the language, then the type of question.  Type the question in the text box, choose if an answer is required, and add answer choices if applicable.

Click Save when done.

Once a question has been created, you can click Add Variation to create variations of the question in another language, to help your global teams access the same content.

Click on the question then on Add Question to add it to this event's Survey.

Once the question is in the library, it will be available for use in all events across your account.

Using Personalized Questions

Note: You must have AI-Powered ACE enabled in your account to use this option.

Setting up a survey based on Segments is almost the same as setting up a standard survey, except you'll have the option to create questions that will only show to specified segments of your audience.

Choose to either add questions that will show to ALL attendees, regardless of segment, or add personalized questions.  Both will have the option to either create a new question or use a question from the library.  You can use both types of questions to customize the survey.

Styling and Setting choices will apply to all versions of the tool.  

Things to Know When Using This Version of the Tool

• Segments must be created before the tool is set up
• If an attendee qualifies for more than one segment, they will see content for all the segments they qualify for
• Make sure your event is set up to capture the data your segment is looking for
• A common use case is to show different content based upon attendee registration information.  
  • For example, if you capture attendees’ industry on the registration form, then you can configure this tool so that an attendee in industry X can be shown one tool, while an attendee in industry Y can be shown a different tool.
  • It's important that all registration fields in all your ON24 products are the same, to ensure your segments are shown the correct information and that data is passed correctly.
  • Find more information on registration mapping here.

Setting Up Surveys Based on Segments

Click on +Personalized Question to add a question for a specific segment.  Choose your segment, then add your question, question type, and answer options for that segment. 

Add a Fallback Option to set up a version of the tool that will display to those attendees that do not meet the segment criteria.

Once all of your questions have been added, style the tool and update when the tool is shown to attendees. 

Use the Preview option in the tool to see the tool from the perspective of a specific segment.

Reporting

Open the Reports URL > Interactions > Survey to view the results.

Note: If you delete, edit a question, or remove the survey from the Audience Console, any responses associated with it are also deleted from the webinar report.

A detailed report of each survey question is available by selecting View Details. All detailed reports are exportable and sortable.

The detailed report displays each attendee's response to the survey question and their name and company.
 

Questions from the Survey Library will have a Question Code and a Response Code.  The matching responses will always have the same Response Code, regardless of the text/language version used from the library. These codes will also appear in Excel exports of the report.