Sending Surveys in Events Management
End users can associate surveys to specific events in Events Management. This enables tailoring a survey 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, which is then embedded in Approved Emails as part of the invitation process.
Who can use this feature?
- Browser, iPad Users
- Users require Approved Email and Events Management Licenses
- Business Admin Users, Integration Users, End Users
Configuring Surveys in Events for
All Users
To configure this feature:
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Ensure the following features are configured:
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Grant the following permissions:
Object Object Permission Object Types Fields Field Permission survey__v CRE event_survey__v n/a n/a survey_target__v CRE event_survey__v - em_event__v
- em_attendee__v
- em_event_speaker__v
- All other fields populated by the survey target
Edit
Using Surveys in Events Management as
End Users
Event Surveys can be created or cloned and published on the Survey Management page. Cloning Event Surveys retains the original survey__v and survey_question__v properties, but does not clone survey targets. The status of the clone is always Development. The territories__v field on the survey__v record populates with the root territory, allowing the survey to be used in all territories in the Vault CRM instance.
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 included in an Approved Email sent as part of Events Management, this token resolves to the URL of the associated survey. Recipients of the email can select the link to complete and submit the survey.
Only attendees representing account__v records can complete and submit Event Surveys. User attendees cannot complete and submit Event Surveys.
question_response__v records are created for every question in the survey even if questions are left unanswered.
