Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Executing/EMSurveys.htm

## 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?**

* End Users - Browser, iPad
* [Using Surveys in Events Management](#Using)
* Users require an Events Management License

### Configuring Surveys in Events for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Using Approved Email for Events Management](../AE/ApprovedEmailforEM.htm)
   * [Configuring Surveys](../../Surveys/SurveysInitalConfig.htm)
2. 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

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)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](../../TerritoryManagement/AssignAccts/CreateTerr.htm), 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](../../Surveys/CapturingResponses/ExecutingaSurvey.htm).

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.

### Related Topics

[Using Approved Email for Events Management](../AE/ApprovedEmailforEM.htm)

[Surveys Overview](../../Surveys/SurveysOverview.htm)

[Managing Event Attendees](../Attendees/Attendees.htm)