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Event Management

Registration and Post-Event Surveys

Collect guest preferences and feedback with custom forms. Build conditional surveys for member events and save responses to contact profiles.

Surveys help you collect information directly from your guests during registration and after events. Use them to gather preferences, contact details, session interests, and feedback that automatically saves to guest profiles.

Add custom questions to your RSVP page to collect information when guests register. You can create different questions for attendees and non-attendees.

  1. Access Survey Questions

    Go to your event’s RSVP Page. For basic RSVP, scroll to the bottom of the RSVP card to find survey questions. For premium RSVP, look for the Survey section on the left side.

  2. Choose Your Audience

    Select whether you want to add questions for attendees or non-attendees by clicking the appropriate option at the top of the page.

  3. Add Questions

    Click ”+ Add Question” to choose from two types:

    • Predefined: Common questions that automatically link to contact profiles and save responses
    • New: Custom questions where you choose the response format (text, multi-select, file upload, list subscription, etc.)
  4. Save Responses to Contact Fields (Optional)

    For custom questions, click the three dots next to the question and select “Save Responses to Contact Book” to store answers in guest profiles (in custom fields) for future use.

Create conditional questions that only appear based on previous answers. This helps you ask relevant follow-up questions without overwhelming guests.

  1. Find Conditional Questions

    Navigate to your survey questions and look for “Only ask Question If…” under qualifying questions.

  2. Add Conditions

    Click ”+ Add Condition” to see two dropdown boxes.

  3. Set Up Logic

    In the first box, select the question you want to base the logic on. In the second box, choose the specific response that will trigger this question to appear.

The conditional question will only show when guests give the specific answer you’ve selected.

Send follow-up surveys to collect feedback after your event. This process reuses your event structure to create a survey-only experience.

  1. Create a Post-Event List

    Create a new List under Events & Lists. Use the “Post Event Survey” template to get a head start.

  2. Turn on Skip to Survey

    Use the “Skip to Survey” option under the Landing Page tool to have guests/contacts bypass the landing page and go right to your survey questions.

  3. Replace Questions

    Add new feedback questions. Click the three dots next to each question and select “Save Responses to Contact Book” to store feedback in guest profiles.

  4. Test and Send

    Preview your form to ensure everything looks correct. Then filter your guest list to find attendees, add them to your post-event survey list, and send them a campaign with the survey link.

Where do I see guest responses?

View responses on your guest list by adding survey question fields as columns. This shows all answers in one place.

Can I save responses for long-term use?

Yes. When setting up questions, click the three dots next to the question and select “Save Responses to Contact Book” to store answers in guest profiles.

Are guests required to fill out surveys?

Guests must complete any questions you mark as required. Optional questions can be skipped.

How are saved responses used in future events?

Predefined questions and saved custom questions automatically populate when guests register for future events. They can update their answers if needed, and changes save for next time.

Can I update survey responses for guests?

Yes. Use their RSVP link to fill out or edit their survey responses on their behalf.

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