Using Check-In Surveys for Virtual Sessions

Both Virtual and In-Person sessions can use the check-in survey feature. This allows you to create surveys that attendees can respond to. The survey itself will pop up after a number of minutes you specify when the stream is enabled. This requires your attendees to pay attention and watch out for the pop-up survey so that they can submit it.

Please note, we recommend using Virtual Attendance Tracking to keep track of which attendees have entered your session. Check-in Surveys serve best as a secondary confirmation and a means to gather feedback on the session.

Most events use check-in surveys as proof of attendance for their CE credits. The survey itself can be any general form you create using the Custom Forms feature in the Event Dashboard, and you can attach the same survey to multiple sessions.

Session Check-In Surveys can also be used for in-person events. For more information, please review our How can I set up a session feedback survey as an Event Administrator? article.

Creating Check-In Surveys

1. From the Event Dashboard, navigate to Advanced > Custom Forms

2. Above the Custom Forms table, select Create

   

3. Under the Name field, enter the name of the survey
4. The name will be visible in the Virtual Portal.
5. Under the Category field, select General Survey
6. Under the Description field, enter a description for the survey
7. This description will not appear in the survey, but descriptions for questions will be visible to attendees.
8. Select Add Question to create your questions for the Survey
9. For complete instructions, please review our Creating and Sending a Custom Form to Attendees article.

10. Select Save Changes

    

Attaching a Check-In Survey to a Session

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select a session you would like to attach a survey to from the list
3. In the session editor form, navigate to Virtual Settings
4. Under the Check-In Survey field, select a custom form from the list
5. Under the Check-In Survey Delay field, fill out a number
6. This number represents the delay, in minutes, before the pop-up survey appears after the session begins.

7. Select Save Changes

   

Once a Check-in Survey is assigned to a session, it will appear based on the delay set under the Check-In Survey Delay field. For example, with a 10-minute delay, the survey will appear 10 minutes after the session start time. If a live session begins at 1:00 PM, the survey will appear at 1:10 PM, but only if you are already in the session. Joining after 1:10 PM means you’ll miss it. For on-demand sessions, you must spend 10 consecutive minutes in the session before the survey pop-up appears.