Creating Event / Session and Speaker Evaluations

Event / Session Evaluations are designed to dynamically pull Event / Session information and assigned Speaker names with Presentation Titles and Learning Objectives. 

Example:




STEP 1: Configure the Form

Go to Settings > Forms

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Click the 'Add New Form' button

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From the 'Type' drop-down list, select 'Session Evaluation'

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Complete the following fields:


  • Name = Form name that will appear on the website for users to complete
  • Required = Yes
  • Speaker Ask Once = No (if the Form will be used for multiple Events/Sessions)

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Enter any other required fields and/or content and click 'Save' at the bottom of the screen to build your new form.

STEP 2: Add Event / Session Questions


Click on the 'Add Question' link

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To set up a Question Type = Scale (for example), complete the following fields 

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Click 'Save' to create your question and repeat the steps to add as many questions as needed

STEP 3: Adding Speaker Questions


To add a Question for assigned Speakers (i.e., the question(s) will repeat for each assigned Speaker), follow STEP 2 and update the 'Speaker Use Only' field to 'Yes'

NOTE: You must have at least ONE Speaker Use Only = No Question in order for the Form to be Required for users to complete. 

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Click 'Save' to create your question and repeat the steps to add as many questions as needed

STEP 4: Adding Answers

Click the 'Add Answer' or 'Add Subquestion' link next to the appropriate question

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Enter the required fields and any other necessary data

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Click 'Save' to add the answer and repeat the steps to add as many answers as needed. 

NOTE: For Question Type = Scale, it is recommended to make each Answer Required = Yes

STEP 5: Assign Speakers to the Event / Session or Presentation (see related articles)

STEP 6: Associate the CE Survey to the appropriate Event / Session (see related articles)

STEP 7: Confirm the Event / Session Rules are set up properly - work with your Project Manager on this item.

 









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