The goal of this tutorial is to collect valuable Feedback for online webinars and workshops. Collecting insights on how to improve your events but also engage with your participants.
The feedback form platform being used is Feedier. Everything in this tutorial can be achieved on the Essentials plan (free).
Feedier is the 1st collaborative Feedback management platform that turns Feedback into action with highly-engaging forms.
We will go through how to easily send a Feedier personalized feedback email to your participant 24 hours after they’ve attended your webinar.
The workflow is:
- The online event takes place
- Wait 24 hours
- Email is automatically sent
Step 1: Create your form
The first step is to create your Feedback form on Feedier. If you do not have an account yet, create it here in 20 seconds.
Then, create the form from the Feedback forms page (figure 1), select a name that suits your webinar like “Webinar satisfaction form”. You can also use the Webinar template available in Feedier to save time and preload questions and satisfaction ratings in the form.
Define ratings to measure satisfaction metrics in your event, here are 3 examples:
- Sound/video quality
Ratings are very important because they let you measure an accurate pulse of satisfaction in your events. The three defined are examples, change them but make sure you have less than 6. Otherwise, the participant will get bored right at the beginning. Which is no good.
Here comes the part where you get insights about how to improve your next event: the questions.
As a rule of thumb:
- Use logic conditions to ask the right question to the right participant (Figure 2).
- Avoid text questions except for the last one and make sure it is not required and can be skipped. Text questions lower the completion rate and are hard to analyze with charts.
- Limit to 10 questions.
- Use GIFs and nice descriptions to make the question interactives and clear (Figure 2).
Learn more about creating gamified experiences in this article.
The four questions in this example are:
- What’s your general feeling on this webinar? (Smileys question type)
- Would you recommend it to a friend? (Switch question type)
- What part was the most interesting? (Choice question type)
- Did you find the final questions useful? (Switch question type)
Lastly, we can add an action to our form, the goal of the action is to not lead the participant to a dead-end after the form is over. In this tutorial, we will collect fresh testimonials from happy attendees (Figure 3).
What are we missing? Testing. It’s really important to make sure the form is as quick and engaging as possible. You can try the “Preview” mode (Figure 3) in the form builder to test the form and the different scenarios with no data recorded.
Step 2: Prepare the recipients file
Now that our Feedback form is ready, the next step is to prepare our recipient file. The standard format is CSV. In this tutorial, we will use Google Spreadsheet as it is free, easy to connect with other applications, and can be export to CSV format (and so does Microsoft Excel).
Create a new Google Spreadsheet and a column “email” (it must be named like this). You can also create other columns if you have more contextual information. These columns represent custom fields (Figure 4).
Custom fields in Feedier represent data that are not answers but attributes about the participant and Feedback. They bring context to your answers (learn more).
They could be customer IDs, managers, company department… They’re fully flexible. When added as new columns, they will automatically be attached to the Feedback and available for sorting and custom reporting: compare Feedback entries from the USA to Germany or get all entries for a given event or department.
After the columns are ready, it’s time to insert the rows, 1 row = 1 contact = 1 email. Most CRM or event management software lets you export a CSV so you can directly use the export.
Export any spreadsheets to a CSV file to make it readable on Feedier (Figure 5).
A note on automation. If you want to go one step further, it’s very easy to automatically update the Spreadsheet with Zapier (learn more about Zapier automation).
- Create a first Zap to connect your CRM or event management software (like Eventbrite) to Google Spreadsheet. The Zap will automatically create rows in the spreadsheet after you define a set of rules that match your objectives.
- Create a second Zap to connect Feedier to Google Spreadsheet. When a new row is added, Feedier will create a push Email automatically. You can then customize in Zapier and so skip the next part of this tutorial.
If you are interested in a specific tutorials regarding Feedback automation for your events using Zapier, let us know in the comments.
Step 3: Schedule the campaign
We have a form and a list of contacts properly formatted, the next step is to schedule our campaign. Easy!
Go in the form builder on your Feedier Dashboard, Sharing > Send Email Campaign > Create a new campaign (Figure 6):
When configuring the campaign (Figure 7) and its content:
- Make sure the message is short and mention the average time for completing the form. The longer the message the less it will be read.
- If you added a reward, mention it in the email.
- You can inject custom fields to personalize the email content. Using the columns from Figure 4. In the following screenshot you can see a simple example with first_name.
Then, set the time: +24 hours after your event, set the subject and make sure it’s a “One-time” campaign.
Finally, upload the .CSV file we created in step 2 of this tutorial, preview it, and hit the “Schedule button”. Yay! You’re Done. 👍
Step 4: Analyze the results
A couple of minutes after sending your email, you will start receiving your first Feedbacks. Wait 24 hours before doing your first analysis to make sure the data is as representative as possible. Head to the “Data Insights” tab in the Feedier Dashboard to get a full list of reports on every question you asked. Here are some advanced resources to get the most out of the data you collected and take action:
This is just the beginning, when you collect your first answers, see the questions that were successful and iterate for your next event.
Need another tutorial about Feedback? Let us know in the comments!