Collecting and reviewing responses

Getting the survey to people

There are three ways, and you can mix them.

Share the link. Click Access Links on the agenda and copy the link under Participant Login Links. Anyone who opens it enters their name and email address and starts. Put it in an email, a newsletter, or a chat message. The In-Person Join section of the same dialog has a short join code and a QR code, which work well on a slide or a printed handout.

Invite by email. Click Edit survey, then expand Registration Settings to build an invitee list and send invitations. Invited people get a personal link, and you can see who has registered. It works the same way as for a session; see Inviting participants.

Recruit a panel. If recruiting is enabled for your account, Manage Recruit sources respondents from User Interviews, who complete the survey as a paid task. See Recruiting participants.

If you turned on Fully Anonymous Join, the link skips the name and email form entirely. Remember that anonymous respondents can’t be reminded, because there’s no email address to write to.

What respondents see

The opening screen shows your welcome message and a card that reads Let’s get started, with the number of activities and a Start survey button. From there they work through one page at a time, and submitting a page moves them straight to the next.

They can leave and come back whenever they like. Progress is saved, and returning to the link shows Welcome back with a progress bar and Continue survey. After the last page they see Thanks, you’re done.

The respondent’s side is written up in Taking a survey, which you can send to people directly.

Tracking responses

Click Responses on the agenda. The page shows four tiles, Not Started, In Progress, Complete, and Avg. Completion, above a list of everyone who has joined, with their progress and status. Expand a row to see which pages they’ve finished. Search by name or email, filter by status, and Export the list to Excel.

The page updates when you open it or click Refresh. It doesn’t stream live.

The list only includes people who have opened the survey. Invitees who haven’t joined yet are still on the invitee list under Registration Settings.

Reminders

Nudge All Incomplete emails everyone in the current view who hasn’t finished. To remind specific people, select their rows and choose Send Reminder. The confirmation tells you how many will be emailed and how many can’t be reached, and Include Message adds a personal note at the top. Each reminder says how many activities remain and when the survey closes, and carries the respondent’s link.

Two reminders also go out on their own each morning at 7:00 AM Eastern, as long as the survey has reminder emails on:

A start reminder to invitees whose survey opens within the next fifteen hours.
A closing-soon reminder to anyone who hasn’t finished when the survey closes within the next twenty-four hours.

Closing the survey

The closing time is a deadline, not a lock. Once it passes, the pill in the top bar reads Closed and reminders stop, but the link still works for anyone who has it. To stop responses, click Edit survey and tick Archived.

To give people more time instead, click the schedule pill and move Closes later.

Working with the results

Open any activity on the agenda to see its results: charts and tables for ratings, rankings, and selections, and the written answers to open-ended questions. Everything in Results and analytics applies, including Session Filters, which narrow every result to the people who gave a particular answer.

The Survey Assistant

The sparkle button opens the Survey Assistant, available to leaders and reviewers. It knows it’s looking at a survey, so it talks about respondents and response patterns rather than a live discussion, and it’s careful about what the numbers support. Starting points:

Summarize results. A concise read on the key findings, with the question each one comes from.
Surface response themes. Patterns in the written answers, each with a representative response.
Find notable responses. Individual answers worth a closer look.
Review survey questions. A check on clarity, bias, and answer options. Most useful before you launch.

Beyond those, ask anything: “how did managers answer differently from individual contributors”, “which question had the widest spread”, “write three sentences for the client on the main finding”.

Reports and exports

Report Builder on the agenda turns the responses into a finished document or presentation, and the Export menu has the Word, Excel, and LLM exports. They work as they do for any session; see AI deliverables and exports.