How to Create Surveys

How to Create Surveys

This document explains how to create, configure, and assign surveys in Cadence to collect valuable attendee feedback before, during, or after an event.  Access Levels 
  • Event Managers → Can only view and edit surveys they created. 
  • Admins → Can view and edit all surveys. 
 Accessing the Survey Feature There are two ways to access Surveys: 
    Event Level 
  • Go to materials feature
  • Click the ( + ) button. 
  • Options include: 
  • Create Material → Upload and distribute content (video, audio, PDF, URL). 
  • Select from Materials → Add existing content from the company’s library. 
  • Create a Survey → Takes you to the Company level to build a new survey. 
    Company Level 
  • Event Managers can access surveys here, but surveys must be set up at this level to be added to events. 
  • Only Admins can manage: 
  • All Materials 
  • All Surveys 
  • Collections 
 Setting Up a Survey 
    Details Section 
  • Survey Name 
  • Description/Instructions 
  • Question Labels (Alphabetical, Numerical, or None) 
  • Visuals (intro logo, background image, etc.) 
  • Save → Unlocks Options & Notifications. 
    Survey Settings 
  • Disable Intro/Disable Summary Screen 
  • Single or Multiple Submissions 
  • Anonymous Responses (irreversible) 
  • Display Audience Responses / Correct Answer 
  • Add to Collection Content 
  • Enable Disclaimer 
  • Override Completion Message 
    Question Settings 
  • Randomize Question Order 
  • Hide Number of Questions 
  • Hide Question Title on Results Page 
    Answer Settings 
  • Randomize Answer Order 
 Adding Questions Click the blue ( + ) button to add a question. Types of Questions: 
  • Free Response 
  • Multiple Choice (Single/Multiple Answers) 
  • Ranking 
  • Scale (e.g., 1–10) 
  • True/False 
  • Word Cloud 
Answer Formats: 
  • Text 
  • Images with labels 
  • Images without labels 
  • Columns for answers (optional) 
  • Min/Max answers for Multiple Choice 
Once created, the question type cannot be changed. Delete and recreate if needed.  Assigning the Survey to an Event Two options: 
    From Materials (Event Level) 
  • Click ( + ) → Survey → Select from Materials. 
  • Assign to a Session (by title) or Home Tile (with Section Name). 
  • Release immediately or schedule a date/time. 
  • Advanced options: Hide survey from Materials, enable passcode. 
    Via Link or QR Code 
  • Go to Event Setup → Links & QR Codes. 
  • In “Link to”, select Material and locate the survey. 
  • Click Generate to create a universal link and QR code. 
  • Share in emails, notifications, or schedule descriptions. 
 Viewing Submissions 
  • Access the survey’s Details Section to view collected responses.