Applies to Event Management & Employee Training Management

How to: Collect feedback after an event using Microsoft Forms

In this article, we’ll guide you on how to collect feedback using Forms or a SharePoint list after an event using our app. Understanding the perspectives of attendees is crucial to the success of future events. By obtaining feedback on various aspects, speaker, agenda, and overall experience you can gain valuable insights. Their insights will help you measure the event’s success and make improvements for the future, ensuring they are more in line with attendees’ expectations and preferences.

Prerequisites

Before you start, make sure to read the article Send additional e-mail notifications manually and create reusable email templates and watch the video.

Create e-mail templates and send e-mails

Employee Training Management for SharePoint & Teams allows you to send various e-mails to attendees, organizers and other users.

This action opens a form that allows you to select the recipients (participants, organizers or others), an e-mail template or you can also enter subject and body directly.

You can configure various e-mail templates using the User E-Mail Templates list.

First enter a title and select the Scheduled (Training) Events in the section Valid for. This will give you a list of available placeholder that you can use in the email template. You can use {WebURL}, {ListURL}, {ItemURL}, {EnrollURL} and any column in the Scheduled (Training) Events list.

You can now use this feature to send the link to the feedback form to all enrolled participants. You can of course use different online feedback services or create a feedback list in SharePoint.

In this article, we would like to give two examples, one using a feedback form created using Microsoft Forms and one using a feedback form in SharePoint.

Collect feedback using Microsoft Forms

First we have to create the feedback form using Microsoft Forms.

When the form is completed, each form created via Microsoft Forms provides a web link similar to this one:
https://forms.office.com/Pages/ResponsePage.aspx?id=WfOT7vZ310….

Use this link in the e-mail template.

If you want to send different feedback links to different events, please configure multiple e-mail templates or create a custom column in the Scheduled (Training Events) list. Organizers will only need to enter the Feedback Form link and use this column as placeholder in the template.

This is how you can configure e-mail templates to send feedback notifications to participants including a link to a SurveyMonkey survey. You can use a similar approach for other online feedback services.

Collect feedback using a SharePoint List

Create the feedback list and add all your questions

If you want to use a feedback list in SharePoint, please create a new custom list and add all your questions.

In addition, also create a new column in list columns to connect the event to the feedback.

The column name has to be evmLookupEvent on initial create (You can change the name later). Select the type Lookup (information already on this site), Get information from Scheduled Training Events, In this column Title.

Edit the new form page (For classic experience only)

You only have to complete the following steps if you use the classic SharePoint experience. This is not necessary in modern experience.

After creating this column, open the new form,

edit the page,

edit the web part

and enter the following URL in the JS Link field in the Miscellaneous section.

~site/siteassets/evm/js/sapiens.evm.clienttemplateenrollmentform.min.js

Apply the changes and save the page.

Configure the e-mail template

Now let‘s configure the e-mail template.

The link in the email template should look like this:

Classic experience:

https://company.sharepoint.com/sites/yoursite/lists/feedback/newform.aspx?EventID={ID}&Source=https://company.sharepoint.com/sites/yoursite

Modern experience:

https://company.sharepoint.com/sites/yoursite/SitePages/evm-spform-modern.aspx?ListUrl=/sites/yoursite/lists/feedback&FormType=3&EventID={ID}&Source=/sites/yoursite

Test the feedback form

If attendees click on this link in the feedback notification, the correct event will be selected automatically.

This is how you use a list in SharePoint to collect feedback and to assign feedback to the correct event.

Permissions

Also make sure that all users have permissions to add items to the feedback list.

To prevent users from accessing other users’ feedback, you can configure Item-level permissions in the advanced list settings of the feedback list.

In this case only users with Cancel Checkout permissions can read all items. Make sure users who should be able to view feedback, have this permission.

Feel free to contact our experts via support@sharepointsapiens.com if you have any questions. We are always happy to assist.