In this article we would like to show you how to collect feedback to see what attendees thought of the event, the speaker, the agenda and more to draw conclusions and to improve future events.
In this article:Create e-mail templates and send e-mails
Employee Training Management for Office 365 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 define if the template is valid for Scheduled Training Events, Training Catalog or Curriculums. For feedback e-mail templates you should select Scheduled Training Events. 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.
Use Microsoft Forms to collect feedback
First we have to create the feedback form using Microsoft Forms.
When the form is completed, Microsoft Forms proves 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 where organizers 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.
Use a feedback list in SharePoint
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 the column ‘Title’.
Edit the new form page (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
~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
https://company.sharepoint.com/sites/yoursite/lists/feedback/newform.aspx?EventID={ID}&Source=https://company.sharepoint.com/sites/yoursiteModern experience:
https://company.sharepoint.com/sites/yoursite/SitePages/evm-spform-modern.aspx?ListUrl=/sites/yoursite/lists/feedback&FormType=3&EventID={ID}&Source=/sites/yoursite
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 participants 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.
If you have any questions or feedback, please send an e-mail to [email protected].
