Business operations

Collect post-event evaluations

Schedule private feedback and publish only separately consented testimonials.

1. Open Operations → Client evaluations at /evaluations and select Create survey. Enter the introduction, questions, Days after event, and Days to respond.
2. Use Add question and Up or Down to arrange rating, choice, yes/no, short-text, or long-text questions. Set required answers and Save survey.
3. Enable Automatically invite the primary client after future events finish if wanted, or use Schedule an evaluation for a selected event and linked client. Use manual scheduling for older events.
4. Review Invitations and responses, open View evaluation, and inspect its status, email delivery information, and private feedback. Clients can access evaluations through Event feedback in the portal.
5. Publish only the optional testimonial when Publication permission is granted and you have the separate Publish testimonials permission. Select Publish consented testimonial, or Unpublish testimonial to remove it.
6. Use View published testimonials to review the public result. It contains only the approved testimonial and chosen public name; survey answers stay private.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.