How To Create A New Course Survey On CE Zoom

Follow these steps to create and customize a course survey:

If you want to create a survey directly from the Survey Manager (before entering the Create a Course Wizard), start with Step 1. If you are already in the Course Wizard adding a course, skip to Step 2.

Step 1: Navigate to the Survey Manager

1. Log into your CE Zoom (V2) Company Account. (www.cezoom.com)
2. From the left navigation menu, hover over Survey Manager to expand the menu.
3. Click My Surveys.
   

Step 2: Start a New Survey

1. Click the Add Course Survey (+) button.
2. Choose to start from scratch or use one of our pre-designed survey templates tailored to specific course types.
   • Note: Templates are fully customizable. We provide default questions to give you a quick start, but you can edit or add your own.
3. You will be taken through the Survey Creation Wizard.

Step 3: Configure Survey Settings

1. Survey Name – Enter a unique name for the survey. Survey names must be unique and cannot be reused, making it easier to identify and manage surveys throughout the system.
2. Completion Message – Customize the message attendees will see after successfully completing the survey. If you create your survey using a template, a default completion message will be automatically populated and can be modified as needed.
3. Status – Choose whether the survey should be Active or Inactive (default is Active). By default, new surveys are created as Active. Active surveys are available for selection when assigning surveys within the Course Wizard and are displayed under the default Active filter in the Survey Manager. Inactive surveys remain stored in the system but are hidden from the default Active view until reactivated.
4. 

Step 4: Review Presenter Questions

1. The system automatically adds Presenter Evaluation Questions to every survey.
   • Each presenter attached to the course will have their own set of evaluation questions.
   • These questions cannot be edited or removed, but they are displayed for your reference.
   • Review them to avoid duplicating similar questions in your custom survey.
   • Table Clinic Courses:
     If a course has Table Clinic selected as its course topic, presenter evaluation questions will still appear during survey creation because survey templates can be reused across multiple course types. However, presenter evaluation questions will be automatically excluded from the attendee-facing survey during survey distribution for Table Clinic courses.
2. Click Continue to proceed.
   

Step 5: Designing Your Survey

The Question Types section is where you select the type of question you want to add to your survey. Questions are added one at a time, allowing you to build a survey that collects the specific feedback and information you need from attendees.

Each time you add a question, you will first select the question type. Once selected, the corresponding question template will appear, allowing you to enter the question details and configure any available options.

Available Question Types

Multiple Choice

Use a Multiple-Choice question when attendees should select from a predefined list of answer options.

Multiple-Choice questions are ideal for:

• • Course evaluations and ratings
  • Satisfaction surveys
  • Yes/No questions
  • Gathering structured feedback that can be easily reported and analyzed

When creating a Multiple-Choice question, you will enter the question text and define the available answer choices.

Comment Box

Use a Comment Box question when attendees should provide a written response in their own words.

Comment Box questions are ideal for:

• • Open-ended feedback
  • Suggestions and recommendations
  • Additional comments
  • Detailed attendee responses that cannot be captured through predefined answer choices

When creating a Comment Box question, you will enter the question text and optionally provide additional instructions to guide the attendee's response.

Adding Questions

After selecting a question type, the appropriate question template will appear for you to complete. Continue selecting question types and creating questions until your survey contains all the questions needed to gather attendee feedback.

Questions are added individually, allowing you to combine Multiple Choice and Comment Box questions within the same survey to create a customized evaluation experience.

Step 6: Building Your Survey

1. Multiple Choice Question

   Multiple Choice questions allow attendees to select from a list of predefined answer options. Use this question type when you want to collect structured feedback that can be easily measured and analyzed.

   If creating your survey from a template, you can edit the preloaded existing questions and add new ones.

   Question

   Enter your survey question in the Question field.

   

   This is the question attendees will see and respond to when completing the survey.

   Example:
   How satisfied were you with the course content?

    

   Additional Information (Optional)

   If additional clarification is needed, use the Additional Information option.

   Toggle the setting to Yes to display an additional input field where you can provide instructions, context, or guidance related to the question.

   

   Example Question:
   How satisfied were you with the course content?

   Example Additional Information:
   Consider the relevance, quality, and usefulness of the information presented when selecting your answer.

    

   Answer Choices

   Enter the available answer options attendees can select when responding to the question.

   

   By default, three answer fields are provided. A minimum of two answer choices is required for every Multiple Choice question.

   Example Answer Choices:

   • Very Satisfied
   • Satisfied
   • Neutral
   • Dissatisfied
   • Very Dissatisfied

    

   Add Another Answer

   To add additional answer choices beyond the default options, click Add Another Answer.

   

   Use this option whenever additional responses are needed to accurately capture attendee feedback.

    

   Remove an Answer Choice

   To remove an answer choice, click the Trash icon next to the answer you wish to delete.

   

   Note: Multiple Choice questions must contain at least two answer options.

    

   Remove the Question

   To remove the entire question, click the Trash icon located in the upper-right corner of the question panel.

   

   Warning: Deleting a question permanently removes the question and all associated answer choices from the survey.

    

    

Step 6: Finalize Your Survey

1. Review all your questions.
2. Click Finish to save your course evaluation survey.

Your survey is now ready to be assigned to courses and used to collect valuable feedback!