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Managing Event Surveys

  • Updated

Open an event’s Surveys tab to edit Registration, Post event, and Post event team questions, share the team survey link or rely on the post-event email for attendees, then review Responses and download CSV.

Use the event Surveys tab in the Chapter Dashboard to customize questions, share the post event team link, and review answers. For what each survey type is and when it opens, see About event surveys.

  • Surveys — Chapter Dashboard → Events → open the event → Surveys.
  • Edit — change questions for Registration, Post event, or Post event team.
  • Responses / Download responses — review submissions and export CSV.
  • Copy survey form link — shareable link for the post event team survey only.

Note: Your community may not show every survey type. Contact Bevy Support or your CSM if a type is missing from the Surveys tab.

Open the Surveys tab

  1. In the Chapter Dashboard, open Events and select the event.
  2. Select Surveys in the event navigation.
  3. Confirm the survey cards you need are listed. Each card can show Edit, Responses, and (for Post event team) Copy survey form link when available.

You need chapter permission to view event surveys. Editing, viewing Responses, and seeing names or emails can require additional survey and analytics permissions. Cohosted events where your chapter is not the host may not show the Surveys tab.

Edit a survey

  1. On the Surveys tab, select Edit next to Registration, Post event, or Post event team.
  2. To add a question, select a question type chip (for example Short answer, Paragraph, Dropdown, Multiple choice, Checkbox, Radio button, Email, Number, URL, or a text snippet).
  3. Enter the question text. For choice questions, add the answer options.
  4. Set Required, Prefill, and Locked when those toggles appear for the field.
  5. Select Save. Select Cancel to leave without saving.

Saved changes apply to people who have not submitted yet. Existing responses keep the answers collected under the previous questions.

Setting What it does
Required The person must answer before they can submit (not available on text snippet fields).
Prefill When someone answered the same question before, Bevy can load their last answer so they can confirm or update it (not available on text snippet fields).
Locked Prevents organizers without admin access from editing or removing the question. Admins (and users with permission to change locked fields) can still update locked questions.

Tip: Do not add questions for data Bevy already stores with registration (name, email, city, state, country, region, chapter and event identifiers, user ID, attendee ID, responded date, and entry ID). Keep surveys short so more people finish them.

Questions copied from a global form can arrive Locked. Organizers without admin access cannot change or remove those fields. Admins manage community defaults in Manage global forms. For more on event-level form fields, see Configure event forms.

Share or send a survey

The Surveys tab does not have a single Send button. How people reach each survey depends on the type:

Survey How people get it
Registration Shown during RSVP or ticket purchase. There is no separate Send or copy-link action on the Surveys tab.
Post event Automated post-event survey email with a personal survey link. Recipients must be signed in with the same account they used to register. Configure the email separately — see Configure a post event survey email.
Post event team Select Copy survey form link on the Surveys tab (when the link is available), then share it with eligible chapter team members after the event ends. Some communities also mention the team survey in automated email.

Important: Post event and post event team surveys open only after the event’s end date has passed. Opening a link while the event is still in progress does not collect responses. Attendee post-event links are personal — the email Preview control does not show a working survey for testing.

View and download responses

  1. On the Surveys tab, select Responses next to the survey.
  2. Review the table (responded date, name, email when your permissions allow, registration date, and question answers).
  3. Optionally filter by date range to narrow the list.
  4. Select Download responses to export a CSV of the same data you can see on screen (delivered as a zipped download).

Without PII permission, you can still see answers, but identifying fields such as name and email stay masked. Admins can also review community-wide form responses from Admin Dashboard Forms tools — see Manage global forms.

Tip: For large response sets, filter by date before you download so the export stays manageable.