How to create a Zoom survey

The Zoom survey feature allows Zoom meeting hosts to capture, store, and analyze feedback and opinions from other meeting par­tic­i­pants. Es­pe­cial­ly in large meetings, a poll (survey) makes it easier to get honest opinions that can help in future planning. Learn more about Zoom surveys, how to create them, and how to download survey reports.

• Step 1: Launch the Zoom desktop client. Create a meeting or navigate to the scheduled webinar.
• Step 2: Scroll down to “Polls” under the webinar tab.
• Step 3: Create a survey by clicking “Add”.
• Step 4: Create a title for the survey and the questions you want to ask.
• Step 5: Specify whether you want the survey and par­tic­i­pant in­for­ma­tion to remain anonymous.
• Step 6: Determine whether the Zoom survey should be single-choice or multiple-choice. This allows par­tic­i­pants to choose only one or multiple answers.
• Step 7: Add the answer choices you want to offer par­tic­i­pants, and press “Save”.
• Step 8: If you want to add a question later, click on the button “Add a Question”.
• Step 9: Under “Poll”, you (the host) can create ad­di­tion­al surveys in the current meeting. Zoom au­to­mat­i­cal­ly opens your default browser for this.

The Zoom survey feature for meetings and webinars is an extremely useful feature for in­ter­act­ing with par­tic­i­pants in Zoom meetings. The feature enables you (as host or co-host) to launch single- or multiple-choice polls. You can specify whether only selected par­tic­i­pants or all par­tic­i­pants should take part in a survey. You can create and launch a total of 25 surveys in a scheduled meeting or webinar. This article explains how to activate the survey function before you create a Zoom meeting and how par­tic­i­pants who join a Zoom meeting should use it.

Before you use the survey function, certain re­quire­ments must be met:

• You must be licensed as a host and user.
• You must have at least one of the following Zoom desktop app versions: 3.5.63382.0829 (Windows), 3.5.63439.0829 (Mac), or 2.0.70790.1031 (Linux).
• It must be a scheduled meeting or an instant meeting (with personal meeting ID).
• You must use the desktop app.
• Only the original meeting host can edit and create surveys in the meeting, while co-hosts and assigned hosts can only launch pre-created surveys.

To start the survey that you created in advance or during the meeting, go to “Polling” in the lower menu bar. Select the ap­pro­pri­ate poll and then click “Launch Poll”. As par­tic­i­pants answer the questions, you will see the results in real time. To close the survey, click on “End Poll”. Even after a survey has ended, you can start it again or share the results with the other par­tic­i­pants in the meeting.

Zoom au­to­mat­i­cal­ly saves survey reports to your user account after the meeting or webinar ends. The in­for­ma­tion available on the survey par­tic­i­pants depends on the previous settings. If you have anonymized the survey, you will only see “anonymous” for the par­tic­i­pants. If the meeting reg­is­tra­tion was activated, the report will display par­tic­i­pants’ names, emails, dates, and answers.

Follow these steps to download survey reports.

• Step 1: Log in to the Zoom web portal.
• Step 2: Go to “Account Man­age­ment” and then to “Reports”.
• Step 3: In the “Usage Reports” tab, go to “Meeting”.
• Step 4: You will now see past or scheduled meetings listed. Go to “Survey Report”.
• Step 5: Search for the desired meeting under “Report Type” within a certain time span or with the meeting ID and click on “Generate” in the cor­re­spond­ing row.
• Step 6: You can now au­to­mat­i­cal­ly download your survey report to the report queue as a CSV file and save it locally.