Zoom Surveys, a new solution launched by Zoom in November 2023, offers companies a new way to engage employees and collect crucial insights from their teams. The offering builds on Zoom’s pre-existing survey and poll capabilities to better align and synergize staff.
Before Zoom Surveys, companies could already automatically send surveys to employees at the end of a Zoom meeting, collecting insights on how valuable or productive the session was. Now, Zoom says its upgraded survey function will extend this capability across its wider portfolio of tools.
The new Zoom Surveys allows users to quickly create, edit, and respond to surveys and polls inside and outside meetings. Here’s everything you need to know about the solution.
What is Zoom Surveys? The Basics
Zoom Surveys is essentially an extension of the survey functionality already built into Zoom meetings. Now, instead of simply collecting information at the end of a meeting or webinar, companies can leverage a standalone “survey service” to engage with employees and customers.
You can create a branded survey featuring your logo and colors and share it with your audiences via a link. Plus, you can access behind-the-scenes analytics and reports offering insights into the results of your surveys in one unified environment. According to Zoom’s head of productivity applications, Darin Brown, the tech giant built this tool to address the needs of the evolving workplace.
Different people have different working styles and communication preferences. Zoom wanted to make it easier for its users to collect insights from their entire audience rather than just those attending their meetings.
With Zoom Surveys, anyone can produce a survey within the native Zoom platform and share it with any contact they like.
The polls and surveys are hosted in a user’s personal library, along with all collected data. Users can aggregate data by meeting, link, webinar, or individual response. There’s even an option to create and automatically deliver “default” surveys to webinar and meeting attendees.
The Benefits of Zoom Surveys
Zoom Surveys allow users to collect meaningful feedback and insights from various groups. A contact center leader can send customer surveys to learn about their experience or track satisfaction scores. Alternatively, a sales supervisor could send surveys to all their team members to track engagement rates and performance metrics.
While creating similar survey experiences through integrations with the Zoom platform was already possible, this native offering has some distinct benefits. The Surveys solution is seamlessly embedded into the entire Zoom platform, from Zoom chat to meetings and webinars.
Users don’t have to jump into another app to create a survey or poll. They can simply thread surveys into their existing workflows with minimal effort.
Plus, with Zoom surveys, users can access other benefits like:
- Customization: Users can customize surveys and polls with brand visuals, unique background colors, and company logos.
- Automation: Zoom users can schedule surveys and polls for automatic delivery, reducing the repetitive tasks involved in tracking metrics and customer satisfaction.
- Simplicity: Since Zoom Surveys can be shared via a link, it’s quick and simple to request feedback from anyone, whether a customer or a meeting attendee.
The Key Features
Like many leaders in the UCaaS and collaboration space, Zoom has been rapidly introducing updates to its portfolio in the last year. There’s every chance we could see new features emerging in Zoom Surveys, powered by features like Zoom’s new AI companion or Zoom Docs.
At the moment, however, Zoom Surveys features the following capabilities:
- Customization: As mentioned above, companies can use predefined survey templates or customize their surveys with different colors and graphics.
- Question logic: Survey owners can build specific paths for every respondent based on their answers. Currently, this feature is only available for surveys with single-choice questions.
- Default surveys: Companies can create default surveys, automatically shared with webinars and meeting attendees at the end of an interaction.
- Enhanced results view: Survey owners can aggregate survey results differently, breaking insights down by meeting, webinar, link, or individual response.
- Digital library: All Zoom Surveys and polls can be stored in a specific personal library, so users can review them whenever they choose.
Pricing and Availability
In a blog post announcing the arrival of Zoom Surveys, the tech giant revealed the feature would be available immediately, at no extra cost to Zoom Contact Center and Zoom One customers. If you already have a Zoom subscription, you can use surveys immediately.
However, this does mean you probably won’t be able to create surveys with the free version of Zoom. All users with the right license should be able to develop Zoom surveys instantly. However, admins can still enable or disable meeting survey options within the Zoom web portal.
The “Survey” options for Zoom meetings are located within the “Account management” section of the Zoom platform, under “Account settings,” “Meeting,” and “In Meeting (Basic).” Here, admins can also choose who should be able to participate in a survey. However, these settings only apply to Zoom meeting surveys, not Zoom surveys sent via a link.
How to Use Zoom Surveys
The good news is that using Zoom surveys is pretty straightforward. Provided you have a valid Zoom One or Zoom Contact Center subscription, you can find the “Surveys” tab within the Zoom dashboard. It should be located just underneath the “Whiteboards” tab.
Whenever you want to create a survey, simply click on this tab and tap the blue “+Create” button to design your new survey. A pop-up box will ask you to choose your survey type. Currently, the options include a standard survey and a poll or quiz.
Once you choose your survey type, click “Next,” and Zoom will walk you through the process of creating the survey. When you create a survey, the experience will be similar to designing a survey for a Zoom meeting. You can create a new survey from scratch or use an existing template in your “survey library.” Once you’re ready to start building:
- Click “Untitled survey” to give your survey a name.
- Select a question type (such as multi-choice or single answer), and click “+Add question” to add the question to your survey.
- Click the gear icon to configure options. For instance, you can request anonymous answers or request feedback after someone automatically submits a survey.
- Click the color palette to customize the survey colors and branded elements.
- Use the preview icon to see a preview of your survey.
- Click “Save” to save your survey, “Publish” to access a survey link, or use the ellipses menu to save your survey as a draft.
Managing your Surveys with Zoom
As mentioned above, all Zoom surveys are stored in your Zoom library. Here, you can find all of the surveys, polls, and quizzes you’ve created in one place. You can also:
- Change survey settings: Unpublish or publish surveys or “favorite” essential polls.
- Track analytics: Monitor your number of responses and examine survey results.
- Access links: Instantly access a link for any survey you want to share.
- Edit your survey: Make changes to survey or poll questions and design elements.
- View basic survey information: See when the survey was created, its name, and other details.
If you want to automatically send a survey to attendees at the end of a meeting or webinar, you’ll need to sign into the Zoom web portal and click on the “Meetings” tab. Choose the meeting you want to edit the survey settings, then click the “Survey” tab.
Click the “edit” button next to “Survey options,” then select the option to show the survey in the browser when the meeting ends. You can “Preview” how the survey will look to attendees, then click “Save” if you’re happy.
If you want to download a report on your survey, log into the Zoom web portal, then click “Account management” followed by “Reports.” Click the “Usage Reports” tab, followed by “Meeting,” then choose “Survey report” in the “Report Type” menu.
Adjust your settings, then click “Generate” and “Download.”
Gather More Feedback with Zoom Surveys
Zoom Surveys might seem like a simple update to the communication and collaboration tool’s portfolio. After all, it’s not nearly as advanced or flashy as things like Zoom’s new “Revenue Accelerator.” However, this handy and intuitive tool could be extremely valuable to business leaders and contact centers alike.
With a fully customizable survey tool built into Zoom, you can collect feedback from everyone you interact with, regardless of whether they attend your meetings and webinars. This could be a great way to keep your finger on the pulse of everything from overall employee engagement to customer sentiment.
Go and check out Zoom surveys now, and stay tuned for more updates as the Zoom platform continues to evolve.
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