In this article:

• Where is it?
• Enabling meeting feedback
• Adding an optional survey
• What Attendees and Company Reps see
• Optional: Hiding meeting feedback from Companies
• Accessing collected feedback

Where is it?

Once you’ve enabled meeting feedback for your event, you’ll access it from the Attendee List and Company List:

From either list, you’d filter to locate the record you need. Then use the Action menu to choose Meeting Feedback:

Attendees and Companies will also access meeting feedback from their MeetMax accounts:

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Enabling meeting feedback

Both Attendees and Companies will be able to see the meeting feedback option.

Step 1. Head to the Configure tab. Choose Meeting Settings, then General Settings:

Step 2. Under Enable meeting feedback, choose Yes:

Step 3. Scroll down and click the Save button:

The default form of meeting feedback is a 5-star rating scale.

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Adding an optional survey

If you want to capture deeper details, you can create a feedback survey with as many questions as you like.

Step 1. Head to the Configure tab. Choose Form Layout, then Meeting Survey, then Edit Form:

Step 2. By default, this survey is empty. It has no default fields, so you can build any type of form you need. Click Create Field to get started:

Step 3. You’ll see a pop-up with the form field details.

 • Choose an internal field Name.

 • Add a question to the Label field.

 • Choose a Type of field for the response.

Then click Submit:

Learn more about using the Form Editor here.

Step 4. When you’ve added all the fields you need, click the Save button to activate the form:

You can also add form rules and form sections, if you need.

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What Attendees and Company Reps see

Once an Attendee and a Company Rep have met, they can each log into MeetMax, and see the Meeting Feedback option:

On the Meeting Feedback page, they’ll see a running list of all the meetings they’ve attended.

If there’s no survey, the participant can click their star rating for each meeting:

If either person didn’t show up, the other can click the No Show icon:

If you’ve added a survey, the participant can click that link to open the survey and enter responses:

If a participant wants to update any feedback they've left, they can click on any meeting’s rating or survey link to make changes:

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Optional: Hiding meeting feedback from Companies

Depending on your event, you might prefer to have only Attendees and Company Reps use meeting feedback. You can hide it from Company accounts. Use the Menu Editor to remove this option from the Company account menu:

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Accessing collected feedback

You can access the feedback you’ve gathered in several ways.

Looking at one participant’s feedback

To see all feedback from one Attendee, head to the Attendee List:

To see all feedback from one Company, head to the Company List:

From either list, filter to find the record you need. Then use the Action menu to choose Meeting Feedback:

On the Meeting Feedback page, you can see all the feedback this participant has submitted so far. Click any Completed link to see the contents of that survey:

Getting a general view of meeting quality

If a Company isn’t hosting high-value meetings, you might want to reconsider having them participate in your future events. The Company List can help you see how well each Company performed overall.

On the Company List page, head to the Columns tab. Add these columns:

• Incoming Meeting Ratings: The number of star ratings submitted
• Incoming Meeting Ratings (Average): The average of those ratings

With this view, you can get a sense of which Companies had overall higher and lower ratings:

Exporting detailed feedback reports

If you want to export all participants’ meeting feedback in one report, head to the Reports tab, then choose Meeting:

Use either or both of these reports:

• Meeting Feedback Spreadsheet contains the dates, times, and participants of each meeting, along with its star rating.
• Meeting Survey Responses Spreadsheet contains the dates, times, and participants of each meeting, along with all survey answers.