In this article:

• Where is it?
• Enabling meeting feedback
• Adding an optional survey
• What an Attendee sees
• What a Company Rep sees
• 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 use the Action menu to choose Meeting Feedback:

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

(Back to top)

Enabling meeting feedback

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

The default form is a 5-star rating scale. To set this up, head to the Configure tab. Choose Meeting Settings, then General Settings:

Under Enable meeting feedback, choose Yes:

Finally, scroll down and click the Save button:

(Back to top)

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, and choose a field type 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.

(Back to top)

What an Attendee sees

Once a meeting has happened, the Attendee can log into MeetMax see the Meeting Feedback menu 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 Attendee can click their star rating for each meeting:

If the person the Attendee was supposed to meet with didn’t show up, the Attendee can click the No Show icon:

If you’ve added a survey, the Attendee can click any link to open the survey and enter responses for that meeting:

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

(Back to top)

What a Company Rep sees

When they log into MeetMax, Company Reps will see the Meeting Feedback menu option:

Company Reps can use rating and surveys exactly the way Attendees do - see the section above.

Optional: Hiding meeting feedback from Companies

If you’d prefer that only Attendees use meeting feedback, you can use the Menu Editor to hide this option from Companies:

(Back to top)

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 locate the record you need. Then use the Action menu to choose Meeting Feedback:

On this 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.