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Use this page to set the questions your staff answer in the wrap-up survey. It is for MSP administrators. The questions are for internal staff, not for company survey invitations. The list applies to your whole MSP. To answer the survey, see Complete the internal meeting survey.

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Before you start

  • You need access to Calendar settings, plus Manage access to Calendar or Meetings to change questions.
  • Question changes save at once. They do not use the page-header Save.

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Add a question

1

Open Settings > Calendar

Select the Post-Meeting tab and find the Post-meeting survey questions card.
2

Click Add question

The Add question dialog opens.
3

Write the question

Enter the Question (up to 500 characters). Add a Description (optional) of up to 2,000 characters if it helps.
4

Choose the answer type

Open Answer type and pick 1-5 rating, 1-10 scale, Yes / No, Choice list or Free text. For Choice list, enter one option per line in Options (one per line). Use at least one option, up to 20, each up to 200 characters.
Answer-type menu with 1-5 rating, 1-10 scale, Yes / No, Choice list and Free text
5

Set Required and Active

Turn on Required to make staff answer before Continue. Active puts the question in the survey. New questions start active and not required.
6

Click Save

Question saved confirms it. Cancel drops the dialog.

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Add the default questions

When the list is empty, click Add default questions. It creates editable questions for client engagement, meeting value, client sentiment, follow-up needed and additional comments. They start active and not required. The button does not show when any question exists, even if all are off.

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Edit a question

1

Click the pencil

It is labeled Edit question on the question’s row.
2

Change the fields

Update the question, description, answer type, options, Required or Active.
3

Click Save

Changing a question away from Choice list removes its options. Answers already submitted keep the question as it was when they were saved.

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Switch a question on or off

Use the switch on the question’s row. It saves at once. A question that is off stays in the list but leaves the survey. Turn off every question to leave the survey with no questions. Deleting every question is different, because staff then see the built-in defaults.

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Change the order

Click Move up or Move down on a row. Each move saves at once. Wait for one move to finish before the next. Reload the page to check the order after an error.

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Delete a question

1

Click the trash can

A prompt reads Delete the question “name”? Existing answers keep a snapshot of it.
2

Confirm

Cancel to keep the question.
Answers already submitted keep their snapshot. Re-submitting a survey uses the current active questions, so switch a question off instead of deleting it if you may want it back.

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Which Save to use

Required only checks the survey’s Continue button. Staff can still skip the survey.

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Troubleshooting

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Frequently asked questions

No. They are for MSP staff.
Yes. One list applies to everyone.
No. The dialog Save is enough.
Turn off its Active switch.
No. Staff then see the built-in defaults. Turn the questions off instead.
No. It only checks Continue.