How to configure an evaluation form

This article is for training companies and trainers.

Workshop Butler offers fully customisable evaluation forms which can be distributed automatically between attendees. You can create several templates with different configurations for different event types or just stick to default settings.

To learn more about the process of collecting evaluations, read this article.

Let’s see how to customise an evaluation form.

Default configuration

If you haven’t configured your own evaluation form yet, the system will use the default settings to request feedback from attendees. The default form includes two fields:

  • Rate your overall experience
  • Share your overall impression

These are two fields that are present in any form and cannot be removed or edited. That’s because we use them in other WSB processes: overall experience - to calculate trainer’s rating and overall impression - for testimonials and social sharing.

"Share your overall impression" field includes a Consent checkmark asking for attendees' permission to use their review as a testimonial. It helps avoid possible legal issues. 

The checkmark appears as soon as an attendee starts to type in the corresponding field. It will also show the preview of the post should an attendee choose to share their review on social media.

Important note: Consent checkmark for the Overall Impression field is not available for Management 3.0 and Collaboration Superpowers events due to the specificity of the forms they are using. 

Managing templates

If you want to configure your own template for evaluation forms, you can do it from Account Settings -> Evaluation Form tab.

To add a template, click the Add Configuration button. 

To edit or delete the already existing template, find it in the list and click the corresponding button.

Form settings

There are 4 parameters in the top part of the configuration menu. WSB uses these parameters to understand which template to use for a particular event.

Public/private, free/paid, event type

Set these parameters to let WSB know for which events this template applies. If there is an event with settings that match the template settings, the system will use this evaluation form.

For example, you have created a template for paid private events of the Scrum Master type. When you create an event with the same settings, the system uses this template to request feedback from attendees.

If the system has not found a template that matches the event settings, it will use the default configuration.

Default language 

It is used by the system when it can’t find a template translated into the event's spoken language. 

Read this article to learn more about language settings for evaluation forms.

Sections and fields

There are two types of elements you can add to each form — sections and fields.

Each form contains the  System Questions section which includes two obligatory fields we mentioned above: Rate your overall experience and Share your overall impression

WSB also offers you several default sections and fields which appear in event evaluations most frequently. You can remove them from your template, however, you cannot completely delete them from the system or edit them.

Sections and fields you have added by yourself can be edited or completely deleted from WSB.

The list of all sections is located on the right side of the menu. It also includes fields you have removed. You can drag and drop any element from here to the template on the left.

To learn how to add your own section and manage them, read this article.

To learn how to add your own fields and manage them, read this article.

After you have finished configuring a form, click the Save Changes button and the new template will appear in the Evaluation Form tab.

Important note: if you edit an already existing template, the changes will apply only to future events and won't affect those events that have been finished already.

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