View & Assign Survey Responses

This guide provides essential steps for efficiently managing and assigning survey responses from event attendees. It streamlines the process of finding specific responses, assigning follow-up tasks, and communicating with team members, ensuring no valuable feedback is overlooked. Additionally, it offers tips for bulk assignments and accessing registrant data, making it a valuable resource for effective follow-up management. By utilizing this guide, you can enhance your event's engagement and response tracking.

Anyregistration

Navigate to the event's dashboard

In the People tile, click "**View Responses**"

Use the "**Search** responses" field to quickly find an attendee by name or use the column **filters** to sort/view responses. Note: Click the '**Download CSV**' to view responses in an Excel document.

Click the checkboxes to select attendees to assign follow-up tasks to follow-up team members. Note: There is a specific training guide and video in the CBMC Leader's Portal for how to use AnyRegistration for follow-up management. <https://leaders.cbmc.com/Event-Training/>

Once responses have been assigned, click the '**Send Assignments**' button to email the request to the assigned follow-up team member. Note: Bulk assignments can be made.

Follow-up team members will receive an email with a link to their assigned survey responses. Note: They do not have to sign in to the platform to access the responses. Here they can add notes, mark the follow-up as complete, and save. If they are assigned to multiple responses, they will click the 'Next' button in the top right corner.

Please note that you can also navigate to the '**Attendance/No Shows**' list and view registrants and their completed surveys there. **Hint**: The survey icon will be green if they submitted the survey.

View & Assign Survey Responses

Anyregistration

Navigate to the event's dashboard

In the People tile, click "**View Responses**"

Once responses have been assigned, click the '**Send Assignments**' button to email the request to the assigned follow-up team member. Note: Bulk assignments can be made.