Send a post-event survey automatically to all event registrants, or manually email the survey to a selected audience.
Before you begin
Create your survey in Handshake before attaching it to an event or including it in an email. For instructions, refer to Creating and Testing Surveys.
Automatically send a post-event survey
For school-hosted events, Handshake can automatically send a survey to all registrants after the event ends. This option is available for all event types, including group appointments.
The survey is sent to all registrants, regardless of check-in status. To send a survey only to checked-in students or another selected audience, follow the manual instructions below.
1. When creating an event, complete the form through the Attendance section.
2. Under Surveys, use the Post-event survey field to attach your survey.
3. Complete the remaining event fields.
4. Click Publish event for a single event, or Save as pending for a recurring series. A recurring series remains unpublished until you approve it.
For event setup instructions, refer to Events: Creating an Event.
Manually send a post-event survey
Use a manual email to choose recipients by registration or check-in status.
- Open the event’s overview page. Click the three-dot menu in the upper-right corner, then select Email attendees.
2. Choose a Registration Status:
- All Invited or Registered or Checked In
- All Invited
- All Registered
- All Checked In
- Registered and Checked In
- Invited but not Registered or Checked In
- Registered and not Checked in
3. Click Create Email. You’re redirected to the Targeted Email creation page, where you can name your email and choose a layout, previous email, or Handshake template.
4. Open the survey’s overview page and copy the URL from your browser’s address bar. Return to your email, compose your message, and include the survey link.
Tip: Use a Button to link to the survey, with text such as “Take the survey.”
For email instructions, refer to Creating and Sending Targeted Emails.
5. Review and send your email.