Building Events: Engage

Last updated: February 23, 2022

Successful Events provide opportunities for Presenters to engage audiences with questions, polls, surveys, and more. Adding these elements to Events also allows Organizers to collect data, gaining insights into their audiences for reporting. Here, Organizers have several options to create a meaningful, interactive experience for Presenters and Attendees.

Screenshot: Event Detail with 'Engage' highlighted.

A Note About Templates

When building an Event based on a Template, Files and Questions added at the Template level cannot be removed from Events built on the selected Template. Organizers can add Files and Questions to suit their individual Event. Explanatory text is included in the software:

Screenshot: Note on Event Files section. Reads: Templates enforce consistent collection and dissemination of information. Files and questions set on a template level cannot be removed from event creating using that template.

Learn more about Templates


Organizers may add files to their Events to share information such as Privacy Policies, course outlines, presentation slides, and other Event information they would like to share with Invitees and/or Registrants.

To add a File to your Event, click on the green '+' sign.

Screenshot: Event Files function with the green 'add' button and file availability options highlighted.

The 'Select File' window will appear. If the File you wish to add to your Event already exists on your Portal, locate the File in the list and click 'Select.' The File will now be attached to your Event.

To upload a new File to your Event, click on the 'Upload File(s)' button. Browse to your File's location and select the File you wish to add. The newly uploaded File will appear on your list. Click 'Select' to add the File to your Event. 

Screenshot: Select File window with the 'Upload File(s)' button circled and an arrows pointing to the 'Select' button and 'Upload File(s); button.Once the File has been added, choose when Registrants will be able to access the selected File. Options are 'After Registration' and 'Always.'

If 'After Registration' is selected, Registrants will have access to the file once they have signed up for the Event. If 'Always' is selected, the chosen file will be accessible to anyone with the Registration Page URL.

To delete the selected file, click on the red trash icon. 

Screenshot: File availability options with 'After Registration,' Always,' and trash icon highlighted.

Changing File Names

Organizers can change the name of their files, if necessary, from the 'Files' option located on the left side navigation:

Select 'Files' on the left side navigation:

Screenshot: Left-side navigation with 'Files' option circled.

The File Repository window will appear:

Screenshot: File repository window with first file highlighted.To rename the file, right-click on the file, The field will turn grey and a 'save' icon will appear. Click in the grey box and change the file name, then click the 'save' icon. 

Unified Question Bank

A powerful feature unique to EventBuilder, the Unified Question Bank is a database repository for questions, polls, surveys, and other audience engagement options that Organizers can use and reuse before, during, and after an Event. By streamlining the setup of audience engagement options, Organizers save time and maintain consistent messaging and data collection across Events.  

A key benefit to the Unified Question Bank is its flexibility. Supported types of questions include: 

  • Text (alphanumeric)
  • Dropdown (Single Response or Multiple Responses)
  • Radio button 
  • Checkbox
  • Statement
  • Acknowledge
  • Rating (Agreeability, Quality, Star)
  • Calculated Lookup Value

Organizers can add their own questions, polls, and surveys to their Templates and/or Events, or choose from the options already available in Unified Question Bank.

Learn more about the Unified Question Bank.

Registration Questions, Polls, and Surveys

Organizers can select from the Unified Question Bank for each type of Engagement tool.   

Registration Questions

Note: The 'Require Unique Email Per Registration' option helps eliminate duplicate registrations, ensuring more accurate reporting. 

To add Registration questions to your Event, click on the green'+' highlighted below:

First Name, Last Name, and Email Address are required and listed on all Events by default.

Screenshot: Registration Questions dialog with the "Require Unique Email Per Registration' radio button highlighted, as well as the green 'add' icon circled.

To add a Question already in the Unified Question Bank, click 'Select.' 

Screenshot: Select question window with the 'select area highlighted and an arrow.


The selected Question will be added to your Event:Screenshot: Selected question added to Event highlighted with an arrow and a circle around the Display Order box, Required checkbox, and Trash icon.

Click the 'Required?' checkbox to make the Question mandatory if desired.

To create a Question to add to the Unified Question Bank and your Event, click on the 'New Question' button:

Screenshot: Select Question search field with the "New Question' button highlighted.The Create Question window will open:

Screenshot: Create Question dialog box.

Enter your Question (required). The question text can be edited in the box provided to add a hyperlink and/or styling options. Next, choose your Question Type:

Screenshot: Question Type dropdown menu selections.When you select Dropdown list (Single Response or Multiple Responses), Radio button, or Checkbox, an Answer section will appear below Question Type/Question Name fields: 

Screenshot: Answer fiels with green plus sign and Display Order options highlighted.To add an answer, click on the green '+' sign. Enter your answer in the field that appears. Arrange the order of the answers in the Display Order field to the right of your Answer field.

Next, enter a Question Name that will display on your Reports. We recommend creating a Question Name that will be easily identifiable on your Reports.

Click 'Save' to return to the Engage window. Your newly created Question will appear in your Questions list. Add the Question to your Event by clicking 'Select.'


Streaming and Simulated Live Mode - Poll questions can be created ahead of time or on-the-fly and launched to Attendees during the Live Event by the Presenter, Moderator, or Organizer.

On-Demand Mode - Polls launched during a Live Event are saved and available for an On-Demand Event. Organizers can edit, delete, and/or add polls for on-demand events as well. To customize polls for On-Demand events, access the Event's build in your Portal and navigate to the Engage step. 

During an On-Demand viewing session, all polls will appear on the Polling Panel simultaneously (all at once) approximately 30 seconds into the recording's playback. Attendees can respond to the polls as if they were in the Live Event, and responses are available on Reports.

To add a Poll, click on the green '+' button. Follow the instructions for adding and/or creating Questions as described above.

Screenshot: Polls area on the Engage section of the Event build.

Screenshot: Select Question window with the 'New Question' and 'Select' buttons highlighted.

The Poll is now added to your Question Bank and your Event.

Survey Questions

Surveys provide valuable feedback Organizers can use to refine and improve their Events. For Streaming and Simulated Live Events, the Post-Event Survey questions appear in the left panel of the Attendee Viewing Console once the stream has ended. 

To customize the wording for your Pre- and Post-Survey text, use the HTML editor provided:

To add Registrant variables to your Survey text, click on the 'FX' icon.

The text you provide in the editors shown will appear before (above) and after (below) your survey questions.

To add an Event Survey, click on the green '+' sign.

Screenshot: Survey Questions function with the green 'add' icon highlighted.

Follow the instructions for adding and/or creating Questions as described above.

Screenshot: Select Question window with the 'New Question' and 'Select' buttons highlighted.You can now send the survey to anyone using our built-in emails. Your Survey URL can be found in the Registrant Variables tab in the Communicate Step of your Event build:

Screenshot: HTML editor in Communicate section with FX database variables button highlighted, and the variable selection window open with Survey URL option highlighted.


Additional Resources

Registration Pages have a space for Organizers to add links to additional Event information or supporting materials. 

To add links for Additional Resources to your Registration Page, click on the green '+' sign: 

Screenshot: Additional Resources Dialog with green 'Plus" sign highlighted.

Enter the name of the resource you wish to add and the URL and choose if you would like the resource to display on the Registration Page and/or during the Live Event.

Screenshot: Additional Resources dialog.

Organizers can add an unlimited number of links to support their Event. 

Note: The option 'Display during live event' is only available for EventBuilder Streaming Events.

Any "Additional Resources" links added will be included on the Registration Page: 

Screenshot: Sample Registration Page with Additional Resources highlighted.

Custom Info Panel Content

Screenshot: Simple HTML editor for Customer Info Panel Content.

Organizers can add custom content to be displayed on the Info Panel in the Attendee Console, including additional text, links, images, etc.
Screenshot: Info Panel on Attendee Console with Custom Content highlighted.

Attendee Sentiment

Organizers can enable Attendees to provide immediate feedback with a 'thumbs up' or 'thumbs down' feature on their viewing console during the Live Event. This feature can be disabled at any time during the Live Event via the Moderator Console.

To allow Attendee Sentiment capability during the Live Event, select 'Enable Attendee Sentiment.' 

Screenshot: Enable Attendee Sentiment checkbox.

Click 'Save & Continue'

Video Training: The Engage Step

Next: Communicate Overview

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