How to set up a post-webinar survey in HubSpot

Last updated on Apr 2, 2026 by Lusine Sargsyan

Goal

Learn how to build a post-webinar survey in HubSpot and automatically send it only to live attendees using workflows.

How to set up a post-webinar survey in HubSpot - YouTube

In this video

• 00:00 Introduction
• 00:16 Create a survey
• 01:25 Add questions to the survey
• 04:25 Customize the survey style
• 05:20 Customize the Thank you message
• 05:34 Edit the survey email
• 06:09 Setup the settings
• 06:30 Publish the survey
• 06:43 Create a list of webinar attendees
• 07:50 Create a workflow to send the survey to webinar attendees
• 09:40 Check the survey results

Step-by-step guide

Requirements

• A HubSpot Professional/Enterprise subscription.
• A webinar platform (in this guide we use Contrast).

1. Build the Survey

HubSpot Surveys

• In HubSpot, go to the left navigation bar, click on Service, and select Feedback Surveys.
• Click Create Survey in the top right. Select Custom survey and click Next.
• Choose Workflow as the delivery method and click Next.
• Select the new survey editor and click Create Survey.
• Enter a name at the top (e.g., "Post webinar survey").
• Use the + button or drag and drop fields from the left sidebar.
• Drag a sentiment field, connect it to a HubSpot property (e.g., "overall webinar rating"), and set the question text under Label (e.g., Overall, how would you rate today's webinar?).
• Toggle the Required field on if you want to make the question required.
• Add your second question and connect it to a HubSpot property (e.g., How relevant was the content to your work or goals?).
• Drag and drop your 3rd question field to your survey (e.g., Which of the following topics would you like us to cover in a future webinar?)
• Drag and drop a multi-line text field for general comments (e.g., Any other comments or suggestions?).
• Click on your survey and go to the Style tab.
• Remove or change the layout, replace the default icon with your logo, and adjust the size (e.g., 100px).
• Update the "Thank You message" with your logo and a short note.
• Navigate to the Email tab to customize the sender name, subject line, and body copy.
• In the Settings tab under Response settings, toggle on the option to send an email to the contact owner when a survey is submitted (optional).
• Click Review and publish in the top right and then Publish.

2. Identify Live Attendees

Contrast 1-Click Lists

• Create a list of Live viewers in HubSpot.

3. Set Up the Automation Workflow

HubSpot Workflow Settings

• In HubSpot, go to Automation > Workflows.
• Click Create workflow > From Scratch.
• Set enrollment trigger.
• Select When filter criteria is met.
• Choose List membership and find the list of live viewers you just created.
• Click the + button, search for Send survey, and select your Post webinar survey from the dropdown.
• Review the settings.
• Ensure re-enrollment is turned off so people only receive the survey once.
• Adjust timing settings if you wish to avoid sending emails on weekends or outside working hours.
• Click Review and turn on, then Skip to turn on.

Common problems and solutions

What's the difference between publishing the survey and sending it?

Publishing just makes the survey live and generates a shareable link. It doesn't send anything to anyone. The workflow you build in Step 3 controls who actually receives it and when.

Does this work with any webinar platform, or only Contrast?

The workflow logic works with any platform, as long as attendance data is being pushed into HubSpot. The guide uses Contrast because it is the only webinar platform that lets you create a one-click list for HubSpot and it is also the #1 rated webinar platform in the HubSpot marketplace. If you use a different platform like Zoom, you'll need to confirm how (or whether) it passes live attendance data to HubSpot.

Can I send the survey to replay viewers too?

Yes! You'd just create a separate list for replay viewers and either add them to the same workflow (with re-enrollment off) or build a second workflow with slightly different messaging.

Can I notify a sales rep or contact owner when someone fills out the survey?

Yes. In the survey's Response Settings, you can configure an automatic email notification to the contact owner whenever a response comes in, so they can follow up right away.