# 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.