Rating Events

Once an event has been held, you can collect information on how the participants rated the event using a questionnaire.

Once an event has been held, you can collect information on how the participants rated the event using a questionnaire. This rating can then be entered in Aurea CRM web. Ratings can be entered for the venue, speakers and accommodation.

Rating Speakers

Enter the ratings of speakers received from individual participants in the corresponding agenda item of the participant program.

To rate a speaker:

  1. Click on the desired participant in the campaign tree.
  2. Select an agenda item on the Agenda Items tab.
  3. Enter the rating from the questionnaire in the Evaluation: Lecture Subject and Evaluation: Speaker fields.
  4. Save.
Note: You can enter anonymous ratings in the agenda item (in the campaign). Enter the number and sum total from the anonymous ratings here.

Rating the Venue and Hotels

Enter the rating of the venue and accommodation in the participant record.

To rate the venue and hotel:

  1. Click on the desired participant in the campaign tree.
  2. Enter the rating of the venue in the Rating: Venue field.
  3. Enter the hotel’s rating in the Rating: Accommodation field.

Calculating the Overall Rating

You can calculate the average rating of the event, accommodation and speakers based on all the individual ratings.

Your administrator defines a date. All events with the same or a later start date are included in the calculation. The result is the mean of all ratings entered for the event, accommodation and speakers.

To calculate the rating:

  1. Select (Marketing) > Calculate Lecture/Speaker Rating or (Marketing) > Calculate Accommodation/Venue Rating from the application menu.

    The mean value of all ratings is entered in the Rating field in the corresponding records:

    • Agenda item: Lecture Rating and Speaker Rating
    • Lecture subject with the same lecture subject and speaker: Lecture Rating
    • Person record of the speaker: Speaker Rating
    • Company record of the venue: Rating: Venue
    • Company record of the hotel entered for participants: Rating: Accommodation
    Note: These Evaluation fields are not write-protected. You can enter the overall rating manually. Values in the Rating fields are overwritten the next time the calculation is performed.