Whether you're preparing a training, running a strategy sprint, or closing a workshop, gathering insights from your participants is key to making your sessions more impactful. With Forms in SessionLab, you can collect participant feedback, check in with your team, or gather stakeholder input - all without switching tools or setting up a separate survey platform.
What Can You Use Forms For?
Forms are designed to fit naturally into your session planning and delivery process. Here are some ways you can use them:
Collect feedback right after a workshop or training
Capture fresh impressions from your participants as soon as the session ends. Use a pre-made feedback form or create your own to gather insights on what worked and what could be improved.
Run a quick team check-in before a working session
Start your collaborative sessions on the right foot by asking participants how they’re feeling or what they want to focus on. A simple pulse check can help you adjust your plan in real time.
Understand participant expectations and pain points ahead of a session
Send out a pre-session form to learn about participants’ expectations, pain points, or challenges. This ensures your sprint is aligned with their needs from the get-go.
Reflect with a retro
Use Forms at the end of a project or regular meeting to help your team reflect on wins, misses, and lessons learned. Encourage honest feedback in a structured, easy-to-complete way.
Capture key information from clients or stakeholders
Instead of chasing email chains, use a form to collect the key details you need before a session - goals, priorities, roles, and more. It keeps everything tidy and in one place.
How to Use Forms
To get started with Forms, just head to your session, click the plus icon in the sidebar, and select Form:
From here, you’ll see a few options:
Choose from suggested templates for common use cases like workshop feedback or retrospectives.
Or create a custom form from scratch to fit your exact needs.
Once your form is created and published, you can send it out to your participants via a shareable link:
And if you would like to jointly work on the form with a collaborator you only need to invite them to the session as collaborators and they will be able to edit the Form in the same manner as they are able to edit a day in your session.
Once your Form is published, you will be able to see your participants' responses in the Responses tab.
Why Use Forms in SessionLab?
Forms are built directly into your session workflow - no need to switch between apps or copy-paste data. Everything stays in context, connected to the sessions and people involved.
Benefits of using Forms include:
Faster and smarter feedback collection
More relevant insights tied directly to your sessions
A seamless experience for both facilitators and participants
Whether you're running a one-off workshop or delivering a complex multi-day training, Forms help you stay organized, aligned, and insightful - without the extra effort.
Who Can See Your Forms?
Forms are visible to you and anyone you invite to collaborate on your session with you, whether they're Viewers or Editors.
Once published, Forms will also be available to anyone you sent the shareable link to. If you would like to stop gathering feedback from your participants, you can Unpublish the Form.
Forms won't be visible when you share the Visitor link or Online Agenda with anyone, and they will also not appear on your exports.