Forms - Gather insights from your workshop participants

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.

Forms are designed to fit naturally into your session planning and delivery process. Here are some ways you can use them:

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.

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.

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.

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.

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.

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:

Once your form is created and published, you can send it out to your participants via a shareable link:

You can also control how participant identity is handled when responses are submitted, giving you more flexibility. You can choose to automatically link responses to logged-in users (while keeping others anonymous), allow participants to decide whether to share their identity before submitting, or enforce fully anonymous submissions for everyone. This setting can be configured in the Share Form area after publishing your form.

The submission page for your participants will indicate whether a response will be attributed to a user or submitted anonymously, helping participants understand exactly how their input will be recorded.

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.

You can also create a Form directly from your session, by clicking the Ask AI button:
​

Once your Form is published, you will be able to see your participants' responses in the Responses tab.

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:

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.

You can also set up Custom Templates for Forms. This is a simple way to turn any Page or Form you've created into a reusable template for future sessions.

To save a Form as a template, click the three-dot menu next to it and select "Create form template":

Your custom template will now appear alongside the built-in templates whenever you create a new Form, making it easy to start with your preferred structure every time:

Once you've saved a Form template, you can view, edit, or delete it anytime to keep your template library organised and up to date. There's no limit to how many templates you can create.

Custom templates are shared across your workspace, so your entire team can benefit from standardised formats and best practices.

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 PDF/Word/PPT exports.

Choose How Participants Are Identified in Your Form

With SessionLab forms, you can also control how respondent identity is handled, helping you strike the right balance between privacy and attribution depending on your use case.

In the Sharing settings of your published form, you’ll find the “How should we identify respondents?” option.

You'll have three options to choose from:

Participants will always see clearly who they're submitting as - either their name and email, or "Anonymous" - before they hit submit.

Whether you’re gathering workshop feedback or collecting input ahead of a session, you can give people the privacy they need to respond honestly, or the attribution that helps you follow up.

It is possible to export your Form responses to CSV with just one click, giving you the flexibility to work with your data however you need.

To export your responses, open any Form, go to the Responses tab, and click the 'Export to CSV' button:

Once exported, you can open the CSV file in Excel, Google Sheets, or any spreadsheet tool.

Whether you’re preparing your form or reviewing feedback, AI is here to help you save time and gain insights faster. You’ll find AI suggestions directly inside Forms, just click the Ask AI icon to access recommended actions, or type your own question.

Examples of what you can ask:

You can also review each question individually or ask about the entire form at once.