How TED Streamlined TEDx Events Feedback Management with SurveyVista
Here’s what you can learn from this case study:
How TED automated surveys in Salesforce to streamline feedback across 3,000+ TEDx events
Real-time dashboards with PII protection to give organizers insights without compromising privacy
Multilingual support at scale to boost response rates and global accessibility
SurveyVista has completely transformed how we collect and act on attendee feedback within Salesforce. Organizers now have real-time access to high-quality insights in multiple languages, with built-in privacy protections, helping us improve NPS scores and confidently reach our ambitious growth goals.
KATELYN MONTANESE
Senior Director Of Licensing and Network Insights, TEDx at TED Conferences
TEDx is a grassroots initiative launched by TED to support its mission of uncovering and sharing “ideas worth spreading.” Through independently organized events around the world, TEDx brings TED’s spirit of curiosity, innovation, and inspiration to local communities. These events are led by passionate individuals who spotlight compelling ideas, research, and stories relevant to their regions, sparking meaningful conversations and connections. With over 3,000 TEDx events held annually, feedback from attendees plays a vital role in helping organizers and the TEDx team reflect, improve, and uphold event standards and licensing requirements.
Business Challenge
The process of collecting and sharing feedback with TEDx organizers had become fragmented. TEDx was using a third-party tool that involved manual steps, lacked real-time visibility, and offered no integration with Salesforce. They needed more than just a way to collect feedback, they needed a complete feedback system. With SurveyVista, TEDx was able to collect feedback securely across the globe, integrate responses directly into Salesforce for centralized access, understand insights through built-in dashboards and analytics, and act on feedback to continuously improve organizer support and attendee experiences. All while maintaining data privacy at scale.
That is where SurveyVista came in. To see how TEDx defines its feedback strategy, view the TEDx Attendee Survey guide.
Replacing Delighted (by Qualtrics) with a Scalable Native Salesforce Solution
The TEDx team wanted to transition away from using Delighted to collect post-event feedback and instead bring everything into Salesforce for better automation, consistency, and data privacy. The goal was to build a survey process that:
Automatically sent surveys to attendees after events
Delivered live dashboards to TEDx event organizers
Protected personally identifiable information (PII) from event organizers
Supported multilingual responses
Scaled across thousands of global TEDx events
Reduced opportunities for user error
SurveyVista, a 100 percent native Salesforce application, was the ideal solution.
The Implementation
We worked closely with the TEDx team and Coastal Cloud to configure a tailored feedback system within SurveyVista that aligned with TEDx’s unique needs.
Improved Uploader for Organizers
Previously, organizers were required to upload their attendee email list as a spreadsheet with very specific formatting – failure to do so would prevent the survey from sending.
Any misformatted email addresses would be omitted from the list without notifying the organizer.
Coastal Cloud created a Salesforce screen flow where organizers upload email addresses as free text rather than a file. This includes a secondary display of which emails were successfully processed, allowing organizers to cross-reference with the original list in case of formatting errors.
Survey Automation
Every attendee, captured as a lead in Salesforce, receives a post-event survey automatically. Survey dispatch is powered by Salesforce Flow and carefully timed. Responses are only shared with organizers after a defined waiting period, typically 21 days, to allow time for submissions.
Real Time Dashboards for Organizers
Once responses are collected, SurveyVista sends each event organizer a unique live dashboard link. This link displays:
Net Promoter Score (NPS)
Breakdown of promoters, passives, and detractors
Free-text feedback from attendees
The dashboards update in real time, allowing organizers to view results instantly as responses come in.
PII Protection
To protect attendee privacy, the TED team can classify any survey question as personally identifiable. Responses to these questions are automatically excluded from TEDx event organizer-facing dashboards, while internal TED teams retain full access.
Multilingual Support
Surveys can be sent in 29 languages by TEDx audiences, ensuring global accessibility and inclusivity.
The Outcome
By implementing SurveyVista, TED transformed its post event feedback process into a seamless, automated, and scalable system, all within Salesforce. TEDx event organizers now receive real time insights without the overhead of manual reporting. Attendee feedback is more timely, more secure, and more actionable.
Key results include:
Faster turnaround from event close to feedback delivery, with automated reports sent exactly when needed
Higher data quality and participation rates, thanks to multilingual support and thoughtful survey timing
Improved trust and transparency through the exclusion of personally identifiable information from shared reports
Operational efficiency, allowing the TED team to support hundreds of events without adding manual work
What was once a fragmented and external process is now a streamlined part of the TEDx event lifecycle, empowering organizers to learn, adapt, and deliver better experiences with every event.
About SurveyVista
SurveyVista, a 100% native Salesforce solution, empowers businesses to seamlessly collect, integrate, understand, and act on feedback data across the customer, partner, and employee lifecycle.
Effortlessly design branded surveys, forms, and assessments, deploy them across multiple channels, and automate distribution to streamline data collection while minimizing survey fatigue. With seamless no-code Salesforce integration, SurveyVista automates real-time data mapping to maintain a unified view of your customers, partners, and employees, enabling teams to access feedback where it’s most relevant.
Unlock actionable insights through AI-powered analytics and Salesforce dashboards, combining feedback with CRM data to drive impactful decisions. Leverage these insights to take timely actions that elevate customer, partner, and employee experiences, improve operational efficiency, reduce costs, and accelerate revenue growth.
Trusted globally by organizations of all sizes, from small nonprofits to large enterprises—SurveyVista supports diverse use cases, including CSAT, CES, NPS, VoC, and post-churn feedback.
