How to create a survey

Surveys are a powerful tool for gathering valuable insights, whether you're conducting market research, seeking customer feedback, or running academic studies. But where do you start? Fear not! We've got you covered with a step-by-step guide on how to create a survey that yields meaningful results.

Creating a survey is super simple. When you're on your Dashboard, just click the "Create" button and enter the form name. You will be forwarded to the form editor. You can add some questions by clicking "Add question" on the right sidebar.

How to create a survey step by step

1. Click Create to prepare your first form after creating your account.
2. Enter a name for the survey. You can easily change it later.
3. After adding the name and approval, you will be taken to the survey creation module.
4. The survey should begin with carefully preparing the cover page. In the panel on the right, you can select the option to add graphics and a more comprehensive comment where you can add essential information about the survey.
5. On the left side, you can add questions. There is 25+ question types.
6. In the design tab, you can adjust the survey in graphics. You can use ready-made templates or set your colors. In the Design tab, you can add your survey background. Read more about survey design.
7. The following tabs on the left panel allow you to set the logic, scoring, or apply hidden variables.
8. In the Settings tab, you can add your logo, set a random order of questions, and set up any security measures for the survey.
9. If the form is ready, it is worth testing and checking for any errors.
10. After testing the form, go to the Sharing tab. There you will find all the methods of sharing forms.
11. While the test runs, you can monitor the incoming results in the Analysis tab in real-time. After completing the study, you can generate reports or create cross-tables in the Analysis tab.

4 types of research

In the realm of research, four primary types stand out, each offering unique insights.

  1. Demographic research delves into economic and population data, aiding in targeting audiences with a genuine interest in your product or service. Take advantage of demographic survey questions.
  2. Employee research, on the other hand, focuses on understanding your employees' beliefs, thoughts, and opinions regarding their jobs and the industry.
  3. Market research delves into industry or buyer insights, allowing businesses to gauge their competition and understand market sentiments.
  4. Customer research gathers feedback from those engaging with your business, product, or services, offering valuable insights into enhancing customer experiences.

While recognizing the importance of surveys is crucial, knowing how to conduct an effective survey poses its own challenge. Crafting the right questions and effectively presenting them are key factors in gathering the desired information. This task, however, may prove more challenging than expected. Responsly comes to the rescue with an array of sample templates, making it effortless for survey creators to find suitable options for various use cases. With Responsly's user-friendly platform, conducting surveys becomes a seamless process, helping you make informed decisions based on valuable data.

10 steps to create good survey

Step 1: Define Your Objectives Begin by clearly defining your survey's purpose and the specific information you want to obtain. Determine the research questions you aim to answer and the insights you seek to gain from your respondents.

Step 2: Identify Your Target Audience Understand who your survey's intended participants are. Identifying your target audience helps tailor your questions to their preferences and characteristics, leading to more relevant and valuable data.

Step 3: Choose the Right Question Types Select appropriate question types based on your research objectives. Utilize closed-ended questions for quantitative data and open-ended questions for qualitative insights. More about difference between quantitative and qualitative research.

Step 4: Craft Clear and Concise Questions Write clear, straightforward questions that are easy to understand. Avoid using jargon or leading language that might confuse respondents.

Step 5: Organize Questions Logically Arrange your questions in a logical sequence, leading from general to specific topics. A coherent flow encourages respondents to engage with the survey until the end.

Step 6: Provide Diverse Response Options Offer a variety of response choices to capture different perspectives. Include "Other" or "Not Applicable" options when necessary to ensure comprehensive responses.

Step 7: Design an Attractive Interface Create an appealing and user-friendly survey layout. An aesthetically pleasing design enhances respondents' engagement and overall survey experience.

Step 8: Pilot Test Your Survey Before launching your survey, conduct a pilot test with a small group to identify any issues with question clarity, flow, or technical functionality. Use feedback to refine and improve your survey.

Step 9: Launch and Collect Responses Implement your survey and start collecting responses from your target audience. Use various distribution channels, such as email, social media, or website links, to reach a broader audience.

Step 10: Analyze the Data Once data collection is complete, analyze the survey results to uncover patterns, trends, and insights. Use data visualization tools to present findings in a clear and understandable manner.

What to do after conducting a survey

After conducting a survey, the process doesn't end with data collection. Several crucial steps should be taken to ensure the survey's success and make the most of the gathered insights:

  1. Data Cleaning and Validation: Review the survey responses to identify any inconsistencies, errors, or incomplete data. Clean and validate the data to ensure accuracy and reliability for analysis.
  2. Data Analysis: Perform a comprehensive analysis of the survey results to derive meaningful insights. Utilize data visualization tools to present findings in a clear and understandable manner.
  3. Interpretation of Results: Draw conclusions based on the data analysis. Identify trends, patterns, and significant findings that provide answers to your research questions or inform your decision-making process.
  4. Compare with Objectives: Compare the survey results with the initial research objectives. Assess whether the data aligns with your goals and if the survey has achieved its intended purpose.
  5. Identify Actionable Insights: Determine actionable insights from the survey findings. Identify areas that require improvement, changes, or further investigation based on the collected data.
  6. Share Findings: Present the survey findings to relevant stakeholders, team members, or management. Prepare a detailed report with key insights, supporting data, and recommended actions.
  7. Implement Changes: Take action based on the survey results. Implement improvements, modifications, or strategies that arise from the insights obtained.
  8. Communicate with Respondents: Consider providing feedback to survey respondents, especially if the survey was conducted for a customer or employee feedback initiative. Let respondents know that their feedback has been valued and taken into account.
  9. Continuous Improvement: Use the survey experience as a learning opportunity for future surveys. Consider feedback from respondents and internal team members to enhance the survey design and distribution process.
  10. Follow-Up Surveys: If necessary, plan for follow-up surveys to track progress and measure the impact of changes or improvements implemented based on the initial survey results.

Conducting online surveys presents an efficient and cost-effective method for businesses to gain valuable insights into customer preferences and expectations. A well-designed and executed survey can be a game-changer, guiding strategic decisions based on reliable data rather than guesswork. By following this technical guide, businesses can unlock the potential of online surveys, leading to improved customer service and overall business success. So, why wait? Start harnessing the power of online surveys today and take your customer service to new heights.

Need help or have more questions?

Responsly Employee Experience platform helps us to manage employee satisfaction and communication within our organization.

Alicja Zborowska, Administration Specialist

Red bull

We automated the product experience managment process.


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