How to Create and Execute a Survey in 4 Steps

As long as there are businesses, there will always be a need for customer feedback. And there’s no better way to find out what the customer is thinking than to simply ask them. A survey is one of the most popular and most direct ways for a business to collect the information it needs to succeed. Thanks to technology, surveys have never been easier to create and implement. If you are creating a survey for business use, just follow these steps.

1. Determine the Purpose of Your Survey

What sort of information are you looking to obtain? Do you want to know how your customers feel about your business overall? Your products? Your marketing? Maybe you want to learn what your business is doing right or where you’re falling short in your customers’ eyes. Figuring out what you want to accomplish is the first step in a successful survey because it helps guide what sort of questions you will be asking.

2. Know Your Audience

A survey does no good if you are not getting your answers from the right people! Make sure you are targeting your company’s demographic. The more targeted you are, the higher the completion rate and the more useful the survey becomes. By utilizing an online platform, you can make a survey that can be embedded into a web page or accessed by a specific URL. This gets your survey in front of the right eyes.

3. Create Your Survey Using Survey Creation Software

Our software is an easy and efficient way to create, distribute, and analyze professional-looking surveys without knowing a line of code. A form can be as simple or as complex as you want. You can create a survey that builds on a user’s answers and blocks out certain questions based on answers. It’s not just a standard form, but a customizable and unique experience.

Here are a few main components you will want to look for in a survey creation platform:

  • A visual drag and drop editor so you can see what your survey will look like without having to code
  • Capabilities for advanced logic (piping or branching) so each survey is tailored to the individual user
  • Powerful reporting options so you can see results easily and efficiently
  • Data export capabilities for advanced analysis

While creating your survey, be sure to keep your questions simple. If a survey involves too much thinking, or questions are ambiguous, users are not likely to finish. And don’t present loaded questions that make the user feel like you are looking for a certain answer. You’ll also want to make sure your survey is short, about 5 minutes, and definitely no more than 10. Any longer than that and you will risk losing your user.

4. Test and Edit Your Survey

Make sure that your survey puts your company in the best light possible! Have several people edit the copy of your questions, and have employees or friends take the survey before it launches. This will allow you to fix any grammatical or technical errors beforehand.

5. Present and Analyze Your Findings

Now comes the important part: analyzing! The best surveys won’t mean anything if you don’t analyze the data. Using a software program allows you to analyze your data more efficiently and export it into a number of different formats compatible. Exporting data into a CSV format allows you to analyze it even further.


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