Surveys are a valuable tool for gathering information, input, and feedback. However, you must create a clear, effective survey to get reliable, actionable results. For example, imagine sending a long, boring survey to your customers. You probably wouldn’t get many responses, and the few you did get would be from people who were likely irritated by your ineffective survey. This article will show how to avoid that situation and create better surveys.
One way to create effective surveys is to use the best survey tools for small businesses. For example, Notion Forms can help you create detailed surveys that are easy to customize, visually appealing, and can integrate with your existing Notion databases.
What's The Purpose Of A Survey?
Before creating a survey, research teams should pause to consider what they hope to achieve. This will help them avoid "surveying for the sake of surveying" and instead create a survey that meets their organizational goals.
Identify Core Objectives
Defining the core objectives of a survey helps create a focused, efficient, and effective tool for uncovering actionable data. Begin by identifying the key questions the survey seeks to answer. For example, are you trying to measure customer satisfaction, understand market demand, or evaluate employee engagement? The more specific the objective, the more focused your survey design can be.
Determine the Audience
Understanding who will take your survey helps tailor its content. For example, a study for loyal customers might focus on product improvement, while one for potential customers might aim to understand buying barriers.
Align with Organizational Goals
Surveys should align with strategic organizational objectives. For example, if a company aims to improve user retention, the survey should ask questions that help identify factors contributing to churn.
When creating your survey, organize it like a story. There should be a clear beginning, middle, and end. Start with simple, nonintrusive questions to ease respondents in. Later, progress to more specific or complex queries. This way, participants can get comfortable before tackling the most critical questions that will yield the data they need.
Use Simple Language
Respondents should be able to understand your survey questions with little to no effort. Avoid technical jargon or ambiguous language, which can confuse participants and skew your data. Aim for short, straightforward questions that are easy to read and comprehend. If your survey includes specialized terminology, define it clearly so all respondents understand your meaning.
Limit the Length of Your Survey
Long surveys can scare away respondents and lead to low completion rates. Aim for fewer than ten questions to start. If your survey must be longer, group similar questions into sections. This way, you can maintain focus and make the study seem less overwhelming.
Incorporate Diverse Question Types
Surveys don’t have to be boring. Spice yours up by incorporating different question types, such as multiple-choice, rating scales, and open-ended questions. Each serves a different purpose:
Multiple-choice
Easy for participants to complete and for researchers to analyze.
Rating scales
It is ideal for measuring opinions or satisfaction levels.
Open-ended questions
Allow for in-depth feedback, but it should be used sparingly.
Provide Context Where Necessary
Adding short instructions or examples where necessary can enhance survey clarity. For instance, if asking about customer satisfaction, clarify the specific service or product being evaluated. This way, respondents know precisely what you mean and can provide accurate, relevant data.
Avoid Leading and Complex Questions
Leading questions can skew survey results. Avoid questions that suggest a preferred answer, e.g., “How much do you love our new product?” Instead, keep your queries neutral and let respondents decide how they feel. You should also avoid overwhelming complexity. Simplify questions to focus on one idea at a time.
Offer Adequate Response Options
Inadequately designed multiple-choice questions can frustrate survey respondents. Ensure your questions cover all potential answers and include an “Other” option where applicable. Effective design ensures respondents feel confident in their answers and eliminates barriers to completion.
Choose the Right Questions for Maximum Feedback
Closed-ended questions limit respondents’ answers to a predefined set of options. As such, they help you collect structured data that’s easy to analyze. On the other hand, open-ended questions allow survey participants to answer in their own words. This provides qualitative insights into their thoughts and feelings about a subject.
Consider incorporating closed- and open-ended survey questions to understand your research topic comprehensively. Here’s a closer look at the different types of survey questions and how to use them effectively. Closed-ended survey questions include:
Multiple-Choice
These questions allow for structured responses. For instance, “What influenced your purchase decision? (Select all that apply).”
Rating Scales
These measure the degree of satisfaction or agreement (e.g., “Rate your experience from 1 to 5”).
Yes/no Questions
These are useful for quick insights on specific topics.
Open-ended Questions
These allow respondents to express their thoughts freely. Example: “What features would you like to see improved?”
Ranking Questions
These help prioritize preferences. Example: “Rank the following features based on importance.”
Matrix Questions
These combine multiple related questions into a table for ease of answering (e.g., rating multiple product attributes on one scale).
Critical Strategies for Question Selection
Align with Objectives
Choose questions directly related to your survey’s purpose. For example, focus on service quality and delivery when assessing customer satisfaction.
Use Neutral Language
Avoid bias in phrasing. For instance, instead of asking, “What did you dislike about our product?” use “What are your thoughts on our product?”
Limit Complexity
Break down multi-part questions into smaller ones. Simplicity improves comprehension and response rates.
Include an “Other” Option
For multiple-choice questions, this allows respondents to provide alternative answers that are not listed.
Common Pitfalls to Avoid
Overloading Respondents
Too many questions can cause survey fatigue, leading to lower completion rates. Keep surveys concise and focused.
Vague Questions
Ambiguity results in inconsistent answers. For example, instead of asking, “Do you use our product often?” specify a time frame: “How many times have you used our product in the last month?”
Unbalanced Options
Ensure scales are evenly distributed and fair. Avoid scales that overly emphasize positive responses.
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Distribute the Survey Effectively to Reach Your Audience
Pinpoint Your Audience for Targeted Insights
To collect meaningful feedback, you must define who should take your survey.
Ask yourself
Who can provide the insights you need? Examples include existing customers, prospective clients, employees, or event attendees. What are their preferences? Knowing where your audience spends time online, or their preferred communication channels will influence your distribution approach. For instance, social media platforms like Instagram or TikTok may be effective if your survey targets young adults. For business professionals, email campaigns or LinkedIn are more appropriate.
Go Multi-Channel for Maximum Reach
To maximize reach, consider distributing your survey across multiple platforms.
Email Campaigns
Send personalized invitations to take the survey. Email is especially effective for reaching existing customers or employees.
Social Media Platforms
Share survey links on platforms where your target audience is active. You can also use paid ads to extend your reach to specific demographics.
Website Pop-Ups
Add a pop-up or banner encouraging visitors to participate.
Mobile Apps
If you have an app, integrate surveys directly into it for seamless feedback collection.
In-Person Events or QR Codes
For offline engagement, hand out QR codes or links during events, ensuring easy access to your survey.
Timing is Everything in Survey Distribution
Distribute your survey when your audience is most likely to engage. For example, Send surveys after a customer interaction (e.g., a recent purchase or customer service call). Avoid periods when respondents might be too busy, like holidays or weekends (unless targeting specific industries).
Choose Survey Tools with Built-In Sharing Options
Modern survey platforms like Google Forms, SurveyMonkey, or Typeform have built-in tools to share surveys across channels. They often include features like email automation and scheduling emails with reminders for non-responders.
Social sharing links
Post directly to platforms like Facebook, Twitter, or LinkedIn.
Integration options
Sync with Slack or WhatsApp to send surveys via preferred communication apps.
Personalize Your Outreach for Better Survey Response Rates
Customize your messaging to make the survey more appealing. Instead of generic requests like "Please take this survey," craft engaging invitations such as: “Help us improve your experience in just 3 minutes!” “Share your opinion and win a gift card!” (if incentives apply). Personalization can increase open and response rates significantly.
Monitor and Adjust Engagement Metrics During the Distribution
Track engagement metrics during distribution:
Open Rates
For email surveys, monitor how many recipients open your invitation. Click-Through Rates: Measure how many people start the survey after viewing it.
Drop-Off Rates
Identify points where respondents abandon the survey. If participation is low, consider tweaking your approach by Adjusting the timing, offering additional incentives, and simplifying the survey link or instructions. By effectively distributing your survey, you ensure it reaches a large and relevant audience, increasing the chances of receiving comprehensive feedback to guide your decisions.
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Before creating your survey, it is imperative to identify what information you want to collect and why. This will help you develop focused questions that target your specific objectives. For example, if you're going to improve a product, your survey will aim to uncover user experience issues. By clearly identifying your goals, you can create a study that delivers actionable insights to help you achieve your targets.
Consider Your Audience
Next, think about who will be taking your survey. Understanding your audience will help you craft appropriate survey questions for their age, knowledge level, and interests. For instance, if you're creating a survey for college students, you can use language and references that resonate with them. However, you may want to collect data from an older demographic on a similar topic. In that case, the survey should use more formal language and avoid culturally specific references that could confuse them. Also, consider how to motivate your target audience to complete your survey. What incentives can you offer to boost participation?
NoteForms caters to Notion power users, SaaS startups, and educators, solving challenges like inefficient data entry, fragmented workflows, and administrative overload. With NoteForms, you can streamline data collection, centralize management, and simplify workflows, boosting productivity while cutting costs for Notion enthusiasts. Create a form for free today with our Notion forms builder!