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Running effective surveys

FIlling in a form by handAside from the content of the survey itself, it is very important that any surveys or feedback forms are well prepared in other ways.

I just answered a survey that included at least three of the following mistakes and it has left with me with the impression that those business owners don’t care about details or consistency – so why would I trust them with promoting my business (their apparent service)?

So before you make a survey available to your customers, check how it presents and do a test run to see it really does work – better yet, get someone else to do the test run for you.

  1. Be careful of what you make a compulsory questions/answer. If a compulsory response isn’t included, the person can’t submit their survey and may get frustrated and move on which means you don’t get their feedback. And most people won’t tell you they had this problem, either.
    So if you do make a question compulsory to answer, ensure there is an answer for everyone so all can answer – even if one answer is “don’t know”, “prefer not to answer”, “none of the above” or similar.
    And if you give a range of answers including ‘other’, make sure that ‘other’ is an acceptable answer. I have done surveys where I can’t submit unless I choose a response instead of ‘other’ – forcing me to choose an inaccurate answer as well as my true comments.
  2. Most small (and even larger) businesses use a third party to run surveys. This generally means the survey appears more professional and can be easier to use – for example, not many businesses can afford the programming to do an online survey each time. While this is a valid practice, minimise the third party as much as possible.
    For example, if you complete this business branding survey, which is run on a third party survey site, you will be directed to the host business’s website once you click on ‘submit’. This way, the business itself is being promoted and gains more traffic from people doing the survey. The other option is to let people go to the third party’s homepage once the survey is complete.
  3. Brand the survey as much as possible. If the survey is a serious part of your business, it should continue your brand. That means add a logo, use your corporate colours, use the same style of writing, use your corporate fonts and use relevant images as applicable. You may not be able to make it match your web template or change fonts, for instance, but brand it as much as possible.
  4. Keep it as short as possible – you probably want responses from a range of people, not just the bored and those who love surveys, and busy people don’t have time for long surveys unless they see a potential benefit from it.
    Be careful with the number of questions – if one more question or comment will create a new page, review it. Someone scanning a survey will see there is another page and decide it is too long which would be a pity if the next page was only one question – or worse, if the next page is simply a “thanks for doing our survey” message.
  5. Look at the presentation – is there too much text so it looks complicated or time consuming? Does it look professional or just thrown together? Is there a nice mix of multiple choice answers and written responses, or just written responses? Does it look easy to complete?

Once you are confident you have good questions and a well prepared survey/questionnaire, the next step is to announce and promote it appropriately. Remember that many people won’t fill in the survey just because you want them to – you have to give them a reason to want to do it themselves.

And then make sure you make use of your survey results!

Use your words wisely!