How to Create a Digital Survey: Step-by-Step Guide

Digital surveys offer numerous advantages over traditional paper based methods. They streamline the process of collecting and analyzing data, making it faster and more accurate. With just a few clicks, responses can be gathered from participants around the globe, allowing for valuable insights and immediate action. This article explores types of digital surveys, and a step-by-step guide on how to create an effective digital survey using an online survey platform,  involve.me.

Types of Digital Surveys

Digital surveys come in various forms, each serving a distinct purpose and gathering specific types of information. Here are some common types of digital surveys, along with their objectives:

Customer Feedback Surveys

Customer satisfaction surveys are designed to gauge how satisfied customers are with a company's products or services. They help businesses understand customer experiences and identify areas for improvement.

Welcome Surveys

Welcome surveys are used to gather initial impressions and feedback from new customers or users. They help businesses understand the early experiences of their customers and make any necessary adjustments to improve satisfaction and retention.

Cancellation Surveys

Cancellation or exit surveys aim to understand why customers are canceling a service or subscription. They provide actionable insights into the reasons behind customer churn and offer opportunities to make changes that could retain customers in the future.

Employee Feedback Surveys

Employee satisfaction surveys are conducted to gather deeper insights from employees about the workplace environment, management practices, and overall job satisfaction. They help organizations identify areas for improvement and enhance employee engagement and retention.

Net Promoter Score (NPS) Surveys

NPS surveys measure customer loyalty and the likelihood that customers will recommend the company to others. They provide a simple but powerful metric to gauge overall customer satisfaction and loyalty.

How to Create a Digital Survey: Step-by-Step Guide

Creating an effective digital survey is important for gathering valuable feedback, and involve.me is the best online survey maker due to its simple interface, extensive templates, and customization options. Here's how to get started:

Step 1: Create Your Account

First, visit the involve.me website and click "Register" at the top right corner.

Follow the prompts to set up your account. Once completed, you'll have your own involve.me account, giving you access to all its features based on your selected plan.

Step 2: Choose a Template or Start Survey from Scratch

On your dashboard, you'll find an option to start a new project. Here, you can either select a pre-designed template or start from scratch. involve.me offers a wide range of templates tailored for different survey types and purposes.

These templates are structured to save time and ensure your survey is effective from the get-go. If you prefer to build a completely customized survey, you can opt to start from scratch.

Additionally, involve.me features an AI form generator that can quickly create surveys based on the prompts you provide.

Step 3: Choose Project Type

Once you have chosen your survey template or decided to start from scratch, it's time to name your project and select the project type. On the new project screen, give your digital survey a clear and relevant name that reflects its purpose, such as "Yoga Class Feedback Survey."

Next, you’ll need to choose the project type. For instance, if you want respondents to see a completion message after finishing the survey, select the "Thank You" page type. This final page can be customized to include a message of appreciation, additional information, or next steps, enhancing the overall respondent experience.

Step 4: Customize the Design

You can customize every aspect of your survey to match your brand or desired aesthetic. You can change the background, adjust colors, and select fonts to ensure your survey is visually appealing and consistent with your branding.

A clean and professional design can significantly increase survey response rates. A well-designed digital survey looks more credible and makes it easier for respondents to complete, leading to higher quality responses and better overall results. Take your time to ensure the design is polished and engaging, which will make a positive impression on your survey participants.

Step 5: Add Questions

Once the design is set, it's time to focus on the content. involve.me allows you to add various types of questions like MCQs, linear scale, rating, and free text input.

For example, I added a question asking about issues experienced by customers using MCQs.

You can also add rating questions to determine customer satisfaction levels regarding their yoga class.

Don't forget to include a free text input question at the end to capture any necessary details or helpful feedback.

Step 6: Preview and Publish

Before making your survey live, preview it to ensure everything looks and functions as intended.

This will show what your respondents will see and allows you to make any final adjustments.

After you are satisfied with the survey, click the 'Publish' button. Publishing your survey makes it accessible to wider audience and ready to collect responses.

Step 7: Invite Contacts Via Email

The final step is to send out your survey to your customers.

involve.me provides an "Invite by email" feature that allows you to send your survey directly to your contacts' inboxes.

To do this, go to the "Share & Embed" page and select the email invitation option. Craft a compelling email that explains the purpose of the survey and why their participation is valuable. Include a clear call-to-action with the survey link.

Final Words

So you see how easy it is to create digital surveys with just a few steps. With involve.me, the process is straightforward, thanks to its user-friendly interface and customizable templates. If you want to understand your target audience better by gathering their detailed feedback, start creating effective surveys now! Try involve.me for free and see the difference it can make.