Creating A Questionnaire

It is tempting to include many similar question types with similar response options in your online survey design.  Matrix questions, for example, provide an efficient questionnaire design method to help you gather lots of data in a neat, brief survey form.  It is wise, however, to resist the urge to use too many uniform survey questions and response lists, namely because of two sources of bias that stem from doing so: habituation and acquiescence.

Habituation occurs when respondents begin providing the same answers to survey questions with the same response options.  They start to get in a habit and select the identical response choice for every question.

Acquiescence is related to habituation, and occurs when respondents passively agree with an interviewer or survey questions.  Agree-disagree scales are the most often-used response options in opinion surveys; it is important that you take steps to avoid the chance that respondents will passively agree with your statements in order to quickly complete the questionnaire or provide what they think may be the “right” answers.

To avoid these response biases, you can use online survey software that allows question randomization, break up your matrix questions with other types of questions and scales, and phrase some questions in a manner that makes respondents switch their thinking.  An example of the latter would be to ask a series of positive questions in your survey questionnaire, and then throw in a couple questions worded differently so as not to allow habituation or acquiescence.  Use care up-front in your online questionnaire design to be sure that you'll reduce error and bias in your results.

I think I have always thought of myself as a "planner." While some people "fly by the seat of their pants," I am constantly thinking ahead to the consequences of my actions. The way I see it, this can be a good thing and a bad thing. Being a "planner" is bad because I am not as spontaneous as some of my friends. The "life of the party" is usually not someone who thinks ahead. However, it is a good thing at the same time, especially when operating in the corporate world, and specifically when designing online surveys.

I wrote a post a couple weeks ago about the importance of thinking ahead to reporting before designing a questionnaire online. I want to address a related issue: survey question logic. We on the Cvent Web Surveys Client Services team always strongly encourage our clients to use survey logic to their advantage. Lately, however, I have been getting lots of calls from clients who are having trouble with the logic they have applied. The reason for this is simple: too many clients do not plan or map out the logic they'll apply to their electronic survey. This lack of planning can cause numerous problems, most notably conflicting survey logic.

In the past two weeks, I have spoken with two clients who applied both branch logic and advanced logic to their online surveys. Both of these clients called because they were concerned there was a technical issue which was prohibiting the logic from functioning as it should. "But, I set up my branch logic correctly, and I know that my advanced logic should be working fine too, so what is wrong?" In both cases, the problem was the clients had applied branch logic which conflicted with the advanced logic, and the survey system therefore did not know where to send survey respondents when they answered a question a particular way. "If only these clients had planned ahead and mapped out the survey logic before launching their surveys," I thought, "then this problem could have been avoided."

Moral of the story: Please take advantage of the wonderful survey logic functionality available with Cvent Web Surveys software. However, at the same time, make sure to plan ahead. Even if you are someone who generally "flies by the seat of your pants," when designing online survey questionnaires, you should be a "planner" for once.

In the past several years, many market researchers have shifted to using online surveys more frequently. Traditionally, these online surveys were emailed rather than posted online to avoid data skewing.

When creating the online survey design, there are several things to consider. Make sure the electronic survey is simple and easy to use. Too often, online survey forms are cumbersome or technologically dated. Keep it simple, and you won’t run into any problems.

You must also plan carefully to make sure no questions are missed. You can design online surveys so they will not allow survey respondent to move on if mandatory questions are not completed. In addition to requiring survey questions, I would advise setting up the internet survey so respondents cannot complete the questionnaire more than once. Most online survey research software applications have features to create limits on how many times someone can fill out an online survey form. This prevents skewed data – some respondents will try to complete online survey forms multiple times if there is a giveaway or drawing offered as an incentive.

Make sure you read over your electronic survey a few times as well. Proofreading is especially important when designing online surveys. You must have members of your team proofread not only for grammar and clarity, but also functionality. Make sure all the links work, and the survey can be completed with all your caveats and mandatory questions. 

Online surveys have made it possible to gather information much quicker, and when used properly provide an excellent resource for market researchers.

All too often, we begin the survey creation process, but draw a blank.  How should we design a survey?  Should a survey design have the company look and feel?  Or should we design it to be a fresh look?

Having an online surveys tool that has survey templates built into the system is extremely important.  It eliminates the nagging question, "What is a survey design? How do I create a professional looking web 2.0 survey?"  This gives the survey builder that boost to get the creative juices flowing. In the Cvent Web Survey solution, there are over 50 graphical templates, ready to help you in designing surveys. Any color, any pattern, any style. They are all preloaded in the Cvent Web Surveys application. Definitely check these out the next time you are trying to figure out survey research design ideas for your next questionnaire.

Want to learn more about our survey design software? Sign up for a product demonstration.

Within the survey research process, a "Thank You" note is something that is sent a few days to a week after a questionnaire is sent out to your clients. This mailing expresses appreciation for responding and indicates that, if the client survey has not yet been completed, it is hoped it will be soon.

The postcard or email survey "thank you" note is not written in order to overcome respondent doubts or fears about taking the survey, rather, it is meant to jog memories and help re-arrange priorities, bringing your potentially forgotten survey back to the top of potential respondent's "To-Do" pile.

If timely and appropriately worded, the postcard "Thank you" note can arrive just in time to make an appeal that engenders a sense of importance about survey participation, without crossing the line into sounding impatient.

When possible, attempt to have your "Thank you" note be as different as possible from your original survey invitation request for participation letter. The goal is to create a stand-out piece of paper or electronic mail that contrasts with others, creating new stimuli for your potential respondent.

Utilizing these survey tips in conjunction with adding a "Thank You" note to your survey project outline are just some of the ways you can ensure your products are recognized as standing out from the crowd, especially in this all-too-hectic world.

Rarely are we asked the question, What is a survey? Typically questions follow the path of, Why do I need a survey program? What am I going to get out of conducting online web surveys to collect customer feedback? Or How do I get started measuring employee satisfaction with online questionnaire templates?

However, sometimes it's good to define market research and what it means, and answer the rarely asked question, What is a survey?

Market Research Definition (mahr-kit-ree-surch)
The gathering and studying of data relating to consumer preferences, purchasing power, etc., especially prior to introducing a product on the market.

Survey Definition (ser-vey)
Collect quantitative information about items in a population. Surveys of human populations and institutions are common in political polling and government, health, social science and marketing research.

Chances are though, you're still wondering about those other questions. These posts may help you answer those ever burning questions about why you should create and design surveys.

Yes, you read right; we’re not talking about cloning people. But wouldn’t it be awesome if you could clone your electronic surveys? The advantages are endless. If you have an internet survey that has to be sent out to people who attended different conferences on different dates, the headers and welcome pages would be different – as would the responses coming in, but the questions and emails would be almost exactly the same. Or if there’s an old online survey, closed and archived years ago, but you’ve realized you need to send it out again – clone it!

The best part about cloning surveys is that you can still make changes to them – so if you were designing surveys with similar content for five different groups of people, you could create a basic survey with all the questions, headers, templates, security settings, etc. and make minor changes to each of them so that each group gets a customized online web survey, but you only spend a fifth of the time.

When you clone a survey form, all information except the people added to its targeted list, gets carried over. So the next time you spend hours adding complicated branch and pipe survey question logic to an online questionnaire, worrying all the time that you will have to do it again and again, you can breathe a little easy. You always have the option to clone a survey irrespective of whether it’s in Test mode, Active, Closed or even Archived. Once you’ve done the work, you will never have to do it again.

So go ahead and clone your next survey – send it out to different people, generate different reports for each of them – you can even have one as anonymous and the other collecting contact information from respondents. As for cloning people, that debate will rage on.

Creating an evaluative tool to measure an employee's performance can be a daunting task for even the most experienced managers.

Here are some survey design tips to help you create effective performance evaluation materials that will be meaningful for both supervisors and supervisees:

1) Use titles that are less challenging for employees (e.g. calling the instrument an "evaluation" as opposed to a "test")

2) Have a place at the beginning of the job performance evaluation form to clearly delineate the employee being evaluated, such as their name, title, department, and other pertinent job related individual information, like hiring date and date of last review. Other non-job related demographics (such as employee age or eye color) should be left out.

3) Make sure the content the employee is being evaluated on always refers directly back to their position. This can include technical job-related skills, and "softer" characteristics such as courtesy to both clients and co-workers, or punctuality.

4) Employee evaluations lend themselves nicely to the use of Likert scales, but a good evaluation uses verbal measurements as opposed to numeric. For example one end of the survey rating scale would be "Needs Improvement" and the opposite end of the scale "Excellent Performance."

5) Leave plenty of room for written employee performance evaluation comments after each content area. Both the manager AND the employee should write down their thoughts about the content area discussed. This makes both parties feel like they are contributing equally to a conversation, rather than one person telling the other how to act.

6) Include space for concrete development plans and steps to be accomplished, including dates and time lines for the progress to take place. It's also a good idea to include mid-term progress review dates so manager and employee can check in with each other. This ensures both parties are still on target for a successful future review.

7) Allow both the employee and manager to sign the list of employee evaluation questions and responses after reading all parts thoroughly and together. Leave time for discussion of the evaluation. 
 
8) If your company has an HR department, have an appropriate HR supervisor review your staff evaluation form to double-check that all the right notes are hit.

Cvent offers a variety of Pre-Designed Survey Templates you can choose from for your first online web survey. These internet survey templates contain default questions, email, welcome and thank you text which you can utilize when designing a questionnaire. You can also choose from over 50 different graphical templates to suit the look and feel of your survey forms. Here’s a list of the different pre-created survey templates that you can use to build the base of your survey:


Besides this vast list of pre-designed questionnaires and graphical survey templates, Cvent also offers you a Question Library, which is filled with Customer Service, Demographics, Event, HR/Training, Marketing/Sales questions that you can utilize in your survey.

So! Go ahead and Sign up for an online web survey free trial account now and enjoy these á-la-carte features absolutely free.

Cvent provides you simple survey tips as best practices that you can follow while working on your electronic survey project to ensure that the project is flawless. Mentioned below are some survey form best practice tips that will help you achieve this.

Anonymous Survey: If you are creating an anonymous survey, please carefully consider the fact that you will not be able to link the responses that you collect to any of the respondents on your targeted list. As soon as a respondent clicks on a link in your online survey email, that person is removed from your targeted list and all of his or her contact information is removed as well. When you run survey reports for an anonymous survey form, the respondents will be identified by unique response numbers that are not linked to any respondent contact information. Respondent contact information is removed from the response for a particular anonymous survey, however it remains in your Cvent address book.

Removing Identity Confirmation Page: You can also create a collect respondent contact information survey and hide the identity confirmation page from your respondents so that the survey appears anonymous to your online survey respondents. However, for this functionality to work in your electronic survey, respondents must access the survey via a link in an email survey invitation. If the respondents are coming through the generic website link, they must go through the identity confirmation page, as there is no way to know who is responding.

Brand your company: As a valued Cvent Customer, we have activated the custom header feature in your account for a custom online survey design. Please take advantage of your ability to customize the headers on your welcome page and survey body pages to include your own images, banners and logos.

Be clear about privacy protections: People are more comfortable sharing information on the internet if they know how it will be used. The welcome page or the first page of the survey is the place to include information about how you will be using people's survey responses. Are they anonymous? Confidential? Shared with others? A university human subjects statement, if needed, would go here.

Use Page Breaks: We recommend putting a maximum of 5-6 questions on each survey page in order to keep the page lengths short. Not only does keeping each page short help reduce the likelihood that a respondent will time out, but adding page breaks helps you to collect partial responses. Anytime a respondent clicks on a "Next" button, the responses entered previous to that button are saved. This ensures that any respondents who exit the online web survey before hitting the "Finish" button will be able to go back in and answer the remainder of the questions to complete the survey.

Progress Indicator Bar: Use a progress indicator bar to allow your respondents to see where they are in the survey and to inform them when they have completed the survey.

Survey Logic: Where possible, drill down for more information. The logic in the Cvent Web Surveys system makes this very easy to do. If someone selects a negative answer choice, add a sub question to probe them for details. Use branch logic to create paths within your survey that are only applicable to one group of respondents. Pipe logic allows you to personalize your survey by pulling an answer from a previous question into the question text of a follow-up question. Lastly, advanced survey question logic can be used to make a question visible to a respondent when specific criteria are met. These criteria can be based on respondent contact information, custom contact fields, or questions in the survey. When you are applying advanced logic, you can also turn on link logic, so that respondents only see certain answer options for one question, depending on how they responded to a previous question in the survey.

Have your respondents market your survey: Activate the survey invitation forwarding feature to allow your online survey respondents send an email invitation to friends or colleagues at the completion of the survey. The contact information collected will be automatically added to your address book for future surveys.

From Name in the emails: Always use a recognizable From Name in your emails as this drives your respondents to open the email. This is very important because without opening the email, your respondents will not be able to take the survey.

Use Multiple Email Campaigns: Send targeted email marketing messages to your audience in order to help increase survey response rates. Within one survey, you can send out different messages to different groups of people by segmenting your invitee list. This functionality allows you to specify the From Name, From Email Address, Subject Line of the email, and body of the email. Take advantage of this functionality and manipulate these variables in order to increase the open rate of your survey emails and your response rates.

We often get asked, "What is a good survey design?" All of these survey best practice tips are components to keep in mind when designing a questionnaire to ensure quality survey data. Watch out for more tips coming soon...

The vast majority of survey research projects are studies at a single point in time of a specified population, such as employees, customers or the general public.  Fewer web survey designs track opinions over time.  This post outlines the different types of surveys carried out by researchers.

Point-in-time surveys are called cross-sectional studies.  They study a single population or sample size during a single specified time-frame, and give us a “snapshot” of opinion data.  Cross-sectional surveys comprise the largest number of projects that are undertaken. 

Longitudinal surveys, on the other hand, are those which study trends over time, and usually consist of cohorts or panel respondents.  These can be further classified into three distinct types of longitudinal designs (trend, cohort and panel).

This week I've shared what different colors mean and how they can effect people. The neutral color group is the last of the three groups, cool and warm colors being the other two.

Neutral Colors are good background colors because they unify diverse color palettes. When neutral colors are paired with warm or cool colors, they allow the focus to be on the other color (whether it's warm or cool). They also serve to tone down the intensity of the other color. As I've mentioned in the other two posts, neutral colors do have attributes of warm and cool colors. Blacks, browns, tans, golds and beige are considered warm. Cool neutral colors include white, ivory, silver and gray. As you might guess though, these attributes are much more subtle than those of reds (the hottest color) and blue (the coolest).

	Black - As we've discussed with other colors, black can have contradicting meanings. While black is conservative, conventional and serious it can also be sophisticated, mysterious and sexy. Black, like many of the neutral colors, match almost every color. The colors black doesn't match well with is other very dark colors.
	White - White represents purity, cleanliness and innocence. Like black, white goes well with most colors. Keep in mind that too much bright white can cause some people headaches and be a bit "blinding." For the most part, the colors paired with white, no matter the proportions, are often the ones that pass on meanings in your survey design.
	Gray - This is a neutral color, but it also has cool elements and rarely evokes strong emotions. Dark, charcoal grays show strength and mystery, similar to black. Gray is a sophisticated color, without the negative connotations of black. Grays are good background colors because they're so neutral. You can swap a light gray for white, or a darker gray for black.
	Silver - Silver can be cool like a gray, but it can also be livelier than a gray. Silver is often associated with being sleek and modern and imparts an ornate feel. Silver is a cool metal and lack the warm that gold has. When you use silver, it can give an earthy, natural, or sleek and elegant feel.
	Brown - Earthy. Wholesome. Dependable. Brown is a warm color that can be associated with all of these things, as well as being considered steadfast, simple and friendly. Not sure that brown represents dependability? What about UPS? They've built their whole brand around brown's dependability. Browns, taupes, beiges and creams all are excellent background colors because they make the other colors appear richer and brighter.
	Beige - Like a chameleon, beige takes on the attributes of the colors that accompanies it. However, on it's own, beige is a calm background color. The reason beige can behave like a warm or cool color is because it has the warmth of a brown and the coolness of white.

If you're using the Cvent Web Surveys software application, you'll notice all our pre-created survey templates take into account how colors interact with each other. So next time you're working on a world class customer service survey or creating web polls, check out the graphical survey templates in your online survey account.

Market researchers write survey questions for different audiences all the time. Sometimes the groups are broad, like consumers or non-consumers, and sometimes they are far narrower, like employees at a small advertising agency. When writing surveys for any audience, be sure and use the clearest and most sensible language to communicate with that audience.

For instance, if you were hired by the small advertising company to complete a 360 performance survey, you should use the correct title structure for supervisors and employees at the company. You don’t want to refer to managers, if at the agency supervisors are referred to as account executives. It would be confusing and yield improper results for your employee questionnaire.

Similarly, if you were performing a bank customer satisfaction survey, you wouldn’t want to ask survey respondents who only have standard checking accounts about their habits with their savings accounts.

In addition to doing the research necessary to communicate with your audience, you must also use clear language. There’s nothing worse than trying to respond to a survey questionnaire that is poorly written, with confusing grammar or overly long sentences.

Writing as clearly and directly as possibly will give you the answers you need. Have multiple people proofread your survey if possible. Everyone processes information differently and a variety of people may find different errors or points of confusion. Having others read the survey is beneficial, because as the survey creator it is hard not to be biased. You need to make sure it is clear to the respondents and as the survey creator, it is hard not to be biased.

Yesterday, I pointed out you should think about how the colors you pick may affect survey respondents when designing survey templates. There are typically three groups of colors to consider: cool, warm and neutrals. Cool colors are typically thought of to be cooling colors. But what about their counter part?

Warm colors: Get up! Get going! That's the mantra of warm colors, they get us going. Warm colors create excitement, and sometimes, evoke anger by conveying emotions from simple optimism to strong violence. Much the same way that white and gray can carry cool attributes, blacks and browns carry warm attributes. Since I mentioned that cool colors tend to appear smaller, you may be expecting this next part: warm colors sometimes appear larger and closer. As a result, warm colors can over power a cool color when they are used in equal proportions.

	Red - The color red can evoke a range of emotions: passion and love versus violence and war. Both cupid and the devil are associated with the color red. It certainly does seem to have a conflicting identity. Red is the hottest of all the warm colors and as a result, is a good stimulant. Think about the places you see red and what it indicates: red tie in the boardroom denotes power, flashing red lights warn of danger, etc. Red tends to grab people's attention and gets them to take action. But don't put all your calls to actions in your next email survey invitation in red because it can quickly become overpowering and evoke the wrong emotions.
	Yellow - Ahh! Sunshine! One of the many things the color yellow brings to mind. Like the color red, yellow can have conflicting meanings: happiness and joy versus cowardice and deceit. As you might imagine, yellow is best used in conjunction with other colors and not as the primary color. However, it can work as a primary color depending on the overall design. While blue iris was Pantone's Color of the Year in 2008, Mimosa is their 2009 Color of the Year.
	Orange - As a blend of red and yellow, orange brings together some of the best qualities of both colors. Orange brings the energy, warmth and cheerfulness of the two colors while leaving out the aggression that red brings to mind. Like other warm colors, orange is stimulating and is a good way to get noticed without "screaming" at your survey respondents.
	Gold - Gold is a cousin to yellow and orange, both warm colors. Because gold is a precious metal, it's also a color that represents riches and extravagance. Much like it's cousin yellow, gold can be both bright and cheerful, as well as somber and traditional.
	Pink - Pink is the softer side of red. Park that aggression at the door. Pink is sugar and spice and everything nice. As a result, it's often associated with the "weaker sex" and too much pink has been shown to create physical weakness in people. Both red and pink tend to allude to love, but unlike red's fiery passion, pink tends to denote romance. When combined with black or gray, pink tends to take on a sophisticated.

Gathering feedback and designing surveys that get a good response rates are definite challenges along the business survey decision path. However, if you keep simple color rules in mind and don't overwhelm your respondents, it gets a little easier.

One of the great things about Cvent Web Surveys software application is that it is constantly getting “better.” I, for one, am not aware of another survey software company that can state with confidence that 80% of all product enhancements come directly from the requests of current clients. Cvent, however, has certain processes in place so that every time a client expresses interest in seeing a new feature added to the online survey application, this request is quickly relayed to our technical team.

For those of you who were clients before our most recent product release in August 2009, you definitely noticed at least one big change in your account the first time you logged in after the release. As soon as you logged into your Cvent Web Surveys account, you saw that your surveys were no longer organized into folders on the Survey Selection page. Instead, they are now displayed in “views.”

Now, you may wonder why I chose to write my blog post this week on the transition from folders to survey views. It may seem like a pretty dry topic. I wanted to write on this particular survey subject because I get so many calls from clients asking how to create a new survey view that pull the appropriate surveys into view. If you have a lot of surveys created in your account, then this is a pretty important thing to know how to do, so that you don’t have to sort through all of your company’s surveys just to find the few that you are personally working on!

When you are ready to create a new survey view and filter the appropriate surveys into this view, you need to remember 3 simple steps:

1) Create a survey custom field. You can create survey custom fields under the Administration tab, on the same page that you create contact custom fields. Survey custom fields are primarily used to classify the surveys in your account and pull them into the appropriate views on the Survey Selection page. So, for example, if your marketing department and human resources department are running surveys, you may want to create 2 separate survey views, one for each department. The first step to do this would be to create a survey custom field for department.

2) Create a new view on the Survey Selection page. You can create a new survey view by choosing “add new view” from the Display drop-down menu. When you add the new view, you will need to name it and also specify certain options (i.e. whether you would like the view to be private or public). Finally, at the bottom of the page, you should apply an advanced filter based on the survey custom field you just created for department. For example, if you are adding the survey view for “Marketing Surveys,” you should choose “department” as the field, “equals” as the operator, and “marketing” as the value.


3) Now that you have created the survey custom field and added the new view, all you need to do is pull the appropriate surveys into the view you just created! When you added the new view for “Marketing Surveys,” you should have gotten a message, “no surveys match your criteria.” This is because you have not yet applied the survey custom field at the survey-level! To do this, simply go into an individual marketing survey, and click on  Settings on the top navigation bar. On the General Information page, you should click on the Custom Survey Fields tab. Here you can apply the “marketing” label to the individual survey, so that it will show up in the “Marketing Surveys” view.


Hopefully this post will be helpful to those of you who are struggling with the transition from folders to survey views. Believe me, survey views are completely customizable and will help you organize online surveys in your Cvent Web Surveys software account.

I found an interesting poll today about colors preferred by men and women, and it provoked some questions about what are the best colors to use when you create polls or design survey questionnaires. Here's the breakdown from the poll shared in a Lyris Whitepaper:


Why does it matter? Because colors are also a form of non-verbal communication. So whether you're creating an online questionnaire to collect feedback or using an email survey tool to craft email marketing messages for survey invitations, you should care how colors affect those reading your email or completing your customer survey forms.

Colors can cause physical reactions. For example, too much red has been show to increase blood pressure. As you design survey templates, keep in mind how color meanings can affect survey respondents.

Cool colors: Cool colors typically have a calming effect. Keep in mind that cool colors can appear smaller than warm colors and visually recede on the page.

	Blue - As you might have guessed, blue is calming. Almost everyone likes some shade of blue, whether it's a strong and steadfast blue or a light, friendly blue. In fact, in 2008 Pantone selected Blue Iris as the color of the year. As a result of the calming effect blue has, it can make time seem to pass more quickly and help you sleep. However, too much blue can cause the calming effect to go to the extreme and cause you to have the blues. Beyond just being calming, blue can convey richness and sometimes superiority (deep royal blue) or it can convey trust and truthfulness (combining light and dark blue). See how using blues could improve your response rate if it helps people trust you?
	Green - Like blue, green has some calming effects and can make time seem like it's moving quicker, but it also signifies growth, renewal, health and the environment. Like with blue, green has it's own extreme as well, green can mean jealousy or envy and inexperience. With a hint of warmth and coolness, green can create balance, harmony and stability.
	Purple - Over the ages, purple has come to be synonymous with royalty. Since purple comes from red (warm) and blue (cool) it has intriguing qualities of both. Typically deep and bright purples suggest riches, while lighter purples are more romantic and delicate. Keep in mind though, while purple can be noble and spiritual, too much purple can cause moodiness - the same as with too much blue.
	Turquoise - As a blend of blue and green, turquoise can have a soft, feminine qualities or a more sophisticated feel with the darker teals.

Look for parts two and three later this week for warm and neutral color meanings.

Sometimes we get so excited about creating a survey we want to jump right in and ask the really interesting questions. Those typically consist of finding out about who our clients are, where they're located, etc. (factual questions). In other words, our demographic questions.

But if we don’t take the time to think about placement of these really important factual items within our surveys, we may be inadvertently affecting the results we see. By placing your demographic survey questions (name, gender, race/ethnicity, age, etc.) close to the end of the survey feedback form as opposed to right at the beginning, you are increasing the chances that respondents will fill out these items, leading to richer data collection and more useful results. Respondents are more likely to feel invested in your survey, and will understand why you are asking those personal questions if those sensitive items are placed after survey questions that address the purpose of your survey.

Check out these blog posts to get started with your demographic survey questions.

Does your customer survey have "survivor bias"? I'm betting it does. Why? Because when most survey designers create business questionnaires or client satisfaction surveys we only collect feedback from individuals who are still customers. What about lost business? Why aren't those customers who left asked to complete your client feedback form? You better believe they have feedback.

In her post at the Dimensional Research blog, Customer Satisfaction Surveys: Avoid "Survivor Bias", Diane Hagglund defines "Survivor Bias" as drawing conclusions only from data that is available or convenient and thus systematically biasing your results. AKA biasing your survey sample by only asking "happy" customers. They may not be over the moon about your product, but they're at least happy enough with your offering if they're still paying you.

I agree with Diane on this one, it's pretty ridiculous to allow this bias to creep into your customer market research. It's easily avoided considering you should have all the customer data you need to send them the same client survey template. Make sure you're measuring client satisfaction among customers who left you for a competitor as well as those who simply decided not to renew the service (and didn't go with anyone else).

When you begin writing customer survey questions to create client questionnaires or update your annual template for a client satisfaction survey make sure you think about your former customers. If you don't know who they are, this is a good time to find out. Thank goodness for internet research software and customer insight solutions to make the act of surveying clients a little easier.

As market researchers, we are all aware of the many ways data can be gathered for a study. There is the online survey, telephone survey, in-person interview, direct mail questionnaire, email survey, focus groups and more.

Telephone surveys often yield decent response rates but can be difficult to conduct. A lot of people simply don’t want to be bothered on the phone and spend time answering poll questions. But phone surveys are great because you can ask all the questions and get clarification on any answers that don’t quite have the information you are looking for. The opportunity for that is of course not present in an online, email or direct mail survey.

A telephone survey is not going to work for every study, however. There are some products that won’t match up well. For example, a survey about a medical product is likely not one that anyone will want to discuss over the phone with a stranger.

For a consumer survey with a lot of feedback answers using numbered responses, an email questionnaire might be best as it could grow tedious and leave too much margin for error.

If it works, you can also combine survey methods and gather data both ways. When creating the surveys be sure to incorporate the differences into the call script and email. If it is necessary to have pre-screening questions for the phone interview, make them as concise as possible. Combining data collection methods is helpful and can achieve a more well-rounded result, but be careful about choosing the best method for your purposes.

Did you know there are 6 steps in the market research process?  While this process speaks directly to marketing research professionals, the process applies to HR, customer or education surveys as well:

1. Identify and define the problem.  Before you start any web survey project, you should identify the key issues you hope to be able to solve.  This step should also include clearly defined objectives.
    
2. Develop the approach. In this step, you need to establish a budget, understand influencing factors such as the environment or economy, decide on sampling and survey methods, and formulating hypotheses.
    
3. Research design. Designing a survey or questionnaire is considered the most important step in any survey process.  Question design takes a lot of thought and time.  We like to say, "If you put garbage in, you'll get garbage out."  This means that if the questions are bad, the data will be bad as well.  During the survey research design, keep in mind sampling methods and data analysis factors you intend to use.
    
4. Collect the data. Don't forget to test your survey before to ensure you're fielding the correct data.  Thankfully, with the help of an online survey tool, this step is relatively painless.
    
5. Analyze the Data. The types of analysis you planned to perform on the collected survey data should have been decided in earlier steps, but after collecting the data you have to actually perform the survey analysis.  Analysis can be performed using survey analysis tools like office programs, such as Excel, or more advanced programs such as SPSS - the complexity of the questions will determine this.
    
6. Report, Present, Take Action.  The final step in the market research process is to present your survey research findings and draw conclusions.  While Step 3 is the most important because it defines the outcome of your survey, if you fail to complete this last step and act on the findings in some way, the previous steps don't matter. 

As I mentioned in the beginning, this same process can be applied to any type of project: product evaluations, customer satisfaction questionnaires, public relation surveys, etc.  If you give each step the attention it deserves, each of your online surveys should be a success.