Email Marketing

Communication is a very important part of conducting a survey online. How to inform the invitees about the survey, how to make sure they read the email survey invitation and respond to the survey. This totally depends upon what kind of email is sent to the invitee so they respond to your call to action (aka answer the survey). Here are a few online survey tips that will be helpful when you create survey invitation emails.

Send your invitations out automatically: After you have tested the email invitation, you are ready to send it out in bulk to all of your invitees. We recommend you switch the How to Send option on the Edit Settings page to the Send By Date.

Making No responses or Visited respondents take the survey: send reminder emails. Some people will take your survey right away. You will get increased responses, however, if you send follow-up email reminders with the survey link included. We recommend sending a minimum of two reminder emails depending on how long your survey will be running. Be sure to use our Partial Response reminders in addition to the No Response reminders.

Use HTML emails instead of plain text emails. To send an HTML email, go to the email you are sending out and then click on the HTML Email tab. Click on the Edit button, and you can create your HTML email, adding any images you want to include and formatting the text to emphasize your main points. Make sure to click on the Save and Update Plain Text Email button, so that your HTML email message and your plain text email message both convey the same information.

Feedback: Seek advice & suggestions from your respondents. If you are new to conducting surveys or have surveyed the same people for years, ask them what they like and do not like about participating in your surveys. Add a question or two to ask why they take the surveys and what would improve the questionnaires.

Thank your respondents. At the end of the survey, be courteous and thank your respondents for taking time out of their busy schedule to complete the survey. Also, if the survey is a collect respondent contact information survey, turn on the completion email and thank your respondents for their time in an email as well.

Just last week I shared how expensive conducting paper surveys can be, particularly if it's a survey project run every quarter for benchmarking or trending analysis. But cost isn't the only benefit online survey questionnaires can have over the old fashion mail questionnaire. Here are a few other things to consider next time you're debating between an instant survey online and it's paper-based equivalent:

• Speed: Creating surveys online offers instant distribution via web links posted on your website and email survey invitations. When you make surveys online, you can see the responses begin rolling in immediately - not trickle in a week or two after you first put them in the mail. Don't discount how much quicker you can analyze survey data either, since response are collected online, there's no manual data entry.

• Efficiency: This benefit goes right along with speed. It's more efficient to design a survey online and collect feedback using the internet. It's also easier to copy, or clone, your surveys for repeat deployment. 

• More Thorough Responses: By utilizing survey technologies like email survey invitations, and survey reminders for both non-respondents and partial respondents, you can collect more thorough responses and improve the accuracy and validity of your survey data.

• Randomization of Answers: We shared our thoughts on the benefits of randomizing answer earlier today. To get caught up, read this post on when you should randomize answers. But in summary, randomizing answers helps decrease certain types of survey bias and makes your survey results more reliable.

• Improved experience: Paper surveys limit you in providing a less than excellent survey respondent experience. Remember, every interaction with a customer impact the overall customer experience - this includes completing surveys! Designing surveys online gives you the ability to use survey question logic such as skip, branch, link logic or other types of  advanced logic that improves the overall experience. Instead of having to write survey questions like, If yes, when was the last time you purchased Agent ABC? Instead, that question only shows when the respondent indicates they have purchased Agent ABC. Couple these types of question logic with pipe logic that makes the survey even more engaging (remember, more relevant and engaging the survey is, the higher he response rate will be).

Unfortunately for the mail survey, they just don't have these types of functionality. Luckily for all online survey builders out there, you can simply select a survey designing software (like the Cvent Web Surveys application), and start improving your survey programs while cutting costs.

Conducting an online web survey should really be no different than any other kind of survey form, save for the medium. But all too often, normally restrained market research companies lose all sense of decorum when conducting an online survey. Suddenly it’s OK to plague potential respondents with multiple email survey reminders to take their electronic surveys.

It’s not. You must be mindful of how often you are communicating to potential respondents. I’ve even seen companies send out reminders to an entire respondent pool, some of whom have already taken the survey. If your survey is not getting enough respondents, there are probably issues that will not be fixed by several reminders. Perhaps you have fallen into some common traps not discussed previously – not explaining things clearly, no enticement, computer glitches or countless other things. The issue could also lie with the list you are sending it to and not the respondents themselves. If it is a list you have purchased, make sure the information is accurate. Always check out companies who sell lists thoroughly to ensure they are scrupulous.

It is important to check out all these potential avenues before sending out multiple reminders. Receiving unsolicited email reminders can irritate your potential respondent pool. All too often, I have seen this backfire when recipients unsubscribe from the email list. By sending out multiple email reminders for electronic surveys, you could be losing out on the ability to contact hundreds of potential respondents for future surveys. Once they have opted out, you can’t get them back.

With the emergence of widespread internet usage and powerful online survey software, the web has become the survey method of choice for many project managers and market research professionals.  Utilizing an online web survey design allows for levels of efficiency unheard of in traditional mail questionnaire projects, but it also poses new challenges for business survey researchers.  One of the questions that is asked often is, Is my customer feedback sample and/or survey data skewed because I used an online survey?

The answer could be either no, yes, or maybe, depending upon your specific research issues and target demographics.  The demographic that use the internet (and newer technologies in general) the most are younger people.  Those who are new to online technologies, or those who are not tech-savvy, might be intimidated or confused by a web survey form or an email survey invitation from an unknown sender, which can decrease your rates of nonresponse.  Also, you can run into the issue of coverage error for those who do not have internet access, which is more common among lower-income and less-educated individuals.

But overall, the reliability and validity of online survey results can be on par with or better than other modes, especially if you know your target audience well, including their rates of internet usage.  According to a September 2009 survey from the Pew Internet & American Life Project, 77% of all adults - and 93% of those ages 18-29 - use the internet “at least occasionally.”  Less than half of those aged 65 and older use the internet or send and receive email, however.

So while there are drawbacks to online questionnaire designs of which you should be mindful (as there are with any survey modes, such as interviewer bias, etc.), the efficiency and reduced costs are more than enough rationale for most to employ online data collection techniques, either exclusively or as part of a multi-mode survey design.  Knowing and understanding your target audience is the best way to be sure that your chosen mode will produce quality data.

In the past, I've shared online survey best practice tips you should keep in mind when designing a questionnaire to ensure quality survey data. We like to always share survey best practices, and today is no exception. Here are six more notable online survey tips.

Keep your email survey invitations short: Email marketing best practices always tell us to keep emails short and simple, with one clear call to action. In the case of survey emails, your call to action is the link to access the online web survey form. Be sure to include these important points to help recipients make an informed decision about whether or not to complete the survey:
Send personalized email survey invitations: Emails with a personal salutation result in increased response rates. Send your education survey as "Dear Mr. Wright" or “Hi John,” rather than "Dear Valued Alumni." In addition, you can insert other contact fields like organization names, work cities, amount they last gave, etc. throughout the body of the email, in order to make it highly personalized for each recipient.

Include the survey link in the email: Be sure to use the appropriate link in your outgoing emails. The default link in the emails {[S-RSVP LINK]} takes your respondents to the first page of the survey and skips the Welcome page. However, you might want to change this link to {[S-HOMEPAGE LINK]} if you have added important information on the Welcome page.

Incorporate an opt out link in all emails: Cvent requires that each email contain an opt out clause for all external surveys. It is very important that all of customers maintain compliance with the CAN-SPAM Act.

Launch survey invitations automatically: After you have tested the email invitation and your survey, you are ready to send it out in bulk to all of your invitees. We recommend that you switch the How to Send option on the Edit Settings page to the Send By Date.

Remember: Timing is everything: In order to make sure your email invitations are opened and read, avoid certain days and times. Never send out an email over the weekend or on Monday morning. This is when people’s mailboxes are full, especially with dreaded spam. We recommend sending emails in the middle of the week and the middle of the day.

A survey conducted by research firm BIA/Kelsey found that 9% of small and midsize business use Twitter for marketing purposes. An earlier survey by online marketing resource, MarketingProfs, showed that 84% of small businesses expect they will increase their use of Twitter and other social media outlets in the future. That same report also takes a look at how large businesses - including Dell and Disney - are using Twitter to reach devoted fans and potential customers. Companies large and small have begun using Twitter. I find this list of companies, although old, to be quite impressive!

At Cvent Web Surveys, we often recommend the use of Twitter, Facebook, and other social media outlets to reach a wider audience for your web survey. We've often found it to be most useful in monitoring and acted fast to ensure customer satisfaction. Bad news travels fast these days, and you have to be ready to react. 

If you are distributing your electronic survey in multiple channels (social media, your public-facing website, and through Cvent's email survey software platform) it is important to track where people are coming from. By analyzing where your respondents are coming from, you can more efficiently distribute your surveys in the future or weight responses. This is especially important if you are paying to advertise your survey - perhaps on traditional banner display advertising, website pop-ups, or search ads such as Google AdWords.

Cvent Web Surveys software provides two ways of tracking and analyzing this data. First, we have our "Reference ID". Reference IDs are a short string of text added to the end of your survey URL – "twitter", "yelp", or "google" – for instance, to allow you to track what other website "referred" the survey respondent to complete your online survey. These strings of text will then allow you to use the Cvent's built-in survey reporting to see, analyze, and slice and dice the information to give a clear view of where the survey respondents are coming from. 

Second, Cvent was proud to announce in our last quarterly product enhancement, the addition of Google Analytics integration. Google Analytics is Google's free tool for tracking visitors to your websites. The integration with Cvent Web Surveys software is extremely simple to set up and is a fantastic addition for our clients who use and love Google Analytics.

Now while I heartily recommend using social media as a tool to get your survey in front of more people, there is one thing that is crucial to remember: many businesses block social media websites. Robert Half International, an IT recruiting firm, reported 54% of companies completely block access to sites such as Twitter, Facebook, and even business-oriented LinkedIn. This means, if you're trying to attract those of us who work, you may be facing a higher hurdle than you imagined.

I realized it only after the emails had been sent.  It was a test survey that wasn’t intended for entry level employees and senior management.  It was an employee evaluation that had initially been slated to go out only to our newest batch of hires.  Only last minute did we discover we could use logic to create one interactive survey online for senior management to evaluate the progress of new hire training, and new hire survey questions for them to evaluate the training process.  The wording, the slang, everything was wrong!  What did I do…

Hopefully, this scenario has appeared solely in a nightmare (and yes, survey nightmares are very real and very terrifying).  But a similar, less daunting situation is common among many: You have an online web survey that will go out to two groups of respondents, the wording in the two would ideally be completely different, and you do not have the time to go into the two templates you’ve created and select the different audiences then manually send the emails.  Not to mention, this method would require using Cvent’s email survey tool's default templates and the Custom Messages.  What if I told you it was possible to create entirely separate email marketing campaigns, set the emails up to go out automatically AND keep the both default templates and custom messages for each group of respondents? 

The multiple email marketing campaigns feature allows you to do just this!  You can select the number of separate email blasts you intend on sending, you can add entirely different contact groups to each campaign, and you can set up your emails to go out automatically. 

1. This feature is perfect if you have a multilingual survey.  You can translate your message into as many languages as you like to ensure maximum comprehension. 

2. Multiple email campaigns is also great for newsletters that are tied to a generic instant survey.  Instead of copying your survey and creating a new email blast every month, you can add an email campaign for the October '09 Newsletter, November '09 Newsletter, December '09 Newsletter and so forth.  You can then get an aggregate view of the data collected across all months.

3. The nightmare scenario outlined above.  It is likely that emails sent to your senior management are not worded the same as emails sent to entry-level new hires.  The formality of the verbiage aside, your new hires might be a bit disconcerted to know that the bosses of the bosses are watching them and evaluating their decisions. 

We all know creating surveys and designing questionnaires can be a bit overwhelming.  Why put yourself through that again just so different people can receive the same questionnaire?

When it comes to marketing, understanding what information your audience wants to see is very important. In the Cvent survey management system, there is an option for Click Tracking. This part of the email marketing tool is great.

Here is how it works: When you create an eNewletter in Cvent, you can embed active links. These links can then be tracked through the Cvent Web Surveys reporting engine.  Unbelievable. Imagine being able to see what articles are important to your readers by running a simple report.  This gives you the insight needed to target specific groups more effectively.

Vocus, a leading provider of on-demand public relations management software, released the results of a recent public relations and marketing survey they conducted. The survey sample was made up of 1,800 marketing and PR professionals. Among Vocus's key findings was the response of 80% respondents that social media would be a key focus for them in 2010. Vocus shared that they believe social media has been a catalyst for the change in the PR industry, where PR is becoming increasingly more important.

How is the PR industry dealing with the fact they're being asked to do more with less? Investing in technology. Sounds like a familiar story, right? Marketers turn to email survey tools to send out email survey invitations instead of having to manually send all email marketing messages through Outlook. Accounting departments use software to help them manage finances instead of the old way of paper, pencils and ledgers. Technology is often used to help professionals manage their work loads, and PR industry is doing the same thing.

Here are some of the other key findings Vocus shared from it's marketing survey:


You can learn more about the survey results by viewing the recording of webinar Vocus hosted yesterday, PR Planning Considerations for 2010.

Some people still believe in using paper surveys instead of designing online questionnaires, sending personalized email survey reminders and utilizing electronic survey methods. Sometimes I have to wonder, Why? Some of the reasons people claim they want to use paper questionnaires instead of web survey forms is because they think it's cheaper. That's not usually the case.

Consider this: Online survey response rates are typically hire than response rates on a direct mail survey. Online survey research designed well will yeild response rates from 20-40%. Let's be conservative and say the paper survey you plan to send out will get a 20% response rate as well. I looked up the cost of a ream of standard multipurpose paper (500 sheets) on Office Depot's website: $7.09. A black ink cartridge for a laser printer is $77.99 and will print on a maximum of 2,200 pages. Most printed surveys will be kept to three to five pages, longer than that your survey form looks over whelming from the very beginning and is going to lower your response rate. This is how that cost quickly adds up:


Keep in mind these costs don't include the staff time of stuffing envelopes to send out the direct mail survey, or the staff time of manually entering in all of the responses into some sort of data collection software, be it Excel or a survey software tool. You can figure it will take an intern a week to send out 5,000 survey responses and another week for them to do the data entry for the 1,000 responses. So that's an additional cost of $600 to $800 for one survey campaign. What if you want to do a quarterly customer satisfaction survey? You're looking at an annual cost of over $25,000.

For me, that would be enough reason alone to look into an online survey software application. With a web survey tool, you have the ability to not only send one invitation, but reminders survey emails as well. Sending reminders, as we've mentioned before, can drastically increase your survey response rate. My suggestion: don't fall for the myth that paper surveys are cheaper than online surveys. It's definitely the other way around.

The benefits of online and email surveys are numerous. This is not to discount other survey methods but merely to point out the advantages.

1. Cost savings. It is fairly inexpensive to email survey questionnaires, once you have the email addresses of your target audience.

2. Ability to attach pictures or sound files. You can attach or embed necessary files in the online web survey – you cannot show someone a picture over the phone, or send an audio file easily through direct mail.

3. More honest responses. It’s been shown that respondents are more likely to reveal truthful information online than to an in-person interviewer. Think about how much people reveal through personal blogs and web sites, and this makes sense.

4. Limitless possibilities. With certain kinds of survey software, you can control what types of questions survey respondent can access, show additional questions if they answer a certain question in a particular way, and more. This can be done with paper surveys but it’s a bit more cumbersome and requires written directions: If you answered 'No' to the above question, please explain.

5. Fast results. As I discussed yesterday, the results of online surveys are very rapid, which saves researchers time and money.

Technology has come a long way – ten years ago, the majority of surveys were not online, and that has certainly changed. Now market researchers are using this format more often than not for at least one aspect of gathering feedback. Whether you're looking to conduct a product enhancement survey or an internal business survey of employees, web survey forms have their place in your internet research process.

What is a survey design's ideal length? In the past we've told you the typical survey best practice says surveys, whether they're paper or web survey forms, shouldn't be longer than thirty questions. While thirty certainly isn't a huge number, if you tell me you have a thirty question survey you want me to complete, forget it. I'm never going to complete your feedback form. However, if you tell me it's only a 10 question survey, I'm more likely to be on board. That is, unless I start to give you the customer feedback you're looking for and feel like your online questionnaire is longer than 10 questions.

You probably didn't lie to me, at least not if you're read about the dangers of lying about survey length in your email survey messages. It's probably a case of side view mirror syndrome: objects are closer than they appear - or applied to web survey design, questionnaires appear longer than they are.

Not surprising, if your survey form is interesting, the survey respondent is going to perceive it's shorter than it really is. However, the reverse doesn't seem to be true. If your web survey feedback form is boring and on an uninteresting topic, respondents will perceive it's the same length (and too long) whether there are fifteen questions or thirty questions.

It's not just about the actual length of your form when designing a questionnaire online, it's also about the perceived length. Even though your survey is only ten questions long, it may feel a lot longer if your collecting feedback about an uninteresting topic. If your survey questionnaire feels long, you instantly increase your chance of survey respondents abandoning your feedback form.

Designing survey invitations so that they render correctly in the person inbox is critical. However, with every email client, from Hotmail to Gmail to Lotus Notes to Outlook, have their own rules for rendering HTML email. In the past, I've given you updates on changes Gmail has made that's effected email rendering. Today, I wanted to share some tips to ensure you're creating emails that will look good in Outlook 2007. With Outlook 2003, the general rule of thumb is if it looks good in Internet Explorer, it will look good in Outlook. Outlook 2007 doesn't play by that rule.

Depending on your target market and who you expect your survey respondents to be, you may care more about these email survey design tips. If you are a business-to-business organization, most of your email marketing list is probably going to have business emails on it as opposed to freemail domains. If you're a business-to-consumer organization, you may care more about the rules Hotmail, Yahoo or Gmail use to render your emails.

Next time you're sitting down to work on your email survey design, keep these Outlook 2007 tips in mind:

Keep styles in line: This is a general email marketing best practice because a lot of email clients don't support embedded CSS. Outlook 2007 does support embedded CSS, but not all properties work the way they should when their rendered. To avoid running into these problems, just keep your styles in line.

Avoid animated files: Animated .gif files are not going to work in Outlook 2007. Instead of animating, the email will just render with the first image in the animation. As long as you're happy with this first image of the animated .gif file, then it's not going to detract from your email message. Just know that when you go to test your email survey invitation in Outlook 2007, nothing's going to happen.

Specify accurate table widths: This is another email marketing best practice for designing online survey invitations. You should use tables to design HTMl emails. If you have multiple columns and your column widths don't add up to the width you specified for the overall size of the table, you're probably going to run into issues when someone tries to read your email in Outlook 2007. To avoid this, just make sure you're doing your math correctly, or use percentages instead of pixels (just make sure you're adding to 100% not 101%).

Use Alt tag: In Outlook 2007, images are blocked by default. While some users may chose to turn this off and have images automatically show up - you shouldn't count on this. To avoid survey respondents from having no idea what your email says, be sure to include alternative text for all images.

No Forms: If you're trying to embed a survey form in an email message, it's not going to work. Outlook 2007 disables embedded forms. Instead of embedding the form, include a link to your electronic survey hosted either on your website or your survey software company's website.

For the most part, these email survey design tips shouldn't be that hard to follow. In fact, if you're using Cvent Web Surveys software, our email survey tool will keep some of these tips in mind for you - and you don't need to do anything. What do I mean? Our easy-to-use HTML editor automatically codes the email for you, so when you insert a picture, it's going to ask you for alternative text. When you are changing background colors or applying different rules to headings, it will make sure to code the in line style versus embedding CSS. If you're not using an email survey software tool that keeps email marketing design best practices in mind, you're going to need to do the research yourself to find out what different clients allow - or don't allow - in emails.

So, it is clear that Cvent Web Surveys software is always getting better. Remember that 80 percent of the changes made in your accounts with our quarterly product releases are enhancements that were requested by current clients. However, it is not only the online survey application that is consistently changing for the better. Here at Cvent, we are also constantly rethinking and revamping our training classes to serve our clients the best that we possibly can.

I wanted to write a post today just to let you know we recently rewrote the script used for the Survey Creation and Management training class. Another member of the Web Surveys Client Services team and I spent about a week meeting with the Senior Vice President of Client Services and Relationship Management to completely revamp this training class in order to better suit your needs. Although the material covered in the training class is by and large the same as it was before, it is our firm belief that the Survey Creation and Management class is now easier to understand and follow than it had been previously.

Just to reiterate, if you recently signed a contract with Cvent, it is highly recommended that you sign up for this class. Survey Creation and Management is offered every Wednesday from 2:30 PM EST to 4:30 PM EST. We also offer separate classes for our clients in the UK and Australia. The class for UK clients is every Wednesday from 8:30 AM to 10:30 AM GMT. The Australia class is offered Thursdays from 3:00 PM to 5:00 PM Australian Eastern Time. Finally, you can also listen to our recorded training classes if your schedule does not permit you to attend the live training.

In summary, if you are a new survey client or a new user of the Cvent system, please attend the Survey Creation and Management training class at your earliest convenience. Since this class goes over how to set up your first electronic survey in Cvent, how to import your contacts in bulk into the system, and how to send your survey invitations with the Cvent email survey tool, it is extremely beneficial for you to take as soon as possible.

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.

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...

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.

Partial responses are an unavoidable caveat of online surveys.  There are no moderators to ensure the survey respondent completes the web survey in its entirety and there are, generally speaking, no punishments or consequences should a respondent exit the survey early.  Add in the ever decreasing human attention span, and we have quite an obstacle to overcome to ensure your survey gets the most complete and most accurate responses. 

This was exactly the issue facing one of our clients.  Their survey was a decent length, only about 30 single choice questions, and the contacts on the target list were all product users.  So when they called in about the substantial number of partial and visited responses, I will admit I was a bit baffled.  Hey, it happens. 

I asked whether people had sent in messages about possible error messages when they tried to continue on to the next page or submit their responses; nothing. I checked their emails to ascertain whether any information in the messages was discouraging people from finishing the survey or telling them to return at a later date to complete; again, nothing.  It wasn’t until I previewed the survey to test whether there was any bug preventing the collection of responses that I noticed something: a hyperlink.  In the middle of the survey body.  It was so innocuous yet tempting, offering something new and unknown after having monotonously clicked through numerous page breaks and questions. 

I clicked the link and was immediately connected to a new, enchanting website filled with animated images, graphics, and wild colors.  Oh my!  What was this exciting new Wonderland I had discovered?  It was the distant, yet audible cough on the other end of the phone that brought my attention back to the task at hand.  And, I had discovered the cause. 

The hardest part of any online survey is to motivate survey respondents to not only open your email survey invitation, but take time out of their day to complete the survey.  With the proliferation of internet-based communication, people are becoming more desensitized to email marketing.  If you have already overcome the most difficult task of having a respondent start your survey, why lead them astray?

The solution was simple: take the hyperlink out of the survey body.  Put it in an email message or as a link on the separate Thank You page instead.  Keep this survey best practice in mind and you'll keep survey respondents focused on the project at hand.  Once they complete the survey, you can unleash the wonderful and ever intriguing world of the internet upon them.

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.

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.