how to write a research survey

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How to write great survey questions (with examples)

Learning how to write survey questions is both art and science. The wording you choose can make the difference between accurate, useful data and just the opposite. Fortunately, we’ve got a raft of tips to help.

Figuring out how to make a good survey that yields actionable insights is all about sweating the details. And writing effective questionnaire questions is the first step.

Essential for success is understanding the different types of survey questions and how they work. Each format needs a slightly different approach to question-writing.

In this article, we’ll share how to write survey questionnaires and list some common errors to avoid so you can improve your surveys and the data they provide.

Free eBook: The Qualtrics survey template guide

Survey question types

Did you know that Qualtrics provides 23 question types you can use in your surveys ? Some are very popular and used frequently by a wide range of people from students to market researchers, while others are more specialist and used to explore complex topics. Here’s an introduction to some basic survey question formats, and how to write them well.

Multiple choice

Familiar to many, multiple choice questions ask a respondent to pick from a range of options. You can set up the question so that only one selection is possible, or allow more than one to be ticked.

When writing a multiple choice question…

• Be clear about whether the survey taker should choose one (“pick only one”) or several (“select all that apply”).
• Think carefully about the options you provide, since these will shape your results data.
• The phrase “of the following” can be helpful for setting expectations. For example, if you ask “What is your favorite meal” and provide the options “hamburger and fries”, “spaghetti and meatballs”, there’s a good chance your respondent’s true favorite won’t be included. If you add “of the following” the question makes more sense.

Asking participants to rank things in order, whether it’s order of preference, frequency or perceived value, is done using a rank structure. There can be a variety of interfaces, including drag-and-drop, radio buttons, text boxes and more.

When writing a rank order question…

• Explain how the interface works and what the respondent should do to indicate their choice. For example “drag and drop the items in this list to show your order of preference.”
• Be clear about which end of the scale is which. For example, “With the best at the top, rank these items from best to worst”
• Be as specific as you can about how the respondent should consider the options and how to rank them. For example, “thinking about the last 3 months’ viewing, rank these TV streaming services in order of quality, starting with the best”

Slider structures ask the respondent to move a pointer or button along a scale, usually a numerical one, to indicate their answers.

When writing a slider question…

• Consider whether the question format will be intuitive to your respondents, and whether you should add help text such as “click/tap and drag on the bar to select your answer”
• Qualtrics includes the option for an open field where your respondent can type their answer instead of using a slider. If you offer this, make sure to reference it in the survey question so the respondent understands its purpose.

Also known as an open field question, this format allows survey-takers to answer in their own words by typing into the comments box.

When writing a text entry question…

• Use open-ended question structures like “How do you feel about…” “If you said x, why?” or “What makes a good x?”
• Open-ended questions take more effort to answer, so use these types of questions sparingly.
• Be as clear and specific as possible in how you frame the question. Give them as much context as you can to help make answering easier. For example, rather than “How is our customer service?”, write “Thinking about your experience with us today, in what areas could we do better?”

Matrix table

Matrix structures allow you to address several topics using the same rating system, for example a Likert scale (Very satisfied / satisfied / neither satisfied nor dissatisfied / dissatisfied / very dissatisfied).

When writing a matrix table question…

• Make sure the topics are clearly differentiated from each other, so that participants don’t get confused by similar questions placed side by side and answer the wrong one.
• Keep text brief and focused. A matrix includes a lot of information already, so make it easier for your survey-taker by using plain language and short, clear phrases in your matrix text.
• Add detail to the introductory static text if necessary to help keep the labels short. For example, if your introductory text says “In the Philadelphia store, how satisfied were you with the…” you can make the topic labels very brief, for example “staff friendliness” “signage” “price labeling” etc.

Now that you know your rating scales from your open fields, here are the 7 most common mistakes to avoid when you write questions. We’ve also added plenty of survey question examples to help illustrate the points.

Likert Scale Questions

Likert scales are commonly used in market research when dealing with single topic survyes. They're simple and most reliable when combatting survey bias . For each question or statement, subjects choose from a range of possible responses. The responses, for example, typically include:

• Strongly agree
• Strongly disagree

7 survey question examples to avoid.

There are countless great examples of writing survey questions but how do you know if your types of survey questions will perform well? We've highlighted the 7 most common mistakes when attempting to get customer feedback with online surveys.

Survey question mistake #1: Failing to avoid leading words / questions

Subtle wording differences can produce great differences in results. For example, non-specific words and ideas can cause a certain level of confusing ambiguity in your survey. “Could,” “should,” and “might” all sound about the same, but may produce a 20% difference in agreement to a question.

In addition, strong words such as “force” and “prohibit” represent control or action and can bias your results.

Example: The government should force you to pay higher taxes.

No one likes to be forced, and no one likes higher taxes. This agreement scale question makes it sound doubly bad to raise taxes. When survey questions read more like normative statements than questions looking for objective feedback, any ability to measure that feedback becomes difficult.

Wording alternatives can be developed. How about simple statements such as: The government should increase taxes, or the government needs to increase taxes.

Example: How would you rate the career of legendary outfielder Joe Dimaggio?

This survey question tells you Joe Dimaggio is a legendary outfielder. This type of wording can bias respondents.

How about replacing the word “legendary” with “baseball” as in: How would you rate the career of baseball outfielder Joe Dimaggio? A rating scale question like this gets more accurate answers from the start.

Survey question mistake #2: Failing to give mutually exclusive choices

Multiple choice response options should be mutually exclusive so that respondents can make clear choices. Don’t create ambiguity for respondents.

Review your survey and identify ways respondents could get stuck with either too many or no single, correct answers to choose from.

Example: What is your age group?

What answer would you select if you were 10, 20, or 30? Survey questions like this will frustrate a respondent and invalidate your results.

Example: What type of vehicle do you own?

This question has the same problem. What if the respondent owns a truck, hybrid, convertible, cross-over, motorcycle, or no vehicle at all?

Survey question mistake #3: Not asking direct questions

Questions that are vague and do not communicate your intent can limit the usefulness of your results. Make sure respondents know what you’re asking.

Example: What suggestions do you have for improving Tom’s Tomato Juice?

This question may be intended to obtain suggestions about improving taste, but respondents will offer suggestions about texture, the type of can or bottle, about mixing juices, or even suggestions relating to using tomato juice as a mixer or in recipes.

Example: What do you like to do for fun?

Finding out that respondents like to play Scrabble isn’t what the researcher is looking for, but it may be the response received. It is unclear that the researcher is asking about movies vs. other forms of paid entertainment. A respondent could take this question in many directions.

Survey question mistake #4: Forgetting to add a “prefer not to answer” option

Sometimes respondents may not want you to collect certain types of information or may not want to provide you with the types of information requested.

Questions about income, occupation, personal health, finances, family life, personal hygiene, and personal, political, or religious beliefs can be too intrusive and be rejected by the respondent.

Privacy is an important issue to most people. Incentives and assurances of confidentiality can make it easier to obtain private information.

While current research does not support that PNA (Prefer Not to Answer) options increase data quality or response rates, many respondents appreciate this non-disclosure option.

Furthermore, different cultural groups may respond differently. One recent study found that while U.S. respondents skip sensitive questions, Asian respondents often discontinue the survey entirely.

• What is your race?
• What is your age?
• Did you vote in the last election?
• What are your religious beliefs?
• What are your political beliefs?
• What is your annual household income?

These types of questions should be asked only when absolutely necessary. In addition, they should always include an option to not answer. (e.g. “Prefer Not to Answer”).

Survey question mistake #5: Failing to cover all possible answer choices

Do you have all of the options covered? If you are unsure, conduct a pretest version of your survey using “Other (please specify)” as an option.

If more than 10% of respondents (in a pretest or otherwise) select “other,” you are probably missing an answer. Review the “Other” text your test respondents have provided and add the most frequently mentioned new options to the list.

Example: You indicated that you eat at Joe's fast food once every 3 months. Why don't you eat at Joe's more often?

There isn't a location near my house

I don't like the taste of the food

Never heard of it

This question doesn’t include other options, such as healthiness of the food, price/value or some “other” reason. Over 10% of respondents would probably have a problem answering this question.

Survey question mistake #6: Not using unbalanced scales carefully

Unbalanced scales may be appropriate for some situations and promote bias in others.

For instance, a hospital might use an Excellent - Very Good - Good - Fair scale where “Fair” is the lowest customer satisfaction point because they believe “Fair” is absolutely unacceptable and requires correction.

The key is to correctly interpret your analysis of the scale. If “Fair” is the lowest point on a scale, then a result slightly better than fair is probably not a good one.

Additionally, scale points should represent equi-distant points on a scale. That is, they should have the same equal conceptual distance from one point to the next.

For example, researchers have shown the points to be nearly equi-distant on the strongly disagree–disagree–neutral–agree–strongly agree scale.

Set your bottom point as the worst possible situation and top point as the best possible, then evenly spread the labels for your scale points in-between.

Example: What is your opinion of Crazy Justin's auto-repair?

Pretty good

The Best Ever

This question puts the center of the scale at fantastic, and the lowest possible rating as “Pretty Good.” This question is not capable of collecting true opinions of respondents.

Survey question mistake #7: Not asking only one question at a time

There is often a temptation to ask multiple questions at once. This can cause problems for respondents and influence their responses.

Review each question and make sure it asks only one clear question.

Example: What is the fastest and most economical internet service for you?

This is really asking two questions. The fastest is often not the most economical.

Example: How likely are you to go out for dinner and a movie this weekend?

Dinner and Movie

Dinner Only

Even though “dinner and a movie” is a common term, this is two questions as well. It is best to separate activities into different questions or give respondents these options:

5 more tips on how to write a survey

Here are 5 easy ways to help ensure your survey results are unbiased and actionable.

1. Use the Funnel Technique

Structure your questionnaire using the “funnel” technique. Start with broad, general interest questions that are easy for the respondent to answer. These questions serve to warm up the respondent and get them involved in the survey before giving them a challenge. The most difficult questions are placed in the middle – those that take time to think about and those that are of less general interest. At the end, we again place general questions that are easier to answer and of broad interest and application. Typically, these last questions include demographic and other classification questions.

2. Use “Ringer” questions

In social settings, are you more introverted or more extroverted?

That was a ringer question and its purpose was to recapture your attention if you happened to lose focus earlier in this article.

Questionnaires often include “ringer” or “throw away” questions to increase interest and willingness to respond to a survey. These questions are about hot topics of the day and often have little to do with the survey. While these questions will definitely spice up a boring survey, they require valuable space that could be devoted to the main topic of interest. Use this type of question sparingly.

3. Keep your questionnaire short

Questionnaires should be kept short and to the point. Most long surveys are not completed, and the ones that are completed are often answered hastily. A quick look at a survey containing page after page of boring questions produces a response of, “there is no way I’m going to complete this thing”. If a questionnaire is long, the person must either be very interested in the topic, an employee, or paid for their time. Web surveys have some advantages because the respondent often can't view all of the survey questions at once. However, if your survey's navigation sends them page after page of questions, your response rate will drop off dramatically.

How long is too long?  The sweet spot is to keep the survey to less than five minutes. This translates into about 15 questions. The average respondent is able to complete about 3 multiple choice questions per minute. An open-ended text response question counts for about three multiple choice questions depending, of course, on the difficulty of the question. While only a rule of thumb, this formula will accurately predict the limits of your survey.

4. Watch your writing style

The best survey questions are always easy to read and understand. As a rule of thumb, the level of sophistication in your survey writing should be at the 9th to 11th grade level. Don’t use big words. Use simple sentences and simple choices for the answers. Simplicity is always best.

5. Use randomization

We know that being the first on the list in elections increases the chance of being elected. Similar bias occurs in all questionnaires when the same answer appears at the top of the list for each respondent. Randomization corrects this bias by randomly rotating the order of the multiple choice matrix questions for each respondent.

While not totally inclusive, these seven survey question tips are common offenders in building good survey questions. And the five tips above should steer you in the right direction.

Focus on creating clear questions and having an understandable, appropriate, and complete set of answer choices. Great questions and great answer choices lead to great research success. To learn more about survey question design, download our eBook, The Qualtrics survey template guide or get started with a free survey account with our world-class survey software .

Sarah Fisher

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• Knowledge Base

Methodology

• Survey Research | Definition, Examples & Methods

Survey Research | Definition, Examples & Methods

Published on August 20, 2019 by Shona McCombes . Revised on June 22, 2023.

Survey research means collecting information about a group of people by asking them questions and analyzing the results. To conduct an effective survey, follow these six steps:

• Determine who will participate in the survey
• Decide the type of survey (mail, online, or in-person)
• Design the survey questions and layout
• Distribute the survey
• Analyze the responses
• Write up the results

Surveys are a flexible method of data collection that can be used in many different types of research .

Table of contents

What are surveys used for, step 1: define the population and sample, step 2: decide on the type of survey, step 3: design the survey questions, step 4: distribute the survey and collect responses, step 5: analyze the survey results, step 6: write up the survey results, other interesting articles, frequently asked questions about surveys.

Surveys are used as a method of gathering data in many different fields. They are a good choice when you want to find out about the characteristics, preferences, opinions, or beliefs of a group of people.

Common uses of survey research include:

• Social research : investigating the experiences and characteristics of different social groups
• Market research : finding out what customers think about products, services, and companies
• Health research : collecting data from patients about symptoms and treatments
• Politics : measuring public opinion about parties and policies
• Psychology : researching personality traits, preferences and behaviours

Surveys can be used in both cross-sectional studies , where you collect data just once, and in longitudinal studies , where you survey the same sample several times over an extended period.

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Before you start conducting survey research, you should already have a clear research question that defines what you want to find out. Based on this question, you need to determine exactly who you will target to participate in the survey.

Populations

The target population is the specific group of people that you want to find out about. This group can be very broad or relatively narrow. For example:

• The population of Brazil
• US college students
• Second-generation immigrants in the Netherlands
• Customers of a specific company aged 18-24
• British transgender women over the age of 50

Your survey should aim to produce results that can be generalized to the whole population. That means you need to carefully define exactly who you want to draw conclusions about.

Several common research biases can arise if your survey is not generalizable, particularly sampling bias and selection bias . The presence of these biases have serious repercussions for the validity of your results.

It’s rarely possible to survey the entire population of your research – it would be very difficult to get a response from every person in Brazil or every college student in the US. Instead, you will usually survey a sample from the population.

The sample size depends on how big the population is. You can use an online sample calculator to work out how many responses you need.

There are many sampling methods that allow you to generalize to broad populations. In general, though, the sample should aim to be representative of the population as a whole. The larger and more representative your sample, the more valid your conclusions. Again, beware of various types of sampling bias as you design your sample, particularly self-selection bias , nonresponse bias , undercoverage bias , and survivorship bias .

There are two main types of survey:

• A questionnaire , where a list of questions is distributed by mail, online or in person, and respondents fill it out themselves.
• An interview , where the researcher asks a set of questions by phone or in person and records the responses.

Which type you choose depends on the sample size and location, as well as the focus of the research.

Questionnaires

Sending out a paper survey by mail is a common method of gathering demographic information (for example, in a government census of the population).

• You can easily access a large sample.
• You have some control over who is included in the sample (e.g. residents of a specific region).
• The response rate is often low, and at risk for biases like self-selection bias .

Online surveys are a popular choice for students doing dissertation research , due to the low cost and flexibility of this method. There are many online tools available for constructing surveys, such as SurveyMonkey and Google Forms .

• You can quickly access a large sample without constraints on time or location.
• The data is easy to process and analyze.
• The anonymity and accessibility of online surveys mean you have less control over who responds, which can lead to biases like self-selection bias .

If your research focuses on a specific location, you can distribute a written questionnaire to be completed by respondents on the spot. For example, you could approach the customers of a shopping mall or ask all students to complete a questionnaire at the end of a class.

• You can screen respondents to make sure only people in the target population are included in the sample.
• You can collect time- and location-specific data (e.g. the opinions of a store’s weekday customers).
• The sample size will be smaller, so this method is less suitable for collecting data on broad populations and is at risk for sampling bias .

Oral interviews are a useful method for smaller sample sizes. They allow you to gather more in-depth information on people’s opinions and preferences. You can conduct interviews by phone or in person.

• You have personal contact with respondents, so you know exactly who will be included in the sample in advance.
• You can clarify questions and ask for follow-up information when necessary.
• The lack of anonymity may cause respondents to answer less honestly, and there is more risk of researcher bias.

Like questionnaires, interviews can be used to collect quantitative data: the researcher records each response as a category or rating and statistically analyzes the results. But they are more commonly used to collect qualitative data : the interviewees’ full responses are transcribed and analyzed individually to gain a richer understanding of their opinions and feelings.

Next, you need to decide which questions you will ask and how you will ask them. It’s important to consider:

• The type of questions
• The content of the questions
• The phrasing of the questions
• The ordering and layout of the survey

Open-ended vs closed-ended questions

There are two main forms of survey questions: open-ended and closed-ended. Many surveys use a combination of both.

Closed-ended questions give the respondent a predetermined set of answers to choose from. A closed-ended question can include:

• A binary answer (e.g. yes/no or agree/disagree )
• A scale (e.g. a Likert scale with five points ranging from strongly agree to strongly disagree )
• A list of options with a single answer possible (e.g. age categories)
• A list of options with multiple answers possible (e.g. leisure interests)

Closed-ended questions are best for quantitative research . They provide you with numerical data that can be statistically analyzed to find patterns, trends, and correlations .

Open-ended questions are best for qualitative research. This type of question has no predetermined answers to choose from. Instead, the respondent answers in their own words.

Open questions are most common in interviews, but you can also use them in questionnaires. They are often useful as follow-up questions to ask for more detailed explanations of responses to the closed questions.

The content of the survey questions

To ensure the validity and reliability of your results, you need to carefully consider each question in the survey. All questions should be narrowly focused with enough context for the respondent to answer accurately. Avoid questions that are not directly relevant to the survey’s purpose.

When constructing closed-ended questions, ensure that the options cover all possibilities. If you include a list of options that isn’t exhaustive, you can add an “other” field.

Phrasing the survey questions

In terms of language, the survey questions should be as clear and precise as possible. Tailor the questions to your target population, keeping in mind their level of knowledge of the topic. Avoid jargon or industry-specific terminology.

Survey questions are at risk for biases like social desirability bias , the Hawthorne effect , or demand characteristics . It’s critical to use language that respondents will easily understand, and avoid words with vague or ambiguous meanings. Make sure your questions are phrased neutrally, with no indication that you’d prefer a particular answer or emotion.

Ordering the survey questions

The questions should be arranged in a logical order. Start with easy, non-sensitive, closed-ended questions that will encourage the respondent to continue.

If the survey covers several different topics or themes, group together related questions. You can divide a questionnaire into sections to help respondents understand what is being asked in each part.

If a question refers back to or depends on the answer to a previous question, they should be placed directly next to one another.

Prevent plagiarism. Run a free check.

Before you start, create a clear plan for where, when, how, and with whom you will conduct the survey. Determine in advance how many responses you require and how you will gain access to the sample.

When you are satisfied that you have created a strong research design suitable for answering your research questions, you can conduct the survey through your method of choice – by mail, online, or in person.

There are many methods of analyzing the results of your survey. First you have to process the data, usually with the help of a computer program to sort all the responses. You should also clean the data by removing incomplete or incorrectly completed responses.

If you asked open-ended questions, you will have to code the responses by assigning labels to each response and organizing them into categories or themes. You can also use more qualitative methods, such as thematic analysis , which is especially suitable for analyzing interviews.

Statistical analysis is usually conducted using programs like SPSS or Stata. The same set of survey data can be subject to many analyses.

Finally, when you have collected and analyzed all the necessary data, you will write it up as part of your thesis, dissertation , or research paper .

In the methodology section, you describe exactly how you conducted the survey. You should explain the types of questions you used, the sampling method, when and where the survey took place, and the response rate. You can include the full questionnaire as an appendix and refer to it in the text if relevant.

Then introduce the analysis by describing how you prepared the data and the statistical methods you used to analyze it. In the results section, you summarize the key results from your analysis.

In the discussion and conclusion , you give your explanations and interpretations of these results, answer your research question, and reflect on the implications and limitations of the research.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Student’s  t -distribution
• Normal distribution
• Null and Alternative Hypotheses
• Chi square tests
• Confidence interval
• Quartiles & Quantiles
• Cluster sampling
• Stratified sampling
• Data cleansing
• Reproducibility vs Replicability
• Peer review
• Prospective cohort study

Research bias

• Implicit bias
• Cognitive bias
• Placebo effect
• Hawthorne effect
• Hindsight bias
• Affect heuristic
• Social desirability bias

A questionnaire is a data collection tool or instrument, while a survey is an overarching research method that involves collecting and analyzing data from people using questionnaires.

A Likert scale is a rating scale that quantitatively assesses opinions, attitudes, or behaviors. It is made up of 4 or more questions that measure a single attitude or trait when response scores are combined.

To use a Likert scale in a survey , you present participants with Likert-type questions or statements, and a continuum of items, usually with 5 or 7 possible responses, to capture their degree of agreement.

Individual Likert-type questions are generally considered ordinal data , because the items have clear rank order, but don’t have an even distribution.

Overall Likert scale scores are sometimes treated as interval data. These scores are considered to have directionality and even spacing between them.

The type of data determines what statistical tests you should use to analyze your data.

The priorities of a research design can vary depending on the field, but you usually have to specify:

• Your research questions and/or hypotheses
• Your overall approach (e.g., qualitative or quantitative )
• The type of design you’re using (e.g., a survey , experiment , or case study )
• Your sampling methods or criteria for selecting subjects
• Your data collection methods (e.g., questionnaires , observations)
• Your data collection procedures (e.g., operationalization , timing and data management)
• Your data analysis methods (e.g., statistical tests  or thematic analysis )

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• Knowledge Base
• Methodology
• Doing Survey Research | A Step-by-Step Guide & Examples

Doing Survey Research | A Step-by-Step Guide & Examples

Published on 6 May 2022 by Shona McCombes . Revised on 10 October 2022.

Survey research means collecting information about a group of people by asking them questions and analysing the results. To conduct an effective survey, follow these six steps:

• Determine who will participate in the survey
• Decide the type of survey (mail, online, or in-person)
• Design the survey questions and layout
• Distribute the survey
• Analyse the responses
• Write up the results

Surveys are a flexible method of data collection that can be used in many different types of research .

Table of contents

What are surveys used for, step 1: define the population and sample, step 2: decide on the type of survey, step 3: design the survey questions, step 4: distribute the survey and collect responses, step 5: analyse the survey results, step 6: write up the survey results, frequently asked questions about surveys.

Surveys are used as a method of gathering data in many different fields. They are a good choice when you want to find out about the characteristics, preferences, opinions, or beliefs of a group of people.

Common uses of survey research include:

• Social research: Investigating the experiences and characteristics of different social groups
• Market research: Finding out what customers think about products, services, and companies
• Health research: Collecting data from patients about symptoms and treatments
• Politics: Measuring public opinion about parties and policies
• Psychology: Researching personality traits, preferences, and behaviours

Surveys can be used in both cross-sectional studies , where you collect data just once, and longitudinal studies , where you survey the same sample several times over an extended period.

Prevent plagiarism, run a free check.

Before you start conducting survey research, you should already have a clear research question that defines what you want to find out. Based on this question, you need to determine exactly who you will target to participate in the survey.

Populations

The target population is the specific group of people that you want to find out about. This group can be very broad or relatively narrow. For example:

• The population of Brazil
• University students in the UK
• Second-generation immigrants in the Netherlands
• Customers of a specific company aged 18 to 24
• British transgender women over the age of 50

Your survey should aim to produce results that can be generalised to the whole population. That means you need to carefully define exactly who you want to draw conclusions about.

It’s rarely possible to survey the entire population of your research – it would be very difficult to get a response from every person in Brazil or every university student in the UK. Instead, you will usually survey a sample from the population.

The sample size depends on how big the population is. You can use an online sample calculator to work out how many responses you need.

There are many sampling methods that allow you to generalise to broad populations. In general, though, the sample should aim to be representative of the population as a whole. The larger and more representative your sample, the more valid your conclusions.

There are two main types of survey:

• A questionnaire , where a list of questions is distributed by post, online, or in person, and respondents fill it out themselves
• An interview , where the researcher asks a set of questions by phone or in person and records the responses

Which type you choose depends on the sample size and location, as well as the focus of the research.

Questionnaires

Sending out a paper survey by post is a common method of gathering demographic information (for example, in a government census of the population).

• You can easily access a large sample.
• You have some control over who is included in the sample (e.g., residents of a specific region).
• The response rate is often low.

Online surveys are a popular choice for students doing dissertation research , due to the low cost and flexibility of this method. There are many online tools available for constructing surveys, such as SurveyMonkey and Google Forms .

• You can quickly access a large sample without constraints on time or location.
• The data is easy to process and analyse.
• The anonymity and accessibility of online surveys mean you have less control over who responds.

If your research focuses on a specific location, you can distribute a written questionnaire to be completed by respondents on the spot. For example, you could approach the customers of a shopping centre or ask all students to complete a questionnaire at the end of a class.

• You can screen respondents to make sure only people in the target population are included in the sample.
• You can collect time- and location-specific data (e.g., the opinions of a shop’s weekday customers).
• The sample size will be smaller, so this method is less suitable for collecting data on broad populations.

Oral interviews are a useful method for smaller sample sizes. They allow you to gather more in-depth information on people’s opinions and preferences. You can conduct interviews by phone or in person.

• You have personal contact with respondents, so you know exactly who will be included in the sample in advance.
• You can clarify questions and ask for follow-up information when necessary.
• The lack of anonymity may cause respondents to answer less honestly, and there is more risk of researcher bias.

Like questionnaires, interviews can be used to collect quantitative data : the researcher records each response as a category or rating and statistically analyses the results. But they are more commonly used to collect qualitative data : the interviewees’ full responses are transcribed and analysed individually to gain a richer understanding of their opinions and feelings.

Next, you need to decide which questions you will ask and how you will ask them. It’s important to consider:

• The type of questions
• The content of the questions
• The phrasing of the questions
• The ordering and layout of the survey

Open-ended vs closed-ended questions

There are two main forms of survey questions: open-ended and closed-ended. Many surveys use a combination of both.

Closed-ended questions give the respondent a predetermined set of answers to choose from. A closed-ended question can include:

• A binary answer (e.g., yes/no or agree/disagree )
• A scale (e.g., a Likert scale with five points ranging from strongly agree to strongly disagree )
• A list of options with a single answer possible (e.g., age categories)
• A list of options with multiple answers possible (e.g., leisure interests)

Closed-ended questions are best for quantitative research . They provide you with numerical data that can be statistically analysed to find patterns, trends, and correlations .

Open-ended questions are best for qualitative research. This type of question has no predetermined answers to choose from. Instead, the respondent answers in their own words.

Open questions are most common in interviews, but you can also use them in questionnaires. They are often useful as follow-up questions to ask for more detailed explanations of responses to the closed questions.

The content of the survey questions

To ensure the validity and reliability of your results, you need to carefully consider each question in the survey. All questions should be narrowly focused with enough context for the respondent to answer accurately. Avoid questions that are not directly relevant to the survey’s purpose.

When constructing closed-ended questions, ensure that the options cover all possibilities. If you include a list of options that isn’t exhaustive, you can add an ‘other’ field.

Phrasing the survey questions

In terms of language, the survey questions should be as clear and precise as possible. Tailor the questions to your target population, keeping in mind their level of knowledge of the topic.

Use language that respondents will easily understand, and avoid words with vague or ambiguous meanings. Make sure your questions are phrased neutrally, with no bias towards one answer or another.

Ordering the survey questions

The questions should be arranged in a logical order. Start with easy, non-sensitive, closed-ended questions that will encourage the respondent to continue.

If the survey covers several different topics or themes, group together related questions. You can divide a questionnaire into sections to help respondents understand what is being asked in each part.

If a question refers back to or depends on the answer to a previous question, they should be placed directly next to one another.

Before you start, create a clear plan for where, when, how, and with whom you will conduct the survey. Determine in advance how many responses you require and how you will gain access to the sample.

When you are satisfied that you have created a strong research design suitable for answering your research questions, you can conduct the survey through your method of choice – by post, online, or in person.

There are many methods of analysing the results of your survey. First you have to process the data, usually with the help of a computer program to sort all the responses. You should also cleanse the data by removing incomplete or incorrectly completed responses.

If you asked open-ended questions, you will have to code the responses by assigning labels to each response and organising them into categories or themes. You can also use more qualitative methods, such as thematic analysis , which is especially suitable for analysing interviews.

Statistical analysis is usually conducted using programs like SPSS or Stata. The same set of survey data can be subject to many analyses.

Finally, when you have collected and analysed all the necessary data, you will write it up as part of your thesis, dissertation , or research paper .

In the methodology section, you describe exactly how you conducted the survey. You should explain the types of questions you used, the sampling method, when and where the survey took place, and the response rate. You can include the full questionnaire as an appendix and refer to it in the text if relevant.

Then introduce the analysis by describing how you prepared the data and the statistical methods you used to analyse it. In the results section, you summarise the key results from your analysis.

A Likert scale is a rating scale that quantitatively assesses opinions, attitudes, or behaviours. It is made up of four or more questions that measure a single attitude or trait when response scores are combined.

To use a Likert scale in a survey , you present participants with Likert-type questions or statements, and a continuum of items, usually with five or seven possible responses, to capture their degree of agreement.

Individual Likert-type questions are generally considered ordinal data , because the items have clear rank order, but don’t have an even distribution.

Overall Likert scale scores are sometimes treated as interval data. These scores are considered to have directionality and even spacing between them.

The type of data determines what statistical tests you should use to analyse your data.

A questionnaire is a data collection tool or instrument, while a survey is an overarching research method that involves collecting and analysing data from people using questionnaires.

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How to Conduct Surveys – Guide with Examples

Published by Alvin Nicolas at August 16th, 2021 , Revised On August 29, 2023

Surveys are a popular primary data collection method and can be used in various  types of research . A researcher formulates a survey that includes questions relevant to the research topic. The participants are selected, and the questionnaire is distributed among them, either online or offline. It consists of either open or close-ended questions.

Objectives and Uses of Survey 

• Surveys are conducted for the planning of national, regional, or local programs.
• They help to study the perceptions of the community related to the topic.
• Surveys are used in market research, social sciences, and commercial settings.
• They can also be used for various other disciplines, from business to anthropology.
• Surveys are frequently used in quantitative research .

Guidelines for Conducting a Survey

Before conducting a survey, you should follow these steps:

• Construct a clear and concise research problem statement  focusing on what is being investigated and why the research is carried out.
• Formulate clear and unbiased questions for the survey.
• Test the questions randomly on volunteer groups and make necessary changes f required.
• Determine the mode of survey distribution.
• Schedule the timing of the survey.
• Use a professional tone, a scholarly approach, and an academic format for your survey.
• Ensure the privacy and anonymity of the participants.
• Avoid offensive languages or biased questions.
• Take the opinion of the participants.
• Inform the participants about the survey.
• Calculate the time required for gathering data, analysing, and reporting it.

How to Conduct a Survey?

Following are the steps while conducting the surveys.

• Set the aims of your research
• Select the type of survey
• Prepare a list of questions
• Invite the participants
• Record the responses of the participants
• Distribute the survey questions
• Analyse the results
• Write your report

Step 1: Set the Aims of your Research

Before conducting research, you need to form a clear picture of the outcomes of your study.  Create a research question  and devise the goals of your research. Based on the requirements of your research, you need to select the participants. It would help if you decided whether your survey would be online or offline.

You need to select a specific group of participants for your research. The participants can be:

• A group of college students
• Hospital staff
• A group of people in public places
• Customers or employs a specific company
• A group of people based on their age, gender, and profession, etc.

Sometimes it’s impossible to survey the entire population individually if it’s a large population. It requires a lot of time and effort. In such cases, you can select a group of people from the selected community, and it’s called the  sample.

• 50 customers of a company
• 40 students of class 12
• 30 boys and 30 girls of age 14-15

You can also use an online survey if your target population is large. It helps in getting the maximum number of responses within a short time.

Useful reading: What is correlational research , a comprehensive guide for researchers.

Does your Research Methodology Have the Following?

• Great Research/Sources
• Perfect Language
• Accurate Sources

If not, we can help. Our panel of experts makes sure to keep the 3 pillars of Research Methodology strong.

Step 2: Select the Type of Survey

Example of the Rating Scale:

enjoy reading paper books more than reading e-books

How do you feel about your ability to find a career option according to your goals?

Step 3: Prepare a List of Questions

You can use various types of questions in your survey, such as open-ended, closed-ended, and multiple-choice questions. Most of the participants like short multiple-choice questions. Use simple and clear language to avoid misunderstanding. Avoid offensive language. 

If you are using checklists in your survey to get feedback on a specific feature, service, or product, then write the statements based on your evaluation aims.

Closed-ended Questions

• Questions with answers such as (yes/no, agree/disagree, true/ false)
• Rating scales with points or stars to measure the satisfaction of the people.
• A list of questions with multiple options with either a single answer option or various answers.

Open-ended Questions

Open-ended  questions require the participants’ individual answers according to their opinion, experience, and choice. The answers can be either one word or in sentences.

• Tell me about your relationship with your boss?
• Why did you choose this answer?
• What’s your opinion on women’s education?
• How do you see the future?
• What is a success, according to you?

Step 4: Invite the Participants

You can try out many ways to invite the participants to your survey. You can inform them through emails, texts. You can post your survey on social media or design a banner to display on websites to grab the respondents’ attention.

Step 5: Record the Responses of the Participants

One of the essential steps is to gather responses from the participants. In most cases, people don’t pay attention to the survey questions or leave them incomplete. You can offer some rewards to increase the response rates of your participants. You can also promise to share the outcomes with your participants to improve their response rate.

Step 6: Distribute the Survey Questions

You need to decide the sample size (number of participants and responses required) according to your research requirements. It will help if you determine whether you are going to conduct an online survey or offline. 

Step 7: Analyse the Results

You can store the data in tabulated forms, charts, graphs, or you can take out a print of the data in the form of a spreadsheet. You can use text analysis to analyse the findings of your questionnaire survey.  You can perform a thematic analysis  for the  interview  surveys. However, the information on the online surveys is stored automatically, and you can analyse it directly.

Step 8: Write your Report

The final step is to write a report for your survey. You need to ensure that you have met the objectives of your research or not. 

In the  introduction , you need to explain your survey’s whole procedure by mentioning the time and place of the survey conducted. Mention the methods of analysis you used in your survey.

A successful survey represents reliable feedback to the survey questions as evidence of your research. If you have online surveys, the responses will help you measure the participant’s satisfaction and positive or negative opinions.

In the section of discussion and conclusion, you can  explain your findings  by using supporting evidence and concluding the results by answering your research questions.

Frequently Asked Questions

What are the basic steps to conduct the survey.

Basic steps to conduct a survey:

• Define objectives and target audience.
• Develop clear and concise questions.
• Choose survey method (online, phone, etc.).
• Pilot test to refine questions.
• Distribute to participants.
• Collect and analyze responses.
• Draw conclusions and share findings.

You May Also Like

Descriptive research is carried out to describe current issues, programs, and provides information about the issue through surveys and various fact-finding methods.

Inductive and deductive reasoning takes into account assumptions and incidents. Here is all you need to know about inductive vs deductive reasoning.

Experimental research refers to the experiments conducted in the laboratory or under observation in controlled conditions. Here is all you need to know about experimental research.

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