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Not sure how your business is doing? Or are you worried about your employees' productivity at work? Survey planning might just be the answer you've been looking for! 

Creating a survey is the simplest, most straightforward, and least expensive approach to learn what your customers want and how they feel about your product. Surveys have been around for a long time, and many businesses have found them to be very useful. The results of surveys are utilized for a variety of purposes. In the case of a business, it's utilized to develop marketing plans because surveys can inform you how well your product is doing with customers.

So, why does getting people to do your survey seem so difficult in the first place?

The science of survey planning.

Survey generation is a science that many business owners disregard while trying to understand client behavior. Customers will not take the time to respond to your survey questions if you don't have the correct basic structure, and you'll be left guessing about what they want. However, by being strategic with your survey planning and according to a set of criteria, you may boost participation and gather useful information that will help you plan your next marketing direction.

What Is a survey?

It's a straightforward question. However, as is the case with many things, the solution is more complicated than most people realize. Surveys come in a variety of formats, but the most typical is a questionnaire, which can be written or completed online.

In its most basic form, a survey is a means of collecting data from a small group of people with the goal of extrapolating the findings to a broader population. For practically everyone involved in the information economy, from corporations and the media to government and academia, surveys are a vital source of data and feedbacks.

What Are The Types of Survey?

Four types of survey modes exist as they are the most common method of data collection used.

1. Mobile Surveys

2. Face-to-face Surveys

3. Paper and pencil Surveys (self administered)

4. Computer Surveys (typically online and are alsoz self administered)

While surveys differ in terms of how they are done and used, there are a few elements that are present in almost all of them. Many of these common characteristics have been researched in depth by survey psychologists, statisticians, methodologists, and researchers in a variety of other domains.

The Importance of Survey Planning

Good survey planning makes a successful survey.

From the planning step, which includes determining what you want to learn and who you need to reach out to, through the implementation stage, which includes creating your questionnaire, selecting questions, and selecting distribution network. There's a lot to consider before starting your survey, which is why having a survey plan is crucial.

Survey preparation process is crucial; otherwise, you risk constructing an overly bloated and floundering survey with low involvement and findings from which you can't draw any relevant insights.

Having a good survey plan in place, on the other hand, can help you focus on your aims and priorities, plan your execution, including any processes for organizing your survey research, and equip you for data analysis. With this, you should be in the perfect position to receive data that answers your questions and assists you in making the best judgments and taking the appropriate steps.

Advantages of A Survey

Every year, millions of surveys are sent out. Imagine if they weren't digital. A lot of paper would be thrown away. Online surveys have become commonplace in recent years for a variety of reasons. Because gaining faster feedback is critical to business success, they are becoming increasingly popular among businesses today. It's no surprise that many businesses are becoming more interested in online surveys. After all, digital solutions are the wave of the future.

The importance of survey tools

One important tool for creating the perfect survey is Kulfi Forms, a Google sheet add-on that have got the perfect survey templates survey templates for creating the best survey forms. It is easy to use, free of charge and you can complete your survey on any preferred digital device (tablet, computer, phone, etc) with Kulfi Forms.

Because of lower setup and administration costs, digital tools can save your firm time and money. It is more comfortable for the client or respondent as they complete and implement the survey in any device. It's also more convenient for you because all you have to do is send the survey link via email, and the data will appear in your survey management tool as soon as the responses arrive.

Some collection of survey softwares to choose from:

  • Kulfi Forms – is a free and easy-to-use tool. Organizes the information into a Google spreadsheet as it is a Google add-on. It has a host of templates for different kinds of forms. Perfect for creating your survey.
  • SurveyMonkey, SurveyGizmo, and TypeForm – are all free and allow you to personalize your survey invitation. You can upload a spreadsheet with customer information that you can use to create variables in your emails to make them feel more personal.
  • Zendesk and Intercom – are solutions for communicating with customers that also allow for customer surveys.
  • Qualtrics – is a well-known survey platform that has been operating for a long time. It contains specific survey tools, such as, AskNicely, and Delighted, which are used for NPS surveys. These surveys have the advantage of providing a dashboard where you can check each customer's reaction and follow up with them. The disadvantage is that you're stuck if you want to update your survey to incorporate more questions because these tools aren't easily adjustable.

Get started on your survey with our Kulfi Forms

Designing Your Survey

Because the finest survey is only as good as its design, it's critical to be comprehensive at every stage of the process, from brainstorming to data analysis. You'll be in the best position to acquire excellent data if you take the time to think out your research objective and distribution method.

Establish Your Survey Questions And Objectives

The success of a survey research study hinges on defining the research question before you begin.

What exactly are you attempting to learn? Do you want to know what people think about your newest product or your entire brand? Are you using employee evaluations survey to identify what advantages your employees want to see introduced, or if your staff are committed to the organisation?

A survey will merely provide statistics, not the data you need to make changes to your methods, product, or services, if you don't first define a research question and the metrics you want to track.

Survey Design And Pre-testing

To obtain valid and reliable data, it is critical to thoroughly design the questionnaire and then pre-test it before sending it to your complete audience. Careful survey design and pre-testing, for example, can make sure the questions are not interpreted differently, it can also bring some clarity.

Things to Consider When Planning Your Survey

When it comes to survey planning and design, there are a few basic but important stages to follow that will help you avoid some of the issues we've already mentioned while increasing your success rates.

Here are some important considerations to keep in mind when conducting a survey:

Survey aims and objectives

It may come as a surprise, but some organizations still develop and send out surveys without having a clear idea of what they want to learn. Without this clarity, it will be incredibly impossible to tell what you should be analyzing and the value that your answers provide as a result when you receive your data.

With set objectives, on the other hand, your survey will not only be more focused and concentrated, but you will also be much clearer about the purpose of your survey, what you should be assessing, and how effective you were in fulfilling your purposes.

While your aims help to determine your overall purpose for creating the survey, your objectives, on the other hand, help to break down the purpose into measurable steps that will essentially help you achieve these set objectives. If you want a clear vision, then it is important to consider this from the initial stage of the survey. 

What is your target audience and the specifics around it

Consider your target audience.

While your target audience may appear pretty obvious, for example, if your company is targeting a new market, your survey's audience will be consumers, or if your company is conducting an employee survey(employee survey templates), your survey's audience will be employees. Additional detail can come in a variety of levels.

It is therefore pertinent to understand what audience you are trying to get the survey to. If you are conducting marketing research, for example, you will need to know the brackets of income, age, and education and how they influence how your products are used. This makes analyzing the results very easy.

Sample size is also critical

Another factor to consider is the sample size of your survey. This is because a limited sample size can pose problems with the accuracy and consistency of your survey data.When it comes to online surveys, sample size is the total number of valid responses that your survey receives.

The sample size is important since, in most circumstances, surveying the entire target population of interest is simply not possible due to the high number of individuals that live there. Instead, researchers can get insights and make some assumptions about the behavior and beliefs of the larger target group by surveying samples of that community.It is also worth noting that, regardless of the survey sample size you choose, the sample group must appropriately represent the wider target population if legitimate survey responses are to be obtained.

The number of questions and question choices

What questions would you ask during a survey planning?

There is no hard and fast rule when it comes to the quantity of questions to include in your survey; it all depends on the sort of survey, its objective, and how interested participants are in filling it. Because different sorts of questions, such as open-ended questions, take longer to complete than closed-ended questions, it's better to gauge the length of your survey by how long it takes to finish rather than the number of questions. Overall, you don't want your survey to take longer than 10 minutes to complete, which you can readily determine by conducting a test run with a small group of participants.

Your choice of questions, on the other hand, is decided by what you want to learn and whether you'll use a quantitative or qualitative approach.Closed-end questions are preferable when trying to quantify things like how many people drive a car and how often they drive it. If your goal is more qualitative, and you want to learn why people act or feel the way they do, open-ended questions are the way to go.

Our Kulfi Forms can help you with the best templates for your closed-end questions or open-ended questions survey.

Method of distribution

Whether you want to send a customer satisfaction survey, a market research survey, or a survey to reach out to a specific business or consumer demographic, your distribution method plays an important role. Regardless of the type of survey or audience you want to reach, you should consider the distribution models you'll use to deliver it, as different tactics perform better for different survey types and groups.

If you were carrying out a market research survey with a consumer audience in mind, you'd be more likely to use a broader range of distribution media to cater to a population with a far broader range of demographic characteristics. You'll also need to take into account, the fact that, a variety of lifestyle characteristics, persons in this demographic are likely to complete surveys at different times, which could affect which distribution medium is appropriate for them. Many of this demographic may complete their survey on mobile devices in addition to desktop or laptop computers, broadening the survey distribution media you can use to reach out to them.

When Should You Send Your Survey

It's critical to consider your survey's scheduling. Are you delivering your survey at 8 a.m., right before the start of the work week, when your employees arrive?

Or are you sending it on a Friday afternoon, when individuals are more likely to respond since they have less to do? Consider when your target audience is most likely to reply to your survey and allow them to complete it at their leisure.

Should you incentivized your survey questions?

This is particularly a big question. There have been various discussions on whether survey questions should be incentivized or not. One thing, though, is that incentivizing increases your chances of responses by 5-20%. It's a good percentage of you look at it.

Is it possible for awards to distort satisfaction ratings? Including incentives should work as long as your survey is consistent and the focus is on the open-ended question rather than the score. 

It all boils down to what's in it for them (your respondents). What kind of incentives would you use to entice your members to participate? Is it about the money, or about having a say and being a part of the conversation? That may be sufficient in some cases.

Criticize the questions

Another thing to consider are the questions. Creating the perfect survey involves you questioning your questions. Are they the right questions to ask? If the questions were directed to you, how will you respond to them? And also think about the words in the questions, will they appeal to your audience?

This can have a significant impact on how people react. As a result, if at all possible, test your questions with a small sample of people.

You don't want to find yourself in a situation where individuals don't react because they can not fully comprehend a question or what is required of them.


To sum up, what is the most essential lesson from this discussion? Consider what customers want and what benefits they will receive. Many businesses, unfortunately, do not consider this while sending out surveys.

All of the above outlines, when put into consideration, can help you create the perfect survey, get results, and strategize on how to use the data collected. 

If you can find a way to tackle the “what do I get in return?” problem, then that's your incentive decision solution right there, as well as the survey's consistency problem. As a result, you'll be able to tackle a number of other problems, ensuring that research becomes a successful one. 

If you find this article helpful, then why don't you get to that survey planning now. Following our survey tips and techniques, and understanding your target audience. You will be able to get the best results from your surveys. Don't forget to use our survey templates for your survey planning.


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