You can easily create a client survey using Forms. Client surveys can be useful for gathering valuable insight and feedback about your business and the services you offer.
In this article:
Create the survey in Forms
When you create or modify a form to use as a survey, keep in mind the following information:
- Define a clear goal for your survey — What do you want to find out by sending a survey? If you want feedback on a specific service, keep your questions focused on that service and avoid asking questions that aren’t relevant.
- Don’t make your survey too long — Clients will be more likely to complete your survey if it doesn’t take too much of their time or ask too many questions.
- Place questions that require more effort towards the end — Start off by asking simple questions and place the ones that require more input from your clients towards the end of the survey.
- Avoid open-ended questions — Limit the number of questions that require long answers from your clients. Questions that use pre-populated answer choices, such as multiple choice or radio buttons, are easier for clients to answer.
- Consider an incentive for your clients — Clients will be more likely to complete your survey if they benefit from it. For example, you can enter clients who complete your survey into a draw for a chance to win a free service or product from your store.
- Preview your survey before you send it — Always review your survey before sending it to your clients to ensure there are no errors and the questions follow a logical flow. You can view the survey by copying and pasting the form’s direct URL into a new browser window.
- Track your survey’s responses — By enabling response receipts in the form’s settings, you can be notified whenever a client completes your survey.
Send the survey to clients
Once you have created a survey, you can send a direct URL to the survey in an email, SMS message, or push notification to an individual client or a group of clients.
Review survey responses
After your clients have responded to the survey, you can export the survey responses in a .csv file and view it in Microsoft Excel.
