How to Create a Survey in Microsoft Forms?

Are you looking to create a survey that delivers high-quality data and valuable responses?

Look no further, for Microsoft Forms has your back.

Wondering ‘How to Create a Survey in Microsoft Forms?’ With its user-friendly interface and a plethora of question types at your disposal, Microsoft Forms allows you to create surveys that are as delightful to answer as they are informative.

Imagine wielding the power to craft questions that mesmerize respondents, with options that dance gracefully on the screen. Microsoft Forms gives you the power to whip up surveys that are sleek, intuitive, and oh-so-irresistible to complete.

It doesn’t matter whether you’re a curious marketer or an inquiring educator. Or just a curious soul seeking to unlock the secrets of your audience. Microsoft Forms is your magical gateway to data collection and insight generation.

Oh, did I mention the real-time response tracking and analysis?

Say goodbye to manually sorting through piles of paper surveys or drowning in a sea of spreadsheets. Let’s dive into survey creation with Microsoft Forms, where every question holds the key to untold knowledge.

Table of Contents:

1. What is a Survey in Microsoft Forms?
2. Why Use Microsoft Forms for Survey?
3. How to Create a Microsoft Form?
4. How to Format a Microsoft Form?
5. How to Create a Survey in Microsoft Forms?
6. How to Collect Responses for a Microsoft Form?
7. How to Examine Microsoft Forms Survey Responses?
8. Tips for Making the Most of Microsoft Forms
9. How to Collaborate on Microsoft Forms?
10. Wrap Up

First”¦

What is a Survey in Microsoft Forms?

Definition: Microsoft Forms is a digital questionnaire creation tool that allows you to design and distribute surveys. It provides a user-friendly interface, allowing you to create various question types and customize survey layouts. Then, share surveys via links or embedded codes. Moreover, Microsoft Forms offers features for real-time response tracking, data analysis, and exporting survey results.

Why Use Microsoft Forms for Survey?

Why choose Microsoft Forms for your survey needs?

1. User-friendly interface: Microsoft Forms offers an intuitive and user-friendly interface, making navigation easy for survey creators and respondents. The streamlined experience allows you to quickly create and customize surveys without requiring extensive technical expertise.
2. Variety of question types: You have access to a wide range of question types, including multiple-choice, rating scales, and more. This versatility enables you to design surveys for your research objectives and capture diverse data points.
3. Real-time response collection: Microsoft Forms allows you to collect responses in real time as respondents complete the survey. Thus, you have instant access to data, enabling you to monitor survey progress. This feature is valuable for time-sensitive surveys or when you want to track responses as they come in.
4. Integration with other Microsoft tools: Microsoft Forms seamlessly integrates with other Microsoft tools, such as Excel, OneDrive, and SharePoint. This integration simplifies data management, analysis, and sharing. You can export responses to Excel for further analysis or collaborate with team members using shared storage solutions.
5. Visual data analysis: Microsoft Forms enables you to visualize survey results swiftly, detect patterns, and extract actionable insights. This feature simplifies the interpretation of survey data, facilitating effective communication of findings to stakeholders.
6. Collaboration and sharing options: You can collaborate to create and edit surveys in Microsoft Forms. Additionally, you can easily share surveys with targeted audiences using shareable links or embedded codes. This flexibility enables you to reach a wider audience and collect feedback efficiently.
7. Security and data privacy: Microsoft Forms ensures the security and privacy of your survey data. It adheres to Microsoft’s robust security measures, including encryption, access controls, and compliance with industry standards like GDPR. Thus, you can trust that your survey responses and data are protected.

How to Create a Microsoft Form?

To create a form on Microsoft Forms, follow these steps:

1. Visit forms.office.com and log in using your Microsoft account. If you don’t have one, create a free account.
2. Select the “New Form” button on the screen’s left side.
3. Choose the form type you want to create. You can use a template, import a form, or start from scratch.
4. Give your form a title and description, if necessary.
5. Click the “Add question” button to add questions to your form. You can select from the various question types available.
6. Customize your questions by adding options, making them required, and setting up branching logic.
7. Click the “Add page” button to add pages to your form.
8. Personalize your form’s appearance by selecting a background image, color scheme, and font style.
9. Preview your form to ensure everything looks good.
10. Save your form and share it with others by sending a link or embedding it on a website.

How to Format a Microsoft Form?

To customize the appearance of your Microsoft Form, follow these easy steps:

1. Open your Microsoft Form and spot the “Theme” button in the upper right corner.
2. Choose an existing theme or create your own by clicking “Custom.“
3. You can change the background, text, and accent colors to match your preferences or logo.
4. Click “Upload” to include a backdrop image. Select a picture from your device, Microsoft’s stock images, or the web.
5. Choose a font style for your form from the “Font” dropdown menu.
6. You have the option of changing the language of your form. In the top right corner of the screen, click the “Settings” button and pick “Form settings.” Then select your language.
7. In the form editor, click the “Add image” option to add an image or a logo.
8. Preview your form to ensure everything looks good.

How to Create a Survey in Microsoft Forms?

Let’s say you want to launch a pizza restaurant in the market. You want to survey with the following questions to help you understand what customers want.

• How important is the quality of ingredients used in the pizza to you?
• How important is the price of the pizza with its quality?
• How important is the crust thickness of the pizza to you?
• How important is the cleanliness of the pizza restaurant to you?

Below are the responses (feedback) that are associated with each question:

1. Extremely Unimportant
2. Unimportant
3. Not Sure
4. Important
5. Extremely Important

Follow the steps below to learn how to use Microsoft Forms to create a survey.

• Log in to your Microsoft account and go to the Microsoft Forms homepage.
• Click the “New Form” button to start a new survey.
• Provide a title and brief description for your survey. You can choose a theme and add an image if you want.
• Add questions to your survey by clicking the “+ Add question” button. You can select from various question types like multiple-choice, rating scales, text boxes, and more.
• Customize your questions as per your requirements. You can include answer choices, format them, and set up conditional logic branching if needed.
• Keep adding questions until your survey is complete.
• Customize the survey settings like response options, requiring sign-in for responses, and how to collect responses.
• Preview your survey to ensure it looks and functions as expected.
• Share the survey with your target audience by copying the link or sending email invitations.
• Keep an eye on your survey responses in real-time. Use Microsoft Forms’ built-in reporting and analysis tools to analyze and present your data.

How to Collect Responses for a Microsoft Form?

Once you’ve created your form, the next step is to collect responses from the intended audience. Microsoft Forms provides various methods for gathering responses conveniently:

1. Share the form link: One of the easiest ways to collect responses is by sharing the link directly with your audience. Copy the form’s URL and distribute it via email, messaging apps, or social media platforms. Anyone with the link can access and submit their responses.
2. Send via Email: If you prefer a more targeted approach, use the built-in email feature in Microsoft Forms. Click the “Send” button, choose the “Email” tab, and enter your respondents’ email addresses“. Personalize your message and send the form directly to their inboxes.
3. Embed on websites or blogs: To incorporate Microsoft Forms onto your website or blog, fetch the HTML code from the “Embed” tab. Choose the desired size and arrangement and copy the HTML code. Then paste it into the desired location within your website’s code.
4. QR codes: Another innovative way to collect responses is by generating a QR code for your form. Click the “Share” button, go to the “QR code” tab, and download the QR code image. Then print it, display it, or share it digitally.

How to Analyze Microsoft Forms Survey Responses?

Excel, the beloved spreadsheet titan, crunches numbers like a pro. But when it comes to data visualization, it can sometimes feel as lively as a wilting houseplant.

We bring you a solution – ChartExpo.

ChartExpo, the sorcerer of visualization, weaves its spellbinding charm, transforming your dull data into eye-catching visual masterpieces. It makes numbers dance, charts sing, and insights leap off the screen.

Let’s learn how to Install ChartExpo in Excel.

1. Open your Excel application.
2. Open the worksheet and click the “Insert” menu.
3. You’ll see the “My Apps” option.
4. In the office Add-ins window, click “Store” and search for ChartExpo on my Apps Store.
5. Click the “Add” button to install ChartExpo in your Excel.

ChartExpo charts are available both in Google Sheets and Microsoft Excel. Please use the following CTA’s to install the tool of your choice and create beautiful visualizations in a few clicks in your favorite tool.

Example #1

Let’s say your survey yields the data table below.

Timestamp	How important is the quality of ingredients used in the pizza to you?	How important is the price of the pizza with its quality?	How important is the crust thickness of the pizza to you?	How important is the cleanliness of the pizza restaurant to you?
10-13-2023 17:47:33	Unimportant	Important	Unimportant	Extremely Unimportant
10-13-2023 17:47:33	Extremely Important	Extremely Unimportant	Extremely Important	Important
10-13-2023 17:47:33	Important	Extremely Important	Important	Extremely Important
10-13-2023 17:47:33	Not Sure	Important	Not Sure	Extremely Important
10-13-2023 17:47:33	Unimportant	Extremely Unimportant	Extremely Important	Not Sure
10-13-2023 17:47:33	Not Sure	Unimportant	Unimportant	Not Sure
10-13-2023 17:47:33	Extremely Important	Extremely Important	Extremely Important	Extremely Unimportant
10-13-2023 17:47:33	Not Sure	Important	Not Sure	Unimportant
10-13-2023 17:47:33	Not Sure	Unimportant	Unimportant	Extremely Unimportant
10-13-2023 17:47:33	Extremely Unimportant	Unimportant	Important	Unimportant
10-13-2023 17:47:33	Important	Unimportant	Unimportant	Important
10-13-2023 17:47:34	Extremely Unimportant	Extremely Important	Not Sure	Not Sure
10-13-2023 17:47:35	Extremely Unimportant	Extremely Unimportant	Not Sure	Unimportant
10-13-2023 17:47:36	Extremely Unimportant	Not Sure	Extremely Important	Important
10-13-2023 17:47:37	Extremely Unimportant	Unimportant	Important	Extremely Unimportant
10-13-2023 17:47:38	Important	Extremely Important	Extremely Important	Extremely Important
10-13-2023 17:47:39	Extremely Important	Extremely Unimportant	Extremely Important	Extremely Important
10-13-2023 17:47:40	Extremely Unimportant	Not Sure	Extremely Unimportant	Extremely Important
10-13-2023 17:47:41	Unimportant	Extremely Unimportant	Extremely Unimportant	Extremely Important
10-13-2023 17:47:42	Not Sure	Extremely Unimportant	Important	Extremely Important

This table contains example data. Expect many responses and questions in real life.

• To get started with ChartExpo, install ChartExpo in Excel.
• Now Click on My Apps from the INSERT menu.

• Choose ChartExpo from My Apps, then click Insert.

• Once it loads, choose the “Likert Scale Chart” from the charts list.

• Click the “Create Chart From Selection” button after selecting the data from the sheet, as shown.

• When you click the “Create Chart From Selection” button, you have to map responses with numbers manually. The Likert scale has this arrangement:
  • Extremely Unimportant = 1
  • Unimportant = 2
  • Not Sure = 3
  • Important = 4
  • Extremely Important = 5
• Once all is set, click the “Create Chart” button.

• ChartExpo will generate the visualization below for you.

• If you want to have the chart’s title, click Edit Chart, as shown in the above image.
• Click the pencil icon next to the Chart Header to change the title.
• It will open the properties dialog. Under the Text section, you can add a heading in Line 1 and enable Show.
• Give the appropriate title of your chart and click the Apply button.

• Let’s say you want to add text responses instead of numbers against every emoji.
• Click the pencil icon next to the respective emoji. Expand the “Label” properties and write the required text. Then click the “Apply All” button.
• Click the “Save Changes” button to persist the changes.

• Your final chart will appear below.

Insights

• 30% of the respondents consider the quality of pizza ingredients important. 45% consider it unimportant, and 25% are neutral.
• Regarding the price, 35% believe it should be proportional to the pizza quality, while 55% consider it unimportant.
• 50% believe that the thickness of the pizza crust is important, while 30% say it’s unimportant.
• 50% prioritize the cleanliness of the pizza restaurant, while 35% don’t consider it important.
• Overall, 41% of the respondents find these factors significant in their decision-making, while 42% don’t.

Example #2

Let’s say you run a hotel. You have created a Microsoft Forms survey with the questions below to collect customer feedback.

• How satisfied were you with the cleanliness of your room?
• with the cleanliness of your room? How satisfied were you with the comfort of your bed?
• How satisfied were you with the level of noise in your room?

Your customers provide an answer to each question using the response scale below.

1. Strongly Disagree
2. Disagree
3. Neither agree nor disagree
4. Agree
5. Strongly Agree

Assume your survey yields the results table below.

How satisfied were you with the cleanliness of your room?	How satisfied were you with the comfort of your bed?	How satisfied were you with the level of noise in your room?
Extremely Satisfied	Dissatisfied	Neutral
Extremely Satisfied	Neutral	Extremely Satisfied
Neutral	Neutral	Extremely Dissatisfied
Satisfied	Extremely Dissatisfied	Dissatisfied
Extremely Satisfied	Dissatisfied	Satisfied
Satisfied	Dissatisfied	Satisfied
Extremely Dissatisfied	Neutral	Extremely Satisfied
Neutral	Satisfied	Neutral
Extremely Dissatisfied	Extremely Satisfied	Extremely Satisfied
Extremely Satisfied	Extremely Dissatisfied	Satisfied
Dissatisfied	Neutral	Extremely Satisfied
Neutral	Neutral	Extremely Dissatisfied
Dissatisfied	Neutral	Extremely Satisfied
Neutral	Extremely Satisfied	Satisfied
Neutral	Extremely Satisfied	Dissatisfied
Extremely Dissatisfied	Extremely Satisfied	Dissatisfied
Extremely Satisfied	Satisfied	Extremely Dissatisfied
Dissatisfied	Dissatisfied	Satisfied
Satisfied	Dissatisfied	Extremely Satisfied
Satisfied	Extremely Satisfied	Satisfied

This table contains example data. Expect many responses and questions in real life.

• To get started with ChartExpo, install ChartExpo in Excel.
• Now Click on My Apps from the INSERT menu.
• Choose ChartExpo from My Apps, then click Insert.
• Once it loads, choose the “Likert Scale Chart” from the charts list.
• Click the “Create Chart From Selection” button after selecting the data from the sheet, as shown.
• When you click the “Create Chart From Selection” button, you have to map responses with numbers manually. The Likert scale has this arrangement:
  • Extremely Dissatisfied = 1
  • Dissatisfied = 2
  • Neutral = 3
  • Satisfied = 4
  • Extremely Satisfied = 5
• Once all is set, click the “Create Chart” button.
• ChartExpo will generate the visualization below for you.
• If you want to have the title of the chart, click on Edit Chart, as shown in the above image.
• To change the title of the chart, click on the pencil icon that is available very next to Chart Header.
• It will open the properties dialog. Under the Text section, you can add a heading in Line 1 and enable the Show option. Give the appropriate title of your chart and click on the Apply button.
• Let’s say you want to add text responses instead of numbers against every emoji.
• Click the pencil icon next to the respective emoji. Expand the “Label” properties and write the required text. Then click the “Apply All” button.
• Click the “Save Changes” button to persist the changes.
• The final chart will look as below.

Insights

• 45% of customers reported being satisfied with room cleanliness, 30% expressed dissatisfaction, and 25% remained neutral.
• 35% were satisfied with bed comfort, and 35% dissatisfied.
• Regarding noise level, 60% were satisfied, and 30% were dissatisfied.
• Overall;
  • 47% of customers were satisfied with the hotel services, with 27% extremely satisfied.
  • 31% expressed dissatisfaction, with 13% being extremely dissatisfied.
  • 22% maintained neutrality.

Tips for Making the Most of Microsoft Forms

To make the most of Microsoft Forms and optimize your experience, consider the following tips:

1. Use templates: Microsoft Forms offers a range of pre-designed templates for surveys, quizzes, and polls. Take advantage of these templates to save time and ensure your forms are well-structured.
2. Clear and concise questions: Keep your questions simple, specific, and easy to understand. Avoid ambiguity or jargon that might confuse respondents. This helps ensure accurate and meaningful responses.
3. Use different question types: Microsoft Forms offers various question types like multiple choice, rating scales, and more. Use various question types to gather diverse data and give respondents different ways to express their thoughts.
4. Conditional logic: Take advantage of the branching or conditional logic feature. It allows you to create custom paths based on respondents’ answers. You can gather more relevant data and create a personalized experience by tailoring follow-up questions.
5. Design and branding: Add logos, colors, and images to create a visually appealing and cohesive experience for respondents.
6. Enable notifications: Stay updated on new responses by enabling notifications. You can choose to receive email notifications or integrate with other platforms like Microsoft Teams. This enables real-time collaboration and feedback.
7. Collaborate with others: Invite others to collaborate, share editing permissions, and collectively create or review the form.
8. Secure form responses: If your form contains sensitive information, ensure the privacy and security of responses. Enable settings such as requiring sign-in or limiting responses to specific individuals.

How to Collaborate on Microsoft Forms?

To collaborate on a Microsoft Form, follow these steps:

1. Log in to Office.com.
2. Click on Forms or Apps, then select Forms.
3. Open the form or quiz you want to collaborate on.
4. Click the “Share” button.
5. Select More options, then select Collaborate or Duplicate.
6. Click on + Get a link to view and edit to generate a link. Then share this link with others. You can invite them to add and edit content, view responses, and share with others.
7. Use the dropdown to select who can access the form.
8. Click on + Get a link to duplicate to share a link. This allows others to use your form as a template. Additionally, this won’t change your version of the form, and responses won’t be collected.
9. Share the form with others. Paste the link into an email or a shared space, like a OneNote notebook.
10. Microsoft Forms also shows contributor icons next to each section currently being edited.

FAQs

What is a survey in Microsoft Forms?

A survey in Microsoft Forms is a digital questionnaire used to collect feedback and data. Microsoft Forms allows you to create and customize surveys with various question types. Then distribute them to participants, and collect responses electronically for analysis and insights.

How can I create a survey in Microsoft Forms?

1. Log in to your Microsoft account.
2. Navigate to Microsoft Forms and click on “New Form.”
3. Add questions, and response options, and personalize the design.
4. Share the survey link with your intended audience.

How do I use Microsoft Forms to create a survey and quizzes?

Using Microsoft Forms to create surveys and quizzes is a straightforward process;

1. Log in to your Microsoft account and access Microsoft Forms.
2. Click “New Form” and start building your survey or quiz.
3. Customize the questions, design, and settings.
4. Share the form with respondents to collect their responses.

Can Microsoft Forms be shared with anyone?

Sharing Microsoft Forms is flexible and allows you to reach a wide audience. You can create a sharing link not restricted to Microsoft account holders. You can also directly share the form via email, Teams, or other platforms of your choice.

Can anyone access a Microsoft Forms survey?

Yes, anyone provided with the survey link can access Microsoft Forms surveys. Whether or not they have a Microsoft account, individuals can participate and submit responses without any restrictions.

Wrap Up

Creating a survey in Microsoft Forms is like becoming the conductor of a grand symphony of data. You can compose questions, harmonize the design, and orchestrate the collection of invaluable insights with a few clicks.

The real-time response collection ensures that you stay up to date with your audience’s pulse. At the same time, the integration with other Microsoft tools streamlines data management and analysis.

Moreover, the visual data analysis capabilities enable you to uncover hidden melodies of patterns and trends.

This is where ChartExpo comes to your rescue. It transforms the raw numbers into stunning visual representations that breathe life into the analysis. The interactive charts and graphs help uncover trends, patterns, and correlations, making data interpretation a breeze.

Together, Microsoft Forms and ChartExpo empower you to not only create surveys that resonate with your participants. They also help you analyze and communicate the findings visually and compellingly.

Do not hesitate.

Embark on this adventure of survey creation and data analysis, and unlock the hidden power of insights. The power to gather valuable information and make informed decisions is at your fingertips.