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Home > Blog > Microsoft Excel

How to Get People to Take a Survey?

Online surveys have become essential for businesses, organizations, and academia. Surveys can be beneficial to gather valuable information from your target audience. They provide a cost-effective and efficient way to collect data on various topics.

How to Get People to Take a Survey

But let’s face it, getting people to take a survey can be a real challenge. It’s like trying to convince a cat to take a bath – not impossible, but not easy.

How do you entice people to take your survey?

The key is motivation. You can encourage survey participation by providing incentives, being clear about its goal, and using clear language.

But becoming a survey-seducing master is no easy talk. It takes finesse, charm, and a little bit of creativity.

How?

Table of Contents:

  1. Why is It Important to Conduct an Online Survey?
  2. How to Get People to Take Your Survey?
  3. How to Increase Your Survey Response Rate?
  4. How to Present Your Survey?
  5. How to Analyze Your Online Survey Data?
  6. Wrap Up

Why is It Important to Conduct an Online Survey?

Online surveys provide reliable data to inform decision-making. Here are reasons why online surveys should be in your best interest.

  • Saves Time

Conducting online surveys takes little time and effort. Since data is easily accessible, analyzing it is equally an easy task.

  • Cost Effective

Using online surveys can significantly cut down your research cost. You can use online questionnaires to enter information into the database automatically. Thus, eliminating the cost spent on manual survey data collection and entry.

  • Quick Analysis

Online surveys provide quantifiable data that can be easily compiled and analyzed. Once you’ve collected the data, you can access it at any time of the day at your convenience.

  • Easy to Use for Participants

Most consumers don’t like junk mail and most likely don’t have time for a face-to-face interview. With an online survey tool, participants can pick a moment that suits them best.

  • Easy to Use for Researchers

Online surveys are exceedingly fast in acquiring feedback from respondents. It allows researchers to gather large quantities of data quickly and effortlessly.

  • Easy to Style

Work on how your survey looks by giving it a logo, theme, or background color. An appealing design leaves a positive impact and instantly convinces customers to take your survey.

  • Complete Honesty

Audiences answer more while taking online surveys than traditional methods. It creates an anonymous environment for them. Consequently, it drives them to always be truthful with the answers without fear.

  • Allows You to Be Selective

Not every question in every survey resonates with all your customers. Online surveys can help you pre-screen respondents and survey only those people who meet your specific criteria.

  • More Flexible

Taking an online survey is easier and more flexible for your audience. They get the liberty to answer and to skip. And as an organizer, you can tailor your questions to their convenience. So, there is always a win-win situation.

How to Get People to Take Your Survey?

  • Make Your Survey Easy to Access

Provide a clear link to the longitudinal survey on your website, social media channel, or email campaigns. Also, ensure it is mobile-friendly, as the majority of the population accesses the internet via mobile devices.

  • Target the Right Audience

Selecting your survey respondents can ensure that you maximize your prospects of getting results. You can use social media advertising or email marketing to target specific groups of people.

  • Provide an Incentive

Incentives motivate participants to take the survey and provide adequate responses. This creates a win-win situation for both parties. An incentive could be a discount code, a free product trial, or a chance to win a prize.

  • Keep Questions Short and Focused

Avoid taking too much of your respondent’s time. They’ll naturally lose focus and leave their responses mid-way. Therefore, strategically design your questions and options to keep things light and avoid pressuring your audience.

  • Personalize Your Invitation

Address your recipients by name, and explain why their feedback is important. This can create a sense of urgency and encourage people to take your survey. Ensure that information used to personalize the invitation exists for all respondents.

  • Follow Up with Respondents

Send follow-up messages to all survey respondents to foster a sense of community and encourage candid feedback. This serves as a reminder to those yet to complete the survey. Equally, it shows gratitude to those who have already done so.

  • Show Appreciation

Showing appreciation can help build trust and create a sense of goodwill. This could be in the form of a thank you note or sharing survey results with your respondents.

How to Increase Your Survey Response Rate?

Low response rates may cause more than just annoyance; they may also make surveys challenging. Use these strategies to meet your response quotas.

  • Keep the Survey Short and Focused

Keep the goal of your survey in mind when creating your questions. Refrain from overloading the survey with unnecessary questions.

  • Offer an Incentive

If you’re conducting a particularly in-depth survey, gift cards are a way of showing appreciation. If you can afford it, there are other tangible incentives, such as vouchers or discounts.

  • Use a Catchy Subject Line

Use a language that is attention-grabbing and relevant to your target audience. It will help increase open rates for your survey invitation.

  • Make It Clear and Easy to Complete

When the question isn’t straightforward, the answers won’t be either. Ensure that your questions are direct and offer respondents more than just ‘yes’ or ‘no’ where applicable.

How to Present Your Survey?

Here are five common ways to present your survey results:

  • Graphs And Charts

Data is usually easier to understand when shared through a visual medium. Depending on the survey, there are many types of graphs and charts you can use. Ensure to pick on something that accurately displays your data.

  • Infographics

Infographics are your best bet if you need to share easily read and quickly consumed data. It breaks down complex ideas into simple messages that are more appealing to read than blocks of text.

  • Videos and Animations

Video infographics result from combining different animations in one informative video. They offer an effective communication platform capable of effortlessly conveying concrete and complex information.

  • Spreadsheets

A spreadsheet gives you the freedom to display all the necessary information at once.

How to Analyze Your Online Survey Data?

We’ve all been there – staring at a spreadsheet full of numbers, trying to make sense of it all. While Excel may be the go-to tool for data organization, it’s not ideal for visualization. Sure, you can create some visualizations, but they’re about as visually appealing as a bowl of oatmeal.

You need something more powerful to bring your online survey data to life.

That’s where ChartExpo comes in.

This tool empowers you to analyze your online survey data in Excel effortlessly. You can turn your data into appealing, insightful visualizations that knock your socks off.

Benefits of ChartExpo

  • ChartExpo has a wide range of visualizations allowing you to choose the relevant one for your data. This streamlines data analysis and presentation, making it more effective.
  • ChartExpo boasts an intuitive user interface that allows you to create insightful visualizations without any coding experience.
  • With ChartExpo, you can easily create unique visualizations thanks to its customization options. You can personalize your visuals by tweaking the colors, fonts, and styles to suit your preferences.
  • ChartExpo gives you great value for your money. It offers a free 7-day trial and a $10 monthly plan.

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 CTAs to install the tool of your choice and create beautiful visualizations with a few clicks in your favorite tool.

Let’s say you want to improve your online store website. Therefore, you can ask clients who recently visited to complete an online survey with the following questions.

  • Is the website’s purpose clear on the homepage?
  • Do you like the website’s color scheme?
  • Are the images and graphics high quality?
  • Does the website load quickly on your device?

You ask them to provide an answer to each question using the scale below:

  • Strongly disagree
  • Disagree
  • Neither agree nor disagree
  • Agree
  • Strongly agree

Assume your survey yields the results table below.

Is the purpose of the website clearly stated on the homepage? Is the color scheme visually appealing to you? Are the images and graphics on the website of high quality? Does the website load quickly on your device?
Strongly Disagree Strongly Agree Neither agree nor disagree Strongly Disagree
Agree Neither agree nor disagree Strongly Agree Disagree
Strongly Agree Strongly Agree Neither agree nor disagree Strongly Agree
Agree Neither agree nor disagree Disagree Agree
Strongly Disagree Disagree Strongly Disagree Disagree
Strongly Agree Strongly Agree Agree Strongly Agree
Agree Agree Strongly Disagree Strongly Agree
Disagree Neither agree nor disagree Agree Strongly Agree
Strongly Agree Agree Strongly Agree Disagree
Strongly Agree Strongly Agree Strongly Agree Neither agree nor disagree
Disagree Strongly Disagree Neither agree nor disagree Strongly Agree
Strongly Disagree Strongly Agree Strongly Agree Strongly Disagree
Disagree Neither agree nor disagree Strongly Disagree Strongly Agree
Strongly Agree Strongly Agree Strongly Agree Agree
Agree Agree Agree Neither agree nor disagree
Disagree Strongly Disagree Neither agree nor disagree Strongly Agree
Strongly Agree Strongly Agree Strongly Agree Neither agree nor disagree
Strongly Agree Strongly Agree Disagree Disagree
Strongly Agree Disagree Strongly Disagree Strongly Disagree
Disagree Strongly Disagree Disagree Neither agree nor disagree

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.
insert chartexpo in excel
  • Choose ChartExpo from My Apps, then click Insert.
open chartexpo in excel
  • Once it loads, choose the “Likert Scale Chart” from the charts list.
search likert scale chart in excel
  • Click the “Create Chart From Selection” button after selecting the data from the sheet, as shown.
create likert scale chart in excel
  • When you click the “Create Chart From Selection” button, you have to map responses with numbers manually. The Likert scale has this arrangement:
    • Strongly Disagree=1
    • Disagree=2
    • Neither agree nor disagree=3
    • Agree=4
    • Strongly Agree=5
  • Once all is set, click the “Create Chart” button.
make likert scale chart in excel
  • ChartExpo will generate the visualization below for you.
edit likert scale chart in excel
  • If you want to have the title of 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 Apply button.
set likert scale chart in excel
  • 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.
save likert scale chart in excel
  • The final chart will look as below.
How to Get People to Take a Survey in excel

Insights

  • 45% of website visitors agreed that the website is responsive, 35% disagreed, and 20% remained neutral.
  • Similarly, the same percentage of visitors agreed on the quality of images and graphics.
  • 55% agreed with the website’s color scheme, 25% disagreed, and 20% gave a neutral response.
  • 60% agreed that the information on the homepage was clear, while 40% disagreed with this statement.
  • 51% responded positively to survey questions, 34% gave negative responses, and 15% remained neutral.

FAQs

How do I ask people to take a survey?

Consider beginning your message with a personalized greeting when asking someone to take your survey. Try to maintain your company’s brand and voice with your greeting. Then tell the respondent why you are sending them an invitation to your survey.

How do you attract people to fill in a survey?

Here are tips on how to attract people to fill in a survey:

  • Offer incentives
  • Be clear about the purpose of the survey
  • Use an engaging language
  • Be polite

What is an online survey?

An online survey is a structured questionnaire completed by a target audience over the internet. Compared to traditional surveys, online surveys provide a cost-effective way to collect information from a broader audience.

Wrap Up

Getting people to take a survey is a challenging feat. However, with the right approach, it can be a breeze. Keep your survey short and sweet, target the right audience, and offer incentives to boost participation.

Businesses use online surveys for their own and their client’s benefit. Online surveys provide valuable insights into customer experience, trends, and reactions. Consequently, contributes to the growth of the business.

The best way to communicate insights is through visuals. However, visualizing data with Excel poses a challenge. It doesn’t belong in the realm of data analysis. This creates the need for a tool that makes it simple to represent data visually.

Enter ChartExpo.

ChartExpo is an Excel add-in that helps transform data into visually appealing, insightful visualizations.

With ChartExpo, you can get more bang for your buck. Try it for free with a 7-day trial and sign up for the $10 monthly plan to unlock its full potential.

Go ahead and try ChartExpo today to improve your company’s visual communication of data.

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