example of a research survey

Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, generate accurate citations for free.

• 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.

Receive feedback on language, structure, and formatting

Professional editors proofread and edit your paper by focusing on:

• Academic style
• Vague sentences
• Style consistency

See an example

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.

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 )

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the “Cite this Scribbr article” button to automatically add the citation to our free Citation Generator.

McCombes, S. (2023, June 22). Survey Research | Definition, Examples & Methods. Scribbr. Retrieved April 15, 2024, from https://www.scribbr.com/methodology/survey-research/

Is this article helpful?

Shona McCombes

Other students also liked, qualitative vs. quantitative research | differences, examples & methods, questionnaire design | methods, question types & examples, what is a likert scale | guide & examples, "i thought ai proofreading was useless but..".

I've been using Scribbr for years now and I know it's a service that won't disappoint. It does a good job spotting mistakes”

• Privacy Policy

Buy Me a Coffee

Home » Survey Research – Types, Methods, Examples

Survey Research – Types, Methods, Examples

Table of Contents

Survey Research

Definition:

Survey Research is a quantitative research method that involves collecting standardized data from a sample of individuals or groups through the use of structured questionnaires or interviews. The data collected is then analyzed statistically to identify patterns and relationships between variables, and to draw conclusions about the population being studied.

Survey research can be used to answer a variety of questions, including:

• What are people’s opinions about a certain topic?
• What are people’s experiences with a certain product or service?
• What are people’s beliefs about a certain issue?

Survey Research Methods

Survey Research Methods are as follows:

• Telephone surveys: A survey research method where questions are administered to respondents over the phone, often used in market research or political polling.
• Face-to-face surveys: A survey research method where questions are administered to respondents in person, often used in social or health research.
• Mail surveys: A survey research method where questionnaires are sent to respondents through mail, often used in customer satisfaction or opinion surveys.
• Online surveys: A survey research method where questions are administered to respondents through online platforms, often used in market research or customer feedback.
• Email surveys: A survey research method where questionnaires are sent to respondents through email, often used in customer satisfaction or opinion surveys.
• Mixed-mode surveys: A survey research method that combines two or more survey modes, often used to increase response rates or reach diverse populations.
• Computer-assisted surveys: A survey research method that uses computer technology to administer or collect survey data, often used in large-scale surveys or data collection.
• Interactive voice response surveys: A survey research method where respondents answer questions through a touch-tone telephone system, often used in automated customer satisfaction or opinion surveys.
• Mobile surveys: A survey research method where questions are administered to respondents through mobile devices, often used in market research or customer feedback.
• Group-administered surveys: A survey research method where questions are administered to a group of respondents simultaneously, often used in education or training evaluation.
• Web-intercept surveys: A survey research method where questions are administered to website visitors, often used in website or user experience research.
• In-app surveys: A survey research method where questions are administered to users of a mobile application, often used in mobile app or user experience research.
• Social media surveys: A survey research method where questions are administered to respondents through social media platforms, often used in social media or brand awareness research.
• SMS surveys: A survey research method where questions are administered to respondents through text messaging, often used in customer feedback or opinion surveys.
• IVR surveys: A survey research method where questions are administered to respondents through an interactive voice response system, often used in automated customer feedback or opinion surveys.
• Mixed-method surveys: A survey research method that combines both qualitative and quantitative data collection methods, often used in exploratory or mixed-method research.
• Drop-off surveys: A survey research method where respondents are provided with a survey questionnaire and asked to return it at a later time or through a designated drop-off location.
• Intercept surveys: A survey research method where respondents are approached in public places and asked to participate in a survey, often used in market research or customer feedback.
• Hybrid surveys: A survey research method that combines two or more survey modes, data sources, or research methods, often used in complex or multi-dimensional research questions.

Types of Survey Research

There are several types of survey research that can be used to collect data from a sample of individuals or groups. following are Types of Survey Research:

• Cross-sectional survey: A type of survey research that gathers data from a sample of individuals at a specific point in time, providing a snapshot of the population being studied.
• Longitudinal survey: A type of survey research that gathers data from the same sample of individuals over an extended period of time, allowing researchers to track changes or trends in the population being studied.
• Panel survey: A type of longitudinal survey research that tracks the same sample of individuals over time, typically collecting data at multiple points in time.
• Epidemiological survey: A type of survey research that studies the distribution and determinants of health and disease in a population, often used to identify risk factors and inform public health interventions.
• Observational survey: A type of survey research that collects data through direct observation of individuals or groups, often used in behavioral or social research.
• Correlational survey: A type of survey research that measures the degree of association or relationship between two or more variables, often used to identify patterns or trends in data.
• Experimental survey: A type of survey research that involves manipulating one or more variables to observe the effect on an outcome, often used to test causal hypotheses.
• Descriptive survey: A type of survey research that describes the characteristics or attributes of a population or phenomenon, often used in exploratory research or to summarize existing data.
• Diagnostic survey: A type of survey research that assesses the current state or condition of an individual or system, often used in health or organizational research.
• Explanatory survey: A type of survey research that seeks to explain or understand the causes or mechanisms behind a phenomenon, often used in social or psychological research.
• Process evaluation survey: A type of survey research that measures the implementation and outcomes of a program or intervention, often used in program evaluation or quality improvement.
• Impact evaluation survey: A type of survey research that assesses the effectiveness or impact of a program or intervention, often used to inform policy or decision-making.
• Customer satisfaction survey: A type of survey research that measures the satisfaction or dissatisfaction of customers with a product, service, or experience, often used in marketing or customer service research.
• Market research survey: A type of survey research that collects data on consumer preferences, behaviors, or attitudes, often used in market research or product development.
• Public opinion survey: A type of survey research that measures the attitudes, beliefs, or opinions of a population on a specific issue or topic, often used in political or social research.
• Behavioral survey: A type of survey research that measures actual behavior or actions of individuals, often used in health or social research.
• Attitude survey: A type of survey research that measures the attitudes, beliefs, or opinions of individuals, often used in social or psychological research.
• Opinion poll: A type of survey research that measures the opinions or preferences of a population on a specific issue or topic, often used in political or media research.
• Ad hoc survey: A type of survey research that is conducted for a specific purpose or research question, often used in exploratory research or to answer a specific research question.

Types Based on Methodology

Based on Methodology Survey are divided into two Types:

Quantitative Survey Research

Qualitative survey research.

Quantitative survey research is a method of collecting numerical data from a sample of participants through the use of standardized surveys or questionnaires. The purpose of quantitative survey research is to gather empirical evidence that can be analyzed statistically to draw conclusions about a particular population or phenomenon.

In quantitative survey research, the questions are structured and pre-determined, often utilizing closed-ended questions, where participants are given a limited set of response options to choose from. This approach allows for efficient data collection and analysis, as well as the ability to generalize the findings to a larger population.

Quantitative survey research is often used in market research, social sciences, public health, and other fields where numerical data is needed to make informed decisions and recommendations.

Qualitative survey research is a method of collecting non-numerical data from a sample of participants through the use of open-ended questions or semi-structured interviews. The purpose of qualitative survey research is to gain a deeper understanding of the experiences, perceptions, and attitudes of participants towards a particular phenomenon or topic.

In qualitative survey research, the questions are open-ended, allowing participants to share their thoughts and experiences in their own words. This approach allows for a rich and nuanced understanding of the topic being studied, and can provide insights that are difficult to capture through quantitative methods alone.

Qualitative survey research is often used in social sciences, education, psychology, and other fields where a deeper understanding of human experiences and perceptions is needed to inform policy, practice, or theory.

Data Analysis Methods

There are several Survey Research Data Analysis Methods that researchers may use, including:

• Descriptive statistics: This method is used to summarize and describe the basic features of the survey data, such as the mean, median, mode, and standard deviation. These statistics can help researchers understand the distribution of responses and identify any trends or patterns.
• Inferential statistics: This method is used to make inferences about the larger population based on the data collected in the survey. Common inferential statistical methods include hypothesis testing, regression analysis, and correlation analysis.
• Factor analysis: This method is used to identify underlying factors or dimensions in the survey data. This can help researchers simplify the data and identify patterns and relationships that may not be immediately apparent.
• Cluster analysis: This method is used to group similar respondents together based on their survey responses. This can help researchers identify subgroups within the larger population and understand how different groups may differ in their attitudes, behaviors, or preferences.
• Structural equation modeling: This method is used to test complex relationships between variables in the survey data. It can help researchers understand how different variables may be related to one another and how they may influence one another.
• Content analysis: This method is used to analyze open-ended responses in the survey data. Researchers may use software to identify themes or categories in the responses, or they may manually review and code the responses.
• Text mining: This method is used to analyze text-based survey data, such as responses to open-ended questions. Researchers may use software to identify patterns and themes in the text, or they may manually review and code the text.

Applications of Survey Research

Here are some common applications of survey research:

• Market Research: Companies use survey research to gather insights about customer needs, preferences, and behavior. These insights are used to create marketing strategies and develop new products.
• Public Opinion Research: Governments and political parties use survey research to understand public opinion on various issues. This information is used to develop policies and make decisions.
• Social Research: Survey research is used in social research to study social trends, attitudes, and behavior. Researchers use survey data to explore topics such as education, health, and social inequality.
• Academic Research: Survey research is used in academic research to study various phenomena. Researchers use survey data to test theories, explore relationships between variables, and draw conclusions.
• Customer Satisfaction Research: Companies use survey research to gather information about customer satisfaction with their products and services. This information is used to improve customer experience and retention.
• Employee Surveys: Employers use survey research to gather feedback from employees about their job satisfaction, working conditions, and organizational culture. This information is used to improve employee retention and productivity.
• Health Research: Survey research is used in health research to study topics such as disease prevalence, health behaviors, and healthcare access. Researchers use survey data to develop interventions and improve healthcare outcomes.

Examples of Survey Research

Here are some real-time examples of survey research:

• COVID-19 Pandemic Surveys: Since the outbreak of the COVID-19 pandemic, surveys have been conducted to gather information about public attitudes, behaviors, and perceptions related to the pandemic. Governments and healthcare organizations have used this data to develop public health strategies and messaging.
• Political Polls During Elections: During election seasons, surveys are used to measure public opinion on political candidates, policies, and issues in real-time. This information is used by political parties to develop campaign strategies and make decisions.
• Customer Feedback Surveys: Companies often use real-time customer feedback surveys to gather insights about customer experience and satisfaction. This information is used to improve products and services quickly.
• Event Surveys: Organizers of events such as conferences and trade shows often use surveys to gather feedback from attendees in real-time. This information can be used to improve future events and make adjustments during the current event.
• Website and App Surveys: Website and app owners use surveys to gather real-time feedback from users about the functionality, user experience, and overall satisfaction with their platforms. This feedback can be used to improve the user experience and retain customers.
• Employee Pulse Surveys: Employers use real-time pulse surveys to gather feedback from employees about their work experience and overall job satisfaction. This feedback is used to make changes in real-time to improve employee retention and productivity.

Survey Sample

Purpose of survey research.

The purpose of survey research is to gather data and insights from a representative sample of individuals. Survey research allows researchers to collect data quickly and efficiently from a large number of people, making it a valuable tool for understanding attitudes, behaviors, and preferences.

Here are some common purposes of survey research:

• Descriptive Research: Survey research is often used to describe characteristics of a population or a phenomenon. For example, a survey could be used to describe the characteristics of a particular demographic group, such as age, gender, or income.
• Exploratory Research: Survey research can be used to explore new topics or areas of research. Exploratory surveys are often used to generate hypotheses or identify potential relationships between variables.
• Explanatory Research: Survey research can be used to explain relationships between variables. For example, a survey could be used to determine whether there is a relationship between educational attainment and income.
• Evaluation Research: Survey research can be used to evaluate the effectiveness of a program or intervention. For example, a survey could be used to evaluate the impact of a health education program on behavior change.
• Monitoring Research: Survey research can be used to monitor trends or changes over time. For example, a survey could be used to monitor changes in attitudes towards climate change or political candidates over time.

When to use Survey Research

there are certain circumstances where survey research is particularly appropriate. Here are some situations where survey research may be useful:

• When the research question involves attitudes, beliefs, or opinions: Survey research is particularly useful for understanding attitudes, beliefs, and opinions on a particular topic. For example, a survey could be used to understand public opinion on a political issue.
• When the research question involves behaviors or experiences: Survey research can also be useful for understanding behaviors and experiences. For example, a survey could be used to understand the prevalence of a particular health behavior.
• When a large sample size is needed: Survey research allows researchers to collect data from a large number of people quickly and efficiently. This makes it a useful method when a large sample size is needed to ensure statistical validity.
• When the research question is time-sensitive: Survey research can be conducted quickly, which makes it a useful method when the research question is time-sensitive. For example, a survey could be used to understand public opinion on a breaking news story.
• When the research question involves a geographically dispersed population: Survey research can be conducted online, which makes it a useful method when the population of interest is geographically dispersed.

How to Conduct Survey Research

Conducting survey research involves several steps that need to be carefully planned and executed. Here is a general overview of the process:

• Define the research question: The first step in conducting survey research is to clearly define the research question. The research question should be specific, measurable, and relevant to the population of interest.
• Develop a survey instrument : The next step is to develop a survey instrument. This can be done using various methods, such as online survey tools or paper surveys. The survey instrument should be designed to elicit the information needed to answer the research question, and should be pre-tested with a small sample of individuals.
• Select a sample : The sample is the group of individuals who will be invited to participate in the survey. The sample should be representative of the population of interest, and the size of the sample should be sufficient to ensure statistical validity.
• Administer the survey: The survey can be administered in various ways, such as online, by mail, or in person. The method of administration should be chosen based on the population of interest and the research question.
• Analyze the data: Once the survey data is collected, it needs to be analyzed. This involves summarizing the data using statistical methods, such as frequency distributions or regression analysis.
• Draw conclusions: The final step is to draw conclusions based on the data analysis. This involves interpreting the results and answering the research question.

Advantages of Survey Research

There are several advantages to using survey research, including:

• Efficient data collection: Survey research allows researchers to collect data quickly and efficiently from a large number of people. This makes it a useful method for gathering information on a wide range of topics.
• Standardized data collection: Surveys are typically standardized, which means that all participants receive the same questions in the same order. This ensures that the data collected is consistent and reliable.
• Cost-effective: Surveys can be conducted online, by mail, or in person, which makes them a cost-effective method of data collection.
• Anonymity: Participants can remain anonymous when responding to a survey. This can encourage participants to be more honest and open in their responses.
• Easy comparison: Surveys allow for easy comparison of data between different groups or over time. This makes it possible to identify trends and patterns in the data.
• Versatility: Surveys can be used to collect data on a wide range of topics, including attitudes, beliefs, behaviors, and preferences.

Limitations of Survey Research

Here are some of the main limitations of survey research:

• Limited depth: Surveys are typically designed to collect quantitative data, which means that they do not provide much depth or detail about people’s experiences or opinions. This can limit the insights that can be gained from the data.
• Potential for bias: Surveys can be affected by various biases, including selection bias, response bias, and social desirability bias. These biases can distort the results and make them less accurate.
• L imited validity: Surveys are only as valid as the questions they ask. If the questions are poorly designed or ambiguous, the results may not accurately reflect the respondents’ attitudes or behaviors.
• Limited generalizability : Survey results are only generalizable to the population from which the sample was drawn. If the sample is not representative of the population, the results may not be generalizable to the larger population.
• Limited ability to capture context: Surveys typically do not capture the context in which attitudes or behaviors occur. This can make it difficult to understand the reasons behind the responses.
• Limited ability to capture complex phenomena: Surveys are not well-suited to capture complex phenomena, such as emotions or the dynamics of interpersonal relationships.

Following is an example of a Survey Sample:

Welcome to our Survey Research Page! We value your opinions and appreciate your participation in this survey. Please answer the questions below as honestly and thoroughly as possible.

1. What is your age?

• A) Under 18
• G) 65 or older

2. What is your highest level of education completed?

• A) Less than high school
• B) High school or equivalent
• C) Some college or technical school
• D) Bachelor’s degree
• E) Graduate or professional degree

3. What is your current employment status?

• A) Employed full-time
• B) Employed part-time
• C) Self-employed
• D) Unemployed

4. How often do you use the internet per day?

•  A) Less than 1 hour
• B) 1-3 hours
• C) 3-5 hours
• D) 5-7 hours
• E) More than 7 hours

5. How often do you engage in social media per day?

6. Have you ever participated in a survey research study before?

7. If you have participated in a survey research study before, how was your experience?

• A) Excellent
• E) Very poor

8. What are some of the topics that you would be interested in participating in a survey research study about?

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

9. How often would you be willing to participate in survey research studies?

• A) Once a week
• B) Once a month
• C) Once every 6 months
• D) Once a year

10. Any additional comments or suggestions?

Thank you for taking the time to complete this survey. Your feedback is important to us and will help us improve our survey research efforts.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

You may also like

Questionnaire – Definition, Types, and Examples

Case Study – Methods, Examples and Guide

Observational Research – Methods and Guide

Quantitative Research – Methods, Types and...

Qualitative Research Methods

Explanatory Research – Types, Methods, Guide

Root out friction in every digital experience, super-charge conversion rates, and optimize digital self-service

Uncover insights from any interaction, deliver AI-powered agent coaching, and reduce cost to serve

Increase revenue and loyalty with real-time insights and recommendations delivered to teams on the ground

Know how your people feel and empower managers to improve employee engagement, productivity, and retention

Take action in the moments that matter most along the employee journey and drive bottom line growth

Whatever they’re are saying, wherever they’re saying it, know exactly what’s going on with your people

Get faster, richer insights with qual and quant tools that make powerful market research available to everyone

Run concept tests, pricing studies, prototyping + more with fast, powerful studies designed by UX research experts

Track your brand performance 24/7 and act quickly to respond to opportunities and challenges in your market

Explore the platform powering Experience Management

• Free Account
• For Digital
• For Customer Care
• For Human Resources
• For Researchers
• Financial Services
• All Industries

Popular Use Cases

• Customer Experience
• Employee Experience
• Employee Exit Interviews
• Net Promoter Score
• Voice of Customer
• Customer Success Hub
• Product Documentation
• Training & Certification
• XM Institute
• Popular Resources
• Customer Stories
• Market Research
• Artificial Intelligence
• Partnerships
• Marketplace

The annual gathering of the experience leaders at the world’s iconic brands building breakthrough business results, live in Salt Lake City.

• English/AU & NZ
• Español/Europa
• Español/América Latina
• Português Brasileiro
• REQUEST DEMO
• Experience Management
• What is a survey?
• Survey Research

Try Qualtrics for free

What is survey research.

15 min read Find out everything you need to know about survey research, from what it is and how it works to the different methods and tools you can use to ensure you’re successful.

Survey research is the process of collecting data from a predefined group (e.g. customers or potential customers) with the ultimate goal of uncovering insights about your products, services, or brand overall .

As a quantitative data collection method, survey research can provide you with a goldmine of information that can inform crucial business and product decisions. But survey research needs careful planning and execution to get the results you want.

So if you’re thinking about using surveys to carry out research, read on.

Get started with our free survey maker tool

Types of survey research

Calling these methods ‘survey research’ slightly underplays the complexity of this type of information gathering. From the expertise required to carry out each activity to the analysis of the data and its eventual application, a considerable amount of effort is required.

As for how you can carry out your research, there are several options to choose from — face-to-face interviews, telephone surveys, focus groups (though more interviews than surveys), online surveys , and panel surveys.

Typically, the survey method you choose will largely be guided by who you want to survey, the size of your sample , your budget, and the type of information you’re hoping to gather.

Here are a few of the most-used survey types:

Face-to-face interviews

Before technology made it possible to conduct research using online surveys, telephone, and mail were the most popular methods for survey research. However face-to-face interviews were considered the gold standard — the only reason they weren’t as popular was due to their highly prohibitive costs.

When it came to face-to-face interviews, organizations would use highly trained researchers who knew when to probe or follow up on vague or problematic answers. They also knew when to offer assistance to respondents when they seemed to be struggling. The result was that these interviewers could get sample members to participate and engage in surveys in the most effective way possible, leading to higher response rates and better quality data.

Telephone surveys

While phone surveys have been popular in the past, particularly for measuring general consumer behavior or beliefs, response rates have been declining since the 1990s .

Phone surveys are usually conducted using a random dialing system and software that a researcher can use to record responses.

This method is beneficial when you want to survey a large population but don’t have the resources to conduct face-to-face research surveys or run focus groups, or want to ask multiple-choice and open-ended questions .

The downsides are they can: take a long time to complete depending on the response rate, and you may have to do a lot of cold-calling to get the information you need.

You also run the risk of respondents not being completely honest . Instead, they’ll answer your survey questions quickly just to get off the phone.

Focus groups (interviews — not surveys)

Focus groups are a separate qualitative methodology rather than surveys — even though they’re often bunched together. They’re normally used for survey pretesting and designing , but they’re also a great way to generate opinions and data from a diverse range of people.

Focus groups involve putting a cohort of demographically or socially diverse people in a room with a moderator and engaging them in a discussion on a particular topic, such as your product, brand, or service.

They remain a highly popular method for market research , but they’re expensive and require a lot of administration to conduct and analyze the data properly.

You also run the risk of more dominant members of the group taking over the discussion and swaying the opinions of other people — potentially providing you with unreliable data.

Online surveys

Online surveys have become one of the most popular survey methods due to being cost-effective, enabling researchers to accurately survey a large population quickly.

Online surveys can essentially be used by anyone for any research purpose – we’ve all seen the increasing popularity of polls on social media (although these are not scientific).

Using an online survey allows you to ask a series of different question types and collect data instantly that’s easy to analyze with the right software.

There are also several methods for running and distributing online surveys that allow you to get your questionnaire in front of a large population at a fraction of the cost of face-to-face interviews or focus groups.

This is particularly true when it comes to mobile surveys as most people with a smartphone can access them online.

However, you have to be aware of the potential dangers of using online surveys, particularly when it comes to the survey respondents. The biggest risk is because online surveys require access to a computer or mobile device to complete, they could exclude elderly members of the population who don’t have access to the technology — or don’t know how to use it.

It could also exclude those from poorer socio-economic backgrounds who can’t afford a computer or consistent internet access. This could mean the data collected is more biased towards a certain group and can lead to less accurate data when you’re looking for a representative population sample.

When it comes to surveys, every voice matters.

Find out how to create more inclusive and representative surveys for your research.

Panel surveys

A panel survey involves recruiting respondents who have specifically signed up to answer questionnaires and who are put on a list by a research company. This could be a workforce of a small company or a major subset of a national population. Usually, these groups are carefully selected so that they represent a sample of your target population — giving you balance across criteria such as age, gender, background, and so on.

Panel surveys give you access to the respondents you need and are usually provided by the research company in question. As a result, it’s much easier to get access to the right audiences as you just need to tell the research company your criteria. They’ll then determine the right panels to use to answer your questionnaire.

However, there are downsides. The main one being that if the research company offers its panels incentives, e.g. discounts, coupons, money — respondents may answer a lot of questionnaires just for the benefits.

This might mean they rush through your survey without providing considered and truthful answers. As a consequence, this can damage the credibility of your data and potentially ruin your analyses.

What are the benefits of using survey research?

Depending on the research method you use, there are lots of benefits to conducting survey research for data collection. Here, we cover a few:

1.   They’re relatively easy to do

Most research surveys are easy to set up, administer and analyze. As long as the planning and survey design is thorough and you target the right audience , the data collection is usually straightforward regardless of which survey type you use.

2.   They can be cost effective

Survey research can be relatively cheap depending on the type of survey you use.

Generally, qualitative research methods that require access to people in person or over the phone are more expensive and require more administration.

Online surveys or mobile surveys are often more cost-effective for market research and can give you access to the global population for a fraction of the cost.

3.   You can collect data from a large sample

Again, depending on the type of survey, you can obtain survey results from an entire population at a relatively low price. You can also administer a large variety of survey types to fit the project you’re running.

4.   You can use survey software to analyze results immediately

Using survey software, you can use advanced statistical analysis techniques to gain insights into your responses immediately.

Analysis can be conducted using a variety of parameters to determine the validity and reliability of your survey data at scale.

5.   Surveys can collect any type of data

While most people view surveys as a quantitative research method, they can just as easily be adapted to gain qualitative information by simply including open-ended questions or conducting interviews face to face.

How to measure concepts with survey questions

While surveys are a great way to obtain data, that data on its own is useless unless it can be analyzed and developed into actionable insights.

The easiest, and most effective way to measure survey results, is to use a dedicated research tool that puts all of your survey results into one place.

When it comes to survey measurement, there are four measurement types to be aware of that will determine how you treat your different survey results:

Nominal scale

With a nominal scale , you can only keep track of how many respondents chose each option from a question, and which response generated the most selections.

An example of this would be simply asking a responder to choose a product or brand from a list.

You could find out which brand was chosen the most but have no insight as to why.

Ordinal scale

Ordinal scales are used to judge an order of preference. They do provide some level of quantitative value because you’re asking responders to choose a preference of one option over another.

Ratio scale

Ratio scales can be used to judge the order and difference between responses. For example, asking respondents how much they spend on their weekly shopping on average.

Interval scale

In an interval scale, values are lined up in order with a meaningful difference between the two values — for example, measuring temperature or measuring a credit score between one value and another.

Step by step: How to conduct surveys and collect data

Conducting a survey and collecting data is relatively straightforward, but it does require some careful planning and design to ensure it results in reliable data.

Step 1 – Define your objectives

What do you want to learn from the survey? How is the data going to help you? Having a hypothesis or series of assumptions about survey responses will allow you to create the right questions to test them.

Step 2 – Create your survey questions

Once you’ve got your hypotheses or assumptions, write out the questions you need answering to test your theories or beliefs. Be wary about framing questions that could lead respondents or inadvertently create biased responses .

Step 3 – Choose your question types

Your survey should include a variety of question types and should aim to obtain quantitative data with some qualitative responses from open-ended questions. Using a mix of questions (simple Yes/ No, multiple-choice, rank in order, etc) not only increases the reliability of your data but also reduces survey fatigue and respondents simply answering questions quickly without thinking.

Find out how to create a survey that’s easy to engage with

Step 4 – Test your questions

Before sending your questionnaire out, you should test it (e.g. have a random internal group do the survey) and carry out A/B tests to ensure you’ll gain accurate responses.

Step 5 – Choose your target and send out the survey

Depending on your objectives, you might want to target the general population with your survey or a specific segment of the population. Once you’ve narrowed down who you want to target, it’s time to send out the survey.

After you’ve deployed the survey, keep an eye on the response rate to ensure you’re getting the number you expected. If your response rate is low, you might need to send the survey out to a second group to obtain a large enough sample — or do some troubleshooting to work out why your response rates are so low. This could be down to your questions, delivery method, selected sample, or otherwise.

Step 6 – Analyze results and draw conclusions

Once you’ve got your results back, it’s time for the fun part.

Break down your survey responses using the parameters you’ve set in your objectives and analyze the data to compare to your original assumptions. At this stage, a research tool or software can make the analysis a lot easier — and that’s somewhere Qualtrics can help.

Get reliable insights with survey software from Qualtrics

Gaining feedback from customers and leads is critical for any business, data gathered from surveys can prove invaluable for understanding your products and your market position, and with survey software from Qualtrics, it couldn’t be easier.

Used by more than 13,000 brands and supporting more than 1 billion surveys a year, Qualtrics empowers everyone in your organization to gather insights and take action. No coding required — and your data is housed in one system.

Get feedback from more than 125 sources on a single platform and view and measure your data in one place to create actionable insights and gain a deeper understanding of your target customers .

Automatically run complex text and statistical analysis to uncover exactly what your survey data is telling you, so you can react in real-time and make smarter decisions.

We can help you with survey management, too. From designing your survey and finding your target respondents to getting your survey in the field and reporting back on the results, we can help you every step of the way.

And for expert market researchers and survey designers, Qualtrics features custom programming to give you total flexibility over question types, survey design, embedded data, and other variables.

No matter what type of survey you want to run, what target audience you want to reach, or what assumptions you want to test or answers you want to uncover, we’ll help you design, deploy and analyze your survey with our team of experts.

Ready to find out more about Qualtrics CoreXM?

Get started with our free survey maker tool today

Related resources

Survey bias types 24 min read, post event survey questions 10 min read, best survey software 16 min read, close-ended questions 7 min read, survey vs questionnaire 12 min read, response bias 13 min read, double barreled question 11 min read, request demo.

Ready to learn more about Qualtrics?

Have a language expert improve your writing

Run a free plagiarism check in 10 minutes, automatically generate references for free.

• 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.

Cite this Scribbr article

If you want to cite this source, you can copy and paste the citation or click the ‘Cite this Scribbr article’ button to automatically add the citation to our free Reference Generator.

McCombes, S. (2022, October 10). Doing Survey Research | A Step-by-Step Guide & Examples. Scribbr. Retrieved 15 April 2024, from https://www.scribbr.co.uk/research-methods/surveys/

Is this article helpful?

Shona McCombes

Other students also liked, qualitative vs quantitative research | examples & methods, construct validity | definition, types, & examples, what is a likert scale | guide & examples.

Business growth

Marketing tips

How to conduct your own market research survey (with example)

After watching a few of those sketches, you can imagine why real-life focus groups tend to be pretty small. Even without any over-the-top personalities involved, it's easy for these groups to go off the rails.

So what happens when you want to collect market research at a larger scale? That's where the market research survey comes in. Market surveys allow you to get just as much valuable information as an in-person interview, without the burden of herding hundreds of rowdy Eagles fans through a product test.

Table of contents:

What is a market research survey?

Why conduct market research, primary vs. secondary market research.

6 types of market research surveys

How to write and conduct a market research survey

Tips for running a market research survey.

Market research survey campaign example questions

Market research survey template

Use automation to put survey results into action

A market research survey is a questionnaire designed to collect key information about a company's target market and audience that will help guide business decisions about products and services, branding angles, and advertising campaigns.

Market surveys are what's known as "primary research"—that is, information that the researching company gathers firsthand. Secondary research consists of data that another organization gathered and published, which other researchers can then use for their own reports. Primary research is more expensive and time-intensive than secondary research, which is why you should only use market research surveys to obtain information that you can't get anywhere else. 

A market research survey can collect information on your target customers':

Experiences

Preferences, desires, and needs

Values and motivations

The types of information that can usually be found in a secondary source, and therefore aren't good candidates for a market survey, include your target customers':

Demographic data

Consumer spending data

Household size

Lots of this secondary information can be found in a public database like those maintained by the Census Bureau and Bureau of Labor Statistics . There are also a few free market research tools that you can use to access more detailed data, like Think with Google , Data USA , and Statista . Or, if you're looking to learn about your existing customer base, you can also use a CRM to automatically record key information about your customers each time they make a purchase.

If you've exhausted your secondary research options and still have unanswered questions, it's time to start thinking about conducting a market research survey.

The first thing to figure out is what you're trying to learn, and from whom. Are you beta testing a new product or feature with existing users? Or are you looking to identify new customer personas for your marketers to target? There are a number of different ways to use a marketing research survey, and your choice will impact how you set up the questionnaire.

Here are some examples of how market research surveys can be used to fill a wide range of knowledge gaps for companies:

A B2B software company asks real users in its industry about Kanban board usage to help prioritize their project view change rollout.

A B2C software company asks its target demographic about their mobile browsing habits to help them find features to incorporate into their forthcoming mobile app.

A printing company asks its target demographic about fabric preferences to gauge interest in a premium material option for their apparel lines.

A wholesale food vendor surveys regional restaurant owners to find ideas for seasonal products to offer.

Market surveys are what's known as "primary research"—that is, information that the researching company gathers firsthand. Secondary research consists of data that another organization gathered and published, which other researchers can then use for their own reports. 

Primary research is more expensive and time-intensive than secondary research, which is why you should only use market research surveys to obtain information that you can't get anywhere else. 

Lots of this secondary information can be found in a public database like those maintained by the Census Bureau and Bureau of Labor Statistics . There are also a few free market research tools that you can use to access more detailed data, like Think with Google , Data USA , and Statista . 

Or, if you're looking to learn about your existing customer base, you can also use a CRM to automatically record key information about your customers each time they make a purchase.

6 types of market research survey

Depending on your goal, you'll need different types of market research. Here are six types of market research surveys.

1. Buyer persona research

A buyer persona or customer profile is a simple sketch of the types of people that you should be targeting as potential customers. 

A buyer persona research survey will help you learn more about things like demographics, household makeup, income and education levels, and lifestyle markers. The more you learn about your existing customers, the more specific you can get in targeting potential customers. You may find that there are more buyer personas within your user base than the ones that you've been targeting.

2. Sales funnel research

The sales funnel is the path that potential customers take to eventually become buyers. It starts with the target's awareness of your product, then moves through stages of increasing interest until they ultimately make a purchase. 

With a sales funnel research survey, you can learn about potential customers' main drivers at different stages of the sales funnel. You can also get feedback on how effective different sales strategies are. Use this survey to find out:

How close potential buyers are to making a purchase

What tools and experiences have been most effective in moving prospective customers closer to conversion

What types of lead magnets are most attractive to your target audience

3. Customer loyalty research

Whenever you take a customer experience survey after you make a purchase, you'll usually see a few questions about whether you would recommend the company or a particular product to a friend. After you've identified your biggest brand advocates , you can look for persona patterns to determine what other customers are most likely to be similarly enthusiastic about your products. Use these surveys to learn:

The demographics of your most loyal customers

What tools are most effective in turning customers into advocates

What you can do to encourage more brand loyalty

4. Branding and marketing research

The Charmin focus group featured in that SNL sketch is an example of branding and marketing research, in which a company looks for feedback on a particular advertising angle to get a sense of whether it will be effective before the company spends money on running the ad at scale. Use this type of survey to find out:

Whether a new advertising angle will do well with existing customers

Whether a campaign will do well with a new customer segment you haven't targeted yet

What types of campaign angles do well with a particular demographic

5. New products or features research

Whereas the Charmin sketch features a marketing focus group, this one features new product research for a variety of new Hidden Valley Ranch flavors. Though you can't get hands-on feedback on new products when you're conducting a survey instead of an in-person meeting, you can survey your customers to find out:

What features they wish your product currently had

What other similar or related products they shop for

What they think of a particular product or feature idea

Running a survey before investing resources into developing a new offering will save you and the company a lot of time, money, and energy.

6. Competitor research

You can get a lot of information about your own customers and users via automatic data collection , but your competitors' customer base may not be made up of the same buyer personas that yours is. Survey your competitors' users to find out:

Your competitors ' customers' demographics, habits, and behaviors

Whether your competitors have found success with a buyer persona you're not targeting

Information about buyers for a product that's similar to one you're thinking about launching

Feedback on what features your competitors' customers wish their version of a product had

Once you've narrowed down your survey's objectives, you can move forward with designing and running your survey.

Step 1: Write your survey questions

A poorly worded survey, or a survey that uses the wrong question format, can render all of your data moot. If you write a question that results in most respondents answering "none of the above," you haven't learned much. 

You'll find dozens of question types and even pre-written questions in most survey apps . Here are a few common question types that work well for market surveys.

Categorical questions

Also known as a nominal question, this question type provides numbers and percentages for easy visualization, like "35% said ABC." It works great for bar graphs and pie charts, but you can't take averages or test correlations with nominal-level data.

Yes/No: The most basic survey question used in polls is the Yes/No question, which can be easily created using your survey app or by adding Yes/No options to a multiple-choice question. 

Multiple choice: Use this type of question if you need more nuance than a Yes/No answer gives. You can add as many answers as you want, and your respondents can pick only one answer to the question. 

Checkbox: Checkbox questions add the flexibility to select all the answers that apply. Add as many answers as you want, and respondents aren't limited to just one. 

Ordinal questions

This type of question requires survey-takers to pick from options presented in a specific order, like "income of $0-$25K, $26K-$40K, $41K+." Like nominal questions, ordinal questions elicit responses that allow you to analyze counts and percentages, though you can't calculate averages or assess correlations with ordinal-level data.

Dropdown: Responses to ordinal questions can be presented as a dropdown, from which survey-takers can only make one selection. You could use this question type to gather demographic data, like the respondent's country or state of residence. 

Ranking: This is a unique question type that allows respondents to arrange a list of answers in their preferred order, providing feedback on each option in the process. 

Interval/ratio questions

For precise data and advanced analysis, use interval or ratio questions. These can help you calculate more advanced analytics, like averages, test correlations, and run regression models. Interval questions commonly use scales of 1-5 or 1-7, like "Strongly disagree" to "Strongly agree." Ratio questions have a true zero and often ask for numerical inputs (like "How many cups of coffee do you drink per day? ____").

Ranking scale: A ranking scale presents answer choices along an ordered value-based sequence, either using numbers, a like/love scale, a never/always scale, or some other ratio interval. It gives more insight into people's thoughts than a Yes/No question. 

Matrix: Have a lot of interval questions to ask? You can put a number of questions in a list and use the same scale for all of them. It simplifies gathering data about a lot of similar items at once. 

Example : How much do you like the following: oranges, apples, grapes? Hate/Dislike/Ok/Like/Love

Textbox: A textbox question is needed for collecting direct feedback or personal data like names. There will be a blank space where the respondent can enter their answer to your question on their own. 

Step 2: Choose a survey platform

There are a lot of survey platforms to choose from, and they all offer different and unique features. Check out Zapier's list of the best online survey apps to help you decide.

Most survey apps today look great on mobile, but be sure to preview your survey on your phone and computer, at least, to make sure it'll look good for all of your users.

If you have the budget, you can also purchase survey services from a larger research agency. 

Step 3: Run a test survey

Before you run your full survey, conduct a smaller test on 5%-10% of your target respondent pool size. This will allow you to work out any confusing wording or questions that result in unhelpful responses without spending the full cost of the survey. Look out for:

Survey rejection from the platform for prohibited topics

Joke or nonsense textbox answers that indicate the respondent didn't answer the survey in earnest

Multiple choice questions with an outsized percentage of "none of the above" or "N/A" responses

Step 4: Launch your survey

If your test survey comes back looking good, you're ready to launch the full thing! Make sure that you leave ample time for the survey to run—you'd be surprised at how long it takes to get a few thousand respondents. 

Even if you've run similar surveys in the past, leave more time than you need. Some surveys take longer than others for no clear reason, and you also want to build in time to conduct a comprehensive data analysis.

Step 5: Organize and interpret the data

Unless you're a trained data analyst, you should avoid crunching all but the simplest survey data by hand. Most survey platforms include some form of reporting dashboard that will handle things like population weighting for you, but you can also connect your survey platform to other apps that make it easy to keep track of your results and turn them into actionable insights.

You know the basics of how to conduct a market research survey, but here are some tips to enhance the quality of your data and the reliability of your findings.

Find the right audience: You could have meticulously crafted survey questions, but if you don't target the appropriate demographic or customer segment, it doesn't really matter. You need to collect responses from the people you're trying to understand. Targeted audiences you can send surveys to include your existing customers, current social media followers, newsletter subscribers, attendees at relevant industry events, and community members from online forums, discussion boards, or other online communities that cater to your target audience. 

Take advantage of existing resources: No need to reinvent the wheel. You may be able to use common templates and online survey platforms like SurveyMonkey for both survey creation and distribution. You can also use AI tools to create better surveys. For example, generative AI tools like ChatGPT can help you generate questions, while analytical AI tools can scan survey responses to help sort, tag, and report on them. Some survey apps have AI built into them already too.

Focus questions on a desired data type: As you conceptualize your survey, consider whether a qualitative or quantitative approach will better suit your research goals. Qualitative methods are best for exploring in-depth insights and underlying motivations, while quantitative methods are better for obtaining statistical data and measurable trends. For an outcome like "optimize our ice cream shop's menu offerings," you may want to find out which flavors of ice cream are most popular with teens. This would require a quantitative approach, for which you would use categorical questions that can help you rank potential flavors numerically.

Establish a timeline: Set a realistic timeline for your survey, from creation to distribution to data collection and analysis. You'll want to balance having your survey out long enough to generate a significant amount of responses but not so long that it loses relevance. That length can vary widely based on factors like type of survey, number of questions, audience size, time sensitivity, question format, and question length.

Define a margin of error: Your margin of error shows how much the survey results might differ from the real opinions of the entire group being studied. Since you can't possibly survey every single person in your desired population, you'll have to settle on an acceptable percentage of error upfront, a percentage figure that varies by sample size, sample proportion, and confidence interval. According to University of Wisconsin-Madison's Pamela Hunter , 95% is the industry standard confidence level (though small sample sizes may get by with 90%). At the 95% level, for example, an acceptable margin of error for a survey of 500 respondents would be 3%. That means that if 80% of respondents give a positive response to a question, the data shows that between 77-83% respond positively 95 out of 100 times.

Market research survey campaign example

Let's say you own a market research company, and you want to use a survey to gain critical insights into your market. You prompt users to fill out your survey before they can access gated premium content.

Survey questions: 

1. What size is your business? 

<10 employees

11-50 employees

51-100 employees

101-200 employees

>200 employees

2. What industry type best describes your role?

3. On a scale of 1-4, how important would you say access to market data is?

1 - Not important

2 - Somewhat important

3 - Very important

4 - Critically important

4. On a scale of 1 (least important) to 5 (most important), rank how important these market data access factors are.

Accuracy of data

Attractive presentation of data

Cost of data access

Range of data presentation formats

Timeliness of data

5. True or false: your job relies on access to accurate, up-to-date market data.

Survey findings: 

63% of respondents represent businesses with over 100 employees, while only 8% represent businesses with under 10.

71% of respondents work in sales, marketing, or operations.

80% of respondents consider access to market data to be either very important or critically important.

"Timeliness of data" (38%) and "Accuracy of data" (32%) were most commonly ranked as the most important market data access factor.

86% of respondents claimed that their jobs rely on accessing accurate, up-to-date market data.

Insights and recommendations: Independent analysis of the survey indicates that a large percentage of users work in the sales, marketing, or operations fields of large companies, and these customers value timeliness and accuracy most. These findings can help you position future report offerings more effectively by highlighting key benefits that are important to customers that fit into related customer profiles. 

Market research survey example questions

Your individual questions will vary by your industry, market, and research goals, so don't expect a cut-and-paste survey to suit your needs. To help you get started, here are market research survey example questions to give you a sense of the format.

Yes/No: Have you purchased our product before?

Multiple choice: How many employees work at your company?

<10 / 10-20 / 21-50 / 51-100 / 101-250 / 250+

Checkbox: Which of the following features do you use in our app?

Push notifications / Dashboard / Profile customization / In-app chat

Dropdown: What's your household income? 

$0-$10K / $11-$35K / $36-$60K / $61K+

Ranking: Which social media platforms do you use the most? Rank in order, from most to least.

Facebook / Instagram / Twitter / LinkedIn / Reddit

Ranking scale: On a scale of 1-5, how would you rate our customer service? 

1 / 2 / 3 / 4 / 5

Textbox: How many apps are installed on your phone? Enter a number: 

Market research survey question types

Good survey apps typically offer pre-designed templates as a starting point. But to give you a more visual sense of what these questions might look like, we've put together a document showcasing common market research survey question types.

You're going to get a lot of responses back from your survey—why dig through them all manually if you don't have to? Automate your survey to aggregate information for you, so it's that much easier to uncover findings. 

Related reading:

Poll vs. survey: What is a survey and what are polls?

The best online survey apps

The best free form builders and survey tools

How to get people to take a survey

This article was originally published in June 2015 by Stephanie Briggs. The most recent update, with contributions from Cecilia Gillen, was in September 2023.

Get productivity tips delivered straight to your inbox

We’ll email you 1-3 times per week—and never share your information.

Amanda Pell

Amanda is a writer and content strategist who built her career writing on campaigns for brands like Nature Valley, Disney, and the NFL. When she's not knee-deep in research, you'll likely find her hiking with her dog or with her nose in a good book.

• Forms & surveys

Related articles

10 social media advertising examples to inspire your next campaign

10 social media advertising examples to...

8 essential tips for maximizing TikTok ads ROI

8 essential tips for maximizing TikTok ads...

The best marketing newsletters in 2024

11 Google Ads examples (and how to use their strategies)

11 Google Ads examples (and how to use their...

Improve your productivity automatically. Use Zapier to get your apps working together.

• Survey Research: Types, Examples & Methods

Surveys have been proven to be one of the most effective methods of conducting research. They help you to gather relevant data from a large audience, which helps you to arrive at a valid and objective conclusion. 

Just like other research methods, survey research had to be conducted the right way to be effective. In this article, we’ll dive into the nitty-gritty of survey research and show you how to get the most out of it. 

What is Survey Research? 

Survey research is simply a systematic investigation conducted via a survey. In other words, it is a type of research carried out by administering surveys to respondents. 

Surveys already serve as a great method of opinion sampling and finding out what people think about different contexts and situations. Applying this to research means you can gather first-hand information from persons affected by specific contexts. 

Survey research proves useful in numerous primary research scenarios. Consider the case whereby a restaurant wants to gather feedback from its customers on its new signatory dish. A good way to do this is to conduct survey research on a defined customer demographic. 

By doing this, the restaurant is better able to gather primary data from the customers (respondents) with regards to what they think and feel about the new dish across multiple facets. This means they’d have more valid and objective information to work with. 

Why Conduct Survey Research?  

One of the strongest arguments for survey research is that it helps you gather the most authentic data sets in the systematic investigation. Survey research is a gateway to collecting specific information from defined respondents, first-hand.  

Surveys combine different question types that make it easy for you to collect numerous information from respondents. When you come across a questionnaire for survey research, you’re likely to see a neat blend of close-ended and open-ended questions, together with other survey response scale questions. 

Apart from what we’ve discussed so far, here are some other reasons why survey research is important: 

• It gives you insights into respondents’ behaviors and preferences which is valid in any systematic investigation.
• Many times, survey research is structured in an interactive manner which makes it easier for respondents to communicate their thoughts and experiences. 
• It allows you to gather important data that proves useful for product improvement; especially in market research. 

Characteristics of Survey Research

• Usage : Survey research is mostly deployed in the field of social science; especially to gather information about human behavior in different social contexts. 
• Systematic : Like other research methods, survey research is systematic. This means that it is usually conducted in line with empirical methods and follows specific processes.
• Replicable : In survey research, applying the same methods often translates to achieving similar results. 
• Types : Survey research can be conducted using forms (offline and online) or via structured, semi-structured, and unstructured interviews . 
• Data : The data gathered from survey research is mostly quantitative; although it can be qualitative. 
• Impartial Sampling : The data sample in survey research is random and not subject to unavoidable biases.
• Ecological Validity : Survey research often makes use of data samples obtained from real-world occurrences. 

Types of Survey Research

Survey research can be subdivided into different types based on its objectives, data source, and methodology. 

Types of Survey Research Based on Objective

• Exploratory Survey Research

Exploratory survey research is aimed at finding out more about the research context. Here, the survey research pays attention to discovering new ideas and insights about the research subject(s) or contexts. 

Exploratory survey research is usually made up of open-ended questions that allow respondents to fully communicate their thoughts and varying perspectives on the subject matter. In many cases, systematic investigation kicks off with an exploratory research survey. 

• Predictive Survey Research

This type of research is also referred to as causal survey research because it pays attention to the causative relationship between the variables in the survey research. In other words, predictive survey research pays attention to existing patterns to explain the relationship between two variables. 

It can also be referred to as conclusive research because it allows you to identify causal variables and resultant variables; that is cause and effect. Predictive variables allow you to determine the nature of the relationship between the causal variables and the effect to be predicted. 

• Descriptive Survey Research

Unlike predictive research, descriptive survey research is largely observational. It is ideal for quantitative research because it helps you to gather numeric data. 

The questions listed in descriptive survey research help you to uncover new insights into the actions, thoughts, and feelings of survey respondents. With this data, you can know the extent to which different conditions can be obtained among these subjects. 

Types of Survey Research Based on Data Source

• Secondary Data

Survey research can be designed to collect and process secondary data. Secondary data is a type of data that has been collected from primary sources in the past and is readily available for use. It is the type of data that is already existing.

Since secondary data is gathered from third-party sources, it is mostly generic, unlike primary data that is specific to the research context. Common sources of secondary data in survey research include books, data collected through other surveys, online data, data from government archives, and libraries. 

• Primary Data

This is the type of research data that is collected directly; that is, data collected from first-hand sources. Primary data is usually tailored to a specific research context so that reflects the aims and objectives of the systematic investigation.

One of the strongest points of primary data over its secondary counterpart is validity. Because it is collected directly from first-hand sources, primary data typically results in objective research findings. 

You can collect primary data via interviews, surveys, and questionnaires, and observation methods. 

Types of Survey Research Based on Methodology

• Quantitative Research

Quantitative research is a common research method that is used to gather numerical data in a systematic investigation. It is often deployed in research contexts that require statistical information to arrive at valid results such as in social science or science. 

For instance, as an organization looking to find out how many persons are using your product in a particular location, you can administer survey research to collect useful quantitative data. Other quantitative research methods include polls, face-to-face interviews, and systematic observation. 

• Qualitative Research

This is a method of systematic investigation that is used to collect non-numerical data from research participants. In other words, it is a research method that allows you to gather open-ended information from your target audience. 

Typically, organizations deploy qualitative research methods when they need to gather descriptive data from their customers; for example, when they need to collect customer feedback in product evaluation. Qualitative research methods include one-on-one interviews, observation, case studies, and focus groups. 

Survey Research Scales

• Nominal Scale

This is a type of survey research scale that uses numbers to label the different answer options in a survey. On a nominal scale , the numbers have no value in themselves; they simply serve as labels for qualitative variables in the survey. 

In cases where a nominal scale is used for identification, there is typically a specific one-on-one relationship between the numeric value and the variable it represents. On the other hand, when the variable is used for classification, then each number on the scale serves as a label or a tag. 

Examples of Nominal Scale in Survey Research 

1. How would you describe your complexion? 

2. Have you used this product?

• Ordinal Scale

This is a type of variable measurement scale that arranges answer options in a specific ranking order without necessarily indicating the degree of variation between these options. Ordinal data is qualitative and can be named, ranked, or grouped. 

In an ordinal scale , the different properties of the variables are relatively unknown, and it also identifies, describes, and shows the rank of the different variables. With an ordered scale, it is easier for researchers to measure the degree of agreement and/or disagreement with different variables. 

With ordinal scales, you can measure non-numerical attributes such as the degree of happiness, agreement, or opposition of respondents in specific contexts. Using an ordinal scale makes it easy for you to compare variables and process survey responses accordingly. 

Examples of Ordinal Scale in Survey Research

1. How often do you use this product?

• Prefer not to say

2. How much do you agree with our new policies? 

• Totally agree
• Somewhat agree
• Totally disagree
• Interval Scale

This is a type of survey scale that is used to measure variables existing at equal intervals along a common scale. In some way, it combines the attributes of nominal and ordinal scales since it is used where there is order and there is a meaningful difference between 2 variables. 

With an interval scale, you can quantify the difference in value between two variables in survey research. In addition to this, you can carry out other mathematical processes like calculating the mean and median of research variables. 

Examples of Interval Scale in Survey Research

1. Our customer support team was very effective. 

• Completely agree
• Neither agree nor disagree
• Somewhat disagree
• Completely disagree 

2. I enjoyed using this product.

Another example of an interval scale can be seen in the Net Promoter Score.

• Ratio Scale

Just like the interval scale, the ratio scale is quantitative and it is used when you need to compare intervals or differences in survey research. It is the highest level of measurement and it is made up of bits and pieces of the other survey scales. 

One of the unique features of the ratio scale is it has a true zero and equal intervals between the variables on the scale. This zero indicates an absence of the variable being measured by the scale. Common occurrences of ratio scales can be seen with distance (length), area, and population measurement. 

Examples of Ratio Scale in Survey Research

1. How old are you?

• Below 18 years
• 41 and above

2. How many times do you shop in a week?

• Less than twice
• Three times
• More than four times

Uses of Survey Research

• Health Surveys

Survey research is used by health practitioners to gather useful data from patients in different medical and safety contexts. It helps you to gather primary and secondary data about medical conditions and risk factors of multiple diseases and infections. 

In addition to this, administering health surveys regularly helps you to monitor the overall health status of your population; whether in the workplace, school, or community. This kind of data can be used to help prevent outbreaks and minimize medical emergencies in these contexts. 

Survey research is also useful when conducting polls; whether online or offline. A poll is a data collection tool that helps you to gather public opinion about a particular subject from a well-defined research sample.

By administering survey research, you can gather valid data from a well-defined research sample, and utilize research findings for decision making. For example, during elections, individuals can be asked to choose their preferred leader via questionnaires administered as part of survey research.

• Customer Satisfaction

Customer satisfaction is one of the cores of every organization as it is directly concerned with how well your product or service meets the needs of your clients. Survey research is an effective way to measure customer satisfaction at different intervals. 

As a restaurant, for example, you can send out online surveys to customers immediately when they patronize your business. In these surveys, encourage them to provide feedback on their experience and to provide information on how your service delivery can be improved. 

Survey research makes data collection and analysis easy during a census. With an online survey tool like Formplus , you can seamlessly gather data during a census without moving from a spot. Formplus has multiple sharing options that help you collect information without stress. 

Survey Research Methods

Survey research can be done using different online and offline methods. Let’s examine a few of them here.

• Telephone Surveys

This is a means of conducting survey research via phone calls. In a telephone survey, the researcher places a call to the survey respondents and gathers information from them by asking questions about the research context under consideration. 

A telephone survey is a kind of simulation of the face-to-face survey experience since it involves discussing with respondents to gather and process valid data. However, major challenges with this method include the fact that it is expensive and time-consuming. 

• Online Surveys

An online survey is a data collection tool used to create and administer surveys and questionnaires using data tools like Formplus. Online surveys work better than paper forms and other offline survey methods because you can easily gather and process data from a large sample size with them. 

• Face-to-Face Interviews

Face-to-face interviews for survey research can be structured, semi-structured, or unstructured depending on the research context and the type of data you want to collect. If you want to gather qualitative data , then unstructured and semi-structured interviews are the way to go. 

On the other hand, if you want to collect quantifiable information from your research sample, conducting a structured interview is the best way to go. Face-to-face interviews can also be time-consuming and cost-intensive. Let’s mention here that face-to-face surveys are one of the most widely used methods of survey data collection. 

How to Conduct Research Surveys on Formplus 

With Formplus, you can create forms for survey research without any hassles. Follow this step-by-step guide to create and administer online surveys for research via Formplus. 

1. Sign up at www.formpl.us to create your Formplus account. If you already have a Formplus account, click here to log in.

5. Use the form customization options to change the appearance of your survey. You can add your organization’s logo to the survey, change the form font and layout, and insert preferred background images.

Advantages of Survey Research

• It is inexpensive – with survey research, you can avoid the cost of in-person interviews. It’s also easy to receive data as you can share your surveys online and get responses from a large demographic
• It is the fastest way to get a large amount of first-hand data
• Surveys allow you to compare the results you get through charts and graphs
• It is versatile as it can be used for any research topic
• Surveys are perfect for anonymous respondents in the research 

Disadvantages of Survey Research

• Some questions may not get answers
• People may understand survey questions differently
• It may not be the best option for respondents with visual or hearing impairments as well as a demographic with no literacy levels
• People can provide dishonest answers in a survey research

Conclusion 

In this article, we’ve discussed survey research extensively; touching on different important aspects of this concept. As a researcher, organization, individual, or student, it is important to understand how survey research works to utilize it effectively and get the most from this method of systematic investigation. 

As we’ve already stated, conducting survey research online is one of the most effective methods of data collection as it allows you to gather valid data from a large group of respondents. If you’re looking to kick off your survey research, you can start by signing up for a Formplus account here. 

Connect to Formplus, Get Started Now - It's Free!

• ethnographic research survey
• survey research
• survey research method
• busayo.longe

You may also like:

Need More Survey Respondents? Best Survey Distribution Methods to Try

This post offers the viable options you can consider when scouting for survey audiences.

Cluster Sampling Guide: Types, Methods, Examples & Uses

In this guide, we’d explore different types of cluster sampling and show you how to apply this technique to market research.

Cobra Effect & Perverse Survey Incentives: Definition, Implications & Examples

In this post, we will discuss the origin of the Cobra effect, its implication, and some examples

Goodhart’s Law: Definition, Implications & Examples

In this article, we will discuss Goodhart’s law in different fields, especially in survey research, and how you can avoid it.

Formplus - For Seamless Data Collection

Collect data the right way with a versatile data collection tool. try formplus and transform your work productivity today..

Read our research on: Gun Policy | International Conflict | Election 2024

Regions & Countries

Writing survey questions.

Perhaps the most important part of the survey process is the creation of questions that accurately measure the opinions, experiences and behaviors of the public. Accurate random sampling will be wasted if the information gathered is built on a shaky foundation of ambiguous or biased questions. Creating good measures involves both writing good questions and organizing them to form the questionnaire.

Questionnaire design is a multistage process that requires attention to many details at once. Designing the questionnaire is complicated because surveys can ask about topics in varying degrees of detail, questions can be asked in different ways, and questions asked earlier in a survey may influence how people respond to later questions. Researchers are also often interested in measuring change over time and therefore must be attentive to how opinions or behaviors have been measured in prior surveys.

Surveyors may conduct pilot tests or focus groups in the early stages of questionnaire development in order to better understand how people think about an issue or comprehend a question. Pretesting a survey is an essential step in the questionnaire design process to evaluate how people respond to the overall questionnaire and specific questions, especially when questions are being introduced for the first time.

For many years, surveyors approached questionnaire design as an art, but substantial research over the past forty years has demonstrated that there is a lot of science involved in crafting a good survey questionnaire. Here, we discuss the pitfalls and best practices of designing questionnaires.

Question development

There are several steps involved in developing a survey questionnaire. The first is identifying what topics will be covered in the survey. For Pew Research Center surveys, this involves thinking about what is happening in our nation and the world and what will be relevant to the public, policymakers and the media. We also track opinion on a variety of issues over time so we often ensure that we update these trends on a regular basis to better understand whether people’s opinions are changing.

At Pew Research Center, questionnaire development is a collaborative and iterative process where staff meet to discuss drafts of the questionnaire several times over the course of its development. We frequently test new survey questions ahead of time through qualitative research methods such as  focus groups , cognitive interviews, pretesting (often using an  online, opt-in sample ), or a combination of these approaches. Researchers use insights from this testing to refine questions before they are asked in a production survey, such as on the ATP.

Measuring change over time

Many surveyors want to track changes over time in people’s attitudes, opinions and behaviors. To measure change, questions are asked at two or more points in time. A cross-sectional design surveys different people in the same population at multiple points in time. A panel, such as the ATP, surveys the same people over time. However, it is common for the set of people in survey panels to change over time as new panelists are added and some prior panelists drop out. Many of the questions in Pew Research Center surveys have been asked in prior polls. Asking the same questions at different points in time allows us to report on changes in the overall views of the general public (or a subset of the public, such as registered voters, men or Black Americans), or what we call “trending the data”.

When measuring change over time, it is important to use the same question wording and to be sensitive to where the question is asked in the questionnaire to maintain a similar context as when the question was asked previously (see  question wording  and  question order  for further information). All of our survey reports include a topline questionnaire that provides the exact question wording and sequencing, along with results from the current survey and previous surveys in which we asked the question.

The Center’s transition from conducting U.S. surveys by live telephone interviewing to an online panel (around 2014 to 2020) complicated some opinion trends, but not others. Opinion trends that ask about sensitive topics (e.g., personal finances or attending religious services ) or that elicited volunteered answers (e.g., “neither” or “don’t know”) over the phone tended to show larger differences than other trends when shifting from phone polls to the online ATP. The Center adopted several strategies for coping with changes to data trends that may be related to this change in methodology. If there is evidence suggesting that a change in a trend stems from switching from phone to online measurement, Center reports flag that possibility for readers to try to head off confusion or erroneous conclusions.

Open- and closed-ended questions

One of the most significant decisions that can affect how people answer questions is whether the question is posed as an open-ended question, where respondents provide a response in their own words, or a closed-ended question, where they are asked to choose from a list of answer choices.

For example, in a poll conducted after the 2008 presidential election, people responded very differently to two versions of the question: “What one issue mattered most to you in deciding how you voted for president?” One was closed-ended and the other open-ended. In the closed-ended version, respondents were provided five options and could volunteer an option not on the list.

When explicitly offered the economy as a response, more than half of respondents (58%) chose this answer; only 35% of those who responded to the open-ended version volunteered the economy. Moreover, among those asked the closed-ended version, fewer than one-in-ten (8%) provided a response other than the five they were read. By contrast, fully 43% of those asked the open-ended version provided a response not listed in the closed-ended version of the question. All of the other issues were chosen at least slightly more often when explicitly offered in the closed-ended version than in the open-ended version. (Also see  “High Marks for the Campaign, a High Bar for Obama”  for more information.)

Researchers will sometimes conduct a pilot study using open-ended questions to discover which answers are most common. They will then develop closed-ended questions based off that pilot study that include the most common responses as answer choices. In this way, the questions may better reflect what the public is thinking, how they view a particular issue, or bring certain issues to light that the researchers may not have been aware of.

When asking closed-ended questions, the choice of options provided, how each option is described, the number of response options offered, and the order in which options are read can all influence how people respond. One example of the impact of how categories are defined can be found in a Pew Research Center poll conducted in January 2002. When half of the sample was asked whether it was “more important for President Bush to focus on domestic policy or foreign policy,” 52% chose domestic policy while only 34% said foreign policy. When the category “foreign policy” was narrowed to a specific aspect – “the war on terrorism” – far more people chose it; only 33% chose domestic policy while 52% chose the war on terrorism.

In most circumstances, the number of answer choices should be kept to a relatively small number – just four or perhaps five at most – especially in telephone surveys. Psychological research indicates that people have a hard time keeping more than this number of choices in mind at one time. When the question is asking about an objective fact and/or demographics, such as the religious affiliation of the respondent, more categories can be used. In fact, they are encouraged to ensure inclusivity. For example, Pew Research Center’s standard religion questions include more than 12 different categories, beginning with the most common affiliations (Protestant and Catholic). Most respondents have no trouble with this question because they can expect to see their religious group within that list in a self-administered survey.

In addition to the number and choice of response options offered, the order of answer categories can influence how people respond to closed-ended questions. Research suggests that in telephone surveys respondents more frequently choose items heard later in a list (a “recency effect”), and in self-administered surveys, they tend to choose items at the top of the list (a “primacy” effect).

Because of concerns about the effects of category order on responses to closed-ended questions, many sets of response options in Pew Research Center’s surveys are programmed to be randomized to ensure that the options are not asked in the same order for each respondent. Rotating or randomizing means that questions or items in a list are not asked in the same order to each respondent. Answers to questions are sometimes affected by questions that precede them. By presenting questions in a different order to each respondent, we ensure that each question gets asked in the same context as every other question the same number of times (e.g., first, last or any position in between). This does not eliminate the potential impact of previous questions on the current question, but it does ensure that this bias is spread randomly across all of the questions or items in the list. For instance, in the example discussed above about what issue mattered most in people’s vote, the order of the five issues in the closed-ended version of the question was randomized so that no one issue appeared early or late in the list for all respondents. Randomization of response items does not eliminate order effects, but it does ensure that this type of bias is spread randomly.

Questions with ordinal response categories – those with an underlying order (e.g., excellent, good, only fair, poor OR very favorable, mostly favorable, mostly unfavorable, very unfavorable) – are generally not randomized because the order of the categories conveys important information to help respondents answer the question. Generally, these types of scales should be presented in order so respondents can easily place their responses along the continuum, but the order can be reversed for some respondents. For example, in one of Pew Research Center’s questions about abortion, half of the sample is asked whether abortion should be “legal in all cases, legal in most cases, illegal in most cases, illegal in all cases,” while the other half of the sample is asked the same question with the response categories read in reverse order, starting with “illegal in all cases.” Again, reversing the order does not eliminate the recency effect but distributes it randomly across the population.

Question wording

The choice of words and phrases in a question is critical in expressing the meaning and intent of the question to the respondent and ensuring that all respondents interpret the question the same way. Even small wording differences can substantially affect the answers people provide.

An example of a wording difference that had a significant impact on responses comes from a January 2003 Pew Research Center survey. When people were asked whether they would “favor or oppose taking military action in Iraq to end Saddam Hussein’s rule,” 68% said they favored military action while 25% said they opposed military action. However, when asked whether they would “favor or oppose taking military action in Iraq to end Saddam Hussein’s rule  even if it meant that U.S. forces might suffer thousands of casualties, ” responses were dramatically different; only 43% said they favored military action, while 48% said they opposed it. The introduction of U.S. casualties altered the context of the question and influenced whether people favored or opposed military action in Iraq.

There has been a substantial amount of research to gauge the impact of different ways of asking questions and how to minimize differences in the way respondents interpret what is being asked. The issues related to question wording are more numerous than can be treated adequately in this short space, but below are a few of the important things to consider:

First, it is important to ask questions that are clear and specific and that each respondent will be able to answer. If a question is open-ended, it should be evident to respondents that they can answer in their own words and what type of response they should provide (an issue or problem, a month, number of days, etc.). Closed-ended questions should include all reasonable responses (i.e., the list of options is exhaustive) and the response categories should not overlap (i.e., response options should be mutually exclusive). Further, it is important to discern when it is best to use forced-choice close-ended questions (often denoted with a radio button in online surveys) versus “select-all-that-apply” lists (or check-all boxes). A 2019 Center study found that forced-choice questions tend to yield more accurate responses, especially for sensitive questions.  Based on that research, the Center generally avoids using select-all-that-apply questions.

It is also important to ask only one question at a time. Questions that ask respondents to evaluate more than one concept (known as double-barreled questions) – such as “How much confidence do you have in President Obama to handle domestic and foreign policy?” – are difficult for respondents to answer and often lead to responses that are difficult to interpret. In this example, it would be more effective to ask two separate questions, one about domestic policy and another about foreign policy.

In general, questions that use simple and concrete language are more easily understood by respondents. It is especially important to consider the education level of the survey population when thinking about how easy it will be for respondents to interpret and answer a question. Double negatives (e.g., do you favor or oppose  not  allowing gays and lesbians to legally marry) or unfamiliar abbreviations or jargon (e.g., ANWR instead of Arctic National Wildlife Refuge) can result in respondent confusion and should be avoided.

Similarly, it is important to consider whether certain words may be viewed as biased or potentially offensive to some respondents, as well as the emotional reaction that some words may provoke. For example, in a 2005 Pew Research Center survey, 51% of respondents said they favored “making it legal for doctors to give terminally ill patients the means to end their lives,” but only 44% said they favored “making it legal for doctors to assist terminally ill patients in committing suicide.” Although both versions of the question are asking about the same thing, the reaction of respondents was different. In another example, respondents have reacted differently to questions using the word “welfare” as opposed to the more generic “assistance to the poor.” Several experiments have shown that there is much greater public support for expanding “assistance to the poor” than for expanding “welfare.”

We often write two versions of a question and ask half of the survey sample one version of the question and the other half the second version. Thus, we say we have two  forms  of the questionnaire. Respondents are assigned randomly to receive either form, so we can assume that the two groups of respondents are essentially identical. On questions where two versions are used, significant differences in the answers between the two forms tell us that the difference is a result of the way we worded the two versions.

One of the most common formats used in survey questions is the “agree-disagree” format. In this type of question, respondents are asked whether they agree or disagree with a particular statement. Research has shown that, compared with the better educated and better informed, less educated and less informed respondents have a greater tendency to agree with such statements. This is sometimes called an “acquiescence bias” (since some kinds of respondents are more likely to acquiesce to the assertion than are others). This behavior is even more pronounced when there’s an interviewer present, rather than when the survey is self-administered. A better practice is to offer respondents a choice between alternative statements. A Pew Research Center experiment with one of its routinely asked values questions illustrates the difference that question format can make. Not only does the forced choice format yield a very different result overall from the agree-disagree format, but the pattern of answers between respondents with more or less formal education also tends to be very different.

One other challenge in developing questionnaires is what is called “social desirability bias.” People have a natural tendency to want to be accepted and liked, and this may lead people to provide inaccurate answers to questions that deal with sensitive subjects. Research has shown that respondents understate alcohol and drug use, tax evasion and racial bias. They also may overstate church attendance, charitable contributions and the likelihood that they will vote in an election. Researchers attempt to account for this potential bias in crafting questions about these topics. For instance, when Pew Research Center surveys ask about past voting behavior, it is important to note that circumstances may have prevented the respondent from voting: “In the 2012 presidential election between Barack Obama and Mitt Romney, did things come up that kept you from voting, or did you happen to vote?” The choice of response options can also make it easier for people to be honest. For example, a question about church attendance might include three of six response options that indicate infrequent attendance. Research has also shown that social desirability bias can be greater when an interviewer is present (e.g., telephone and face-to-face surveys) than when respondents complete the survey themselves (e.g., paper and web surveys).

Lastly, because slight modifications in question wording can affect responses, identical question wording should be used when the intention is to compare results to those from earlier surveys. Similarly, because question wording and responses can vary based on the mode used to survey respondents, researchers should carefully evaluate the likely effects on trend measurements if a different survey mode will be used to assess change in opinion over time.

Question order

Once the survey questions are developed, particular attention should be paid to how they are ordered in the questionnaire. Surveyors must be attentive to how questions early in a questionnaire may have unintended effects on how respondents answer subsequent questions. Researchers have demonstrated that the order in which questions are asked can influence how people respond; earlier questions can unintentionally provide context for the questions that follow (these effects are called “order effects”).

One kind of order effect can be seen in responses to open-ended questions. Pew Research Center surveys generally ask open-ended questions about national problems, opinions about leaders and similar topics near the beginning of the questionnaire. If closed-ended questions that relate to the topic are placed before the open-ended question, respondents are much more likely to mention concepts or considerations raised in those earlier questions when responding to the open-ended question.

For closed-ended opinion questions, there are two main types of order effects: contrast effects ( where the order results in greater differences in responses), and assimilation effects (where responses are more similar as a result of their order).

An example of a contrast effect can be seen in a Pew Research Center poll conducted in October 2003, a dozen years before same-sex marriage was legalized in the U.S. That poll found that people were more likely to favor allowing gays and lesbians to enter into legal agreements that give them the same rights as married couples when this question was asked after one about whether they favored or opposed allowing gays and lesbians to marry (45% favored legal agreements when asked after the marriage question, but 37% favored legal agreements without the immediate preceding context of a question about same-sex marriage). Responses to the question about same-sex marriage, meanwhile, were not significantly affected by its placement before or after the legal agreements question.

Another experiment embedded in a December 2008 Pew Research Center poll also resulted in a contrast effect. When people were asked “All in all, are you satisfied or dissatisfied with the way things are going in this country today?” immediately after having been asked “Do you approve or disapprove of the way George W. Bush is handling his job as president?”; 88% said they were dissatisfied, compared with only 78% without the context of the prior question.

Responses to presidential approval remained relatively unchanged whether national satisfaction was asked before or after it. A similar finding occurred in December 2004 when both satisfaction and presidential approval were much higher (57% were dissatisfied when Bush approval was asked first vs. 51% when general satisfaction was asked first).

Several studies also have shown that asking a more specific question before a more general question (e.g., asking about happiness with one’s marriage before asking about one’s overall happiness) can result in a contrast effect. Although some exceptions have been found, people tend to avoid redundancy by excluding the more specific question from the general rating.

Assimilation effects occur when responses to two questions are more consistent or closer together because of their placement in the questionnaire. We found an example of an assimilation effect in a Pew Research Center poll conducted in November 2008 when we asked whether Republican leaders should work with Obama or stand up to him on important issues and whether Democratic leaders should work with Republican leaders or stand up to them on important issues. People were more likely to say that Republican leaders should work with Obama when the question was preceded by the one asking what Democratic leaders should do in working with Republican leaders (81% vs. 66%). However, when people were first asked about Republican leaders working with Obama, fewer said that Democratic leaders should work with Republican leaders (71% vs. 82%).

The order questions are asked is of particular importance when tracking trends over time. As a result, care should be taken to ensure that the context is similar each time a question is asked. Modifying the context of the question could call into question any observed changes over time (see  measuring change over time  for more information).

A questionnaire, like a conversation, should be grouped by topic and unfold in a logical order. It is often helpful to begin the survey with simple questions that respondents will find interesting and engaging. Throughout the survey, an effort should be made to keep the survey interesting and not overburden respondents with several difficult questions right after one another. Demographic questions such as income, education or age should not be asked near the beginning of a survey unless they are needed to determine eligibility for the survey or for routing respondents through particular sections of the questionnaire. Even then, it is best to precede such items with more interesting and engaging questions. One virtue of survey panels like the ATP is that demographic questions usually only need to be asked once a year, not in each survey.

U.S. Surveys

Other research methods.

About Pew Research Center Pew Research Center is a nonpartisan fact tank that informs the public about the issues, attitudes and trends shaping the world. It conducts public opinion polling, demographic research, media content analysis and other empirical social science research. Pew Research Center does not take policy positions. It is a subsidiary of The Pew Charitable Trusts .

• Help Center
• اَلْعَرَبِيَّةُ
• Deutsch (Schweiz)
• Español (Mexico)
• Bahasa Indonesia
• Bahasa Melayu
• Português (Brasil)
• Tiếng việt

Survey Research — Types, Methods and Example Questions

Survey research The world of research is vast and complex, but with the right tools and understanding, it's an open field of discovery. Welcome to a journey into the heart of survey research. What is survey research? Survey research is the lens through which we view the opinions, behaviors, and experiences of a population. Think of it as the research world's detective, cleverly sleuthing out the truths hidden beneath layers of human complexity. Why is survey research important? Survey research is a Swiss Army Knife in a researcher's toolbox. It’s adaptable, reliable, and incredibly versatile, but its real power? It gives voice to the silent majority. Whether it's understanding customer preferences or assessing the impact of a social policy, survey research is the bridge between unanswered questions and insightful data. Let's embark on this exploration, armed with the spirit of openness, a sprinkle of curiosity, and the thirst for making knowledge accessible. As we journey further into the realm of survey research, we'll delve deeper into the diverse types of surveys, innovative data collection methods, and the rewards and challenges that come with them. Types of survey research Survey research is like an artist's palette, offering a variety of types to suit your unique research needs. Each type paints a different picture, giving us fascinating insights into the world around us. Cross-Sectional Surveys: Capture a snapshot of a population at a specific moment in time. They're your trusty Polaroid camera, freezing a moment for analysis and understanding. Longitudinal Surveys: Track changes over time, much like a time-lapse video. They help to identify trends and patterns, offering a dynamic perspective of your subject. Descriptive Surveys: Draw a detailed picture of the current state of affairs. They're your magnifying glass, examining the prevalence of a phenomenon or attitudes within a group. Analytical Surveys: Deep dive into the reasons behind certain outcomes. They're the research world's version of Sherlock Holmes, unraveling the complex web of cause and effect. But, what method should you choose for data collection? The plot thickens, doesn't it? Let's unravel this mystery in our next section. Survey research and data collection methods Data collection in survey research is an art form, and there's no one-size-fits-all method. Think of it as your paintbrush, each stroke represents a different way of capturing data. Online Surveys: In the digital age, online surveys have surged in popularity. They're fast, cost-effective, and can reach a global audience. But like a mysterious online acquaintance, respondents may not always be who they say they are. Mail Surveys: Like a postcard from a distant friend, mail surveys have a certain charm. They're great for reaching respondents without internet access. However, they’re slower and have lower response rates. They’re a test of patience and persistence. Telephone Surveys: With the sound of a ringing phone, the human element enters the picture. Great for reaching a diverse audience, they bring a touch of personal connection. But, remember, not all are fans of unsolicited calls. Face-to-Face Surveys: These are the heart-to-heart conversations of the survey world. While they require more resources, they're the gold standard for in-depth, high-quality data. As we journey further, let’s weigh the pros and cons of survey research. Advantages and disadvantages of survey research Every hero has its strengths and weaknesses, and survey research is no exception. Let's unwrap the gift box of survey research to see what lies inside. Advantages: Versatility: Like a superhero with multiple powers, surveys can be adapted to different topics, audiences, and research needs. Accessibility: With online surveys, geographical boundaries dissolve. We can reach out to the world from our living room. Anonymity: Like a confessional booth, surveys allow respondents to share their views without fear of judgment. Disadvantages: Response Bias: Ever met someone who says what you want to hear? Survey respondents can be like that too. Limited Depth: Like a puddle after a rainstorm, some surveys only skim the surface of complex issues. Nonresponse: Sometimes, potential respondents play hard to get, skewing the data. Survey research may have its challenges, but it also presents opportunities to learn and grow. As we forge ahead on our journey, we dive into the design process of survey research. Limitations of survey research Every research method has its limitations, like bumps on the road to discovery. But don't worry, with the right approach, these challenges become opportunities for growth. Misinterpretation: Sometimes, respondents might misunderstand your questions, like a badly translated novel. To overcome this, keep your questions simple and clear. Social Desirability Bias: People often want to present themselves in the best light. They might answer questions in a way that portrays them positively, even if it's not entirely accurate. Overcome this by ensuring anonymity and emphasizing honesty. Sample Representation: If your survey sample isn't representative of the population you're studying, it can skew your results. Aiming for a diverse sample can mitigate this. Now that we're aware of the limitations let's delve into the world of survey design. {loadmoduleid 430} Survey research design Designing a survey is like crafting a roadmap to discovery. It's an intricate process that involves careful planning, innovative strategies, and a deep understanding of your research goals. Let's get started. Approach and Strategy Your approach and strategy are the compasses guiding your survey research. Clear objectives, defined research questions, and an understanding of your target audience lay the foundation for a successful survey. Panel The panel is the heartbeat of your survey, the respondents who breathe life into your research. Selecting a representative panel ensures your research is accurate and inclusive. 9 Tips on Building the Perfect Survey Research Questionnaire Keep It Simple: Clear and straightforward questions lead to accurate responses. Make It Relevant: Ensure every question ties back to your research objectives. Order Matters: Start with easy questions to build rapport and save sensitive ones for later. Avoid Double-Barreled Questions: Stick to one idea per question. Offer a Balanced Scale: For rating scales, provide an equal number of positive and negative options. Provide a ‘Don't Know’ Option: This prevents guessing and keeps your data accurate. Pretest Your Survey: A pilot run helps you spot any issues before the final launch. Keep It Short: Respect your respondents' time. Make It Engaging: Keep your respondents interested with a mix of question types. Survey research examples and questions Examples serve as a bridge connecting theoretical concepts to real-world scenarios. Let's consider a few practical examples of survey research across various domains. User Experience (UX) Imagine being a UX designer at a budding tech start-up. Your app is gaining traction, but to keep your user base growing and engaged, you must ensure that your app's UX is top-notch. In this case, a well-designed survey could be a beacon, guiding you toward understanding user behavior, preferences, and pain points. Here's an example of how such a survey could look: "On a scale of 1 to 10, how would you rate the ease of navigating our app?" "How often do you encounter difficulties while using our app?" "What features do you use most frequently in our app?" "What improvements would you suggest for our app?" "What features would you like to see in future updates?" This line of questioning, while straightforward, provides invaluable insights. It enables the UX designer to identify strengths to capitalize on and weaknesses to improve, ultimately leading to a product that resonates with users. Psychology and Ethics in survey research The realm of survey research is not just about data and numbers, but it's also about understanding human behavior and treating respondents ethically. Psychology: In-depth understanding of cognitive biases and social dynamics can profoundly influence survey design. Let's take the 'Recency Effect,' a psychological principle stating that people tend to remember recent events more vividly than those in the past. While framing questions about user experiences, this insight could be invaluable. For example, a question like "Can you recall an instance in the past week when our customer service exceeded your expectations?" is likely to fetch more accurate responses than asking about an event several months ago. Ethics: On the other hand, maintaining privacy, confidentiality, and informed consent is more than ethical - it's fundamental to the integrity of the research process. Imagine conducting a sensitive survey about workplace culture. Ensuring respondents that their responses will remain confidential and anonymous can encourage more honest responses. An introductory note stating these assurances, along with a clear outline of the survey's purpose, can help build trust with your respondents. Survey research software In the age of digital information, survey research software has become a trusted ally for researchers. It simplifies complex processes like data collection, analysis, and visualization, democratizing research and making it more accessible to a broad audience. LimeSurvey, our innovative, user-friendly tool, brings this vision to life. It stands at the crossroads of simplicity and power, embodying the essence of accessible survey research. Whether you're a freelancer exploring new market trends, a psychology student curious about human behavior, or an HR officer aiming to improve company culture, LimeSurvey empowers you to conduct efficient, effective research. Its suite of features and intuitive design matches your research pace, allowing your curiosity to take the front seat. For instance, consider you're a researcher studying consumer behavior across different demographics. With LimeSurvey, you can easily design demographic-specific questions, distribute your survey across various channels, collect responses in real-time, and visualize your data through intuitive dashboards. This synergy of tools and functionalities makes LimeSurvey a perfect ally in your quest for knowledge. Conclusion If you've come this far, we can sense your spark of curiosity. Are you eager to take the reins and conduct your own survey research? Are you ready to embrace the simple yet powerful tool that LimeSurvey offers? If so, we can't wait to see where your journey takes you next! In the world of survey research, there's always more to explore, more to learn and more to discover. So, keep your curiosity alive, stay open to new ideas, and remember, your exploration is just beginning! We hope that our exploration has been as enlightening for you as it was exciting for us. Remember, the journey doesn't end here. With the power of knowledge and the right tools in your hands, there's no limit to what you can achieve. So, let your curiosity be your guide and dive into the fascinating world of survey research with LimeSurvey! Try it out for free now! Happy surveying! {loadmoduleid 429}

Table Content

Survey research.

The world of research is vast and complex, but with the right tools and understanding, it's an open field of discovery. Welcome to a journey into the heart of survey research.

What is survey research?

Survey research is the lens through which we view the opinions, behaviors, and experiences of a population. Think of it as the research world's detective, cleverly sleuthing out the truths hidden beneath layers of human complexity.

Why is survey research important?

Survey research is a Swiss Army Knife in a researcher's toolbox. It’s adaptable, reliable, and incredibly versatile, but its real power? It gives voice to the silent majority. Whether it's understanding customer preferences or assessing the impact of a social policy, survey research is the bridge between unanswered questions and insightful data.

Let's embark on this exploration, armed with the spirit of openness, a sprinkle of curiosity, and the thirst for making knowledge accessible. As we journey further into the realm of survey research, we'll delve deeper into the diverse types of surveys, innovative data collection methods, and the rewards and challenges that come with them.

Types of survey research

Survey research is like an artist's palette, offering a variety of types to suit your unique research needs. Each type paints a different picture, giving us fascinating insights into the world around us.

• Cross-Sectional Surveys: Capture a snapshot of a population at a specific moment in time. They're your trusty Polaroid camera, freezing a moment for analysis and understanding.
• Longitudinal Surveys: Track changes over time, much like a time-lapse video. They help to identify trends and patterns, offering a dynamic perspective of your subject.
• Descriptive Surveys: Draw a detailed picture of the current state of affairs. They're your magnifying glass, examining the prevalence of a phenomenon or attitudes within a group.
• Analytical Surveys: Deep dive into the reasons behind certain outcomes. They're the research world's version of Sherlock Holmes, unraveling the complex web of cause and effect.

But, what method should you choose for data collection? The plot thickens, doesn't it? Let's unravel this mystery in our next section.

Survey research and data collection methods

Data collection in survey research is an art form, and there's no one-size-fits-all method. Think of it as your paintbrush, each stroke represents a different way of capturing data.

• Online Surveys: In the digital age, online surveys have surged in popularity. They're fast, cost-effective, and can reach a global audience. But like a mysterious online acquaintance, respondents may not always be who they say they are.
• Mail Surveys: Like a postcard from a distant friend, mail surveys have a certain charm. They're great for reaching respondents without internet access. However, they’re slower and have lower response rates. They’re a test of patience and persistence.
• Telephone Surveys: With the sound of a ringing phone, the human element enters the picture. Great for reaching a diverse audience, they bring a touch of personal connection. But, remember, not all are fans of unsolicited calls.
• Face-to-Face Surveys: These are the heart-to-heart conversations of the survey world. While they require more resources, they're the gold standard for in-depth, high-quality data.

As we journey further, let’s weigh the pros and cons of survey research.

Advantages and disadvantages of survey research

Every hero has its strengths and weaknesses, and survey research is no exception. Let's unwrap the gift box of survey research to see what lies inside.

Advantages:

• Versatility: Like a superhero with multiple powers, surveys can be adapted to different topics, audiences, and research needs.
• Accessibility: With online surveys, geographical boundaries dissolve. We can reach out to the world from our living room.
• Anonymity: Like a confessional booth, surveys allow respondents to share their views without fear of judgment.

Disadvantages:

• Response Bias: Ever met someone who says what you want to hear? Survey respondents can be like that too.
• Limited Depth: Like a puddle after a rainstorm, some surveys only skim the surface of complex issues.
• Nonresponse: Sometimes, potential respondents play hard to get, skewing the data.

Survey research may have its challenges, but it also presents opportunities to learn and grow. As we forge ahead on our journey, we dive into the design process of survey research.

Limitations of survey research

Every research method has its limitations, like bumps on the road to discovery. But don't worry, with the right approach, these challenges become opportunities for growth.

Misinterpretation: Sometimes, respondents might misunderstand your questions, like a badly translated novel. To overcome this, keep your questions simple and clear.

Social Desirability Bias: People often want to present themselves in the best light. They might answer questions in a way that portrays them positively, even if it's not entirely accurate. Overcome this by ensuring anonymity and emphasizing honesty.

Sample Representation: If your survey sample isn't representative of the population you're studying, it can skew your results. Aiming for a diverse sample can mitigate this.

Now that we're aware of the limitations let's delve into the world of survey design.

•   Create surveys in 40+ languages
•   Unlimited number of users
•   Ready-to-go survey templates
•   So much more...

Survey research design

Designing a survey is like crafting a roadmap to discovery. It's an intricate process that involves careful planning, innovative strategies, and a deep understanding of your research goals. Let's get started.

Approach and Strategy

Your approach and strategy are the compasses guiding your survey research. Clear objectives, defined research questions, and an understanding of your target audience lay the foundation for a successful survey.

The panel is the heartbeat of your survey, the respondents who breathe life into your research. Selecting a representative panel ensures your research is accurate and inclusive.

9 Tips on Building the Perfect Survey Research Questionnaire

• Keep It Simple: Clear and straightforward questions lead to accurate responses.
• Make It Relevant: Ensure every question ties back to your research objectives.
• Order Matters: Start with easy questions to build rapport and save sensitive ones for later.
• Avoid Double-Barreled Questions: Stick to one idea per question.
• Offer a Balanced Scale: For rating scales, provide an equal number of positive and negative options.
• Provide a ‘Don't Know’ Option: This prevents guessing and keeps your data accurate.
• Pretest Your Survey: A pilot run helps you spot any issues before the final launch.
• Keep It Short: Respect your respondents' time.
• Make It Engaging: Keep your respondents interested with a mix of question types.

Survey research examples and questions

Examples serve as a bridge connecting theoretical concepts to real-world scenarios. Let's consider a few practical examples of survey research across various domains.

User Experience (UX)

Imagine being a UX designer at a budding tech start-up. Your app is gaining traction, but to keep your user base growing and engaged, you must ensure that your app's UX is top-notch. In this case, a well-designed survey could be a beacon, guiding you toward understanding user behavior, preferences, and pain points.

Here's an example of how such a survey could look:

• "On a scale of 1 to 10, how would you rate the ease of navigating our app?"
• "How often do you encounter difficulties while using our app?"
• "What features do you use most frequently in our app?"
• "What improvements would you suggest for our app?"
• "What features would you like to see in future updates?"

This line of questioning, while straightforward, provides invaluable insights. It enables the UX designer to identify strengths to capitalize on and weaknesses to improve, ultimately leading to a product that resonates with users.

Psychology and Ethics in survey research

The realm of survey research is not just about data and numbers, but it's also about understanding human behavior and treating respondents ethically.

Psychology: In-depth understanding of cognitive biases and social dynamics can profoundly influence survey design. Let's take the 'Recency Effect,' a psychological principle stating that people tend to remember recent events more vividly than those in the past. While framing questions about user experiences, this insight could be invaluable.

For example, a question like "Can you recall an instance in the past week when our customer service exceeded your expectations?" is likely to fetch more accurate responses than asking about an event several months ago.

Ethics: On the other hand, maintaining privacy, confidentiality, and informed consent is more than ethical - it's fundamental to the integrity of the research process.

Imagine conducting a sensitive survey about workplace culture. Ensuring respondents that their responses will remain confidential and anonymous can encourage more honest responses. An introductory note stating these assurances, along with a clear outline of the survey's purpose, can help build trust with your respondents.

Survey research software

In the age of digital information, survey research software has become a trusted ally for researchers. It simplifies complex processes like data collection, analysis, and visualization, democratizing research and making it more accessible to a broad audience.

LimeSurvey, our innovative, user-friendly tool, brings this vision to life. It stands at the crossroads of simplicity and power, embodying the essence of accessible survey research.

Whether you're a freelancer exploring new market trends, a psychology student curious about human behavior, or an HR officer aiming to improve company culture, LimeSurvey empowers you to conduct efficient, effective research. Its suite of features and intuitive design matches your research pace, allowing your curiosity to take the front seat.

For instance, consider you're a researcher studying consumer behavior across different demographics. With LimeSurvey, you can easily design demographic-specific questions, distribute your survey across various channels, collect responses in real-time, and visualize your data through intuitive dashboards. This synergy of tools and functionalities makes LimeSurvey a perfect ally in your quest for knowledge.

If you've come this far, we can sense your spark of curiosity. Are you eager to take the reins and conduct your own survey research? Are you ready to embrace the simple yet powerful tool that LimeSurvey offers? If so, we can't wait to see where your journey takes you next!

In the world of survey research, there's always more to explore, more to learn and more to discover. So, keep your curiosity alive, stay open to new ideas, and remember, your exploration is just beginning!

We hope that our exploration has been as enlightening for you as it was exciting for us. Remember, the journey doesn't end here. With the power of knowledge and the right tools in your hands, there's no limit to what you can achieve. So, let your curiosity be your guide and dive into the fascinating world of survey research with LimeSurvey! Try it out for free now!

Happy surveying!

Think one step ahead.

Step into a bright future with our simple online survey tool

Open Source

• Skip to main content
• Skip to primary sidebar
• Skip to footer
• QuestionPro

• Solutions Industries Gaming Automotive Sports and events Education Government Travel & Hospitality Financial Services Healthcare Cannabis Technology Use Case NPS+ Communities Audience Contactless surveys Mobile LivePolls Member Experience GDPR Positive People Science 360 Feedback Surveys
• Resources Blog eBooks Survey Templates Case Studies Training Help center

Home Surveys

Types of Survey: What It Is with Examples

Technically, a  survey is a method of gathering and compiling information from a group of people, more often known as the sample, to gain knowledge by organizations, businesses, or institutions. This information or opinion collected from the sample is more often a generalization of what a large population thinks.

Different types of survey helps provide important or critical information in the form of meaningful data, which is further used by businesses or organizations to make informed and sound decisions. The collected data offers good insights only when the administered questionnaire is carefully designed to promote response rates and includes both open-ended questions and closed-ended questions and answers options. There is much variety when it comes to surveys, and we can identify their types based on the frequency of their administration or the way of deployment.

LEARN ABOUT:  Testimonial Questions

Types of Survey

Now that we know what a survey is and why do we need to survey people, let’s explore its types. These can be classified in different ways, as mentioned earlier, depending upon the frequency of administration or deployment and how the distribution/deployment occurs. There are other types of surveys like random sample surveys (to understand public opinion or attitude) and self-selected type of studies.

LEARN ABOUT: Candidate Experience Survey

Types of a survey based on deployment methods:

1. online surveys:.

One of the most popular types is an online survey . With technology advancing many folds with each passing day, an online survey is becoming more popular. This survey consists of  survey questions that can be easily deployed to the respondents online via email, or they can access the survey if they have an internet connection. These surveys are easy to design and simple to deploy. Respondents are given ample time and space to the respondent to answer these surveys, so researchers can expect unbiased responses. They are less expensive, and data can be collected and analyzed quickly.

LEARN ABOUT: Event Surveys

2. Paper surveys:

As the name suggests, this survey uses the traditional paper and pencil approach. Many would believe that paper surveys are a thing of the past. However, they are quite handy when it comes to field research and data collection. These surveys can go where computers, laptops or other handheld devices cannot go.

There is a flip side to it too. This survey type is the most expensive method of data collection. It includes deploying a large number of human resources, along with time and money.

LEARN ABOUT: course evaluation survey examples

3. Telephonic Surveys:

Researchers conduct these over telephones. Respondents need to answer questions related to the research topic by the researcher. These surveys are time-consuming and sometimes non-conclusive. The success of these depends on how many people answer the phone and want to invest their time answering questions over the telephone.

4. One-to-One interviews:

The one-to-one interview helps researchers gather information or data directly from a respondent. It’s a qualitative research method  and depends on the knowledge and experience of a researcher to frame and ask relevant questions one after the other to collect meaningful insights from the  interview . These interviews can last from 30 minutes up to a few hours.

Types of a survey based on the frequency of deployment

1. cross-sectional studies.

These surveys are administered to a small sample from a larger population within a small time frame. This type offers a researcher a quick summary or analysis of what respondents think at that given time. These surveys are short and ready to answer and can measure opinion in one particular situation.

Consider hypothetically, an organization conducts a study related to breast cancer in America, and they choose a sample to obtain cross-sectional data. This data indicated that breast cancer was most prevalent in women of African-American origin. The information is from one point in time. Now, if the researcher wants to dwell more in-depth into the research, he/she can deploy a longitudinal survey.

Learn more: Cross-sectional Study

2. Longitudinal surveys:

Longitudinal surveys are those surveys that help researchers to make an observation and collect data over an extended period. There are three main types of longitudinal studies: trend surveys, panel surveys, and cohort surveys.

Trend surveys are deployed by researchers to understand the shift or transformation in the thought process of respondents over some time. They use these surveys to understand how people’s inclination change with time.

Another longitudinal survey type is  a panel survey . Researchers administer these surveys to the same set or group of people over the years. Panel surveys are expensive in nature, and researchers try to stick to their panel to gather unbiased opinions.

The third type of longitudinal survey is the cohort survey. In this type, categories of people that meet specific similar criteria and characteristics form the target audience. The same people don’t need to create a group. However, people forming a group should have certain similarities.

Learn more: Longitudinal Study

3. Retrospective survey:

A retrospective survey is a type of study in which respondents answer questions to report on events from the past. By deploying this kind of survey, researchers can gather data based on past experiences and beliefs of people. This way, unlike a longitudinal survey, they can save the cost and time required.

Learn more: Cross-sectional vs Longitudinal Study

Random public opinion/attitude type of survey research:

When an agency needs reliable, projectable data about the attitudes and opinions of its citizens or a select group of its citizens, it is essential to conduct a valid, random sample survey. Telephone interview surveys are considerably more common than in-person interviews because they are far less expensive to administer and act as a standard tool for gathering information.

There is a margin of error based on the sample size (generally, a minimum population sample of 200 is the industry standard for reliable data about any population segment). Overall, random sample telephone interview surveys provide reasonably accurate information about the population.

While there is a statistical  margin of error (the sample of 200 provides an error range of +/- 7% with a 95% confidence), this type of survey is the most democratic and reliable process for learning about the opinions of an entire community.

A random sample survey is inappropriate for educating people about an issue or assessing what people will do at some future point (i.e., “Will you vote for this bond issue?”). But, the results provide a reasonably accurate portrait of the person’s opinions in the present moment (i.e., a person’s feelings or attitudes about the issues relating to the need to approve a bond). Questions in the past and present tense provide a reasonable degree of accuracy about a person’s usage and habit patterns.

If you are trying to calculate the ideal margin of error for your research, you can use tools like our margin of error calculator .

LEARN ABOUT: telephone survey

Self-selected type of survey research – Newspapers, mail, Internet, written questionnaires:

When an agency has a political need to create a survey process that allows anyone interested in responding, it can do a self-selected process. A written survey can be distributed in public locations, such as the City Hall or Library, emailed directly, emailed, or published in the city newsletter or the local newspaper.

When reporting data from a self-selected survey, it is essential, to begin with, the understanding and the language, “Of those who chose to respond…..” Most often, those who volunteer to respond to a self-selected survey have a strong opinion (frequently negative) about the issue in question.

A self-selected survey can be an excellent public relations tool and the right way to inform the public. But, it’s crucial to be cautious in drawing any conclusion about what the public, in general, thinks based on the results of a survey when the respondents are volunteers.

Learn more: Research Design

Types of surveys with examples

A researcher must have a proper medium to conduct research and collect meaningful information to make informed decisions. Also, it is essential to have a platform to create and deploy these various types of market research surveys.

LEARN ABOUT: Top 12 Tips to Create A Good Survey

QuestionPro is a platform that helps not only to create but also to deploy different types of surveys. We have 350+ types of survey templates and survey examples, including:

• Customer survey templates: Customers are crucial to success for any business or organization, and so are customer satisfaction surveys. It is essential for organizations or companies to understand their customers and what their needs and preferences are. Use the customer survey template to understand your customers better and work on their feedback to grow and flourish your business.
• Market research & Marketing survey templates : Use marketing survey templates for market research to determine what consumers think about products or services. These are also helpful for a brand to assess whether products are reasonably priced, gather feedback from consumers, measure their level of awareness, and more.
• Community survey templates : Community survey templates can be administered to members of associations or foundations to get feedback regarding the various activities conducted within the association. This helps understand the member’s experiences and collect feedback regarding what kind of programs add value, feedback of previously held events, etc. and more.
• Human Resource survey templates : The human resource survey template can be used by businesses and organizations for employee evaluation, employee satisfaction, employee engagement, and more. Organizations can send these out to employees, and their feedback can be collected and implemented.

LEARN ABOUT:   Workforce Planning Model

• Industrial survey templates : Expertly designed survey templates that are customized for the different industries help to collect in-depth feedback or information from consumers of various industries like event management, hotel industry , fast food industry, transportation, just to name a few. Through these survey templates, the industry player can understand what good they are already doing and what needs more attention from a consumer’s point of view.
• Academic survey templates : Academic survey templates are one of the best ways to understand how students and their parents respond to the efforts taken by your education institution. A online questionnaire designed by industry experts helps to assess the parent/student feedback on a course evaluation, curriculum planning, training sessions, etc.
• Nonprofit survey templates : These Nonprofit survey templates are designed by domain experts to collect targeted information and feedback from various donors, volunteers, stakeholders, and any other participants of a nonprofit’s activities. The questionnaires address various important touchpoints and collect data from event attendees, collect donor survey feedback, or run an internal survey among volunteers.

LEARN ABOUT: best time to send out surveys

One can choose from these existing survey format templates or create a survey of their own, all this just at the click of a button.

Explore: 350+ Free survey templates

MORE LIKE THIS

Employee Lifecycle Management Software: Top of 2024

Apr 15, 2024

Top 15 Sentiment Analysis Software That Should Be on Your List

Top 13 A/B Testing Software for Optimizing Your Website

Apr 12, 2024

21 Best Contact Center Experience Software in 2024

Other categories.

• Academic Research
• Artificial Intelligence
• Assessments
• Brand Awareness
• Case Studies
• Communities
• Consumer Insights
• Customer effort score
• Customer Engagement
• Customer Experience
• Customer Loyalty
• Customer Research
• Customer Satisfaction
• Employee Benefits
• Employee Engagement
• Employee Retention
• Friday Five
• General Data Protection Regulation
• Insights Hub
• Life@QuestionPro
• Market Research
• Mobile diaries
• Mobile Surveys
• New Features
• Online Communities
• Question Types
• Questionnaire
• QuestionPro Products
• Release Notes
• Research Tools and Apps
• Revenue at Risk
• Survey Templates
• Training Tips
• Uncategorized
• Video Learning Series
• What’s Coming Up
• Workforce Intelligence

A Comprehensive Guide to Survey Research Methodologies

For decades, researchers and businesses have used survey research to produce statistical data and explore ideas. The survey process is simple, ask questions and analyze the responses to make decisions. Data is what makes the difference between a valid and invalid statement and as the American statistician, W. Edwards Deming said:

“Without data, you’re just another person with an opinion.” - W. Edwards Deming

In this article, we will discuss what survey research is, its brief history, types, common uses, benefits, and the step-by-step process of designing a survey.

What is Survey Research

A survey is a research method that is used to collect data from a group of respondents in order to gain insights and information regarding a particular subject. It’s an excellent method to gather opinions and understand how and why people feel a certain way about different situations and contexts.

Brief History of Survey Research

Survey research may have its roots in the American and English “social surveys” conducted around the turn of the 20th century. The surveys were mainly conducted by researchers and reformers to document the extent of social issues such as poverty. ( 1 ) Despite being a relatively young field to many scientific domains, survey research has experienced three stages of development ( 2 ):

-       First Era (1930-1960)

-       Second Era (1960-1990)

-       Third Era (1990 onwards)

Over the years, survey research adapted to the changing times and technologies. By exploiting the latest technologies, researchers can gain access to the right population from anywhere in the world, analyze the data like never before, and extract useful information.

Survey Research Methods & Types

Survey research can be classified into seven categories based on objective, data sources, methodology, deployment method, and frequency of deployment.

Surveys based on Objective

Exploratory survey research.

Exploratory survey research is aimed at diving deeper into research subjects and finding out more about their context. It’s important for marketing or business strategy and the focus is to discover ideas and insights instead of gathering statistical data.

Generally, exploratory survey research is composed of open-ended questions that allow respondents to express their thoughts and perspectives. The final responses present information from various sources that can lead to fresh initiatives.

Predictive Survey Research

Predictive survey research is also called causal survey research. It’s preplanned, structured, and quantitative in nature. It’s often referred to as conclusive research as it tries to explain the cause-and-effect relationship between different variables. The objective is to understand which variables are causes and which are effects and the nature of the relationship between both variables.

Descriptive Survey Research

Descriptive survey research is largely observational and is ideal for gathering numeric data. Due to its quantitative nature, it’s often compared to exploratory survey research. The difference between the two is that descriptive research is structured and pre-planned.

 The idea behind descriptive research is to describe the mindset and opinion of a particular group of people on a given subject. The questions are every day multiple choices and users must choose from predefined categories. With predefined choices, you don’t get unique insights, rather, statistically inferable data.

Survey Research Types based on Concept Testing

Monadic concept testing.

Monadic testing is a survey research methodology in which the respondents are split into multiple groups and ask each group questions about a separate concept in isolation. Generally, monadic surveys are hyper-focused on a particular concept and shorter in duration. The important thing in monadic surveys is to avoid getting off-topic or exhausting the respondents with too many questions.

Sequential Monadic Concept Testing

Another approach to monadic testing is sequential monadic testing. In sequential monadic surveys, groups of respondents are surveyed in isolation. However, instead of surveying three groups on three different concepts, the researchers survey the same groups of people on three distinct concepts one after another. In a sequential monadic survey, at least two topics are included (in random order), and the same questions are asked for each concept to eliminate bias.

Based on Data Source

Primary data.

Data obtained directly from the source or target population is referred to as primary survey data. When it comes to primary data collection, researchers usually devise a set of questions and invite people with knowledge of the subject to respond. The main sources of primary data are interviews, questionnaires, surveys, and observation methods.

 Compared to secondary data, primary data is gathered from first-hand sources and is more reliable. However, the process of primary data collection is both costly and time-consuming.

Secondary Data

Survey research is generally used to collect first-hand information from a respondent. However, surveys can also be designed to collect and process secondary data. It’s collected from third-party sources or primary sources in the past.

 This type of data is usually generic, readily available, and cheaper than primary data collection. Some common sources of secondary data are books, data collected from older surveys, online data, and data from government archives. Beware that you might compromise the validity of your findings if you end up with irrelevant or inflated data.

Based on Research Method

Quantitative research.

Quantitative research is a popular research methodology that is used to collect numeric data in a systematic investigation. It’s frequently used in research contexts where statistical data is required, such as sciences or social sciences. Quantitative research methods include polls, systematic observations, and face-to-face interviews.

Qualitative Research

Qualitative research is a research methodology where you collect non-numeric data from research participants. In this context, the participants are not restricted to a specific system and provide open-ended information. Some common qualitative research methods include focus groups, one-on-one interviews, observations, and case studies.

Based on Deployment Method

Online surveys.

With technology advancing rapidly, the most popular method of survey research is an online survey. With the internet, you can not only reach a broader audience but also design and customize a survey and deploy it from anywhere. Online surveys have outperformed offline survey methods as they are less expensive and allow researchers to easily collect and analyze data from a large sample.

Paper or Print Surveys

As the name suggests, paper or print surveys use the traditional paper and pencil approach to collect data. Before the invention of computers, paper surveys were the survey method of choice.

Though many would assume that surveys are no longer conducted on paper, it's still a reliable method of collecting information during field research and data collection. However, unlike online surveys, paper surveys are expensive and require extra human resources.

Telephonic Surveys

Telephonic surveys are conducted over telephones where a researcher asks a series of questions to the respondent on the other end. Contacting respondents over a telephone requires less effort, human resources, and is less expensive.

What makes telephonic surveys debatable is that people are often reluctant in giving information over a phone call. Additionally, the success of such surveys depends largely on whether people are willing to invest their time on a phone call answering questions.

One-on-one Surveys

One-on-one surveys also known as face-to-face surveys are interviews where the researcher and respondent. Interacting directly with the respondent introduces the human factor into the survey.

Face-to-face interviews are useful when the researcher wants to discuss something personal with the respondent. The response rates in such surveys are always higher as the interview is being conducted in person. However, these surveys are quite expensive and the success of these depends on the knowledge and experience of the researcher.

Based on Distribution

The easiest and most common way of conducting online surveys is sending out an email. Sending out surveys via emails has a higher response rate as your target audience already knows about your brand and is likely to engage.

Buy Survey Responses

Purchasing survey responses also yields higher responses as the responders signed up for the survey. Businesses often purchase survey samples to conduct extensive research. Here, the target audience is often pre-screened to check if they're qualified to take part in the research.

Embedding Survey on a Website

Embedding surveys on a website is another excellent way to collect information. It allows your website visitors to take part in a survey without ever leaving the website and can be done while a person is entering or exiting the website.

Post the Survey on Social Media

Social media is an excellent medium to reach abroad range of audiences. You can publish your survey as a link on social media and people who are following the brand can take part and answer questions.

Based on Frequency of Deployment

Cross-sectional studies.

Cross-sectional studies are administered to a small sample from a large population within a short period of time. This provides researchers a peek into what the respondents are thinking at a given time. The surveys are usually short, precise, and specific to a particular situation.

Longitudinal Surveys

Longitudinal surveys are an extension of cross-sectional studies where researchers make an observation and collect data over extended periods of time. This type of survey can be further divided into three types:

-       Trend surveys are employed to allow researchers to understand the change in the thought process of the respondents over some time.

-       Panel surveys are administered to the same group of people over multiple years. These are usually expensive and researchers must stick to their panel to gather unbiased opinions.

-       In cohort surveys, researchers identify a specific category of people and regularly survey them. Unlike panel surveys, the same people do not need to take part over the years, but each individual must fall into the researcher’s primary interest category.

Retrospective Survey

Retrospective surveys allow researchers to ask questions to gather data about past events and beliefs of the respondents. Since retrospective surveys also require years of data, they are similar to the longitudinal survey, except retrospective surveys are shorter and less expensive.

Why Should You Conduct Research Surveys?

“In God we trust. All others must bring data” - W. Edwards Deming

 In the information age, survey research is of utmost importance and essential for understanding the opinion of your target population. Whether you’re launching a new product or conducting a social survey, the tool can be used to collect specific information from a defined set of respondents. The data collected via surveys can be further used by organizations to make informed decisions.

Furthermore, compared to other research methods, surveys are relatively inexpensive even if you’re giving out incentives. Compared to the older methods such as telephonic or paper surveys, online surveys have a smaller cost and the number of responses is higher.

 What makes surveys useful is that they describe the characteristics of a large population. With a larger sample size , you can rely on getting more accurate results. However, you also need honest and open answers for accurate results. Since surveys are also anonymous and the responses remain confidential, respondents provide candid and accurate answers.

Common Uses of a Survey

Surveys are widely used in many sectors, but the most common uses of the survey research include:

-       Market research : surveying a potential market to understand customer needs, preferences, and market demand.

-       Customer Satisfaction: finding out your customer’s opinions about your services, products, or companies .

-       Social research: investigating the characteristics and experiences of various social groups.

-       Health research: collecting data about patients’ symptoms and treatments.

-       Politics: evaluating public opinion regarding policies and political parties.

-       Psychology: exploring personality traits, behaviors, and preferences.

6 Steps to Conduct Survey Research

An organization, person, or company conducts a survey when they need the information to make a decision but have insufficient data on hand. Following are six simple steps that can help you design a great survey.

Step 1: Objective of the Survey

The first step in survey research is defining an objective. The objective helps you define your target population and samples. The target population is the specific group of people you want to collect data from and since it’s rarely possible to survey the entire population, we target a specific sample from it. Defining a survey objective also benefits your respondents by helping them understand the reason behind the survey.

Step 2: Number of Questions

The number of questions or the size of the survey depends on the survey objective. However, it’s important to ensure that there are no redundant queries and the questions are in a logical order. Rephrased and repeated questions in a survey are almost as frustrating as in real life. For a higher completion rate, keep the questionnaire small so that the respondents stay engaged to the very end. The ideal length of an interview is less than 15 minutes. ( 2 )

Step 3: Language and Voice of Questions

While designing a survey, you may feel compelled to use fancy language. However, remember that difficult language is associated with higher survey dropout rates. You need to speak to the respondent in a clear, concise, and neutral manner, and ask simple questions. If your survey respondents are bilingual, then adding an option to translate your questions into another language can also prove beneficial.

Step 4: Type of Questions

In a survey, you can include any type of questions and even both closed-ended or open-ended questions. However, opt for the question types that are the easiest to understand for the respondents, and offer the most value. For example, compared to open-ended questions, people prefer to answer close-ended questions such as MCQs (multiple choice questions)and NPS (net promoter score) questions.

Step 5: User Experience

Designing a great survey is about more than just questions. A lot of researchers underestimate the importance of user experience and how it affects their response and completion rates. An inconsistent, difficult-to-navigate survey with technical errors and poor color choice is unappealing for the respondents. Make sure that your survey is easy to navigate for everyone and if you’re using rating scales, they remain consistent throughout the research study.

Additionally, don’t forget to design a good survey experience for both mobile and desktop users. According to Pew Research Center, nearly half of the smartphone users access the internet mainly from their mobile phones and 14 percent of American adults are smartphone-only internet users. ( 3 )

Step 6: Survey Logic

Last but not least, logic is another critical aspect of the survey design. If the survey logic is flawed, respondents may not continue in the right direction. Make sure to test the logic to ensure that selecting one answer leads to the next logical question instead of a series of unrelated queries.

How to Effectively Use Survey Research with Starlight Analytics

Designing and conducting a survey is almost as much science as it is an art. To craft great survey research, you need technical skills, consider the psychological elements, and have a broad understanding of marketing.

The ultimate goal of the survey is to ask the right questions in the right manner to acquire the right results.

Bringing a new product to the market is a long process and requires a lot of research and analysis. In your journey to gather information or ideas for your business, Starlight Analytics can be an excellent guide. Starlight Analytics' product concept testing helps you measure your product's market demand and refine product features and benefits so you can launch with confidence. The process starts with custom research to design the survey according to your needs, execute the survey, and deliver the key insights on time.

• Survey research in the United States: roots and emergence, 1890-1960 https://searchworks.stanford.edu/view/10733873    
• How to create a survey questionnaire that gets great responses https://luc.id/knowledgehub/how-to-create-a-survey-questionnaire-that-gets-great-responses/    
• Internet/broadband fact sheet https://www.pewresearch.org/internet/fact-sheet/internet-broadband/    

Related Articles

Test marketing | how to test market a new product.

Test marketing is a tool used to help companies test their product and gather customer feedback before its launch. Click here to learn more about it.

Customer Feedback Loop: How to Close It & Increase Revenue

An effective customer feedback loop is key to increased customer loyalty and revenue. Eliminate churn with these pro tips from the experts at Starlight.

A Guide to Competitive Analysis & How to Outperform Your Competitors

Learn all about competitive analysis and its frameworks along with a step-by-step guide to conduct competitive analysis and outperform your competitors.

Market Growth: Tap into Your Full Market Potential

Market growth rate is the change in a market’s size over a given period, typically expressed as a positive or negative percentage.

Voice of Customer Analysis: How to Do it & Why It Matters

Learn how to use VoC analytics to set the foundations for future customer-centric strategies. Doing so can greatly improve customer retention & conversion.

Want to create or adapt books like this? Learn more about how Pressbooks supports open publishing practices.

9 Survey research

Survey research is a research method involving the use of standardised questionnaires or interviews to collect data about people and their preferences, thoughts, and behaviours in a systematic manner. Although census surveys were conducted as early as Ancient Egypt, survey as a formal research method was pioneered in the 1930–40s by sociologist Paul Lazarsfeld to examine the effects of the radio on political opinion formation of the United States. This method has since become a very popular method for quantitative research in the social sciences.

The survey method can be used for descriptive, exploratory, or explanatory research. This method is best suited for studies that have individual people as the unit of analysis. Although other units of analysis, such as groups, organisations or dyads—pairs of organisations, such as buyers and sellers—are also studied using surveys, such studies often use a specific person from each unit as a ‘key informant’ or a ‘proxy’ for that unit. Consequently, such surveys may be subject to respondent bias if the chosen informant does not have adequate knowledge or has a biased opinion about the phenomenon of interest. For instance, Chief Executive Officers may not adequately know employees’ perceptions or teamwork in their own companies, and may therefore be the wrong informant for studies of team dynamics or employee self-esteem.

Survey research has several inherent strengths compared to other research methods. First, surveys are an excellent vehicle for measuring a wide variety of unobservable data, such as people’s preferences (e.g., political orientation), traits (e.g., self-esteem), attitudes (e.g., toward immigrants), beliefs (e.g., about a new law), behaviours (e.g., smoking or drinking habits), or factual information (e.g., income). Second, survey research is also ideally suited for remotely collecting data about a population that is too large to observe directly. A large area—such as an entire country—can be covered by postal, email, or telephone surveys using meticulous sampling to ensure that the population is adequately represented in a small sample. Third, due to their unobtrusive nature and the ability to respond at one’s convenience, questionnaire surveys are preferred by some respondents. Fourth, interviews may be the only way of reaching certain population groups such as the homeless or illegal immigrants for which there is no sampling frame available. Fifth, large sample surveys may allow detection of small effects even while analysing multiple variables, and depending on the survey design, may also allow comparative analysis of population subgroups (i.e., within-group and between-group analysis). Sixth, survey research is more economical in terms of researcher time, effort and cost than other methods such as experimental research and case research. At the same time, survey research also has some unique disadvantages. It is subject to a large number of biases such as non-response bias, sampling bias, social desirability bias, and recall bias, as discussed at the end of this chapter.

Depending on how the data is collected, survey research can be divided into two broad categories: questionnaire surveys (which may be postal, group-administered, or online surveys), and interview surveys (which may be personal, telephone, or focus group interviews). Questionnaires are instruments that are completed in writing by respondents, while interviews are completed by the interviewer based on verbal responses provided by respondents. As discussed below, each type has its own strengths and weaknesses in terms of their costs, coverage of the target population, and researcher’s flexibility in asking questions.

Questionnaire surveys

Invented by Sir Francis Galton, a questionnaire is a research instrument consisting of a set of questions (items) intended to capture responses from respondents in a standardised manner. Questions may be unstructured or structured. Unstructured questions ask respondents to provide a response in their own words, while structured questions ask respondents to select an answer from a given set of choices. Subjects’ responses to individual questions (items) on a structured questionnaire may be aggregated into a composite scale or index for statistical analysis. Questions should be designed in such a way that respondents are able to read, understand, and respond to them in a meaningful way, and hence the survey method may not be appropriate or practical for certain demographic groups such as children or the illiterate.

Most questionnaire surveys tend to be self-administered postal surveys , where the same questionnaire is posted to a large number of people, and willing respondents can complete the survey at their convenience and return it in prepaid envelopes. Postal surveys are advantageous in that they are unobtrusive and inexpensive to administer, since bulk postage is cheap in most countries. However, response rates from postal surveys tend to be quite low since most people ignore survey requests. There may also be long delays (several months) in respondents’ completing and returning the survey, or they may even simply lose it. Hence, the researcher must continuously monitor responses as they are being returned, track and send non-respondents repeated reminders (two or three reminders at intervals of one to one and a half months is ideal). Questionnaire surveys are also not well-suited for issues that require clarification on the part of the respondent or those that require detailed written responses. Longitudinal designs can be used to survey the same set of respondents at different times, but response rates tend to fall precipitously from one survey to the next.

A second type of survey is a group-administered questionnaire . A sample of respondents is brought together at a common place and time, and each respondent is asked to complete the survey questionnaire while in that room. Respondents enter their responses independently without interacting with one another. This format is convenient for the researcher, and a high response rate is assured. If respondents do not understand any specific question, they can ask for clarification. In many organisations, it is relatively easy to assemble a group of employees in a conference room or lunch room, especially if the survey is approved by corporate executives.

A more recent type of questionnaire survey is an online or web survey. These surveys are administered over the Internet using interactive forms. Respondents may receive an email request for participation in the survey with a link to a website where the survey may be completed. Alternatively, the survey may be embedded into an email, and can be completed and returned via email. These surveys are very inexpensive to administer, results are instantly recorded in an online database, and the survey can be easily modified if needed. However, if the survey website is not password-protected or designed to prevent multiple submissions, the responses can be easily compromised. Furthermore, sampling bias may be a significant issue since the survey cannot reach people who do not have computer or Internet access, such as many of the poor, senior, and minority groups, and the respondent sample is skewed toward a younger demographic who are online much of the time and have the time and ability to complete such surveys. Computing the response rate may be problematic if the survey link is posted on LISTSERVs or bulletin boards instead of being emailed directly to targeted respondents. For these reasons, many researchers prefer dual-media surveys (e.g., postal survey and online survey), allowing respondents to select their preferred method of response.

Constructing a survey questionnaire is an art. Numerous decisions must be made about the content of questions, their wording, format, and sequencing, all of which can have important consequences for the survey responses.

Response formats. Survey questions may be structured or unstructured. Responses to structured questions are captured using one of the following response formats:

Dichotomous response , where respondents are asked to select one of two possible choices, such as true/false, yes/no, or agree/disagree. An example of such a question is: Do you think that the death penalty is justified under some circumstances? (circle one): yes / no.

Nominal response , where respondents are presented with more than two unordered options, such as: What is your industry of employment?: manufacturing / consumer services / retail / education / healthcare / tourism and hospitality / other.

Ordinal response , where respondents have more than two ordered options, such as: What is your highest level of education?: high school / bachelor’s degree / postgraduate degree.

Interval-level response , where respondents are presented with a 5-point or 7-point Likert scale, semantic differential scale, or Guttman scale. Each of these scale types were discussed in a previous chapter.

Continuous response , where respondents enter a continuous (ratio-scaled) value with a meaningful zero point, such as their age or tenure in a firm. These responses generally tend to be of the fill-in-the blanks type.

Question content and wording. Responses obtained in survey research are very sensitive to the types of questions asked. Poorly framed or ambiguous questions will likely result in meaningless responses with very little value. Dillman (1978) [1] recommends several rules for creating good survey questions. Every single question in a survey should be carefully scrutinised for the following issues:

Is the question clear and understandable ?: Survey questions should be stated in very simple language, preferably in active voice, and without complicated words or jargon that may not be understood by a typical respondent. All questions in the questionnaire should be worded in a similar manner to make it easy for respondents to read and understand them. The only exception is if your survey is targeted at a specialised group of respondents, such as doctors, lawyers and researchers, who use such jargon in their everyday environment. Is the question worded in a negative manner ?: Negatively worded questions such as ‘Should your local government not raise taxes?’ tend to confuse many respondents and lead to inaccurate responses. Double-negatives should be avoided when designing survey questions.

Is the question ambiguous ?: Survey questions should not use words or expressions that may be interpreted differently by different respondents (e.g., words like ‘any’ or ‘just’). For instance, if you ask a respondent, ‘What is your annual income?’, it is unclear whether you are referring to salary/wages, or also dividend, rental, and other income, whether you are referring to personal income, family income (including spouse’s wages), or personal and business income. Different interpretation by different respondents will lead to incomparable responses that cannot be interpreted correctly.

Does the question have biased or value-laden words ?: Bias refers to any property of a question that encourages subjects to answer in a certain way. Kenneth Rasinky (1989) [2] examined several studies on people’s attitude toward government spending, and observed that respondents tend to indicate stronger support for ‘assistance to the poor’ and less for ‘welfare’, even though both terms had the same meaning. In this study, more support was also observed for ‘halting rising crime rate’ and less for ‘law enforcement’, more for ‘solving problems of big cities’ and less for ‘assistance to big cities’, and more for ‘dealing with drug addiction’ and less for ‘drug rehabilitation’. A biased language or tone tends to skew observed responses. It is often difficult to anticipate in advance the biasing wording, but to the greatest extent possible, survey questions should be carefully scrutinised to avoid biased language.

Is the question double-barrelled ?: Double-barrelled questions are those that can have multiple answers. For example, ‘Are you satisfied with the hardware and software provided for your work?’. In this example, how should a respondent answer if they are satisfied with the hardware, but not with the software, or vice versa? It is always advisable to separate double-barrelled questions into separate questions: ‘Are you satisfied with the hardware provided for your work?’, and ’Are you satisfied with the software provided for your work?’. Another example: ‘Does your family favour public television?’. Some people may favour public TV for themselves, but favour certain cable TV programs such as Sesame Street for their children.

Is the question too general ?: Sometimes, questions that are too general may not accurately convey respondents’ perceptions. If you asked someone how they liked a certain book and provided a response scale ranging from ‘not at all’ to ‘extremely well’, if that person selected ‘extremely well’, what do they mean? Instead, ask more specific behavioural questions, such as, ‘Will you recommend this book to others, or do you plan to read other books by the same author?’. Likewise, instead of asking, ‘How big is your firm?’ (which may be interpreted differently by respondents), ask, ‘How many people work for your firm?’, and/or ‘What is the annual revenue of your firm?’, which are both measures of firm size.

Is the question too detailed ?: Avoid unnecessarily detailed questions that serve no specific research purpose. For instance, do you need the age of each child in a household, or is just the number of children in the household acceptable? However, if unsure, it is better to err on the side of details than generality.

Is the question presumptuous ?: If you ask, ‘What do you see as the benefits of a tax cut?’, you are presuming that the respondent sees the tax cut as beneficial. Many people may not view tax cuts as being beneficial, because tax cuts generally lead to lesser funding for public schools, larger class sizes, and fewer public services such as police, ambulance, and fire services. Avoid questions with built-in presumptions.

Is the question imaginary ?: A popular question in many television game shows is, ‘If you win a million dollars on this show, how will you spend it?’. Most respondents have never been faced with such an amount of money before and have never thought about it—they may not even know that after taxes, they will get only about $640,000 or so in the United States, and in many cases, that amount is spread over a 20-year period—and so their answers tend to be quite random, such as take a tour around the world, buy a restaurant or bar, spend on education, save for retirement, help parents or children, or have a lavish wedding. Imaginary questions have imaginary answers, which cannot be used for making scientific inferences.

Do respondents have the information needed to correctly answer the question ?: Oftentimes, we assume that subjects have the necessary information to answer a question, when in reality, they do not. Even if a response is obtained, these responses tend to be inaccurate given the subjects’ lack of knowledge about the question being asked. For instance, we should not ask the CEO of a company about day-to-day operational details that they may not be aware of, or ask teachers about how much their students are learning, or ask high-schoolers, ‘Do you think the US Government acted appropriately in the Bay of Pigs crisis?’.

Question sequencing. In general, questions should flow logically from one to the next. To achieve the best response rates, questions should flow from the least sensitive to the most sensitive, from the factual and behavioural to the attitudinal, and from the more general to the more specific. Some general rules for question sequencing:

Start with easy non-threatening questions that can be easily recalled. Good options are demographics (age, gender, education level) for individual-level surveys and firmographics (employee count, annual revenues, industry) for firm-level surveys.

Never start with an open ended question.

If following a historical sequence of events, follow a chronological order from earliest to latest.

Ask about one topic at a time. When switching topics, use a transition, such as, ‘The next section examines your opinions about…’

Use filter or contingency questions as needed, such as, ‘If you answered “yes” to question 5, please proceed to Section 2. If you answered “no” go to Section 3′.

Other golden rules . Do unto your respondents what you would have them do unto you. Be attentive and appreciative of respondents’ time, attention, trust, and confidentiality of personal information. Always practice the following strategies for all survey research:

People’s time is valuable. Be respectful of their time. Keep your survey as short as possible and limit it to what is absolutely necessary. Respondents do not like spending more than 10-15 minutes on any survey, no matter how important it is. Longer surveys tend to dramatically lower response rates.

Always assure respondents about the confidentiality of their responses, and how you will use their data (e.g., for academic research) and how the results will be reported (usually, in the aggregate).

For organisational surveys, assure respondents that you will send them a copy of the final results, and make sure that you follow up with your promise.

Thank your respondents for their participation in your study.

Finally, always pretest your questionnaire, at least using a convenience sample, before administering it to respondents in a field setting. Such pretesting may uncover ambiguity, lack of clarity, or biases in question wording, which should be eliminated before administering to the intended sample.

Interview survey

Interviews are a more personalised data collection method than questionnaires, and are conducted by trained interviewers using the same research protocol as questionnaire surveys (i.e., a standardised set of questions). However, unlike a questionnaire, the interview script may contain special instructions for the interviewer that are not seen by respondents, and may include space for the interviewer to record personal observations and comments. In addition, unlike postal surveys, the interviewer has the opportunity to clarify any issues raised by the respondent or ask probing or follow-up questions. However, interviews are time-consuming and resource-intensive. Interviewers need special interviewing skills as they are considered to be part of the measurement instrument, and must proactively strive not to artificially bias the observed responses.

The most typical form of interview is a personal or face-to-face interview , where the interviewer works directly with the respondent to ask questions and record their responses. Personal interviews may be conducted at the respondent’s home or office location. This approach may even be favoured by some respondents, while others may feel uncomfortable allowing a stranger into their homes. However, skilled interviewers can persuade respondents to co-operate, dramatically improving response rates.

A variation of the personal interview is a group interview, also called a focus group . In this technique, a small group of respondents (usually 6–10 respondents) are interviewed together in a common location. The interviewer is essentially a facilitator whose job is to lead the discussion, and ensure that every person has an opportunity to respond. Focus groups allow deeper examination of complex issues than other forms of survey research, because when people hear others talk, it often triggers responses or ideas that they did not think about before. However, focus group discussion may be dominated by a dominant personality, and some individuals may be reluctant to voice their opinions in front of their peers or superiors, especially while dealing with a sensitive issue such as employee underperformance or office politics. Because of their small sample size, focus groups are usually used for exploratory research rather than descriptive or explanatory research.

A third type of interview survey is a telephone interview . In this technique, interviewers contact potential respondents over the phone, typically based on a random selection of people from a telephone directory, to ask a standard set of survey questions. A more recent and technologically advanced approach is computer-assisted telephone interviewing (CATI). This is increasing being used by academic, government, and commercial survey researchers. Here the interviewer is a telephone operator who is guided through the interview process by a computer program displaying instructions and questions to be asked. The system also selects respondents randomly using a random digit dialling technique, and records responses using voice capture technology. Once respondents are on the phone, higher response rates can be obtained. This technique is not ideal for rural areas where telephone density is low, and also cannot be used for communicating non-audio information such as graphics or product demonstrations.

Role of interviewer. The interviewer has a complex and multi-faceted role in the interview process, which includes the following tasks:

Prepare for the interview: Since the interviewer is in the forefront of the data collection effort, the quality of data collected depends heavily on how well the interviewer is trained to do the job. The interviewer must be trained in the interview process and the survey method, and also be familiar with the purpose of the study, how responses will be stored and used, and sources of interviewer bias. They should also rehearse and time the interview prior to the formal study.

Locate and enlist the co-operation of respondents: Particularly in personal, in-home surveys, the interviewer must locate specific addresses, and work around respondents’ schedules at sometimes undesirable times such as during weekends. They should also be like a salesperson, selling the idea of participating in the study.

Motivate respondents: Respondents often feed off the motivation of the interviewer. If the interviewer is disinterested or inattentive, respondents will not be motivated to provide useful or informative responses either. The interviewer must demonstrate enthusiasm about the study, communicate the importance of the research to respondents, and be attentive to respondents’ needs throughout the interview.

Clarify any confusion or concerns: Interviewers must be able to think on their feet and address unanticipated concerns or objections raised by respondents to the respondents’ satisfaction. Additionally, they should ask probing questions as necessary even if such questions are not in the script.

Observe quality of response: The interviewer is in the best position to judge the quality of information collected, and may supplement responses obtained using personal observations of gestures or body language as appropriate.

Conducting the interview. Before the interview, the interviewer should prepare a kit to carry to the interview session, consisting of a cover letter from the principal investigator or sponsor, adequate copies of the survey instrument, photo identification, and a telephone number for respondents to call to verify the interviewer’s authenticity. The interviewer should also try to call respondents ahead of time to set up an appointment if possible. To start the interview, they should speak in an imperative and confident tone, such as, ‘I’d like to take a few minutes of your time to interview you for a very important study’, instead of, ‘May I come in to do an interview?’. They should introduce themself, present personal credentials, explain the purpose of the study in one to two sentences, and assure respondents that their participation is voluntary, and their comments are confidential, all in less than a minute. No big words or jargon should be used, and no details should be provided unless specifically requested. If the interviewer wishes to record the interview, they should ask for respondents’ explicit permission before doing so. Even if the interview is recorded, the interviewer must take notes on key issues, probes, or verbatim phrases

During the interview, the interviewer should follow the questionnaire script and ask questions exactly as written, and not change the words to make the question sound friendlier. They should also not change the order of questions or skip any question that may have been answered earlier. Any issues with the questions should be discussed during rehearsal prior to the actual interview sessions. The interviewer should not finish the respondent’s sentences. If the respondent gives a brief cursory answer, the interviewer should probe the respondent to elicit a more thoughtful, thorough response. Some useful probing techniques are:

The silent probe: Just pausing and waiting without going into the next question may suggest to respondents that the interviewer is waiting for more detailed response.

Overt encouragement: An occasional ‘uh-huh’ or ‘okay’ may encourage the respondent to go into greater details. However, the interviewer must not express approval or disapproval of what the respondent says.

Ask for elaboration: Such as, ‘Can you elaborate on that?’ or ‘A minute ago, you were talking about an experience you had in high school. Can you tell me more about that?’.

Reflection: The interviewer can try the psychotherapist’s trick of repeating what the respondent said. For instance, ‘What I’m hearing is that you found that experience very traumatic’ and then pause and wait for the respondent to elaborate.

After the interview is completed, the interviewer should thank respondents for their time, tell them when to expect the results, and not leave hastily. Immediately after leaving, they should write down any notes or key observations that may help interpret the respondent’s comments better.

Biases in survey research

Despite all of its strengths and advantages, survey research is often tainted with systematic biases that may invalidate some of the inferences derived from such surveys. Five such biases are the non-response bias, sampling bias, social desirability bias, recall bias, and common method bias.

Non-response bias. Survey research is generally notorious for its low response rates. A response rate of 15-20 per cent is typical in a postal survey, even after two or three reminders. If the majority of the targeted respondents fail to respond to a survey, this may indicate a systematic reason for the low response rate, which may in turn raise questions about the validity of the study’s results. For instance, dissatisfied customers tend to be more vocal about their experience than satisfied customers, and are therefore more likely to respond to questionnaire surveys or interview requests than satisfied customers. Hence, any respondent sample is likely to have a higher proportion of dissatisfied customers than the underlying population from which it is drawn. In this instance, not only will the results lack generalisability, but the observed outcomes may also be an artefact of the biased sample. Several strategies may be employed to improve response rates:

Advance notification: Sending a short letter to the targeted respondents soliciting their participation in an upcoming survey can prepare them in advance and improve their propensity to respond. The letter should state the purpose and importance of the study, mode of data collection (e.g., via a phone call, a survey form in the mail, etc.), and appreciation for their co-operation. A variation of this technique may be to ask the respondent to return a prepaid postcard indicating whether or not they are willing to participate in the study.

Relevance of content: People are more likely to respond to surveys examining issues of relevance or importance to them.

Respondent-friendly questionnaire: Shorter survey questionnaires tend to elicit higher response rates than longer questionnaires. Furthermore, questions that are clear, non-offensive, and easy to respond tend to attract higher response rates.

Endorsement: For organisational surveys, it helps to gain endorsement from a senior executive attesting to the importance of the study to the organisation. Such endorsement can be in the form of a cover letter or a letter of introduction, which can improve the researcher’s credibility in the eyes of the respondents.

Follow-up requests: Multiple follow-up requests may coax some non-respondents to respond, even if their responses are late.

Interviewer training: Response rates for interviews can be improved with skilled interviewers trained in how to request interviews, use computerised dialling techniques to identify potential respondents, and schedule call-backs for respondents who could not be reached.

Incentives : Incentives in the form of cash or gift cards, giveaways such as pens or stress balls, entry into a lottery, draw or contest, discount coupons, promise of contribution to charity, and so forth may increase response rates.

Non-monetary incentives: Businesses, in particular, are more prone to respond to non-monetary incentives than financial incentives. An example of such a non-monetary incentive is a benchmarking report comparing the business’s individual response against the aggregate of all responses to a survey.

Confidentiality and privacy: Finally, assurances that respondents’ private data or responses will not fall into the hands of any third party may help improve response rates

Sampling bias. Telephone surveys conducted by calling a random sample of publicly available telephone numbers will systematically exclude people with unlisted telephone numbers, mobile phone numbers, and people who are unable to answer the phone when the survey is being conducted—for instance, if they are at work—and will include a disproportionate number of respondents who have landline telephone services with listed phone numbers and people who are home during the day, such as the unemployed, the disabled, and the elderly. Likewise, online surveys tend to include a disproportionate number of students and younger people who are constantly on the Internet, and systematically exclude people with limited or no access to computers or the Internet, such as the poor and the elderly. Similarly, questionnaire surveys tend to exclude children and the illiterate, who are unable to read, understand, or meaningfully respond to the questionnaire. A different kind of sampling bias relates to sampling the wrong population, such as asking teachers (or parents) about their students’ (or children’s) academic learning, or asking CEOs about operational details in their company. Such biases make the respondent sample unrepresentative of the intended population and hurt generalisability claims about inferences drawn from the biased sample.

Social desirability bias . Many respondents tend to avoid negative opinions or embarrassing comments about themselves, their employers, family, or friends. With negative questions such as, ‘Do you think that your project team is dysfunctional?’, ‘Is there a lot of office politics in your workplace?’, ‘Or have you ever illegally downloaded music files from the Internet?’, the researcher may not get truthful responses. This tendency among respondents to ‘spin the truth’ in order to portray themselves in a socially desirable manner is called the ‘social desirability bias’, which hurts the validity of responses obtained from survey research. There is practically no way of overcoming the social desirability bias in a questionnaire survey, but in an interview setting, an astute interviewer may be able to spot inconsistent answers and ask probing questions or use personal observations to supplement respondents’ comments.

Recall bias. Responses to survey questions often depend on subjects’ motivation, memory, and ability to respond. Particularly when dealing with events that happened in the distant past, respondents may not adequately remember their own motivations or behaviours, or perhaps their memory of such events may have evolved with time and no longer be retrievable. For instance, if a respondent is asked to describe his/her utilisation of computer technology one year ago, or even memorable childhood events like birthdays, their response may not be accurate due to difficulties with recall. One possible way of overcoming the recall bias is by anchoring the respondent’s memory in specific events as they happened, rather than asking them to recall their perceptions and motivations from memory.

Common method bias. Common method bias refers to the amount of spurious covariance shared between independent and dependent variables that are measured at the same point in time, such as in a cross-sectional survey, using the same instrument, such as a questionnaire. In such cases, the phenomenon under investigation may not be adequately separated from measurement artefacts. Standard statistical tests are available to test for common method bias, such as Harmon’s single-factor test (Podsakoff, MacKenzie, Lee & Podsakoff, 2003), [3] Lindell and Whitney’s (2001) [4] market variable technique, and so forth. This bias can potentially be avoided if the independent and dependent variables are measured at different points in time using a longitudinal survey design, or if these variables are measured using different methods, such as computerised recording of dependent variable versus questionnaire-based self-rating of independent variables.

• Dillman, D. (1978). Mail and telephone surveys: The total design method . New York: Wiley. ↵
• Rasikski, K. (1989). The effect of question wording on public support for government spending. Public Opinion Quarterly , 53(3), 388–394. ↵
• Podsakoff, P. M., MacKenzie, S. B., Lee, J.-Y., & Podsakoff, N. P. (2003). Common method biases in behavioral research: A critical review of the literature and recommended remedies. Journal of Applied Psychology , 88(5), 879–903. http://dx.doi.org/10.1037/0021-9010.88.5.879. ↵
• Lindell, M. K., & Whitney, D. J. (2001). Accounting for common method variance in cross-sectional research designs. Journal of Applied Psychology , 86(1), 114–121. ↵

Social Science Research: Principles, Methods and Practices (Revised edition) Copyright © 2019 by Anol Bhattacherjee is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License , except where otherwise noted.

Share This Book

Learn / Blog / Article

Back to blog

Survey questions 101: 70+ survey question examples, types of surveys, and FAQs

How well do you understand your prospects and customers—who they are, what keeps them awake at night, and what brought them to your business in search of a solution? Asking the right survey questions at the right point in their customer journey is the most effective way to put yourself in your customers’ shoes.

Last updated

Reading time.

This comprehensive intro to survey questions contains over 70 examples of effective questions, an overview of different types of survey questions, and advice on how to word them for maximum effect. Plus, we’ll toss in our pre-built survey templates, expert survey insights, and tips to make the most of AI for Surveys in Hotjar. ✨

Surveying your users is the simplest way to understand their pain points, needs, and motivations. But first, you need to know how to set up surveys that give you the answers you—and your business—truly need. Impactful surveys start here:

❓ The main types of survey questions : most survey questions are classified as open-ended, closed-ended, nominal, Likert scale, rating scale, and yes/no. The best surveys often use a combination of questions.

💡 70+ good survey question examples : our top 70+ survey questions, categorized across ecommerce, SaaS, and publishing, will help you find answers to your business’s most burning questions

✅ What makes a survey question ‘good’ : a good survey question is anything that helps you get clear insights and business-critical information about your customers 

❌ The dos and don’ts of writing good survey questions : remember to be concise and polite, use the foot-in-door principle, alternate questions, and test your surveys. But don’t ask leading or loaded questions, overwhelm respondents with too many questions, or neglect other tools that can get you the answers you need.

👍 How to run your surveys the right way : use a versatile survey tool like Hotjar Surveys that allows you to create on-site surveys at specific points in the customer journey or send surveys via a link

🛠️ 10 use cases for good survey questions : use your survey insights to create user personas, understand pain points, measure product-market fit, get valuable testimonials, measure customer satisfaction, and more

Use Hotjar to build your survey and get the customer insight you need to grow your business.

6 main types of survey questions

Let’s dive into our list of survey question examples, starting with a breakdown of the six main categories your questions will fall into:

Open-ended questions

Closed-ended questions

Nominal questions

Likert scale questions

Rating scale questions

'Yes' or 'no' questions

1. Open-ended survey questions

Open-ended questions  give your respondents the freedom to  answer in their own words , instead of limiting their response to a set of pre-selected choices (such as multiple-choice answers, yes/no answers, 0–10 ratings, etc.). 

Examples of open-ended questions:

What other products would you like to see us offer?

If you could change just one thing about our product, what would it be?

When to use open-ended questions in a survey

The majority of example questions included in this post are open-ended, and there are some good reasons for that:

Open-ended questions help you learn about customer needs you didn’t know existed , and they shine a light on areas for improvement that you may not have considered before. If you limit your respondents’ answers, you risk cutting yourself off from key insights.

Open-ended questions are very useful when you first begin surveying your customers and collecting their feedback. If you don't yet have a good amount of insight, answers to open-ended questions will go a long way toward educating you about who your customers are and what they're looking for.

There are, however, a few downsides to open-ended questions:

First, people tend to be less likely to respond to open-ended questions in general because they take comparatively more effort to answer than, say, a yes/no one

Second, but connected: if you ask consecutive open-ended questions during your survey, people will get tired of answering them, and their answers might become less helpful the more you ask

Finally, the data you receive from open-ended questions will take longer to analyze compared to easy 1-5 or yes/no answers—but don’t let that stop you. There are plenty of shortcuts that make it easier than it looks (we explain it all in our post about how to analyze open-ended questions , which includes a free analysis template.)

💡 Pro tip: if you’re using Hotjar Surveys, let our AI for Surveys feature analyze your open-ended survey responses for you. Hotjar AI reviews all your survey responses and provides an automated summary report of key findings, including supporting quotes and actionable recommendations for next steps.

2. Closed-ended survey questions

Closed-end questions limit a user’s response options to a set of pre-selected choices. This broad category of questions includes

‘Yes’ or ‘no’ questions

When to use closed-ended questions

Closed-ended questions work brilliantly in two scenarios:

To open a survey, because they require little time and effort and are therefore easy for people to answer. This is called the foot-in-the-door principle: once someone commits to answering the first question, they may be more likely to answer the open-ended questions that follow.

When you need to create graphs and trends based on people’s answers. Responses to closed-ended questions are easy to measure and use as benchmarks. Rating scale questions, in particular (e.g. where people rate customer service or on a scale of 1-10), allow you to gather customer sentiment and compare your progress over time.

3. Nominal questions

A nominal question is a type of survey question that presents people with multiple answer choices; the answers are  non-numerical in nature and don't overlap  (unless you include an ‘all of the above’ option).

Example of nominal question:

What are you using [product name] for?

Personal use

Both business and personal use

When to use nominal questions

Nominal questions work well when there is a limited number of categories for a given question (see the example above). They’re easy to create graphs and trends from, but the downside is that you may not be offering enough categories for people to reply.

For example, if you ask people what type of browser they’re using and only give them three options to choose from, you may inadvertently alienate everybody who uses a fourth type and now can’t tell you about it.

That said, you can add an open-ended component to a nominal question with an expandable ’other’ category, where respondents can write in an answer that isn’t on the list. This way, you essentially ask an open-ended question that doesn’t limit them to the options you’ve picked.

4. Likert scale questions

The Likert scale is typically a 5- or 7-point scale that evaluates a respondent’s level of agreement with a statement or the intensity of their reaction toward something.

The scale develops symmetrically: the median number (e.g. a 3 on a 5-point scale) indicates a point of neutrality, the lowest number (always 1) indicates an extreme view, and the highest number (e.g. a 5 on a 5-point scale) indicates the opposite extreme view.

Example of a Likert scale question:

When to use Likert scale questions

Likert-type questions are also known as ordinal questions because the answers are presented in a specific order. Like other multiple-choice questions, Likert scale questions come in handy when you already have some sense of what your customers are thinking. For example, if your open-ended questions uncover a complaint about a recent change to your ordering process, you could use a Likert scale question to determine how the average user felt about the change.

A series of Likert scale questions can also be turned into a matrix question. Since they have identical response options, they are easily combined into a single matrix and break down the pattern of single questions for users.

5. Rating scale questions

Rating scale questions are questions where the answers map onto a numeric scale (such as rating customer support on a scale of 1-5, or likelihood to recommend a product from 0-10).

Examples of rating questions:

How likely are you to recommend us to a friend or colleague on a scale of 0-10?

How would you rate our customer service on a scale of 1-5?

When to use rating questions

Whenever you want to assign a numerical value to your survey or visualize and compare trends , a rating question is the way to go.

A typical rating question is used to determine Net Promoter Score® (NPS®) : the question asks customers to rate their likelihood of recommending products or services to their friends or colleagues, and allows you to look at the results historically and see if you're improving or getting worse. Rating questions are also used for customer satisfaction (CSAT) surveys and product reviews.

When you use a rating question in a survey, be sure to explain what the scale means (e.g. 1 for ‘Poor’, 5 for ‘Amazing’). And consider adding a follow-up open-ended question to understand why the user left that score.

Example of a rating question (NPS):

6. ‘Yes’ or ‘no’ questions

These dichotomous questions are super straightforward, requiring a simple ‘yes’ or ‘no’ reply.

Examples of yes/no questions:

Was this article useful? (Yes/No)

Did you find what you were looking for today? (Yes/No)

When to use ‘yes’ or ‘no’ questions

‘Yes’ and ‘no’ questions are a good way to quickly segment your respondents . For example, say you’re trying to understand what obstacles or objections prevent people from trying your product. You can place a survey on your pricing page asking people if something is stopping them, and follow up with the segment who replied ‘yes’ by asking them to elaborate further.

These questions are also effective for getting your foot in the door: a ‘yes’ or ‘no’ question requires very little effort to answer. Once a user commits to answering the first question, they tend to become more willing to answer the questions that follow, or even leave you their contact information.

70+ more survey question examples

Below is a list of good survey questions, categorized across ecommerce, software as a service (SaaS), and publishing. You don't have to use them word-for-word, but hopefully, this list will spark some extra-good ideas for the surveys you’ll run immediately after reading this article. (Plus, you can create all of them with Hotjar Surveys—stick with us a little longer to find out how. 😉)

📊 9 basic demographic survey questions

Ask these questions when you want context about your respondents and target audience, so you can segment them later. Consider including demographic information questions in your survey when conducting user or market research as well. 

But don’t ask demographic questions just for the sake of it—if you're not going to use some of the data points from these sometimes sensitive questions (e.g. if gender is irrelevant to the result of your survey), move on to the ones that are truly useful for you, business-wise. 

Take a look at the selection of examples below, and keep in mind that you can convert most of them to multiple choice questions:

What is your name?

What is your age?

What is your gender?

What company do you work for?

What vertical/industry best describes your company?

What best describes your role?

In which department do you work?

What is the total number of employees in your company (including all locations where your employer operates)?

What is your company's annual revenue?

🚀 Get started: gather more info about your users with our product-market fit survey template .

👥 20+ effective customer questions

These questions are particularly recommended for ecommerce companies:

Before purchase

What information is missing or would make your decision to buy easier?

What is your biggest fear or concern about purchasing this item?

Were you able to complete the purpose of your visit today?

If you did not make a purchase today, what stopped you?

After purchase

Was there anything about this checkout process we could improve?

What was your biggest fear or concern about purchasing from us?

What persuaded you to complete the purchase of the item(s) in your cart today?

If you could no longer use [product name], what’s the one thing you would miss the most?

What’s the one thing that nearly stopped you from buying from us?

👉 Check out our 7-step guide to setting up an ecommerce post-purchase survey .

Other useful customer questions

Do you have any questions before you complete your purchase?

What other information would you like to see on this page?

What were the three main things that persuaded you to create an account today?

What nearly stopped you from creating an account today?

Which other options did you consider before choosing [product name]?

What would persuade you to use us more often?

What was your biggest challenge, frustration, or problem in finding the right [product type] online?

Please list the top three things that persuaded you to use us rather than a competitor.

Were you able to find the information you were looking for?

How satisfied are you with our support?

How would you rate our service/support on a scale of 0-10? (0 = terrible, 10 = stellar)

How likely are you to recommend us to a friend or colleague? ( NPS question )

Is there anything preventing you from purchasing at this point?

🚀 Get started: learn how satisfied customers are with our expert-built customer satisfaction and NPS survey templates .

Set up a survey in seconds

Use Hotjar's free survey templates to build virtually any type of survey, and start gathering valuable insights in moments.

🛍 30+ product survey questions

These questions are particularly recommended for SaaS companies:

Questions for new or trial users

What nearly stopped you from signing up today?

How likely are you to recommend us to a friend or colleague on a scale of 0-10? (NPS question)

Is our pricing clear? If not, what would you change?

Questions for paying customers

What convinced you to pay for this service?

What’s the one thing we are missing in [product type]?

What's one feature we can add that would make our product indispensable for you?

If you could no longer use [name of product], what’s the one thing you would miss the most?

🚀 Get started: find out what your buyers really think with our pricing plan feedback survey template .

Questions for former/churned customers

What is the main reason you're canceling your account? Please be blunt and direct.

If you could have changed one thing in [product name], what would it have been?

If you had a magic wand and could change anything in [product name], what would it be?

🚀 Get started: find out why customers churn with our free-to-use churn analysis survey template .

Other useful product questions

What were the three main things that persuaded you to sign up today?

Do you have any questions before starting a free trial?

What persuaded you to start a trial?

Was this help section useful?

Was this article useful?

How would you rate our service/support on a scale of 1-10? (0 = terrible, 10 = stellar)

Is there anything preventing you from upgrading at this point?

Is there anything on this page that doesn't work the way you expected it to?

What could we change to make you want to continue using us?

If you did not upgrade today, what stopped you?

What's the next thing you think we should build?

How would you feel if we discontinued this feature?

What's the next feature or functionality we should build?

🚀 Get started: gather feedback on your product with our free-to-use product feedback survey template .

🖋 20+ effective questions for publishers and bloggers

Questions to help improve content.

If you could change just one thing in [publication name], what would it be?

What other content would you like to see us offer?

How would you rate this article on a scale of 1–10?

If you could change anything on this page, what would you have us do?

If you did not subscribe to [publication name] today, what was it that stopped you?

🚀 Get started: find ways to improve your website copy and messaging with our content feedback survey template .

New subscriptions

What convinced you to subscribe to [publication] today?

What almost stopped you from subscribing?

What were the three main things that persuaded you to join our list today?

Cancellations

What is the main reason you're unsubscribing? Please be specific.

Other useful content-related questions

What’s the one thing we are missing in [publication name]?

What would persuade you to visit us more often?

How likely are you to recommend us to someone with similar interests? (NPS question)

What’s missing on this page?

What topics would you like to see us write about next?

How useful was this article?

What could we do to make this page more useful?

Is there anything on this site that doesn't work the way you expected it to?

What's one thing we can add that would make [publication name] indispensable for you?

If you could no longer read [publication name], what’s the one thing you would miss the most?

💡 Pro tip: do you have a general survey goal in mind, but are struggling to pin down the right questions to ask? Give Hotjar’s AI for Surveys a go and watch as it generates a survey for you in seconds with questions tailored to the exact purpose of the survey you want to run.

What makes a good survey question?

We’ve run through more than 70 of our favorite survey questions—but what is it that makes a good survey question, well, good ? An effective question is anything that helps you get clear insights and business-critical information about your customers , including

Who your target market is

How you should price your products

What’s stopping people from buying from you

Why visitors leave your website

With this information, you can tailor your website, products, landing pages, and messaging to improve the user experience and, ultimately, maximize conversions .

How to write good survey questions: the DOs and DON’Ts

To help you understand the basics and avoid some rookie mistakes, we asked a few experts to give us their thoughts on what makes a good and effective survey question.

Survey question DOs

✅ do focus your questions on the customer.

It may be tempting to focus on your company or products, but it’s usually more effective to put the focus back on the customer. Get to know their needs, drivers, pain points, and barriers to purchase by asking about their experience. That’s what you’re after: you want to know what it’s like inside their heads and how they feel when they use your website and products.

Rather than asking, “Why did you buy our product?” ask, “What was happening in your life that led you to search for this solution?” Instead of asking, “What's the one feature you love about [product],” ask, “If our company were to close tomorrow, what would be the one thing you’d miss the most?” These types of surveys have helped me double and triple my clients.

✅ DO be polite and concise (without skimping on micro-copy)

Put time into your micro-copy—those tiny bits of written content that go into surveys. Explain why you’re asking the questions, and when people reach the end of the survey, remember to thank them for their time. After all, they’re giving you free labor!

✅ DO consider the foot-in-the-door principle

One way to increase your response rate is to ask an easy question upfront, such as a ‘yes’ or ‘no’ question, because once people commit to taking a survey—even just the first question—they’re more likely to finish it.

✅ DO consider asking your questions from the first-person perspective

Disclaimer: we don’t do this here at Hotjar. You’ll notice all our sample questions are listed in second-person (i.e. ‘you’ format), but it’s worth testing to determine which approach gives you better answers. Some experts prefer the first-person approach (i.e. ‘I’ format) because they believe it encourages users to talk about themselves—but only you can decide which approach works best for your business.

I strongly recommend that the questions be worded in the first person. This helps create a more visceral reaction from people and encourages them to tell stories from their actual experiences, rather than making up hypothetical scenarios. For example, here’s a similar question, asked two ways: “What do you think is the hardest thing about creating a UX portfolio?” versus “My biggest problem with creating my UX portfolio is…” 

The second version helps get people thinking about their experiences. The best survey responses come from respondents who provide personal accounts of past events that give us specific and real insight into their lives.

✅ DO alternate your questions often

Shake up the questions you ask on a regular basis. Asking a wide variety of questions will help you and your team get a complete view of what your customers are thinking.

✅ DO test your surveys before sending them out

A few years ago, Hotjar created a survey we sent to 2,000 CX professionals via email. Before officially sending it out, we wanted to make sure the questions really worked. 

We decided to test them out on internal staff and external people by sending out three rounds of test surveys to 100 respondents each time. Their feedback helped us perfect the questions and clear up any confusing language.

Survey question DON’Ts

❌ don’t ask closed-ended questions if you’ve never done research before.

If you’ve just begun asking questions, make them open-ended questions since you have no idea what your customers think about you at this stage. When you limit their answers, you just reinforce your own assumptions.

There are two exceptions to this rule:

Using a closed-ended question to get your foot in the door at the beginning of a survey

Using rating scale questions to gather customer sentiment (like an NPS survey)

❌ DON’T ask a lot of questions if you’re just getting started

Having to answer too many questions can overwhelm your users. Stick with the most important points and discard the rest.

Try starting off with a single question to see how your audience responds, then move on to two questions once you feel like you know what you’re doing.

How many questions should you ask? There’s really no perfect answer, but we recommend asking as few as you need to ask to get the information you want. In the beginning, focus on the big things:

Who are your users?

What do potential customers want?

How are they using your product?

What would win their loyalty?

❌ DON’T just ask a question when you can combine it with other tools

Don’t just use surveys to answer questions that other tools (such as analytics) can also answer. If you want to learn about whether people find a new website feature helpful, you can also observe how they’re using it through traditional analytics, session recordings , and other user testing tools for a more complete picture.

Don’t use surveys to ask people questions that other tools are better equipped to answer. I’m thinking of questions like “What do you think of the search feature?” with pre-set answer options like ‘Very easy to use,’ ‘Easy to use,’ etc. That’s not a good question to ask. 

Why should you care about what people ‘think’ about the search feature? You should find out whether it helps people find what they need and whether it helps drive conversions for you. Analytics, user session recordings, and user testing can tell you whether it does that or not.

❌ DON’T ask leading questions

A leading question is one that prompts a specific answer. Avoid asking leading questions because they’ll give you bad data. For example, asking, “What makes our product better than our competitors’ products?” might boost your self-esteem, but it won’t get you good information. Why? You’re effectively planting the idea that your own product is the best on the market.

❌ DON’T ask loaded questions

A loaded question is similar to a leading question, but it does more than just push a bias—it phrases the question such that it’s impossible to answer without confirming an underlying assumption.

A common (and subtle) form of loaded survey question would be, “What do you find useful about this article?” If we haven’t first asked you whether you found the article useful at all, then we’re asking a loaded question.

❌ DON’T ask about more than one topic at once

For example, “Do you believe our product can help you increase sales and improve cross-collaboration?”

This complex question, also known as a ‘double-barreled question’, requires a very complex answer as it begs the respondent to address two separate questions at once:

Do you believe our product can help you increase sales?

Do you believe our product can help you improve cross-collaboration?

Respondents may very well answer 'yes', but actually mean it for the first part of the question, and not the other. The result? Your survey data is inaccurate, and you’ve missed out on actionable insights.

Instead, ask two specific questions to gather customer feedback on each concept.

How to run your surveys

The format you pick for your survey depends on what you want to achieve and also on how much budget or resources you have. You can

Use an on-site survey tool , like Hotjar Surveys , to set up a website survey that pops up whenever people visit a specific page: this is useful when you want to investigate website- and product-specific topics quickly. This format is relatively inexpensive—with Hotjar’s free forever plan, you can even run up to 3 surveys with unlimited questions for free.

Use Hotjar Surveys to embed a survey as an element directly on a page: this is useful when you want to grab your audience’s attention and connect with customers at relevant moments, without interrupting their browsing. (Scroll to the bottom of this page to see an embedded survey in action!) This format is included on Hotjar’s Business and Scale plans—try it out for 15 days with a free Ask Business trial .

Use a survey builder and create a survey people can access in their own time: this is useful when you want to reach out to your mailing list or a wider audience with an email survey (you just need to share the URL the survey lives at). Sending in-depth questionnaires this way allows for more space for people to elaborate on their answers. This format is also relatively inexpensive, depending on the tool you use.

Place survey kiosks in a physical location where people can give their feedback by pressing a button: this is useful for quick feedback on specific aspects of a customer's experience (there’s usually plenty of these in airports and waiting rooms). This format is relatively expensive to maintain due to the material upkeep.

Run in-person surveys with your existing or prospective customers: in-person questionnaires help you dig deep into your interviewees’ answers. This format is relatively cheap if you do it online with a user interview tool or over the phone, but it’s more expensive and time-consuming if done in a physical location.

💡 Pro tip: looking for an easy, cost-efficient way to connect with your users? Run effortless, automated user interviews with Engage , Hotjar’s user interview tool. Get instant access to a pool of 200,000+ participants (or invite your own), and take notes while Engage records and transcribes your interview.

10 survey use cases: what you can do with good survey questions

Effective survey questions can help improve your business in many different ways. We’ve written in detail about most of these ideas in other blog posts, so we’ve rounded them up for you below.

1. Create user personas

A user persona is a character based on the people who currently use your website or product. A persona combines psychographics and demographics and reflects who they are, what they need, and what may stop them from getting it.

Examples of questions to ask:

Describe yourself in one sentence, e.g. “I am a 30-year-old marketer based in Dublin who enjoys writing articles about user personas.”

What is your main goal for using this website/product?

What, if anything, is preventing you from doing it?

👉 Our post about creating simple and effective user personas in four steps highlights some great survey questions to ask when creating a user persona.

🚀 Get started: use our user persona survey template or AI for Surveys to inform your user persona.

2. Understand why your product is not selling

Few things are more frightening than stagnant sales. When the pressure is mounting, you’ve got to get to the bottom of it, and good survey questions can help you do just that.

What made you buy the product? What challenges are you trying to solve?

What did you like most about the product? What did you dislike the most?

What nearly stopped you from buying?

👉 Here’s a detailed piece about the best survey questions to ask your customers when your product isn’t selling , and why they work so well.

🚀 Get started: our product feedback survey template helps you find out whether your product satisfies your users. Or build your surveys in the blink of an eye with Hotjar AI.

3. Understand why people leave your website

If you want to figure out why people are leaving your website , you’ll have to ask questions.

A good format for that is an exit-intent pop-up survey, which appears when a user clicks to leave the page, giving them the chance to leave website feedback before they go.

Another way is to focus on the people who did convert, but just barely—something Hotjar founder David Darmanin considers essential for taking conversions to the next level. By focusing on customers who bought your product (but almost didn’t), you can learn how to win over another set of users who are similar to them: those who almost bought your products, but backed out in the end.

Example of questions to ask:

Not for you? Tell us why. ( Exit-intent pop-up —ask this when a user leaves without buying.)

What almost stopped you from buying? (Ask this post-conversion .)

👉 Find out how HubSpot Academy increased its conversion rate by adding an exit-intent survey that asked one simple question when users left their website: “Not for you? Tell us why.”

🚀 Get started: place an exit-intent survey on your site. Let Hotjar AI draft the survey questions by telling it what you want to learn.

I spent the better half of my career focusing on the 95% who don’t convert, but it’s better to focus on the 5% who do. Get to know them really well, deliver value to them, and really wow them. That’s how you’re going to take that 5% to 10%.

4. Understand your customers’ fears and concerns

Buying a new product can be scary: nobody wants to make a bad purchase. Your job is to address your prospective customers’ concerns, counter their objections, and calm their fears, which should lead to more conversions.

👉 Take a look at our no-nonsense guide to increasing conversions for a comprehensive write-up about discovering the drivers, barriers, and hooks that lead people to converting on your website.

🚀 Get started: understand why your users are tempted to leave and discover potential barriers with a customer retention survey .

5. Drive your pricing strategy

Are your products overpriced and scaring away potential buyers? Or are you underpricing and leaving money on the table?

Asking the right questions will help you develop a pricing structure that maximizes profit, but you have to be delicate about how you ask. Don’t ask directly about price, or you’ll seem unsure of the value you offer. Instead, ask questions that uncover how your products serve your customers and what would inspire them to buy more.

How do you use our product/service?

What would persuade you to use our product more often?

What’s the one thing our product is missing?

👉 We wrote a series of blog posts about managing the early stage of a SaaS startup, which included a post about developing the right pricing strategy —something businesses in all sectors could benefit from.

🚀 Get started: find the sweet spot in how to price your product or service with a Van Westendorp price sensitivity survey or get feedback on your pricing plan .

6. Measure and understand product-market fit

Product-market fit (PMF) is about understanding demand and creating a product that your customers want, need, and will actually pay money for. A combination of online survey questions and one-on-one interviews can help you figure this out.

What's one thing we can add that would make [product name] indispensable for you?

If you could change just one thing in [product name], what would it be?

👉 In our series of blog posts about managing the early stage of a SaaS startup, we covered a section on product-market fit , which has relevant information for all industries.

🚀 Get started: discover if you’re delivering the best products to your market with our product-market fit survey .

7. Choose effective testimonials

Human beings are social creatures—we’re influenced by people who are similar to us. Testimonials that explain how your product solved a problem for someone are the ultimate form of social proof. The following survey questions can help you get some great testimonials.

What changed for you after you got our product?

How does our product help you get your job done?

How would you feel if you couldn’t use our product anymore?

👉 In our post about positioning and branding your products , we cover the type of questions that help you get effective testimonials.

🚀 Get started: add a question asking respondents whether you can use their answers as testimonials in your surveys, or conduct user interviews to gather quotes from your users.

8. Measure customer satisfaction

It’s important to continually track your overall customer satisfaction so you can address any issues before they start to impact your brand’s reputation. You can do this with rating scale questions.

For example, at Hotjar, we ask for feedback after each customer support interaction (which is one important measure of customer satisfaction). We begin with a simple, foot-in-the-door question to encourage a response, and use the information to improve our customer support, which is strongly tied to overall customer satisfaction.

How would you rate the support you received? (1-5 scale)

If 1-3: How could we improve?

If 4-5: What did you love about the experience?

👉 Our beginner’s guide to website feedback goes into great detail about how to measure customer service, NPS , and other important success metrics.

🚀 Get started: gauge short-term satisfaction level with a CSAT survey .

9. Measure word-of-mouth recommendations

Net Promoter Score is a measure of how likely your customers are to recommend your products or services to their friends or colleagues. NPS is a higher bar than customer satisfaction because customers have to be really impressed with your product to recommend you.

Example of NPS questions (to be asked in the same survey):

How likely are you to recommend this company to a friend or colleague? (0-10 scale)

What’s the main reason for your score?

What should we do to WOW you?

👉 We created an NPS guide with ecommerce companies in mind, but it has plenty of information that will help companies in other industries as well.

🚀 Get started: measure whether your users would refer you to a friend or colleague with an NPS survey . Then, use our free NPS calculator to crunch the numbers.

10. Redefine your messaging

How effective is your messaging? Does it speak to your clients' needs, drives, and fears? Does it speak to your strongest selling points?

Asking the right survey questions can help you figure out what marketing messages work best, so you can double down on them.

What attracted you to [brand or product name]?

Did you have any concerns before buying [product name]?

Since you purchased [product name], what has been the biggest benefit to you?

If you could describe [brand or product name] in one sentence, what would you say?

What is your favorite thing about [brand or product name]?

How likely are you to recommend this product to a friend or colleague? (NPS question)

👉 We talk about positioning and branding your products in a post that’s part of a series written for SaaS startups, but even if you’re not in SaaS (or you’re not a startup), you’ll still find it helpful.

Have a question for your customers? Ask!

Feedback is at the heart of deeper empathy for your customers and a more holistic understanding of their behaviors and motivations. And luckily, people are more than ready to share their thoughts about your business— they're just waiting for you to ask them. Deeper customer insights start right here, with a simple tool like Hotjar Surveys.

Build surveys faster with AI🔥

Use AI in Hotjar Surveys to build your survey, place it on your website or send it via email, and get the customer insight you need to grow your business.

FAQs about survey questions

How many people should i survey/what should my sample size be.

A good rule of thumb is to aim for at least 100 replies that you can work with.

You can use our  sample size calculator  to get a more precise answer, but understand that collecting feedback is research, not experimentation. Unlike experimentation (such as A/B testing ), all is not lost if you can’t get a statistically significant sample size. In fact, as little as ten replies can give you actionable information about what your users want.

How many questions should my survey have?

There’s no perfect answer to this question, but we recommend asking as few as you need to ask in order to get the information you want. Remember, you’re essentially asking someone to work for free, so be respectful of their time.

Why is it important to ask good survey questions?

A good survey question is asked in a precise way at the right stage in the customer journey to give you insight into your customers’ needs and drives. The qualitative data you get from survey responses can supplement the insight you can capture through other traditional analytics tools (think Google Analytics) and behavior analytics tools (think heatmaps and session recordings , which visualize user behavior on specific pages or across an entire website).

The format you choose for your survey—in-person, email, on-page, etc.—is important, but if the questions themselves are poorly worded you could waste hours trying to fix minimal problems while ignoring major ones a different question could have uncovered. 

How do I analyze open-ended survey questions?

A big pile of  qualitative data  can seem intimidating, but there are some shortcuts that make it much easier to analyze. We put together a guide for  analyzing open-ended questions in 5 simple steps , which should answer all your questions.

But the fastest way to analyze open questions is to use the automated summary report with Hotjar AI in Surveys . AI turns the complex survey data into:

Key findings

Actionable insights

Will sending a survey annoy my customers?

Honestly, the real danger is  not  collecting feedback. Without knowing what users think about your page and  why  they do what they do, you’ll never create a user experience that maximizes conversions. The truth is, you’re probably already doing something that bugs them more than any survey or feedback button would.

If you’re worried that adding an on-page survey might hurt your conversion rate, start small and survey just 10% of your visitors. You can stop surveying once you have enough replies.

Related articles

User research

5 tips to recruit user research participants that represent the real world

Whether you’re running focus groups for your pricing strategy or conducting usability testing for a new product, user interviews are one of the most effective research methods to get the needle-moving insights you need. But to discover meaningful data that helps you reach your goals, you need to connect with high-quality participants. This article shares five tips to help you optimize your recruiting efforts and find the right people for any type of research study.

Hotjar team

How to instantly transcribe user interviews—and swiftly unlock actionable insights

After the thrill of a successful user interview, the chore of transcribing dialogue can feel like the ultimate anticlimax. Putting spoken words in writing takes several precious hours—time better invested in sharing your findings with your team or boss.

But the fact remains: you need a clear and accurate user interview transcript to analyze and report data effectively. Enter automatic transcription. This process instantly transcribes recorded dialogue in real time without human help. It ensures data integrity (and preserves your sanity), enabling you to unlock valuable insights in your research.

Shadz Loresco

An 8-step guide to conducting empathetic (and insightful) customer interviews

Customer interviews uncover your ideal users’ challenges and needs in their own words, providing in-depth customer experience insights that inform product development, new features, and decision-making. But to get the most out of your interviews, you need to approach them with empathy. This article explains how to conduct accessible, inclusive, and—above all—insightful interviews to create a smooth (and enjoyable!) process for you and your participants.

How to write a survey introduction that will inspire people to participate

• 11 min read

What is a survey introduction—and what is its purpose?

1. the importance of a compelling introduction, 2. understand the audience, 3. personalization, 4. clear and concise language, 5. survey timing, 6. incentives and rewards, 7. privacy and data security, 8. contact information, 9. testing and feedback, 10. adapting to different survey types, 11. visual appeal, 12. a/b testing, 13. follow-up surveys, 14. compliance with ethical guidelines, 15. analyzing introduction performance, 16. continuous improvement, survey introduction example: a template for any type of research, introduction to a customer satisfaction survey, introduction to a market survey, student survey introduction sample, introduction to an employee survey, introduction for a research paper survey, introduction to a survey report, additional tips for creating the best survey introduction.

Creating a good introduction for a survey is a crucial part of successful research. Its quality will greatly impact the process. It will improve the end result, including survey completion rates and response accuracy.

A questionnaire introduction provides the chance to introduce yourself and the topic being explored to respondents. It is also a chance to assure them that their personal information will be kept safe and explain how they will benefit from completing the survey.

This article explores how to write a survey introduction, discusses its importance, and provides valuable, ready-to-use questionnaire introduction examples.

A questionnaire introduction is a short body of text appearing on the user’s screen at the beginning of a survey. It is the first contact point between you and potential participants prior to respondents seeing any of the survey questions .

This block of text sets up the level of cooperation that will be forthcoming from the person reading it. You need to convince them to participate by providing valuable information about the survey.

This includes the research topic, the expected time it will take to complete the survey, how responses will be processed, and why it’s in someone’s interest to take the time to complete it. The survey introduction can be in the body of an email or on the first slide of the survey.

Based on the introduction, potential respondents will decide whether to participate in the survey. It is an overall description of the survey, the equivalent of the abstract in a dissertation or other research paper.

How to write survey introduction text well

After spending days or even months making the perfect survey , you probably know it like the palm of your hand. However, it’s important to take time to better understand a respondent’s initial reaction to it—they may not be familiar with the topic at all.

As with every stage of the survey-making process, respondents’ perspectives have to be kept in mind and efforts undertaken to make their experience easy and worthwhile.

Here are 16 simple steps on how to write a survey introduction text to make it engaging.

The introduction in survey questionnaires serves as the gateway to a successful survey. A compelling one not only grabs the attention of respondents but also sets the tone for the entire surveying process. A well-framed introduction ensures that respondents understand the purpose and relevance of the survey, making them more inclined to complete it. Essentially, a thoughtful introduction can heavily influence the overall response rate and the quality of data collected.

Every survey is designed for a specific demographic or audience. Understanding them, and what drives them, allows for a tailored introduction that resonates. For instance, a survey meant for teenagers requires a different tone and approach than one aimed at senior citizens. By empathizing with the audience’s perspective, one can craft an introduction that speaks directly to their interests and motivations.

In today’s digital age, consumers appreciate distinctive touches. Personalizing a survey introduction, whether through addressing the respondent by name or referring to past interactions, adds a layer of authenticity. It gives the respondent a feeling of being valued and recognized, which can translate into a higher likelihood of participation.

Clarity is paramount in any communication. A good introduction for a questionnaire is vital in ensuring that respondents immediately understand the survey’s purpose and what’s expected of them. Avoid industry jargon or overly complex sentences. Instead, opt for straightforward and concise language that communicates the essentials without overwhelming or confusing respondents.

Timing can be a determining factor in the success of a survey. For instance, sending a customer satisfaction survey immediately after a purchase or service experience ensures the interaction is fresh in the respondent’s mind, leading to more accurate and detailed feedback. On the other hand, ill-timed surveys may come across as irrelevant or intrusive.

Motivation is a powerful tool. Offering respondents a tangible incentive—whether it’s a discount, gift card, or entry into a prize draw—can significantly boost participation rates. However, it’s essential that these incentives are relevant and appealing to the target audience and then delivered as promised.

With increasing concerns about data privacy, assuring respondents that their information’s safety is non-negotiable is vital. An introduction should clearly outline the measures taken to protect personal information and how the data being collected in the survey will be used. Being transparent about compliance with regulations like GDPR will instill confidence and trust in respondents.

Including contact details in the survey introduction can be a game-changer. It not only offers a channel for respondents to voice concerns or seek clarifications but also communicates transparency and openness. This proactive approach can lead to increased trust and a willingness to participate.

Like any piece of content, an introduction for a questionnaire benefits from testing. Running it by a small group—preferably from the target demographic—and seeking feedback can highlight potential areas for improvement. This iterative process ensures the introduction is optimized for its main audience.

Different surveys serve different purposes and their introductions should reflect this variance. An employee feedback survey will require a different tone and set of assurances than a market research questionnaire. Tailoring the introduction to the survey’s unique context ensures that it will resonate with potential respondents.

The aesthetics of a survey introduction can influence a respondent’s decision to proceed. Utilizing a clean, intuitive design incorporating on-brand colors and images can create an inviting and professional first impression. It’s essential to ensure the design enhances the content—as opposed to distracting from it.

Refinement is the key to perfection. A/B testing, in which two different introductions are presented to separate groups of respondents, can provide insights into which one performs better. This data-driven approach ensures that the introduction is continually optimized based on real-world feedback.

Gathering feedback is an ongoing process. Follow-up surveys, sent after the initial one, can delve deeper into specific topics or measure changes in opinions over time. However, their introduction needs to acknowledge the prior interaction and explain the rationale for a subsequent survey.

Conducting surveys isn’t just about gathering data, it’s about doing so ethically and responsibly. Ethical considerations, including informed consent and participant rights, should be highlighted in the introduction. This ensures participants are aware of their privileges and fosters a culture of respect.

After deploying a survey, it’s crucial to evaluate the introduction’s efficacy. By examining metrics like response rate, drop-off rate, and feedback, insights can be gained regarding the introduction’s strengths and the areas needing improvement. This analysis forms the foundation for future refinements.

The art of crafting survey introductions is one of continuous learning. As markets evolve and respondents’ preferences change, so should the survey approach. By staying adaptive and open to feedback, researchers can ensure their introductions remain effective and engaging.

Based on the checklist above, here is a survey introduction email example that fulfills all the requirements that will act as the perfect first contact with potential respondents.

• Hey there, we would like to hear about your recent customer service experience!
• At [company name], your satisfaction is what we value most. By participating in our survey, you will help us improve our products and offer you even better service.
• This five-question survey takes only ten minutes to complete and is available until the 28th of November.
• It is anonymous. The data gathered will only be used internally to improve our future customer service strategies.
• Click below to access the survey. If you have any additional questions, feel free to contact us at support@company.com . We appreciate your feedback!

The wording of a questionnaire introduction and the information that is included can differ based on the field of research. Check out our survey introduction examples and choose an introduction sample best suited to your needs.

A customer satisfaction survey introduction is likewise an important part of customer experience research. The wording will have a huge impact on whether customers will take the time to answer—or just ignore it.

If surveying recent customer experience, send a survey shortly after customers purchased a product or had contact with the customer support team while the experience is still fresh in their mind.

Stay true to your company’s tone of voice and let respondents know that you appreciate their patronage. An incentive that encourages them to participate can also be offered. Here is a survey intro example:

Thank you for shopping at [company name]! We would like to ask you a few questions to learn about your shopping experience.

This survey will take only a couple of minutes and will be very valuable for improving the services we offer to you. The responses you give will stay anonymous.

Click below to participate, which will get you 30 percent off your next order!

Market research surveys are conducted to get more information about the situation in a specific economic sector and provide valuable real-time insights into the needs of a target audience and how the competition is doing.

Conducting product surveys can help improve existing products or make adjustments before releasing new products or services. Simply put, market research surveys help expand and grow a business.

When doing this kind of research, it is important to determine the target audience. If they are not yet customers, they may not be familiar with your brand, so make sure to introduce it properly and explain why they have been chosen for this research. Here is an example:

• Nice to meet you! We are [company name], and we are working on bringing affordable [your products] to the world.
• Our company aims to develop the best possible products for our customers, and we need your opinion to make this happen.
• Wondering why we chose you? We are looking for [describe your target audience], which makes you a perfect fit.
• We would appreciate it if you took the time to answer this five-minute survey. It is anonymous, and your data will be used only for this research.
• Click below to fill out our survey and get 10 percent off our newest collection!

Student surveys are an important part of education surveys . With them, feedback is garnered from students regarding teachers, courses, curriculum, extracurricular activities, and much more.

Measuring students’ satisfaction levels helps highlight the strengths and weaknesses of a school, which in turn helps improve decision-making. However, in order to get accurate responses, certain steps are required, including how the introduction is written.

When making surveys for students, ensure they are anonymous. Many students may be afraid of retaliation, which will make them reluctant to give honest opinions.

Emphasize their anonymity in the introduction. Explain why this research is being carried out and how the gathered data will be used. Here is an example of a student questionnaire survey introduction:

• Thank you for being one of our students at [name of your school]. Please take the time to answer this short five-minute survey and let us know how satisfied you are with your chosen courses from this semester.
• This survey is anonymous, so feel free to answer honestly. It will very much improve the accuracy of our data and help us improve the curriculum as best as possible.

Conducting human resource surveys can greatly improve a workplace, which will result in happier and more productive employees. Find out about the work-life balance of employees and the overall company culture, measure the motivation and engagement of employees, and learn how satisfied they are with their jobs.

When writing the survey introduction, focus on the same aspects as above. Emphasize that the survey is anonymous and communicate this openly to employees. This will encourage them to share their honest opinions and help gather valuable and accurate responses.

Some research papers require conducting surveys on a particular topic. Writing a research questionnaire introduction for a research paper is no different than writing one for the previously mentioned purposes.

Introduce yourself and the topic to respondents and explain the purpose of the research and the benefit to them for participating. Include other information about the survey that you think is needed, though make sure to not overdo it. Keep it short and simple for high survey completion rates.

Writing a survey report is one of the seven steps of conducting survey research . It is the last one after the data analysis and is crucial to presenting findings.

A survey report introduction is very important for the success of a report. Its purpose is to introduce readers or listeners to the topic and the ultimate findings of the research.

The same advice applies: keep it short, use simple language, and incorporate only the most important information.

And above all, put yourself in the shoes of the audience. Unlike you, they have not been spending months with the survey and supporting material.

Good survey introductions help increase response rates and gain respondents’ trust. They are a perfect way for respondents to get to know you better, as well as the research topic and the ways they can benefit from it.

Here are some additional tips to create the best survey introductions, regardless of the topic of your research:

• Make the survey anonymous and make sure respondents are aware of that.
• Add a logo to the survey to increase brand recognition.
• Don’t forget to keep the tone of voice on-brand.
• If brand identity allows it, use a familiar tone.
• Offer incentives for survey completion.
• Thank the respondents for completing the survey.

Of course, before writing a survey introduction, you need to create the survey. With our help, amazing questionnaires can be made in no time. Sign up to Survey Planet today, create a survey for free, and add a well-written introduction using our tips!

Photo by Bench Accounting on Unsplash

Survey Research: Types And Examples

Survey research is a technique to learn about people and why they behave the way they do. A survey is…

Survey research is a technique to learn about people and why they behave the way they do. A survey is any kind of assessment that collects information from respondents to study their opinions, attitudes, decisions, features and more.

Surveys can be one-time or ongoing, quantitative or qualitative, administered online or in person, via mail-in forms or phone calls. In other words, there are many types of surveys. The kind of data needed, the resources available for collection and the purpose of the activity influence survey design. Let’s take a closer look at the meaning of survey research .

What Is Survey Method?

Examples of survey research.

Simply put, the meaning of survey research is that surveys are a good way to collect large amounts of data. Relatively quick and easy, survey research might not provide as much depth as qualitative research. However, if you want an overall view, surveys are suited to the task.

When conducting survey research, the primary factors to keep in mind are: how many people to include, who will do the interviews and what questions are to be asked. Survey research can be structured in many ways. The most common types of survey research questions are given below.

1. Open-Ended Questions

A common technique in survey research , these questions don’t have predetermined answers. They allow respondents to answer in their own words.

2. Likert Scale

This is a scale where respondents provide ratings. It’s usually from 1 to 5, where 1 denotes ‘strongly disagree’ and 5 indicates ‘strongly agree’.

3. Mathematical Questions

These questions ask for numerical data. For example: “How many years have you lived in this area?”

4. Comparative Questions

These questions compare two groups of people or items. For example: “Which is the more effective soap?” or “Why would you find this book more useful than the other?”

5. Descriptive Questions

These types of survey research questions ask respondents in the sample to describe, explain, or illustrate something.

6. Multiple-Choice Questions

The respondents choose one from a list of several possible answers.

Now that we’ve answered what is survey research , let’s move on to its applications in a business environment.

Why is survey research used in a business setting? Today, most organizations use surveys to collect information on client satisfaction, their willingness to pay for certain products or services and their demographics. The survey results inform decision-making about the future of the business. Here are a few examples of survey research uses.

Surveys can be used to create products that better fit the needs of consumers. For example, if a car manufacturer wants to design a new car, they might survey people on what color they’d most like, what features they want or whether they prefer an electric vehicle to a gas-powered one. After the results are analyzed, product planners can design a car that appeals most to customers.

Sociologists use examples of survey research as well. Their goals are to understand human behavior and use that knowledge to improve society. For example, they might want to study if people’s opinions about certain political or social issues have changed over time.

Survey research is also used in all kinds of institutions, including government agencies, educational institutions, hospitals and non-profit organizations.

Surveys are an efficient way to collect data on human behavior because they allow researchers to study relatively large sample sizes in a short period of time. Though surveys are considered more efficient than qualitative research, surveys can be less reliable than qualitative data. A few reasons for this are:

• It’s difficult to get a representative sample of the desired population
• Respondents may interpret questions differently
• People may want to please the researcher by giving them the answer they think they want
• It’s hard for people to give accurate information on topics they know little about

Answers to questions such as “ What is survey method ?” can increase efficiency at work. Knowing how to get data is an important skill to grow any business. With Harappa’s Thinking Critically course, professionals can upgrade their analytical abilities. Our inspiring faculty will teach them mental models and frameworks to handle information and make decisions that count. Transform your teams today with Harappa!

Explore Harappa Diaries to learn more about topics such as Objectives Of Research Methodology , What Is Logical Reasoning , Ladder Of Inference Examples and Importance of Convergent And Divergent Thinking to upgrade your knowledge and skills.

• Basics of Research Process
• Methodology
• Survey Research Design: Definition, How to Conduct a Survey & Examples
• Speech Topics
• Basics of Essay Writing
• Essay Topics
• Other Essays
• Main Academic Essays
• Research Paper Topics
• Basics of Research Paper Writing
• Miscellaneous
• Chicago/ Turabian
• Data & Statistics
• Admission Writing Tips
• Admission Advice
• Other Guides
• Student Life
• Studying Tips
• Understanding Plagiarism
• Academic Writing Tips
• Basics of Dissertation & Thesis Writing

• Essay Guides
• Research Paper Guides
• Formatting Guides
• Admission Guides
• Dissertation & Thesis Guides

Survey Research Design: Definition, How to Conduct a Survey & Examples

Table of contents

Use our free Readability checker

Survey research is a quantitative research method that involves collecting data from a sample of individuals using standardized questionnaires or surveys. The goal of survey research is to measure the attitudes, opinions, behaviors, and characteristics of a target population. Surveys can be conducted through various means, including phone, mail, online, or in-person.

If your project involves live interaction with numerous people in order to obtain important data, you should know the basic rules of survey research beforehand. Today we’ll talk about this research type, review the step-by-step guide on how to do a survey research and try to understand main advantages and potential pitfalls. The following important questions will be discussed below:

• Purpose and techniques of information collection.
• Kinds of responses.
• Analysis techniques, assumptions, and conclusions.

Do you wish to learn best practices of survey conducting? Stay with our research paper service and get prepared for some serious reading!

What Is Survey Research: Definition

Let’s define the notion of survey research first. It revolves around surveys you conduct to retrieve certain data from your respondents. The latter is to be carefully selected from some population that for particular reasons possess the data necessary for your research. For example, they can be witnesses of some event that you should investigate. Surveys contain a set of predefined questions, closed- or open-ended. They can be sent to participants who would answer them and thus provide you with data for your research. There are many methods for organizing surveys and processing the obtained information.

Purpose of Survey Research Design

Purpose of survey research is to collect proper data and thus get insights for your research. You should pick participants with relatable experience. It should be done in order to get relevant information from them. Questions in your survey should be formulated in a way that allows getting as much useful data as possible. The format of a survey should be adjusted to the situation. It will ensure your respondents will be ready to give their answers. It can be a questionnaire sent over email or questions asked during a phone call.

Surveys Research Methods

Which survey research method to choose? Let’s review the most popular approaches and when to use them. There are two critical factors that define how a survey will be conducted

• Tool to send questions
• online: using web forms or email questionnaires.
• phone: reaching out to respondents individually. Sometimes using an automated service.
• face-to-face: interviewing respondents in the real world. This makes room for more in-depth questions.
• Time to conduct research
• short-term periods.
• long-term periods.

Let’s explore the time-related methods in detail.

Cross-Sectional Survey Design Research

The first type is cross sectional survey research. Design of this survey type includes collecting various insights from an audience within a specific short time period. It is used for descriptive analysis of a subject. The purpose is to provide quick conclusions or assumptions. Which is why this approach relies on fast data gathering and processing techniques.  Such surveys are typically implemented in sectors such as retail, education, healthcare etc, where the situation tends to change fast. So it is important to obtain operational results as soon as possible.

Longitudinal Survey Research

Let’s talk about survey research designs . Planning a design beforehand is crucial. It is crucial in case you are pressed on time or have a limited budget. Collecting information using a properly designed survey research is typically more effective and productive compared with a casually conducted study.  Preparation of a survey design includes the following major steps:

• Understand the aim of your research. So that you can better plan the entire path of a survey and avoid obvious issues.
• Pick a good sample from a population. Ensure precision of the results by selecting members who could provide useful insights and opinions.
• Review available research methods. Decide about the one most suitable for your specific case.
• Prepare a questionnaire. Selection of questions would directly affect the quality of your longitudinal analysis . So make sure to pick good questions. Also, avoid unnecessary ones to save time and counter possible errors.
• Analyze results and make conclusions.

Advantages of Survey Research

As a rule, survey research involves getting data from people with first-hand knowledge about the research subject. Therefore, when formulated properly, survey questions should provide some unique insights and thus describe the subject better. Other benefits of this approach include:

• Minimum investment. Online and automated call services require very low investment per respondent.
• Versatile sources. Data can be collected by numerous means, allowing more flexibility.
• Reliable for respondents. Anonymous surveys are secure. Respondents are more likely to answer honestly if they understand it will be confidential.

Types of Survey Research

Let’s review the main types of surveys. It is important to know about most popular templates. So that you wouldn’t have to develop your own ones from scratch for your specific case. Such studies are usually categorized by the following aspects:

• Objectives.
• Data source.
• Methodology.

We’ll examine each of these aspects below, focusing on areas where certain types are used. 

Types of Survey Research Depending on Objective

Depending on your objective and the specifics of the subject’s context, the following survey research types can be used:

• Predictive This approach foresees asking questions that automatically predict the best possible response options based on how they are formulated. As a result, it is often easier for respondents to provide their answers as they already have helpful suggestions.
• Exploratory This approach is focused more on the discovery of new ideas and insights rather than collecting statistically accurate information. The results can be difficult to categorize and analyze. But this approach is very useful for finding a general direction for further research.
• Descriptive This approach helps to define and describe your respondents' opinions or behavior more precisely. By predefining certain categories and designing survey questions, you obtain statistical data. This descriptive research approach is often used at later research stages. It is used in order to better understand the meaning of insights obtained at the beginning.

Types of Survey Research Depending on Data Source

The following research survey types can be defined based on which sources you obtain the data from:

• Primary In this case, you collect information directly from the original source, e.g., learn about a natural disaster from a survivor. You aren’t using any intermediary instances. And, as a result, don't get any information twisted or lost on its way. This is the way to obtain the most valid and trustworthy results. But at the same time, it is often not so easy to access such sources.
• Secondary This involves collecting data from existing research on the same subject that has been published. Such information is easier to access. But at the same time, it is usually too general and not tailored for your specific needs.

Types of Survey Research Depending on Methodology

Finally, let’s review survey research methodologies based on the format of retrieved and processed data. They can be:

• Quantitative An approach that focuses on gathering numeric or measurable data from respondents. This provides enough material for statistical analysis. And then leads to some meaningful conclusions. Collection of such data requires properly designed surveys that include numeric options. It is important to take precautions to ensure that the data you’ve gathered is valid.
• Qualitative Such surveys rely on opinions, impressions, reflections, and typical reactions of target groups. They should include open-ended questions to allow respondents to give detailed answers. It allows providing information that they consider most relevant. Qualitative research is used to understand, explain or evaluate some ideas or tendencies.

It is essential to differentiate these two kinds of research. That's why we prepared a special blog, which is about quantitative vs qualitative research .

How to Conduct a Survey Research: Main Steps

Now let’s find out how to do a survey step by step. Regardless of methods you use to design and conduct your survey, there are general guidelines that should be followed. The path is quite straightforward: 

• Assess your goals and options for accessing necessary groups.
• Formulate each question in a way that helps you obtain the most valuable data.
• Plan and execute the distribution of the questions.
• Process the results.

Let’s take a closer look at all these stages.

Step 1. Create a Clear Survey Research Question

Each survey research question should add some potential value to your expected results. Before formulating your questionnaire, it is better to invest some time analyzing your target populations. This will allow you to form proper samples of respondents. Big enough to get some insights from them but not too big at the same time. A good way to prepare questions is by constructing case studies for your subject. Analyzing case study examples in detail will help you understand which information about them is necessary.

Step 2. Choose a Type of Survey Research

As we’ve already learned, there are several different types of survey research. Starting with a close analysis of your subject, goals and available sources will help you understand which kinds of questions are to be distributed.  As a researcher, you’ll also need to analyze the features of the selected group of respondents. Pick a type that makes it easier to reach out to them. For example, if you should question a group of elderly people, online forms wouldn’t be efficient compared with interviews.

Step 3. Distribute the Questionnaire for Your Survey Research

The next step of survey research is the most decisive one. Now you should execute the plan you’ve created earlier. And then conduct the questioning of the entire group that was selected. If this is a group assignment, ask your colleagues or peers for help. Especially if you should deal with a big group of respondents. It is important to stick to the initial scenario but leave some room for improvisation in case there are difficulties with reaching out to respondents. After you collect all necessary responses, this data can be processed and analyzed.

Step 4. Analyze the Results of Your Research Survey

The data obtained during the survey research should be processed. So that you can use it for making assumptions and conclusions. If it is qualitative, you should conduct a thematic analysis to find important ideas and insights that could confirm your theories or expand your knowledge of the subject. Quantitative data can be analyzed manually or with the help of some program. Its purpose is to extract dependencies and trends from it to confirm or refute existing assumptions.

Step 5. Save the Results of Your Survey Research

The final step is to compose a survey research paper in order to get your results ordered. This way none of them would be lost especially if you save some copies of the paper. Depending on your assignment and on which stage you are at, it can be a dissertation, a thesis or even an illustrative essay where you explain the subject to your audience.  Each survey you’ve conducted must get a special section in your paper where you explain your methods and describe your results.

Survey Research Example

We have got a few research survey examples in case you would need some real world cases to illustrate the guidelines and tips provided above. Below is a sample research case with population and the purposes of researchers defined.

Example of survey research design The Newtown Youth Initiative will conduct a qualitative survey to develop a program to mitigate alcohol consumption by adolescent citizens of Newtown. Previously, cultural anthropology research was performed for studying mental constructs to understand young people's expectations from alcohol and their views on specific cultural values. Based on its results, a survey was designed to measure expectancies, cultural orientation among the adolescent population. A secure web page has been developed to conduct this survey and ensure anonymity of respondents. The Newtown Youth Initiative will partner with schools to share the link to this page with students and engage them to participate. Statistical analysis of differences in expectancies and cultural orientation between drinkers and non-drinkers will be performed using the data from this survey.

Survey Research: Key Takeaways

Today, we have explored the research survey notion and reviewed the main features of this research activity and its usage in the social sciences topics . Important techniques and tips have been reviewed. A step by step guide for conducting such studies has also been provided.

Found it difficult to reach out to your target group? Or are you just pressed with deadlines? We've got your back! Check out our writing services and leave a ‘ write paper for me ’ request. We are a team of skilled authors with vast experience in various academic fields.

Frequently Asked Questions About Survey Research

1. what is a market research survey.

A market research survey can help a company understand several aspects of their target market. It typically involves picking focus groups of customers and asking them questions in order to learn about demand for specific products or services and understand whether it grows. Such feedback would be crucial for a company’s development. It can help it to plan its further strategic steps.

2. How does survey research differ from experimental research methods?

The main difference between experiment and survey research is that the latter means field research, while experiments are typically performed in laboratory conditions. When conducting surveys, researchers don’t have full control on the process and should adapt to the specific traits of their target groups in order to obtain answers from them. Besides, results of a study might be harder to quantify and turn into statistical values.

4. What is the difference between survey research and descriptive research?

The purpose of descriptive studies is to explain what the subject is and which features it has. Survey research may include descriptive information but is not limited by that. Typically it goes beyond descriptive statistics and includes qualitative research or advanced statistical methods used to draw inferences, find dependencies or build trends. On the other hand, descriptive methods don’t necessarily include questioning respondents, obtaining information from other sources.

3. What is good sample size for a survey?

It always depends on a specific case and researcher’s goals. However, there are some general guidelines and best practices for this activity. Good maximum sample size is usually around 10% of the population, as long as this does not exceed 1000 people. In any case, you should be mindful of your time and budget limitations when planning your actions. In case you’ve got a team to help you, it might be possible to process more data.

Joe Eckel is an expert on Dissertations writing. He makes sure that each student gets precious insights on composing A-grade academic writing.

You may also like

• Victor Yocco
• Apr 9, 2024

Connecting With Users: Applying Principles Of Communication To UX Research

• 30 min read
• UX , User Research , Communication
• Share on Twitter ,  LinkedIn

About The Author

Victor Yocco, PhD, has over a decade of experience as a UX researcher and research director. He is currently affiliated with Allelo Design and is taking on … More about Victor ↬

Email Newsletter

Weekly tips on front-end & UX . Trusted by 200,000+ folks.

Communication is in everything we do. We communicate with users through our research, our design, and, ultimately, the products and services we offer. UX practitioners and those working on digital product teams benefit from understanding principles of communication and their application to our craft. Treating our UX processes as a mode of communication between users and the digital environment can help unveil in-depth, actionable insights.

In this article, I’ll focus on UX research. Communication is a core component of UX research , as it serves to bridge the gap between research insights, design strategy, and business outcomes. UX researchers, designers, and those working with UX researchers can apply key aspects of communication theory to help gather valuable insights, enhance user experiences, and create more successful products.

Fundamentals of Communication Theory

Communications as an academic field encompasses various models and principles that highlight the dynamics of communication between individuals and groups. Communication theory examines the transfer of information from one person or group to another. It explores how messages are transmitted, encoded, and decoded, acknowledges the potential for interference (or ‘noise’), and accounts for feedback mechanisms in enhancing the communication process.

In this article, I will focus on the Transactional Model of Communication . There are many other models and theories in the academic literature on communication. I have included references at the end of the article for those interested in learning more.

The Transactional Model of Communication (Figure 1) is a two-way process that emphasizes the simultaneous sending and receiving of messages and feedback . Importantly, it recognizes that communication is shaped by context and is an ongoing, evolving process. I’ll use this model and understanding when applying principles from the model to UX research. You’ll find that much of what is covered in the Transactional Model would also fall under general best practices for UX research, suggesting even if we aren’t communications experts, much of what we should be doing is supported by research in this field.

Understanding the Transactional Model

Let’s take a deeper dive into the six key factors and their applications within the realm of UX research:

• Sender: In UX research, the sender is typically the researcher who conducts interviews, facilitates usability tests, or designs surveys. For example, if you’re administering a user interview, you are the sender who initiates the communication process by asking questions.
• Receiver: The receiver is the individual who decodes and interprets the messages sent by the sender. In our context, this could be the user you interview or the person taking a survey you have created. They receive and process your questions, providing responses based on their understanding and experiences.
• Message: This is the content being communicated from the sender to the receiver. In UX research, the message can take various forms, like a set of survey questions, interview prompts, or tasks in a usability test.
• Channel: This is the medium through which the communication flows. For instance, face-to-face interviews, phone interviews, email surveys administered online, and usability tests conducted via screen sharing are all different communication channels. You might use multiple channels simultaneously, for example, communicating over voice while also using a screen share to show design concepts.
• Noise: Any factor that may interfere with the communication is regarded as ‘noise.’ In UX research, this could be complex jargon that confuses respondents in a survey, technical issues during a remote usability test, or environmental distractions during an in-person interview.
• Feedback: The communication received by the receiver, who then provides an output, is called feedback. For example, the responses given by a user during an interview or the data collected from a completed survey are types of feedback or the physical reaction of a usability testing participant while completing a task.

Applying the Transactional Model of Communication to Preparing for UX Research

We can become complacent or feel rushed to create our research protocols. I think this is natural in the pace of many workplaces and our need to deliver results quickly. You can apply the lens of the Transactional Model of Communication to your research preparation without adding much time. Applying the Transactional Model of Communication to your preparation should:

• Improve Clarity The model provides a clear representation of communication, empowering the researcher to plan and conduct studies more effectively.
• Minimize misunderstanding By highlighting potential noise sources, user confusion or misunderstandings can be better anticipated and mitigated.
• Enhance research participant participation With your attentive eye on feedback, participants are likely to feel valued, thus increasing active involvement and quality of input.

You can address the specific elements of the Transactional Model through the following steps while preparing for research:

Defining the Sender and Receiver

In UX research, the sender can often be the UX researcher conducting the study, while the receiver is usually the research participant. Understanding this dynamic can help researchers craft questions or tasks more empathetically and efficiently. You should try to collect some information on your participant in advance to prepare yourself for building a rapport.

For example, if you are conducting contextual inquiry with the field technicians of an HVAC company, you’ll want to dress appropriately to reflect your understanding of the context in which your participants (receivers) will be conducting their work. Showing up dressed in formal attire might be off-putting and create a negative dynamic between sender and receiver.

Message Creation

The message in UX research typically is the questions asked or tasks assigned during the study. Careful consideration of tenor, terminology, and clarity can aid data accuracy and participant engagement. Whether you are interviewing or creating a survey, you need to double-check that your audience will understand your questions and provide meaningful answers. You can pilot-test your protocol or questionnaire with a few representative individuals to identify areas that might cause confusion.

Using the HVAC example again, you might find that field technicians use certain terminology in a different way than you expect, such as asking them about what “tools” they use to complete their tasks yields you an answer that doesn’t reflect digital tools you’d find on a computer or smartphone, but physical tools like a pipe and wrench.

Choosing the Right Channel

The channel selection depends on the method of research. For instance, face-to-face methods might use physical verbal communication, while remote methods might rely on emails, video calls, or instant messaging. The choice of the medium should consider factors like tech accessibility, ease of communication, reliability, and participant familiarity with the channel. For example, you introduce an additional challenge (noise) if you ask someone who has never used an iPhone to test an app on an iPhone.

Minimizing Noise

Noise in UX research comes in many forms, from unclear questions inducing participant confusion to technical issues in remote interviews that cause interruptions. The key is to foresee potential issues and have preemptive solutions ready.

Facilitating Feedback

You should be prepared for how you might collect and act on participant feedback during the research. Encouraging regular feedback from the user during UX research ensures their understanding and that they feel heard. This could range from asking them to ‘think aloud’ as they perform tasks or encouraging them to email queries or concerns after the session. You should document any noise that might impact your findings and account for that in your analysis and reporting.

Track Your Alignment to the Framework

You can track what you do to align your processes with the Transactional Model prior to and during research using a spreadsheet. I’ll provide an example of a spreadsheet I’ve used in the later case study section of this article. You should create your spreadsheet during the process of preparing for research, as some of what you do to prepare should align with the factors of the model.

You can use these tips for preparation regardless of the specific research method you are undertaking. Let’s now look closer at a few common methods and get specific on how you can align your actions with the Transactional Model.

Applying the Transactional Model to Common UX Research Methods

UX research relies on interaction with users. We can easily incorporate aspects of the Transactional Model of Communication into our most common methods. Utilizing the Transactional Model in conducting interviews, surveys, and usability testing can help provide structure to your process and increase the quality of insights gathered.

Interviews are a common method used in qualitative UX research. They provide the perfect method for applying principles from the Transactional Model. In line with the Transactional Model, the researcher (sender) sends questions (messages) in-person or over the phone/computer medium (channel) to the participant (receiver), who provides answers (feedback) while contending with potential distraction or misunderstanding (noise). Reflecting on communication as transactional can help remind us we need to respect the dynamic between ourselves and the person we are interviewing. Rather than approaching an interview as a unidirectional interrogation, researchers need to view it as a conversation.

Applying the Transactional Model to conducting interviews means we should account for a number of facts to allow for high-quality communication. Note how the following overlap with what we typically call best practices.

Asking Open-ended Questions

To truly harness a two-way flow of communication, open-ended questions, rather than close-ended ones, are crucial. For instance, rather than asking, “Do you use our mobile application?” ask, “Can you describe your use of our mobile app?”. This encourages the participant to share more expansive and descriptive insights, furthering the dialogue.

Actively Listening

As the success of an interview relies on the participant’s responses, active listening is a crucial skill for UX researchers. The researcher should encourage participants to express their thoughts and feelings freely. Reflective listening techniques , such as paraphrasing or summarizing what the participant has shared, can reinforce to the interviewee that their contributions are being acknowledged and valued. It also provides an opportunity to clarify potential noise or misunderstandings that may arise.

Being Responsive

Building on the simultaneous send-receive nature of the Transactional Model, researchers must remain responsive during interviews. Providing non-verbal cues (like nodding) and verbal affirmations (“I see,” “Interesting”) lets participants know their message is being received and understood, making them feel comfortable and more willing to share.

We should always attempt to account for noise in advance, as well as during our interview sessions. Noise, in the form of misinterpretations or distractions, can disrupt effective communication. Researchers can proactively reduce noise by conducting a dry run in advance of the scheduled interviews . This helps you become more fluent at going through the interview and also helps identify areas that might need improvement or be misunderstood by participants. You also reduce noise by creating a conducive interview environment, minimizing potential distractions, and asking clarifying questions during the interview whenever necessary.

For example, if a participant uses a term the researcher doesn’t understand, the researcher should politely ask for clarification rather than guessing its meaning and potentially misinterpreting the data.

Additional forms of noise can include participant confusion or distraction. You should let participants know to ask if they are unclear on anything you say or do. It’s a good idea to always ask participants to put their smartphones on mute. You should only provide information critical to the process when introducing the interview or tasks. For example, you don’t need to give a full background of the history of the product you are researching if that isn’t required for the participant to complete the interview. However, you should let them know the purpose of the research, gain their consent to participate, and inform them of how long you expect the session to last.

Strategizing the Flow

Researchers should build strategic thinking into their interviews to support the Transaction Model. Starting the interview with less intrusive questions can help establish rapport and make the participant more comfortable, while more challenging or sensitive questions can be left for later when the interviewee feels more at ease.

A well-planned interview encourages a fluid dialogue and exchange of ideas. This is another area where conducting a dry run can help to ensure high-quality research. You and your dry-run participants should recognize areas where questions aren’t flowing in the best order or don’t make sense in the context of the interview, allowing you to correct the flow in advance.

While much of what the Transactional Model informs for interviews already aligns with common best practices, the model would suggest we need to have a deeper consideration of factors that we can sometimes give less consideration when we become overly comfortable with interviewing or are unaware of the implications of forgetting to address the factors of context considerations, power dynamics, and post-interview actions.

Context Considerations

You need to account for both the context of the participant, e.g., their background, demographic, and psychographic information, as well as the context of the interview itself. You should make subtle yet meaningful modifications depending on the channel you are conducting an interview.

For example, you should utilize video and be aware of your facial and physical responses if you are conducting an interview using an online platform, whereas if it’s a phone interview, you will need to rely on verbal affirmations that you are listening and following along, while also being mindful not to interrupt the participant while they are speaking.

Power Dynamics

Researchers need to be aware of how your role, background, and identity might influence the power dynamics of the interview. You can attempt to address power dynamics by sharing research goals transparently and addressing any potential concerns about bias a participant shares.

We are responsible for creating a safe and inclusive space for our interviews. You do this through the use of inclusive language, listening actively without judgment, and being flexible to accommodate different ways of knowing and expressing experiences. You should also empower participants as collaborators whenever possible . You can offer opportunities for participants to share feedback on the interview process and analysis. Doing this validates participants’ experiences and knowledge and ensures their voices are heard and valued.

Post-Interview Actions

You have a number of options for actions that can close the loop of your interviews with participants in line with the “feedback” the model suggests is a critical part of communication. Some tactics you can consider following your interview include:

• Debriefing Dedicate a few minutes at the end to discuss the participant’s overall experience, impressions, and suggestions for future interviews.
• Short surveys Send a brief survey via email or an online platform to gather feedback on the interview experience.
• Follow-up calls Consider follow-up calls with specific participants to delve deeper into their feedback and gain additional insight if you find that is warranted.
• Thank you emails Include a “feedback” section in your thank you email, encouraging participants to share their thoughts on the interview.

You also need to do something with the feedback you receive. Researchers and product teams should make time for reflexivity and critical self-awareness.

As practitioners in a human-focused field, we are expected to continuously examine how our assumptions and biases might influence our interviews and findings. “

We shouldn’t practice our craft in a silo. Instead, seeking feedback from colleagues and mentors to maintain ethical research practices should be a standard practice for interviews and all UX research methods.

By considering interviews as an ongoing transaction and exchange of ideas rather than a unidirectional Q&A, UX researchers can create a more communicative and engaging environment. You can see how models of communication have informed best practices for interviews. With a better knowledge of the Transactional Model, you can go deeper and check your work against the framework of the model.

The Transactional Model of Communication reminds us to acknowledge the feedback loop even in seemingly one-way communication methods like surveys. Instead of merely sending out questions and collecting responses, we need to provide space for respondents to voice their thoughts and opinions freely. When we make participants feel heard, engagement with our surveys should increase, dropouts should decrease, and response quality should improve.

Like other methods, surveys involve the researcher(s) creating the instructions and questionnaire (sender), the survey, including any instructions, disclaimers, and consent forms (the message), how the survey is administered, e.g., online, in person, or pen and paper (the channel), the participant (receiver), potential misunderstandings or distractions (noise), and responses (feedback).

Designing the Survey

Understanding the Transactional Model will help researchers design more effective surveys. Researchers are encouraged to be aware of both their role as the sender and to anticipate the participant’s perspective as the receiver. Begin surveys with clear instructions, explaining why you’re conducting the survey and how long it’s estimated to take. This establishes a more communicative relationship with respondents right from the start. Test these instructions with multiple people prior to launching the survey.

Crafting Questions

The questions should be crafted to encourage feedback and not just a simple yes or no. You should consider asking scaled questions or items that have been statistically validated to measure certain attributes of users.

For example, if you were looking deeper at a mobile banking application, rather than asking, “Did you find our product easy to use?” you would want to break that out into multiple aspects of the experience and ask about each with a separate question such as “On a scale of 1–7, with 1 being extremely difficult and 7 being extremely easy, how would you rate your experience transferring money from one account to another?” .

Reducing ‘noise,’ or misunderstandings, is crucial for increasing the reliability of responses. Your first line of defense in reducing noise is to make sure you are sampling from the appropriate population you want to conduct the research with. You need to use a screener that will filter out non-viable participants prior to including them in the survey. You do this when you correctly identify the characteristics of the population you want to sample from and then exclude those falling outside of those parameters.

Additionally, you should focus on prioritizing finding participants through random sampling from the population of potential participants versus using a convenience sample, as this helps to ensure you are collecting reliable data.

When looking at the survey itself, there are a number of recommendations to reduce noise. You should ensure questions are easily understandable, avoid technical jargon, and sequence questions logically. A question bank should be reviewed and tested before being finalized for distribution.

For example, question statements like “Do you use and like this feature?” can confuse respondents because they are actually two separate questions: do you use the feature, and do you like the feature? You should separate out questions like this into more than one question.

You should use visual aids that are relevant whenever possible to enhance the clarity of the questions. For example, if you are asking questions about an application’s “Dashboard” screen, you might want to provide a screenshot of that page so survey takers have a clear understanding of what you are referencing. You should also avoid the use of jargon if you are surveying a non-technical population and explain any terminology that might be unclear to participants taking the survey.

The Transactional Model suggests active participation in communication is necessary for effective communication . Participants can become distracted or take a survey without intending to provide thoughtful answers. You should consider adding a question somewhere in the middle of the survey to check that participants are paying attention and responding appropriately, particularly for longer surveys.

This is often done using a simple math problem such as “What is the answer to 1+1?” Anyone not responding with the answer of “2” might not be adequately paying attention to the responses they are providing and you’d want to look closer at their responses, eliminating them from your analysis if deemed appropriate.

Encouraging Feedback

While descriptive feedback questions are one way of promoting dialogue, you can also include areas where respondents can express any additional thoughts or questions they have outside of the set question list. This is especially useful in online surveys, where researchers can’t immediately address participant’s questions or clarify doubts.

You should be mindful that too many open-ended questions can cause fatigue , so you should limit the number of open-ended questions. I recommend two to three open-ended questions depending on the length of your overall survey.

Post-Survey Actions

After collecting and analyzing the data, you can send follow-up communications to the respondents. Let them know the changes made based on their feedback, thank them for their participation, or even share a summary of the survey results. This fulfills the Transactional Model’s feedback loop and communicates to the respondent that their input was received, valued, and acted upon.

You can also meet this suggestion by providing an email address for participants to follow up if they desire more information post-survey. You are allowing them to complete the loop themselves if they desire.

Applying the transactional model to surveys can breathe new life into the way surveys are conducted in UX research. It encourages active participation from respondents, making the process more interactive and engaging while enhancing the quality of the data collected. You can experiment with applying some or all of the steps listed above. You will likely find you are already doing much of what’s mentioned, however being explicit can allow you to make sure you are thoughtfully applying these principles from the field communication.

Usability Testing

Usability testing is another clear example of a research method highlighting components of the Transactional Model. In the context of usability testing, the Transactional Model of Communication’s application opens a pathway for a richer understanding of the user experience by positioning both the user and the researcher as sender and receiver of communication simultaneously.

Here are some ways a researcher can use elements of the Transactional Model during usability testing:

Task Assignment as Message Sending

When a researcher assigns tasks to a user during usability testing, they act as the sender in the communication process. To ensure the user accurately receives the message, these tasks need to be clear and well-articulated. For example, a task like “Register a new account on the app” sends a clear message to the user about what they need to do.

You don’t need to tell them how to do the task, as usually, that’s what we are trying to determine from our testing, but if you are not clear on what you want them to do, your message will not resonate in the way it is intended. This is another area where a dry run in advance of the testing is an optimal solution for making sure tasks are worded clearly.

Observing and Listening as Message Receiving

As the participant interacts with the application, concept, or design, the researcher, as the receiver, picks up on verbal and nonverbal cues. For instance, if a user is clicking around aimlessly or murmuring in confusion, the researcher can take these as feedback about certain elements of the design that are unclear or hard to use. You can also ask the user to explain why they are giving these cues you note as a way to provide them with feedback on their communication.

Real-time Interaction

The transactional nature of the model recognizes the importance of real-time interaction. For example, if during testing, the user is unsure of what a task means or how to proceed, the researcher can provide clarification without offering solutions or influencing the user’s action. This interaction follows the communication flow prescribed by the transactional model. We lose the ability to do this during unmoderated testing; however, many design elements are forms of communication that can serve to direct users or clarify the purpose of an experience (to be covered more in article two).

In usability testing, noise could mean unclear tasks, users’ preconceived notions, or even issues like slow software response. Acknowledging noise can help researchers plan and conduct tests better. Again, carrying out a pilot test can help identify any noise in the main test scenarios, allowing for necessary tweaks before actual testing. Other forms of noise can be less obvious but equally intrusive. For example, if you are conducting a test using a Macbook laptop and your participant is used to a PC, there is noise you need to account for, given their unfamiliarity with the laptop you’ve provided.

The fidelity of the design artifact being tested might introduce another form of noise. I’ve always advocated testing at any level of fidelity, but you should note that if you are using “Lorem Ipsum” or black and white designs, this potentially adds noise.

One of my favorite examples of this was a time when I was testing a financial services application, and the designers had put different balances on the screen; however, the total for all balances had not been added up to the correct total. Virtually every person tested noted this discrepancy, although it had nothing to do with the tasks at hand. I had to acknowledge we’d introduced noise to the testing. As at least one participant noted, they wouldn’t trust a tool that wasn’t able to total balances correctly.

Under the Transactional Model’s guidance, feedback isn’t just final thoughts after testing; it should be facilitated at each step of the process. Encouraging ‘think aloud’ protocols , where the user verbalizes their thoughts, reactions, and feelings during testing, ensures a constant flow of useful feedback.

You are receiving feedback throughout the process of usability testing, and the model provides guidance on how you should use that feedback to create a shared meaning with the participants. You will ultimately summarize this meaning in your report. You’ll later end up uncovering if this shared meaning was correctly interpreted when you design or redesign the product based on your findings.

We’ve now covered how to apply the Transactional Model of Communication to three common UX Research methods. All research with humans involves communication. You can break down other UX methods using the Model’s factors to make sure you engage in high-quality research.

Analyzing and Reporting UX Research Data Through the Lens of the Transactional Model

The Transactional Model of Communication doesn’t only apply to the data collection phase (interviews, surveys, or usability testing) of UX research. Its principles can provide valuable insights during the data analysis process.

The Transactional Model instructs us to view any communication as an interactive, multi-layered dialogue — a concept that is particularly useful when unpacking user responses. Consider the ‘message’ components: In the context of data analysis, the messages are the users’ responses. As researchers, thinking critically about how respondents may have internally processed the survey questions, interview discussion, or usability tasks can yield richer insights into user motivations.

Understanding Context

Just as the Transactional Model emphasizes the simultaneous interchange of communication, UX researchers should consider the user’s context while interpreting data. Decoding the meaning behind a user’s words or actions involves understanding their background, experiences, and the situation when they provide responses.

Deciphering Noise

In the Transactional Model, noise presents a potential barrier to effective communication. Similarly, researchers must be aware of snowballing themes or frequently highlighted issues during analysis. Noise, in this context, could involve patterns of confusion, misunderstandings, or consistently highlighted problems by users. You need to account for this, e.g., the example I provided where participants constantly referred to the incorrect math on static wireframes.

Considering Sender-Receiver Dynamics

Remember that as a UX researcher, your interpretation of user responses will be influenced by your understandings, biases, or preconceptions, just as the responses were influenced by the user’s perceptions. By acknowledging this, researchers can strive to neutralize any subjective influence and ensure the analysis remains centered on the user’s perspective. You can ask other researchers to double-check your work to attempt to account for bias.

For example, if you come up with a clear theme that users need better guidance in the application you are testing, another researcher from outside of the project should come to a similar conclusion if they view the data; if not, you should have a conversation with them to determine what different perspectives you are each bringing to the data analysis.

Reporting Results

Understanding your audience is crucial for delivering a persuasive UX research presentation. Tailoring your communication to resonate with the specific concerns and interests of your stakeholders can significantly enhance the impact of your findings. Here are some more details:

• Identify Stakeholder Groups Identify the different groups of stakeholders who will be present in your audience. This could include designers, developers, product managers, and executives.
• Prioritize Information Prioritize the information based on what matters most to each stakeholder group. For example, designers might be more interested in usability issues, while executives may prioritize business impact.
• Adapt Communication Style Adjust your communication style to align with the communication preferences of each group. Provide technical details for developers and emphasize user experience benefits for executives.

Acknowledging Feedback

Respecting this Transactional Model’s feedback loop, remember to revisit user insights after implementing design changes. This ensures you stay user-focused, continuously validating or adjusting your interpretations based on users’ evolving feedback. You can do this in a number of ways. You can reconnect with users to show them updated designs and ask questions to see if the issues you attempted to resolve were resolved.

Another way to address this without having to reconnect with the users is to create a spreadsheet or other document to track all the recommendations that were made and reconcile the changes with what is then updated in the design. You should be able to map the changes users requested to updates or additions to the product roadmap for future updates. This acknowledges that users were heard and that an attempt to address their pain points will be documented.

Crucially, the Transactional Model teaches us that communication is rarely simple or one-dimensional. It encourages UX researchers to take a more nuanced, context-aware approach to data analysis, resulting in deeper user understanding and more accurate, user-validated results.

By maintaining an ongoing feedback loop with users and continually refining interpretations, researchers can ensure that their work remains grounded in real user experiences and needs. “

Tracking Your Application of the Transactional Model to Your Practice

You might find it useful to track how you align your research planning and execution to the framework of the Transactional Model. I’ve created a spreadsheet to outline key factors of the model and used this for some of my work. Demonstrated below is an example derived from a study conducted for a banking client that included interviews and usability testing. I completed this spreadsheet during the process of planning and conducting interviews. Anonymized data from our study has been furnished to show an example of how you might populate a similar spreadsheet with your information.

You can customize the spreadsheet structure to fit your specific research topic and interview approach. By documenting your application of the transactional model, you can gain valuable insights into the dynamic nature of communication and improve your interview skills for future research.

You can use the suggested columns from this table as you see fit, adding or subtracting as needed, particularly if you use a method other than interviews. I usually add the following additional Columns for logistical purposes:

• Date of Interview,
• Participant ID,
• Interview Format (e.g., in person, remote, video, phone).

By incorporating aspects of communication theory into UX research, UX researchers and those who work with UX researchers can enhance the effectiveness of their communication strategies, gather more accurate insights, and create better user experiences. Communication theory provides a framework for understanding the dynamics of communication, and its application to UX research enables researchers to tailor their approaches to specific audiences, employ effective interviewing techniques, design surveys and questionnaires, establish seamless communication channels during usability testing, and interpret data more effectively.

As the field of UX research continues to evolve, integrating communication theory into research practices will become increasingly essential for bridging the gap between users and design teams, ultimately leading to more successful products that resonate with target audiences.

As a UX professional, it is important to continually explore and integrate new theories and methodologies to enhance your practice . By leveraging communication theory principles, you can better understand user needs, improve the user experience, and drive successful outcomes for digital products and services.

Integrating communication theory into UX research is an ongoing journey of learning and implementing best practices. Embracing this approach empowers researchers to effectively communicate their findings to stakeholders and foster collaborative decision-making, ultimately driving positive user experiences and successful design outcomes.

References and Further Reading

• The Mathematical Theory of Communication (PDF), Shannon, C. E., & Weaver, W.
• From organizational effectiveness to relationship indicators: Antecedents of relationships, public relations strategies, and relationship outcomes , Grunig, J. E., & Huang, Y. H.
• Communication and persuasion: Psychological studies of opinion change, Hovland, C. I., Janis, I. L., & Kelley, H. H. (1953). Yale University Press
• Communication research as an autonomous discipline, Chaffee, S. H. (1986). Communication Yearbook, 10, 243-274
• Interpersonal Communication: Everyday Encounters (PDF), Wood, J. (2015)
• Theories of Human Communication , Littlejohn, S. W., & Foss, K. A. (2011)
• McQuail’s Mass Communication Theory (PDF), McQuail, D. (2010)
• Bridges Not Walls: A Book About Interpersonal Communication , Stewart, J. (2012)

Smashing Newsletter

Tips on front-end & UX, delivered weekly in your inbox. Just the things you can actually use.

Front-End & UX Workshops, Online

With practical takeaways, live sessions, video recordings and a friendly Q&A.

TypeScript in 50 Lessons

Everything TypeScript, with code walkthroughs and examples. And other printed books.

Psychological safety and the critical role of leadership development

When employees feel comfortable asking for help, sharing suggestions informally, or challenging the status quo without fear of negative social consequences, organizations are more likely to innovate quickly , unlock the benefits of diversity , and adapt well to change —all capabilities that have only grown in importance during the COVID-19 crisis. 1 Jonathan Emmett, Gunnar Schrah, Matt Schrimper, and Alexandra Wood, “ COVID-19 and the employee experience: How leaders can seize the moment ,” June 2020, McKinsey.com; Tera Allas, David Chinn, Pal Erik Sjatil, and Whitney Zimmerman, “ Well-being in Europe: Addressing the high cost of COVID-19 on life satisfaction ,” June 2020, McKinsey.com. Yet a McKinsey Global Survey conducted during the pandemic confirms that only a handful of business leaders often demonstrate the positive behaviors that can instill this climate, termed psychological safety , in their workforce. 2 The online survey was in the field from May 14–29, 2020, and garnered responses from 1,574 participants representing the full range of regions, industries, company sizes, functional specialties, and tenures. Of those respondents, we analyzed the results of 1,223 participants who said they were a member of a team that they did not lead, where a team is defined as two or more people who work together to achieve a common goal. CEOs were included in the findings if they said that a) their organization had a board of directors and b) they were not the board’s chair, so that they could think of their board when asked questions about their team.

As considerable prior research shows, psychological safety is a precursor to adaptive, innovative performance—which is needed in today’s rapidly changing environment—at the individual, team, and organization levels. 3 Amy C. Edmondson, The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth, first edition, Hoboken, NJ: John Wiley & Sons, November 2018; Shirley A. Ashauer and Therese Macan, “How can leaders foster team learning? Effects of leader-assigned mastery and performance goals and psychological safety,” Journal of Psychology, November–December 2013, Volume 147, Number 6, pp. 541–61, tandfonline.com; Anne Boon et al., “Team learning beliefs and behaviours in response teams,” European Journal of Training and Development, May 2013, Volume 37, Number 4, pp. 357–79, emerald.com; Daphna Brueller and Abraham Carmeli, “Linking capacities of high-quality relationships to team learning and performance in service organizations,” Human Resource Management, July–August 2011, Volume 50, Number 4, pp. 455–77, wileyonlinelibrary.com; M. Lance Frazier et al., “Psychological safety: A meta-analytic review and extension,” Personnel Psychology, February 2017, Volume 70, Number 1, pp. 113–65, onlinelibrary.wiley.com; Nikos Bozionelos and Konstantinos C. Kostopoulos, “Team exploratory and exploitative learning: Psychological safety, task conflict, and team performance,” Group & Organization Management, June 2011, Volume 36, Number 3, pp. 385–415, journals.sagepub.com; Rosario Ortega et al., “The emotional impact of bullying and cyberbullying on victims: A European cross-national study,” Aggressive Behavior, September–October 2012, Volume 38, Issue 5, pp. 342–56, onlinelibrary.wiley.com; Corinne Post, “Deep-level team composition and innovation: The mediating roles of psychological safety and cooperative learning,” Group & Organizational Management, October 2012, Volume 37, Number 5, pp. 555–88, journals.sagepub.com; Charles Duhigg, “What Google learned from its quest to build the perfect team,” New York Times, February 25, 2016, nytimes.com. Amy Edmondson’s 1999 research previously found—and our survey findings confirm—that higher psychological safety predicts a higher degree of boundary-spanning behavior, which is accessing and coordinating with those outside of an individual’s team to accomplish goals. For example, successfully creating a “ network of teams ”—an agile organizational structure that empowers teams to tackle problems quickly by operating outside of bureaucratic or siloed structures—requires a strong degree of psychological safety.

Fortunately, our newest research suggests how organizations can foster psychological safety. Doing so depends on leaders at all levels learning and demonstrating specific leadership behaviors that help their employees thrive. Investing in and scaling up leadership-development programs  can equip leaders to embody these behaviors and consequently cultivate psychological safety across the organization.

A recipe for leadership that promotes psychological safety

Leaders can build psychological safety by creating the right climate, mindsets, and behaviors within their teams. In our experience, those who do this best act as catalysts, empowering and enabling other leaders on the team—even those with no formal authority—to help cultivate psychological safety by role modeling and reinforcing the behaviors they expect from the rest of the team.

Our research finds that a positive team climate—in which team members value one another’s contributions, care about one another’s well-being, and have input into how the team carries out its work—is the most important driver of a team’s psychological safety. 4 Past research by Frazier et al. (2017) found three categories to be the main drivers of psychological safety: positive leader relations, work-design characteristics, and a positive team climate. We conducted multiple regression with relative-importance analysis to understand which category matters most, and our results show that a positive team climate has a significantly stronger direct effect on psychological safety than the other two. Based on these results, we tested a structural-equation model (SEM) in which the frequency with which team leaders displayed four leadership behaviors predicted psychological safety both directly and indirectly via positive team climate. Exploratory analyses were conducted to determine whether the effect of the leadership behaviors affected psychological safety at different levels of team climate. By setting the tone for the team climate through their own actions, team leaders have the strongest influence on a team’s psychological safety. Moreover, creating a positive team climate can pay additional dividends during a time of disruption. Our research finds that a positive team climate has a stronger effect on psychological safety in teams that experienced a greater degree of change in working remotely than in those that experienced less change during the COVID-19 pandemic. Yet just 43 percent of all respondents report a positive climate within their team.

Positive team climate is the most important driver of psychological safety and most likely to occur when leaders demonstrate supportive, consultative behaviors, then begin to challenge their teams.

During the pandemic, we have seen an accelerated shift away from the traditional command-and-control leadership style known as authoritative leadership, one of the four well-established styles of leadership behavior we examined to understand which ones encourage a positive team climate and psychological safety . The survey finds that team leaders’ authoritative-leadership behaviors are detrimental to psychological safety, while consultative- and supportive-leadership behaviors promote psychological safety.

The results also suggest that leaders can further enhance psychological safety by ensuring a positive team climate (Exhibit 1). Both consultative and supportive leadership help create a positive team climate, though to varying degrees and through different types of behaviors.

With consultative leadership, which has a direct and indirect effect on psychological safety, leaders consult their team members, solicit input, and consider the team’s views on issues that affect them. 5 The standardized regression coefficient between consultative leadership and psychological safety was 0.54. The survey measured consultative-leadership behaviors by asking respondents how frequently their team leaders demonstrate the following behaviors: ask the opinions of others before making important decisions, give team members the autonomy to make their own decisions, and try to achieve team consensus on decisions. Supportive leadership has an indirect but still significant effect on psychological safety by helping to create a positive team climate; it involves leaders demonstrating concern and support for team members not only as employees but also as individuals. 6 The survey measured supportive leadership behaviors by asking respondents how frequently their team leaders demonstrate the following behaviors: create a sense of teamwork and mutual support within the team, and demonstrate concern for the welfare of team members. These behaviors also can encourage team members to support one another.

Another set of leadership behaviors can sometimes strengthen psychological safety—but only when a positive team climate is in place. This set of behaviors, known as challenging leadership, encourages employees to do more than they initially think they can. A challenging leader asks team members to reexamine assumptions about their work and how it can be performed in order to exceed expectations and fulfill their potential. Challenging leadership has previously been linked with employees expressing creativity, feeling empowered to make work-related changes, and seeking to learn and improve. 7 Giles Hirst, Helen Shipton, and Qin Zhou, “Context matters: Combined influence of participation and intellectual stimulation on the promotion focus–employee creative relationship,” Journal of Organizational Behavior, October 2012, Volume 33, Number 7, pp. 894–909, onlinelibrary.wiley.com; Le Cong Thuan, “Motivating follower creativity by offering intellectual stimulation,” International Journal of Organizational Analysis, December 2019, Volume 28, Number 4, pp. 817–29, emerald.com; Jie Li et al., “Not all transformational leadership behaviors are equal: The impact of followers’ identification with leader and modernity on taking charge,” Journal of Leadership and Organizational Studies, August 2017, Volume 24, Number 3, pp. 318–34, journals.sagepub.com; Susana Llorens-Gumbau, Marisa Salanova Soria, and Israel Sánchez-Cardona, “Leadership intellectual stimulation and team learning: The mediating role of team positive affect,” Universitas Psychologica, March 2018, Volume 17, Number 1, pp. 1–16, revistas.javeriana.edu.co. However, the survey findings show that the highest likelihood of psychological safety occurs when a team leader first creates a positive team climate, through frequent supportive and consultative actions, and then challenges their team; without a foundation of positive climate, challenging behaviors have no significant effect. And employees’ experiences look very different depending on how their leaders behave, according to Amy Edmondson, the Novartis Professor of Leadership and Management at Harvard Business School (interactive).

What’s more, the survey results show that a climate conducive to psychological safety starts at the very top of an organization. We sought to understand the effects of senior-leader behavior on employees’ sense of safety and found that senior leaders can help create a culture of inclusiveness that promotes positive leadership behaviors throughout an organization by role-modeling these behaviors themselves. Team leaders are more likely to exhibit supportive, consultative, and challenging leadership if senior leaders demonstrate inclusiveness—for example, by seeking out opinions that might differ from their own and by treating others with respect.

The importance of developing leaders at all levels

Our findings show that investing in leadership development across an organization—for all leadership positions—is an effective method for cultivating the combination of leadership behaviors that enhance psychological safety. Employees who report that their organizations invest substantially in leadership development are more likely to also report that their team leaders frequently demonstrate consultative, supportive, and challenging leadership behaviors. They also are 64 percent more likely to rate senior leaders as more inclusive (Exhibit 2). 8 We measured investing in leadership development by asking about agreement with the following statements: “my organization places a great deal of importance on developing its leaders,” and “my organization devotes significant resources to developing its leaders.” However, the results suggest that the effectiveness of these programs varies depending upon the skills they address.

Reorient the skills developed in leadership programs

Organizations often attempt to cover many topics in their leadership-development programs . But our findings suggest that focusing on a handful of specific skills and behaviors in these learning programs can improve the likelihood of positive leadership behaviors that foster psychological safety and, ultimately, of strong team performance. Some of the most commonly taught skills at respondents’ organizations—such as open-dialogue skills, which allow leaders to explore disagreements and talk through tension in a team—are among the ones most associated with positive leadership behaviors. However, several relatively untapped skill areas also yield beneficial results (Exhibit 3).

Two of the less-commonly addressed skills in formal programs are predictive of positive leadership. Training in sponsorship—that is, enabling others’ success ahead of one’s own—supports both consultative- and challenging-leadership behaviors, yet just 26 percent of respondents say their organizations include the skill in development programs. And development of situational humility, which 36 percent of respondents say their organizations address, teaches leaders how to develop a personal-growth mindset and curiosity. Addressing this skill is predictive of leaders displaying consultative behaviors.

Development at the top is equally important

According to the data, fostering psychological safety at scale begins with companies’ most senior leaders developing and embodying the leadership behaviors they want to see across the organization. Many of the same skills that promote positive team-leader behaviors can also be developed among senior leaders to promote inclusiveness. For example, open-dialogue skills and development of social relationships within teams are also important skill sets for senior leaders.

In addition, several skills are more important at the very top of the organization. Situational and cultural awareness, or understanding how beliefs can be developed based on selective observations and the norms in different cultures, are both linked with senior leaders’ inclusiveness.

Looking ahead

Given the quickening pace of change and disruption and the need for creative, adaptive responses from teams at every level, psychological safety is more important than ever. The organizations that develop the leadership skills and positive work environment that help create psychological safety can reap many benefits, from improved innovation, experimentation, and agility to better overall organizational health and performance. 9 We define organizational health as an organization’s ability to align on a clear vision, strategy, and culture; to execute with excellence; and to renew the organization’s focus over time by responding to market trends.

As clear as this call to action may be, “How do we develop psychological safety?” and, more specifically, “Where do we start?” remain the most common questions we are asked. These survey findings show that there is no time to waste in creating and investing in leadership development at scale to help enhance psychological safety. Organizations can start doing so in the following ways:

• Go beyond one-off training programs and deploy an at-scale system of leadership development. Human behaviors aren’t easily shifted overnight. Yet too often we see companies try to do so by using targeted training programs alone. Shifting leadership behaviors within a complex system at the individual, team, and enterprise levels begins with defining a clear strategy aligned to the organization’s overall aspiration and a comprehensive set of capabilities that are required to achieve it. It’s critical to develop a taxonomy of skills (having an open dialogue, for example) that not only supports the realization of the organization’s overall identity but also fosters learning and growth and applies directly to people’s day-to-day work. Practically speaking, while the delivery of learning may be sequenced as a series of trainings—and rapidly codified and scaled for all leaders across a cohort or function of the organization—those trainings will be even more effective when combined with other building blocks of a broader learning system, such as behavioral reinforcements. While learning experiences look much different now than before the COVID-19 pandemic , digital learning provides large companies with more opportunities to break down silos and create new connections across an organization through learning.
• Invest in leadership-development experiences that are emotional, sensory, and create aha moments. Learning experiences that are immersive and engaging are remembered more clearly and for a longer time. Yet a common pitfall of learning programs is an outsize focus on the content—even though it is usually not a lack of knowledge that holds leaders back from realizing their full potential. Therefore, it’s critical that learning programs prompt leaders to engage with and shift their underlying beliefs, assumptions, and emotions to bring about lasting mindset changes. This requires a learning environment that is both conducive to the often vulnerable process of learning and also expertly designed. Companies can begin with facilitated experiences that push learners toward personal introspection through targeted reflection questions and small, intimate breakout conversations. These environments can help leaders achieve increased self-awareness, spark the desire for further growth, and, with the help of reflection and feedback, drive collective growth and performance.
• Build mechanisms to make development a part of leaders’ day-to-day work. Formal learning and skill development serve as springboards in the context of real work; the most successful learning journeys account for the rich learning that happens in day-to-day work and interactions. The use of learning nudges (that is, daily, targeted reminders for individuals) can help learners overcome obstacles and move from retention to application of their knowledge. In parallel, the organization’s most senior leaders need to be the first adopters of putting real work at the core of their development, which requires senior leaders to role model—publicly—their own processes of learning. In this context, the concept of role models has evolved; rather than role models serving as examples of the finished product, they become examples of the work in progress, high on self-belief but low on perfect answers. These examples become strong signals for leaders across the organization that it is safe to be practicing, failing, and developing on the job.

The contributors to the development and analysis of this survey include Aaron De Smet , a senior partner in McKinsey’s New Jersey office; Kim Rubenstein, a research-science specialist in the New York office; Gunnar Schrah, a director of research science in the Denver office; Mike Vierow, an associate partner in the Brisbane office; and Amy Edmondson , the Novartis Professor of Leadership and Management at Harvard Business School.

This article was edited by Heather Hanselman, an associate editor in the Atlanta office.

Explore a career with us

Related articles.

Psychological safety, emotional intelligence, and leadership in a time of flux

Why rigor is the key ingredient to develop leaders

Diverse employees are struggling the most during COVID-19—here’s how companies can respond

FinanceBuzz

10 Easy Ways to Make Extra Money (Even If You Have a 9-5 Job)

Posted: January 12, 2024 | Last updated: January 12, 2024

Finding time for a side gig might seem impossible if you work at a full-time job for 40 hours or more each week.

However, opportunities to pick up a little extra cash abound, including gigs that allow you to set your hours. Plus, these jobs allow you to work during the mornings, evenings, or weekends, so you can fit them around a full-time career.

Following are some great ways to make more money, even if you already have a full-time job.

Make Money: 8 things to do if you're barely scraping by financially

Complete online surveys or research studies

Completing online surveys or research studies can be a good option for those with a demanding full-time job who have minimal time for extra work.

This side gig is flexible. You don’t have to leave home, and you’re never obligated to complete more surveys or studies than is convenient each week.

Many different companies and institutions need participants for surveys. For example, consider survey sites such as OneOpinion.

If you’re interested in research studies, local universities often seek research participants, or you can join the mailing list for a market research firm such as Elliott Benson.

Get expert advice on making more money - sent straight to your inbox.

Tutor students online

Online tutoring might be a great fit if you’re a whiz at math, science, history, a foreign language, or language arts. Since school hours often coincide with work hours, this gig shouldn’t interfere with your 9-to-5 job.

You usually have two options with tutoring: Sign-up with a tutoring site, such as Tutor.com, or find your own clients. The latter is usually more lucrative since you set rates and don’t have to share profits with a company. But it might require more work initially.

Sell your photography

You might find success selling images online if you're a skilled photographer — or even just an amateur with passion.

There are a lot of options for getting started. For example, sign up with a licensing site like Stocksy or sell individual images through platforms like Etsy.

This side gig offers a lot of flexibility. Sales can happen anytime, and you don’t need to be present for them to occur. Establishing yourself requires effort, time, and energy, but it can be a great source of passive income.

Make Money: Discover 17 legit ways to make extra cash

Start a landscaping business

If you’re great with plants or have a solid understanding of how to take care of a backyard, a landscaping business might be a great side hustle. Plus, you get to spend time outside, which can be a bonus if your full-time gig is indoors.

Typically, you need to find clients in your area and ensure you have the necessary supplies to get started. Look for clients on local Facebook groups or apps as you begin. Once you get going, you might get referrals from current clients.

Deliver food and takeout orders

Food delivery can be a great side hustle. You can usually set the hours and determine when you work. Plus, the gig is pretty straightforward: You pick up the food and deliver it.

If you have a demanding job that requires you to be on your feet all day, this can be a nice change of pace. As a bonus, rush hour for deliveries is usually after work or on the weekends. So it shouldn't interfere with your full-time job.

Shop for other people’s groceries

If you like shopping for groceries and are good with details, you might enjoy grocery shopping for other people.

In this gig, you get paid to complete someone else’s shopping list. You’ll be responsible for gathering requested groceries, from produce to deli meat and everything in between.

You might have to check in with the person on the other end of the app if you have questions or need answers about substitution preferences. Various companies, such as Instacart, employ shoppers.

Get Out of Debt for Good: Try these 6 clever ways to crush your debt

Rent your car

If you don’t need your car regularly or have an extra car that doesn’t get much use, you might have success generating income with your vehicle through car rental sites such as Turo.

Here’s how it works: You list your car for rent and set the price. From there, someone books the car, and you earn cash.

It’s relatively straightforward and might be an excellent fit for someone with a full-time job and limited time.

List an extra room for rent

If you have an extra room in your house and don’t mind sharing your space, renting a room can be a solid way to earn extra money.

You can offer short-term rentals for travelers or long-term rentals for people who call your city home.

There are websites such as Airbnb that can help you get started with short-term rentals. For long-term rentals, you might find success on local Facebook groups or apps.

Pet-sit in your neighborhood

Pet-sitting can be a great side gig if you love animals and have experience caring for them. You can either stay in someone’s house while they're away or have the pet stay in your home.

If you work from home, this can be a great option since you can care for the animal during the day.

Lazy Cash: Hands down, these are the laziest ways people are making extra cash

Clean homes or offices

If you’re great at cleaning and don’t mind handling other people’s messes, cleaning homes or offices can be a lucrative way to earn extra money.

You usually need to buy supplies and find clients. But once you have a few regulars, it can be a way to slowly grow your wealth if this is a reliable source of additional income you earn every month.

Bottom line

If you’re looking for ways to earn extra money while working a full-time job, you have options.

Depending on your skill set, interests, and availability, there are many ways to earn cash. Each side gig requires work and effort, but finding the right fit can help reduce your financial stress .

More from FinanceBuzz:

• 7 things to do if you’re barely scraping by financially.
• Can you retire early? Take this quiz and find out.
• 12 legit ways to earn extra cash.
• 9 simple ways to make up to an extra $200/day

More for You

Joe Biden Now Leads Donald Trump in Ten Polls

These Are 10 Smells That Cats Absolutely Hate

Is It Safe To Grill Frozen Hamburger Patties Straight From The Freezer?

20 animated films that viewers found super scary

Harvard-trained psychologist: If you use any of these 9 phrases every day, ‘you're more emotionally secure than most'

Top 10 Times Bill Hader Broke The SNL Cast

First major wildfire of 2024 raging near popular tourist destination

I Overcame My Alcohol Addiction by Learning Two Lessons

78 Riddles for Adults That Will Test Your Smarts

Verizon $100M class-action settlement: How to submit your claim

The Dangers Of Storing An Extra Propane Tank In Your Shed (& What To Do Instead)

14 Movies That Aren’t Classified as ‘Scary’ but Still Give Us the Creeps

Supreme Court snubs House Republicans who dodged metal detectors in Congress after Jan. 6

19 Common Behaviors of Highly Intelligent People

13 Polite Habits Flight Attendants Actually Dislike—and What to Do Instead

Top 30 Most Difficult Songs to Sing

I Lost White Friends When I Finally Spoke Out

The 43 Best Shows to Stream on Netflix Right Now

Groundhog Day Was Painstakingly Planned, Except For One Improvised Scene

Workers Stunned as California Minimum Wage Increase Results in Restaurant Closure

Receiving information on machine learning-based clinical decision support systems in psychiatric services may increase patient trust in these systems: A randomised survey experiment

• Find this author on Google Scholar
• Find this author on PubMed
• Search for this author on this site
• ORCID record for Erik Perfalk
• For correspondence: [email protected]
• ORCID record for Martin Bernstorff
• ORCID record for Andreas Aalkjær Danielsen
• ORCID record for Søren Dinesen Østergaard
• Info/History
• Supplementary material
• Preview PDF

Background Clinical decision support systems based on machine learning (ML) models are emerging within psychiatry. If patients do not trust this technology, its implementation may disrupt the patient-clinician relationship. Therefore, we examined whether receiving basic information about ML-based clinical decision support systems increased trust in them.

Methods We conducted an online randomised survey experiment among patients receiving treatment in the Psychiatric Services of the Central Denmark Region. The participants were randomised to one of three arms, receiving different types of information: Intervention = information on clinical decision making supported by an ML model; Active control = information on a standard clinical decision process without ML-support; Blank control = no information. The participants were unaware of the randomization and the experiment. Subsequently, the participants were asked about different aspects of trust/distrust in ML-based clinical decision support systems. The effect of the intervention was assessed by comparing pairwise comparisons between all arms on component scores of trust and distrust.

Findings Out of 5800 invitees, 992 completed the survey experiment. The intervention increased trust in ML-based clinical decision support systems when compared to the active control (mean absolute difference in trust: 5% [95%CI: 1%;9%], p-value= 0·009) and the blank control arm (mean absolute difference in trust: 4% [1%;8%], p-value=0·015). Similarly, the intervention significantly reduced distrust in ML-based clinical decision support systems when compared to the active control (mean absolute difference in distrust -3%[-5%; -1%], p-value=0·021) and the blank control arm (mean absolute difference in distrust -4% [-8%; -1%], p-value=0·022). For both trust and distrust, there were no material or statistically significant differences between the active and the blank control arms.

Interpretation Receiving information on ML-based clinical decision support systems in hospital psychiatry may increase patient trust in such systems. Hence, implementation of this technology could ideally be accompanied by information to patients.

Funding None.

Evidence before this study Clinical decision support systems based on machine learning (ML) models are emerging within psychiatry. However, if patients do not trust this technology, its implementation may disrupt the patient-clinician relationship. Unfortunately, there is only little knowledge on opinions on ML models as decision support among patients receiving treatment in psychiatric services. Also, it remains unknown whether receiving basic information about ML-based clinical decision support systems increases patients’ trust in them. We searched PubMed on Sep 12, 2023, with the terms “((survey) OR (survey experiment)) AND (patients) AND ((opinions) OR (attitudes) OR (trust)) AND ((machine learning) OR (artificial intelligence)) AND ((Psychiatry) OR (Mental Disorders) OR (Mental Health))” with no language restrictions. This yielded a total of 73 records, none of which surveyed a patient population from psychiatric services. Only two studies were directly relevant for the topic at hand. One surveyed patients from a general hospital system in the United States about the use of ML-based prediction of suicide risk based on electronic health record data. The results showed that patients were generally supportive of this data use if based on consent and if there was an opportunity to opt out. The other study surveyed women from the general population about their opinion on the use of artificial intelligence (AI)-based technologies in mental healthcare. The results showed that the respondents were generally open towards such technologies but concerned about potential (medical harm) and inappropriate data sharing. Furthermore, the respondents identified explainability, i.e., understanding which information drives AI predictions, as being of particular importance.

Added value of this study To the best of our knowledge, this is the first study to investigate opinions on ML-based clinical decision-support systems among patients receiving treatment in psychiatric services. On average, patients were open towards the use of ML-based clinical decision-support systems in psychiatry. Furthermore, the results suggest that providing basic information about this technology seems to increase patient trust in it, albeit with a small effect size. Finally, the results support prior reports on the importance of explainability for acceptance.

Implications of all the available evidence Receiving information on ML-based clinical decision support systems in hospital psychiatry, including how they work (explainability), may increase patient trust in such systems. Hence, successful implementation of this technology likely requires information of patients.

Competing Interest Statement

AAD has received a speaker honorarium from Otsuka Pharmaceutical. SDØ received the 2020 Lundbeck Foundation Young Investigator Prize and SDØ owns/has owned units of mutual funds with stock tickers DKIGI, IAIMWC, SPIC25KL and WEKAFKI, and owns/has owned units of exchange traded funds with stock tickers BATE, TRET, QDV5, QDVH, QDVE, SADM, IQQH, IQQJ, USPY, EXH2, 2B76, IS4S, OM3X and EUNL.

Funding Statement

There was no specific funding for this study. Outside this study, SDØ reports funding from the Lundbeck Foundation (grants R358-2020-2341 and R344-2020-1073), the Novo Nordisk Foundation (grant NNF20SA0062874), the Danish Cancer Society (grant R283-A16461), the Central Denmark Region Fund for Strengthening of Health Science (grant 1-36-72-4-20), the Danish Agency for Digitisation Investment Fund for New Technologies (grant 2020-6720), and Independent Research Fund Denmark (grant 7016-00048B and 2096-00055A). These funders played no role in the design or conduct of the study; collection, management, analysis, and interpretation of the data; preparation, review, or approval of the manuscript; and decision to submit the manuscript for publication.

Author Declarations

I confirm all relevant ethical guidelines have been followed, and any necessary IRB and/or ethics committee approvals have been obtained.

The details of the IRB/oversight body that provided approval or exemption for the research described are given below:

Research studies based on surveys are exempt from ethical review board approval in Denmark (waiver no. 1-10-72-138-22 from the Central Denmark Region Committee on Health Research Ethics). The study was approved by the Legal Office in the Central Denmark Region (reg. no. 1-45-70-21-23) and registered on the internal list of research projects having the Central Denmark Region as data steward (reg. no. 1-16-02-170-23). Prior to the survey, to ensure that it was appropriate for the study population, we received feedback on the questionnaire and the intervention and active control information pamphlets from two patients having received treatment in the Psychiatric Services in the Central Denmark Region.

I confirm that all necessary patient/participant consent has been obtained and the appropriate institutional forms have been archived, and that any patient/participant/sample identifiers included were not known to anyone (e.g., hospital staff, patients or participants themselves) outside the research group so cannot be used to identify individuals.

I understand that all clinical trials and any other prospective interventional studies must be registered with an ICMJE-approved registry, such as ClinicalTrials.gov. I confirm that any such study reported in the manuscript has been registered and the trial registration ID is provided (note: if posting a prospective study registered retrospectively, please provide a statement in the trial ID field explaining why the study was not registered in advance).

I have followed all appropriate research reporting guidelines, such as any relevant EQUATOR Network research reporting checklist(s) and other pertinent material, if applicable.

Data Availability

The data cannot be shared as the participants have not consented to data sharing.

View the discussion thread.

Supplementary Material

Thank you for your interest in spreading the word about medRxiv.

NOTE: Your email address is requested solely to identify you as the sender of this article.

Citation Manager Formats

• EndNote (tagged)
• EndNote 8 (xml)
• RefWorks Tagged
• Ref Manager
• Tweet Widget
• Facebook Like
• Google Plus One

Subject Area

• Psychiatry and Clinical Psychology
• Addiction Medicine (316)
• Allergy and Immunology (621)
• Anesthesia (162)
• Cardiovascular Medicine (2294)
• Dentistry and Oral Medicine (280)
• Dermatology (202)
• Emergency Medicine (370)
• Endocrinology (including Diabetes Mellitus and Metabolic Disease) (814)
• Epidemiology (11610)
• Forensic Medicine (10)
• Gastroenterology (682)
• Genetic and Genomic Medicine (3610)
• Geriatric Medicine (338)
• Health Economics (620)
• Health Informatics (2323)
• Health Policy (916)
• Health Systems and Quality Improvement (868)
• Hematology (336)
• HIV/AIDS (757)
• Infectious Diseases (except HIV/AIDS) (13190)
• Intensive Care and Critical Care Medicine (760)
• Medical Education (360)
• Medical Ethics (101)
• Nephrology (392)
• Neurology (3388)
• Nursing (193)
• Nutrition (511)
• Obstetrics and Gynecology (652)
• Occupational and Environmental Health (653)
• Oncology (1774)
• Ophthalmology (526)
• Orthopedics (210)
• Otolaryngology (284)
• Pain Medicine (226)
• Palliative Medicine (66)
• Pathology (441)
• Pediatrics (1010)
• Pharmacology and Therapeutics (423)
• Primary Care Research (409)
• Psychiatry and Clinical Psychology (3098)
• Public and Global Health (6016)
• Radiology and Imaging (1235)
• Rehabilitation Medicine and Physical Therapy (717)
• Respiratory Medicine (813)
• Rheumatology (370)
• Sexual and Reproductive Health (358)
• Sports Medicine (318)
• Surgery (390)
• Toxicology (50)
• Transplantation (171)
• Urology (142)