How to create a customer survey using Google Docs Forms

One of my clients wanted to create a survey to send to her customers, and asked me how I would recommend setting one up. I suggested using Google Docs.

Survey graphicOne of my clients wanted to create a survey to send to her customers, and asked me how I would recommend setting one up.

Since her budget is limited, I recommended going with something free. I know of at least two good free survey platforms, Survey Monkey and Google Docs. In this case, I steered her towards Google Docs, since Survey Monkey would have limited her to only ten questions, and she needed a longer survey for her purposes.

Don’t be put off by the fact Google Docs are free. You can create a very professional-looking survey with Google Forms.

Setting up a customer survey in Google Docs is easy. Here’s how, in x easy steps:

1. If you haven’t already, you’ll need to set up a free Google account. You can do this here.

2. Click on “Drive” in the menu bar at the top of the page.

(If you are accessing Drive from your Gmail or other Google account page, you can find it by clicking the little “Apps” grid in the upper left.)

3. In Google Drive, click on the “Create” button on the upper left.

4. From the drop down, choose “Form.”

5. This will pop up a window where you can type in the title of your survey and choose a theme for its appearance. (We chose “Purpleicious.”)

6.Click OK.

7. Now it’s time to fill in the questions for your survey. In addition to the question, it will allow you to select the type of question (multiple choice, text, etc.) and/or ask for information (date, etc.)

7. If you want more than one question, click “add item” to fill in the next one.

8. When you have entered all your questions, scroll down just a bit to select what your viewers will experience once they’ve finished the survey (Google forms lets you choose from several options – just click the box(es) to select your choice(s) ), and hit “Send Form” in the lower left.

9. You’ll get a pop up that offers you a link to your survey, as well as the option to share on your social networks and/or email your survey to your contacts.

10. Once you have copied the link and/or shared your survey, it will prompt you to create a new Google spreadsheet (or a new page in an existing spreadsheet.) You do this by going back into Drive clicking the “Create” button again as in Step 3, but this time you’ll want to select “Spreadsheet” rather than “Form.” Your customers’ responses will appear in this spreadsheet (which you can find listed in your Google Drive) when people start filling out your survey.

And that’s pretty much it! 🙂

Surveys are great for all sorts of applications. My client wanted hers to use as part of a free diagnostic service for new customers, but they’re also excellent for getting feedback from customers, testing marketability of a potential new product, etc.

Do you use surveys in your business? Do tell!

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