How are Surveys Conducted? Easy Steps to Follow

How are surveys conducted?

Imagine. You’re seated at your high-tech desk, surrounded by charts and graphs that look compelling and straightforward.

And then it hits you: Where does all this data come from? Again, how are surveys conducted?

You’re not alone in this pondering. Every business mogul, every number-crunching professional, has been there.

Let’s face it – the world of data is vast, but it all begins with that one question.

Surveys are more than just a series of questions.

Yes, you read that right.

They’re the backbone of those insightful graphs that make your data stories gripping.

So, whether you’re looking to dive deep into a pool of data or just need to jazz up your next presentation, remember this: Knowing how surveys are conducted is the first step in crafting a compelling data story.

In this blog, you’ll learn the following:

1. What is a survey?
2. Why are Surveys Important?
3. Types of Surveys
4. How to Conduct a Survey?
5. How to Analyze Survey Results in Excel?

What is a survey?

A survey is like a virtual conversation where you ask questions, and your audience responds. It’s like knocking on the door of people’s thoughts and inviting them to spill the beans. Surveys aren’t just for opinion polls; they’re the key to understanding preferences, opinions, etc.

So, how are surveys conducted, you ask?

First, craft compelling and goal-driven questions – open-ended, multiple-choice, etc.

Then, you spread the word. Emails, social media, websites – you name it. People click, input their responses, and submit. Your survey is in action just like that.

The real magic is in turning those responses into valuable insights. With a swipe of technology’s wand, you can transform raw data into eye-catching charts and graphs. These visuals don’t just look cool; they tell stories, helping you make sense of your data.

Surveys might seem simple, but they’re like treasure hunts for businesses. They unveil hidden preferences, unspoken opinions, and untapped opportunities.

So, next time you ponder, “How are surveys conducted?” Remember, it’s about crafting questions, inviting responses, and turning data into insights.

Why are Surveys Important?

Before we dive into the mechanics of survey creation, let’s quickly recap why surveys are such a big deal. Imagine a world without surveys – no way to tap into the collective thoughts of your customers, employees, or target audience.

Here’s a rundown of why surveys matter to you.

• Data Collection Magic

Surveys can help you to gather data from a multitude of people. Besides, they create a structured path to collect a treasure trove of data, whether opinions on your latest product or preferences for weekend getaways.

• The Research Enabler

In the realm of research, surveys are the unsung heroes. They help scientists and scholars explore hypotheses, test theories, etc.

• Spotting Patterns

Surveys can help you uncover patterns over time like a detective piecing together clues to crack a case.

• Needs Whisperer

Surveys can help you decipher what people want. With data visualization, you can display insights into what people need from your brand.

• The Pulse of Society

Surveys take the temperature of public opinion on everything from politics to pop culture. Policymakers and advocates rely on this data to steer their ship in the right direction. Keep reading to learn more as we address the following: “How are surveys conducted?”

Types of Surveys

Before diving into the mechanics of survey creation, let’s shed light on the different types of surveys based on their deployment.

You don’t want to miss this?

1. Online Surveys

In an age where technology is racing ahead, these surveys have taken the spotlight.

Picture this.

Questions are neatly crafted and sent to respondents via email or accessed through an internet connection. They’re easy to design and deploy. Besides, your respondents get all the time they need to spill the beans.

2. Paper Surveys

Who would’ve thought that paper surveys still have a role to play? These surveys are the heroes in field research where laptops and devices can’t tag along.

But, there’s a trade-off. They’re expensive.

3. Telephonic Surveys

It entails dialing up your target respondents and asking questions that unlock insights.

But here’s the catch.

This survey type dances to the rhythm of who picks up the call and is up for a chat. Sometimes a hit, sometimes a miss.

4. One-to-One Interviews

Imagine having a heart-to-heart conversation with a respondent, where questions come naturally. That’s the magic of one-to-one interviews.

Crafts questions that can lead to goldmine insights. Before addressing the answer to the question “How are surveys conducted?” we’ll dive into the how-to section.

How to Conduct a Survey?

Buckle up because we’re about to take you through the art of survey conducting.

Step 1: Define Your Purpose

Every survey has a mission. Ask yourself, “What do I want to know?” Once you’re clear on your purpose, you’re ready to roll.

Step 2: Craft the Questions

Think of questions as your tools. What you ask matters! Whether it’s a quick multiple-choice or an open-ended wonder, each question serves a purpose.

Step 3: Keep It Clear

Your questions should be crystal clear and easy to understand. Imagine explaining it to your grandma – that’s the clarity you aim for.

Step 4: Sequence Matters

Imagine you’re taking someone on a journey. Start with the easy stuff, like warm-up exercises. Then, gradually dive into the deeper waters. Logical sequencing keeps things smooth.

Step 5: Test the Waters

Before you hit that “send” button, test your survey. Send it to a handful of friends or colleagues for a trial run. This is your chance to spot any bumps in the road.

Step 6: Launch Your Survey

Share your survey through email, social media, or on your website. Make sure it’s accessible and user-friendly.

Step 7: Analyze and Decode

Analyze your data for insights using charts like the Likert Scale Chart.

Step 8: Take Action

Insights are only valuable if you do something with them. Whether shaping a business strategy or refining a product, take action based on your learning.

How to Analyze Survey Results in Excel?

Kudos on learning the answer to the following: How are surveys conducted? Now, it’s time to take your data to the next level – by diving into its true potential through analysis.

While tools like Excel lack specialized survey-oriented visualizations, such as the acclaimed Likert Scale Chart.

Enter an exciting solution that’s about to transform your data analysis game: ChartExpo.

ChartExpo isn’t just another tool – it’s a game-changer. This powerful Excel add-in is your ticket to revolutionizing how you analyze data.

Its user-friendly interface and various survey-focused charts translate raw data into actionable insights. And don’t worry – you don’t need to be a coding wizard to tap into ChartExpo’s capabilities.

Try ChartExpo’s 7-day trial, absolutely free. Experience how it can elevate your survey data analysis, making complex insights accessible and transforming them into strategies that drive success.

How to Install ChartExpo in Excel?

Let’s imagine you run an online business. You want to know whether your customers are satisfied with your brand offers.

You’ve organized a survey to gather feedback from your target customers using the sample questions below:

• How satisfied are you with our product quality?
• How satisfied are you to recommend our product to a friend or colleague?
• How satisfied are you with our prices?

Example

In the coming section, we’ll use ChartExpo and sample data to demonstrate how you can use a Likert Scale Chart to visualize your survey responses for insights.

Before we dive into this, we’ll show you how to install ChartExpo in Excel.

How satisfied are you with our product quality?	How satisfied are you with recommending our product to a friend or colleague?	How satisfied are you with our prices?
Very satisfied	Somewhat satisfied	Somewhat dissatisfied
Neither dissatisfied or satisfied	Very dissatisfied	Very satisfied
Somewhat satisfied	Somewhat dissatisfied	Neither dissatisfied or satisfied
Very dissatisfied	Neither dissatisfied or satisfied	Very dissatisfied
Neither dissatisfied or satisfied	Very dissatisfied	Somewhat satisfied
Very satisfied	Very satisfied	Somewhat satisfied
Very dissatisfied	Somewhat satisfied	Very satisfied
Somewhat satisfied	Somewhat satisfied	Somewhat dissatisfied
Very dissatisfied	Somewhat dissatisfied	Very satisfied
Very satisfied	Somewhat satisfied	Very dissatisfied
Neither dissatisfied or satisfied	Neither dissatisfied or satisfied	Very satisfied
Somewhat dissatisfied	Very satisfied	Neither dissatisfied or satisfied
Somewhat dissatisfied	Somewhat satisfied	Somewhat dissatisfied
Neither dissatisfied or satisfied	Very dissatisfied	Somewhat satisfied
Somewhat dissatisfied	Somewhat satisfied	Very dissatisfied
Very satisfied	Very dissatisfied	Neither dissatisfied or satisfied
Somewhat dissatisfied	Somewhat dissatisfied	Very satisfied
Very satisfied	Somewhat satisfied	Somewhat satisfied
Very satisfied	Neither dissatisfied or satisfied	Very satisfied
Somewhat satisfied	Very satisfied	Very dissatisfied

To get started with ChartExpo in Excel, follow the steps below:

• Open your Microsoft Excel.
• Open the worksheet and click the Insert button to access the My Apps option.

• Click the Insert button to initiate the ChartExpo engine.

• Click the Search box and type “Likert Scale Chart.”

• Highlight your data and click the Create Chart From Selection button, as shown below.

• Use the multiple-choice responses you deployed in your survey to gather responses to map your Likert Scale Chart.

In our case we’ll use the following multiple-choice responses:

• • Very dissatisfied=1
  • Somewhat dissatisfied=2
  • Neither dissatisfied or satisfied=3
  • Somewhat satisfied=4
  • Very satisfied=5

• Click the Create Chart button, as shown above.

• To add the chart header, click the Edit Chart
• Once the Chart Header Properties window shows, fill in your header in Line 1.

• Toggle the small button below Line 2 to the right side to activate the header.
• Click the Apply button, as shown above.

• To edit the legend properties, click the pencil-like icon on the X-axis.
• Once the Legend Properties window shows, fill in your legend below the Text section.
• Click the Apply All button, as shown above.
• Click the Save Changes button to preserve all the changes.

• Check out the final Likert Scale chart below.

Insights

• Regarding the product price, 50% of customers expressed satisfaction, 35% were dissatisfied, and 15% remained neutral.
• Regarding recommending the product, 50% of customers are inclined to recommend it, while 35% are hesitant, and 15% chose not to respond to this question.
• Concerning product quality, 45% of customers reported satisfaction, while 35% were dissatisfied, and 20% chose not to provide an answer.
• Overall, 48% of customers provided positive feedback, 35% expressed dissatisfaction, and 17% remained neutral.

FAQs

What are 4 ways a survey can be conducted?

1. Online surveys: They’re deployed via the internet.
2. Phone surveys: They’re conducted via telephone.
3. Paper surveys: You gather data using physical questionnaires.
4. In-person interview: It entails face-to-face conversations for in-depth insights.

How do you prepare a survey?

1. Define objectives: Clarify what to learn.
2. Craft questions: Design relevant questions.
3. Choose a format: Decide on multiple-choice, open-ended, etc.
4. Sequence questions: Organize logically.
5. Test the survey: Ensure clarity and functionality.
6. Distribute: Share via email, etc.
7. Analyze responses for insights.

Wrap Up

Now that you’re in on the secret of how surveys are conducted, you hold the key to unlocking invaluable insights.

Remember, crafting questions is like painting a canvas, and each response is a stroke that reveals a bigger picture.

But why stop there?

Imagine a tool that turns your survey data into visual masterpieces effortlessly. That’s where ChartExpo comes in. With over 50 captivating charts, including specialized ones for surveys like the Likert Scale, it’s the secret to transforming your survey responses into impactful stories.

The best part?

A 7-day free trial to dip your toes in the waters of ChartExpo’s magic.

And at just $10 after that. It’s a steal for the treasure trove it offers.

No programming skills are needed – it’s designed for simplicity and packed with visually stunning charts.

So, ready to chart your journey from data to insights?

Try ChartExpo today and let your survey stories shine.