How to Create Microsoft Forms: A Step-by-Step Guide

If your goal is to revolutionize your data collection game, we have the ultimate scoop on how to create Microsoft Forms like a pro.

Imagine effortlessly designing stunning surveys and detailed feedback forms that will leave your audience in awe.

With Microsoft Forms, you hold the key to gathering feedback data with ease.

No more boring, bland, and non-customizable questionnaires that are likely to lower participation rates.

In this user-friendly guide, we’ll take a deep dive into the following:

• How to Create Microsoft Forms?
• How to Format Microsoft Forms?
• How to Collect Responses for a Microsoft Form?
• Microsoft Forms Best Practices
• How to Collaborate Microsoft Forms?
• How to Analyze Microsoft Forms Survey Results?

Let’s dive in.

How to Create Microsoft Forms?

Below are the step-by-step instructions on how to create Microsoft Forms:

Step 1: Log in to your Microsoft account. Open your web browser and navigate to https://forms.office.com/ to log in.

If you don’t have an account, create one for free.

Step 2: Create a new form On the left-hand side of the screen.

Do this by clicking the “New Form” button.

Step 3: Choose the form type. Select your preferred form type. You can start from scratch, use a template, or import a form.

Step 4: Name and describe your form. Give your form a name and description.

Step 5: Add questions by clicking the “Add question” button.

Choose your preferred question types, like multiple choice, text, rating, etc.

Step 6: Personalize your questions by adding options and setting up branching logic.

Step 7: Click on the “Add page” button to add more pages to your form if needed.

Step 8: Modify the theme of your form by selecting a background image, color scheme, etc.

Step 9: Review your form and ensure everything looks good.

Step 10: Save your form and share it with others by sending a link or embedding it on a website.

How to Format Microsoft Forms?

Below are the step-by-step instructions on how to format a Microsoft Form:

Step 1: Open the form and access the Theme options

Open your Microsoft Form and locate the Theme button at the top right corner of the screen.

Click to access the formatting options.

Step 2: Choose a theme or create a custom one

From the available options, choose a pre-designed theme.

Alternatively, select Custom to create a personalized theme.

Step 3: Customize the colors

Adjust the background color, text color, and accent color to match your branding.

Step 4: Add a background image

To include a background image, click the Upload button and select an image from your device.

Alternatively, choose from Microsoft’s stock images.

Step 5: Select a font style

Use the Font dropdown menu to select a font style that complements your form’s design.

Step 6: Adjust the language settings

If you wish to change the language of your form, click the Settings button at the top right corner of the screen.

Select Form settings and choose your preferred language.

Step 7: Include a logo or image

To add a logo or image to your form, click the Add Image button in the form editor. Follow the prompts to upload or select an image.

Step 8: Preview the form

Before finalizing the formatting, preview your form to ensure that all the elements are as desired.

How to Collect Responses for a Microsoft Form?

Below are the step-by-step instructions on how to collect responses for a Microsoft Form:

Step 1: Sign in to Microsoft Forms

Sign in to Microsoft Forms using your Microsoft 365  work credentials.

Step 2: Create a new form

Under My Forms, select New Form.

Step 3: Name your form

Enter a name for your form. Provide an optional subtitle if desired.

Step 4: Add a question

Select Add Question to include a new question in your form. You can choose from Choice, Text, Rating, or Date questions.

Step 5: Customize choice questions

For choice questions, enter the text for the question. Input each choice for respondents to select.

Step 6: Preview your form

To see how your form will appear on a computer or mobile device, click Preview at the top of the design window.

How to create Microsoft Forms should never be an Achilles heel for you.

Microsoft Forms Best Practices

Below are a few key tips that can greatly enhance your results and simplify the process.

Let’s dive in.

1. Organize with Sections

If your form contains numerous questions, organize them into sections to improve the user experience.

Click the Section button to add a new section to your form.

2. Highlight with Text Formatting

To draw attention to specific words or phrases in your questions, use text formatting options such as bolding, italicizing, etc.

3. Customize for Individuality

Add colors, images, and even a personalized thank-you message. Tailor your form’s appearance to suit your goals and make it visually engaging for respondents.

4. Think Twice before Deleting

Be cautious when deleting a question.

And this is because it will be permanently removed along with any previously collected responses.

5. Make Good Use of Preview:

Use the preview function frequently, particularly when you have lengthy blocks of text or images. Once your form is complete, hit the Preview button to see how it will appear.

6. Edit with Ease

To make changes to your form after previewing it, click the Back button to return to editing mode.

This flexibility allows you to refine and adjust your questions as needed.

7. Clarity is Key

When constructing your questions, be clear and simple.

Ensure that your language is straightforward to understand. If your questions are unclear, you may receive responses of lower quality.

8. Target the Right Audience

Always keep your target audience in mind when curating questions to ask.

Consider their existing knowledge and tailor your questions.

How to Collaborate Microsoft Forms?

Below are the step-by-step instructions on how to collaborate on a Microsoft Form:

Step 1: Sign in to Office.com

Go to Office.com and sign in.

Step 2: Access Microsoft Forms

Select Forms or go to Apps > Forms to access Microsoft Forms.

Step 3: Open the desired form or quiz

Open the specific form to collaborate with others.

Step 4: Choose “Share”

Click on the Share option.

Step 5: Select Collaborate or Duplicate

Under More options, choose either Collaborate or Duplicate.

Step 6: Generate a view and edit link

Select + Get a link to generate a link that allows others to add and edit content, view responses, and share the form with others. From the dropdown, select who can access the form.

Step 7: Generate a duplicate link

Select + Get a link to duplicate to share a link that allows others to use your form as a template.

This will not affect your form.

Step 8: Share the form

Copy the link and paste it into an email to share the form with others, such as fellow educators or collaborators.

Step 9: Identify contributors

In Microsoft Forms, you’ll see contributor icons next to each section. This allows you to identify who is working on which part of the form.

How to Analyze Microsoft Forms Survey Results?

Congratulations, you now know how to create Microsoft Forms.

Let’s assume you’ve exported your survey result data to Excel for further analysis. And this is because Microsoft Forms lacks survey-based charts and graphs, such as the Likert Scale Chart.

Also, Excel lacks survey-based charts to help visualize survey data you’ve gathered via Microsoft Forms.

This is where ChartExpo comes in.

ChartExpo is a game-changing add-in tool that unleashes the full power of Excel.

With its easy-to-use interface and multiple survey-based charts, it lets you transform your data into compelling stories.

You don’t need to be a coding specialist to use it.

ChartExpo is more than just an Excel add-in – it’s your secret weapon in survey data analysis.

It’s a user-friendly interface, and many survey-based charts breathe life into your raw data.

That’s not all.

One of ChartExpo’s survey-based charts is the Likert Scale Chart. It lets you spot trends, uncover patterns, and other insights that might otherwise go unnoticed.

You’re invited to try ChartExpo’s free 7-day trial to experience its features.

After the trial, a subscription is just $10 per month.

Your surveys are the key to unlocking critical knowledge.

Let ChartExpo guide this transformative journey.

How to Install ChartExpo in Excel?

Now that you know how to create Microsoft Forms, in the coming section, we’ll use ChartExpo, and sample data to demonstrate how you can visualize your survey data.

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

Let’s say you are the owner of a hotel. You’ve created a survey form to gather customer feedback.

Let’s further assume you’ve used the survey questions below.

• Do you like our staff’s behavior?
• Do you like our services?
• Would you recommend our hotel to your family and friends?

Imagine the survey data below is what you’ve gathered. Let’s analyze the data for in-depth insights.

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

• 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.

• Map your survey data based on the multiple-choice responses you set in your survey forms. In our case, we’ll use the following multiple-choice response scale.

Strongly Disagree=1

Disagree=2

Neither agree nor disagree=3

Agree=4

Strongly Agree=5

• Click the Create Chart button, as shown above.

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

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

• Check out the final chart below

Insights:

Let’s break down the survey results:

1. Recommendation:

• 45% of customers agreed to recommend our hotel.
• 35% of customers did not agree to recommend our hotel.
• 20% of customers remained neutral.

2. Hotel Service:

• 60% of customers liked our hotel service.
• 40% of customers did not like our hotel service.

3. Staff Behavior:

• 55% of customers liked the staff’s behavior.
• 25% of customers did not like our staff’s behavior.
• 20% of customers chose not to answer.

4. Survey Response:

• 54% of customers gave a positive response.
• 34% of customers gave a negative response.
• 13% of customers remained neutral.

FAQs:

How do I Create a Microsoft Form and share it?

To create a Microsoft Form and share it, follow the simple steps below:

1. Log in to your Microsoft account and go to Microsoft Forms.
2. Click New Form to create your form.
3. Customize it with questions.
4. Click Share to share the form via link, email, or embedding.

Can Microsoft Forms be shared with anyone?

Yes, Microsoft Forms can be shared with anyone.

You have the flexibility to share your forms with a wide audience. You can easily distribute your forms to your colleagues, friends, or participants by generating a shareable link or emailing them.

Wrap Up

There you have it.

How to create Microsoft Forms is easy with the simple steps we’ve covered.

By following this guide, you can effortlessly design surveys and feedback forms that capture your audience’s attention. Remember to explore the customization options and make your forms visually appealing.

To take your survey data analysis to the next level, we recommend you use ChartExpo.

With ChartExpo’s powerful add-in tool, you can transform your data into compelling survey-based charts that bring your insights to life.

No coding skills are required!

Start creating your Microsoft Forms survey today and unlock powerful insights with ChartExpo.

Try our free 7-day trial. Experience the benefits of interactive charts and make data-driven decisions like never before.