How to Create Microsoft Forms?

Are you looking to create surveys, quizzes, or polls for your business or personal use? Look no further than Microsoft Forms.

With its intuitive interface and user-friendly features, you can create compelling forms in no time.

You can easily create a new form and add different question types. You also have the liberty to customize the text formatting and preview the form. Ultimately, run trial tests before disseminating it to the audience.

Furthermore, you can insert forms into Excel workbooks, making data analysis and interpretation easier.

The best part?

Creating a Microsoft Form is a straightforward process requiring no technical expertise.

But how do you get started?

In this article, I’ll show you how to create Microsoft Forms step-by-step. From choosing the right question types to sharing your form with others. I’ll cover everything you need to know to create effective forms that deliver results.

In this blog, you’ll learn the following:

• How to Create a Microsoft Form?
• How to Format a Microsoft Form?
• How to Collect Responses for a Microsoft Form?
• Tips for Making the Most of Microsoft Forms
• How to Collaborate on Microsoft Forms?
• How to Create a Survey from Microsoft Forms?
• How to Analyze Microsoft Forms Survey Results?

Let’s get started.

How to Create a Microsoft Form?

To create a form on Microsoft Forms, follow these steps:

1. Visit forms.office.com and log in using your Microsoft account. If you don’t have one, create a free account.
2. Select the “New Form” button on the screen’s left side.
3. Choose the form type you want to create. You can use a template, import a form, or start from scratch.
4. Give your form a title and description, if necessary.
5. Click the “Add question” button to add questions to your form. You can select from the various question types available.
6. Customize your questions by adding options, making them required, and setting up branching logic.
7. Click the “Add page” button to add pages to your form.
8. Personalize your form’s appearance by selecting a background image, color scheme, and font style.
9. Preview your form to ensure everything looks good.
10. Save your form and share it with others by sending a link or embedding it on a website.

How to Format a Microsoft Form?

To customize the appearance of your Microsoft Form, follow these easy steps:

1. Open your Microsoft Form and spot the “Theme” button in the upper right corner.
2. Choose an existing theme or create your own by clicking “Custom.“
3. You can change the background, text, and accent colors to match your preferences or logo.
4. Click “Upload” to include a backdrop image. Select a picture from your device, Microsoft’s stock images, or the web.
5. Choose a font style for your form from the “Font” dropdown menu.
6. You have the option of changing the language of your form. In the top right corner of the screen, click the “Settings” button and pick “Form settings.” Then select your language.
7. In the form editor, click the “Add image” option to add an image or a logo.
8. Preview your form to ensure everything looks good.

How to Collect Responses for a Microsoft Form?

Once you’ve created your form, the next step is to collect responses from the intended audience. Microsoft Forms provides various methods for gathering responses conveniently:

1. Share the form link: One of the easiest ways to collect responses is by sharing the link directly with your audience. Copy the form’s URL and distribute it via email, messaging apps, or social media platforms. Anyone with the link can access and submit their responses.
2. Send via Email: If you prefer a more targeted approach, use the built-in email feature in Microsoft Forms. Click the “Send” button, choose the “Email” tab, and enter your respondents’ email addresses. Personalize your message and send the form directly to their inboxes.
3. Embed on websites or blogs: To incorporate Microsoft Forms onto your website or blog, fetch the HTML code from the “Embed” tab. Choose the desired size and arrangement and copy the HTML code. Then paste it into the desired location within your website’s code.
4. QR codes: Another innovative way to collect responses is by generating a QR code for your form. Click the “Share” button, go to the “QR code” tab, and download the QR code image. Then print it, display it, or share it digitally.

Tips for Making the Most of Microsoft Forms

To make the most of Microsoft Forms and optimize your experience, consider the following tips:

1. Use templates: Microsoft Forms offers a range of pre-designed templates for surveys, quizzes, and polls. Take advantage of these templates to save time and ensure your forms are well-structured.
2. Clear and concise questions: Keep your questions simple, specific, and easy to understand. Avoid ambiguity or jargon that might confuse respondents. This helps ensure accurate and meaningful responses.
3. Use different question types: Microsoft Forms offers various question types like multiple choice, rating scales, and more. Use various question types to gather diverse data and give respondents different ways to express their thoughts.
4. Conditional logic: Take advantage of the branching or conditional logic feature. It allows you to create custom paths based on respondents’ answers. You can gather more relevant data and create a personalized experience by tailoring follow-up questions.
5. Design and branding: Add logos, colors, and images to create a visually appealing and cohesive experience for respondents.
6. Enable notifications: Stay updated on new responses by enabling notifications. You can choose to receive email notifications or integrate with other platforms like Microsoft Teams. This enables real-time collaboration and feedback.
7. Collaborate with others: Invite others to collaborate, share editing permissions, and collectively create or review the form.
8. Secure form responses: If your form contains sensitive information, ensure the privacy and security of responses. Enable settings such as requiring sign-in or limiting responses to specific individuals.

How to Collaborate on Microsoft Forms?

To collaborate on a Microsoft Form, follow these steps:

1. Log in to Office.com.
2. Click on Forms or Apps, then select Forms.
3. Open the form or quiz you want to collaborate on.
4. Click the “Share” button.
5. Select More options, then select Collaborate or Duplicate.
6. Click on + Get a link to view and edit to generate a link. Then share this link with others. You can invite them to add and edit content, view responses, and share with others.
7. Use the dropdown to select who can access the form.
8. Click on + Get a link to duplicate to share a link. This allows others to use your form as a template. Additionally, this won’t change your version of the form, and responses won’t be collected.
9. Share the form with others. Paste the link into an email or a shared space, like a OneNote notebook.
10. Microsoft Forms also shows contributor icons next to each section currently being edited.

How to Create a Survey from Microsoft Forms?

Follow these easy steps to create a survey from scratch using Microsoft Forms.

1. Log in to your Microsoft account and go to the Microsoft Forms homepage.
2. Click the “New Form” button to start a new survey.
3. Provide a title and brief description for your survey. You can choose a theme and add an image if you want.
4. Add questions to your survey by clicking the “+ Add question” button. You can select from various question types like multiple-choice, rating scales, text boxes, and more.
5. Customize your questions as per your requirement. You can include answer choices, format them, and set up conditional logic branching if needed.
6. Keep adding questions until your survey is complete.
7. Customize the survey settings like response options, requiring sign-in for responses, and how to collect responses.
8. Preview your survey to ensure it looks and functions as expected.
9. Share the survey with your target audience by copying the link or sending email invitations.
10. Keep an eye on your survey responses in real time. Use Microsoft Forms’ built-in reporting and analysis tools to analyze and present your data.

How to Analyze Microsoft Forms Survey Results?

Microsoft Forms is a powerful tool for conducting surveys and collecting valuable data. Excel provides excellent capabilities for organizing and manipulating data. However, it falls short when it comes to visualizing survey results intuitively and compellingly.

This is where ChartExpo comes in.

This Excel add-in transforms your Microsoft Forms survey data into compelling charts and graphs. As a result, you can unlock a whole new level of insight and clarity.

Why ChartExpo?

Benefits of Using ChartExpo

• ChartExpo makes creating insightful charts a breeze with its user-friendly interface. It requires no coding skills, making it ideal for both beginners and experts.
• ChartExpo has a vast library of chart types to meet all your charting needs.
• ChartExpo’s customization options are top-notch, enabling you to adjust every design element of your charts. This feature guarantees that your charts are not only informative but also aesthetically pleasing.
• ChartExpo’s affordable $10 monthly subscription and 7-day trial period provide exceptional value for money. This allows you to access exceptional charting features without breaking the bank.

How to Install ChartExpo in Excel?

1. Open your Excel application.
2. Open the worksheet and click the “Insert” menu.
3. You’ll see the “My Apps” option.
4. In the office Add-ins window, click “Store” and search for ChartExpo on my Apps Store.
5. Click the “Add” button to install ChartExpo in your Excel.

ChartExpo charts are available both in Google Sheets and Microsoft Excel. Please use the following CTA’s to install the tool of your choice and create beautiful visualizations in a few clicks in your favorite tool.

Example

Let’s say you run a hotel. You have created a Microsoft Forms survey with the questions below to collect customer feedback.

• Do you agree with our staff’s behavior?
• Do you agree with our services?
• Will you recommend our hotel to your circle?

Your customers provide an answer to each question using the response scale below.

1. Strongly Disagree
2. Disagree
3. Neither agree nor disagree
4. Agree
5. Strongly Agree

Assume your survey yields the results table below.

Let me show you how to use ChartExpo to visualize this data and glean valuable insights.

• To get started with ChartExpo, install ChartExpo in Excel.
• Navigate to the INSERT menu and select My Apps. 

• Select ChartExpo and click the “Insert” button.

• Once it loads, choose the “Likert Scale Chart” from the charts list.

• Select the data from the sheet and click the “Create Chart From Selection” button.

• When you click the “Create Chart From Selection” button, you have to map responses with numbers manually. The Likert scale has this arrangement:

Strongly Disagree=1

Disagree=2

Neither agree nor disagree=3

Agree=4

Strongly Agree=5

Once all is set, click the “Create Chart” button.

• ChartExpo will generate the visualization below for you.

• Click the “Edit Chart” button to modify your chart.

• Click the pencil icon next to Chart Header to add a title.
• This will open the properties dialog.
• Add a heading in Line 1 under the Text section and enable the Show option. Then click the “Apply” button.

• Let’s say you want to add text responses instead of numbers against every emoji.
• Click the pencil icon next to the respective emoji. Expand the “Label” properties and write the required text. Then click the “Apply All” button.
• Click the “Save Changes” button to persist the changes.

• Your final chart will appear as below.

Insights

• 45% of customers recommend your hotel to their circle. 35% do not recommend your hotel, and 20% remain neutral.
• 60% agree with your hotel service, while 40% do not.
• 55% approve of the behavior of your staff, while 25% do not agree, and 20% maintain neutrality.
• 54% of customers responded positively to the questions, 34% gave negative responses, and 13% remained neutral.

FAQs:

How do I Create a Microsoft Form and share it?

To create a Microsoft Form, go to forms.office.com and sign in with your Microsoft account. Click on “New Form” to start building your form. Once done, click on “Share” to generate a sharing link or send the form via email or Teams.

Can Microsoft Forms be shared with anyone?

Sharing Microsoft Forms is flexible and allows you to reach a wide audience. You can create a sharing link not restricted to Microsoft account holders. You can also directly share the form via email, Teams, or other platforms of your choice.

Can anyone access a Microsoft Forms survey?

Yes, anyone provided with the survey link can access Microsoft Forms surveys. Whether or not they have a Microsoft account, individuals can participate and submit responses without any restrictions.

Wrap Up:

Creating a Microsoft Form is a straightforward process. Its intuitive and user-friendly interface makes it easy for anyone to create compelling forms in a few clicks.

Remember to consider the target audience and objective when creating your form. Use straightforward and concise wording to ensure the questions are pertinent and easy to understand.

You can also take advantage of the various customization options Microsoft Forms offers. It allows you to add images, videos, and branching logic.

Once you’ve designed the form, you can proceed to share it with others. Microsoft Forms offers various sharing options, including generating a link. You can send this link to anyone, regardless of whether they have a Microsoft account. Additionally, you can directly share the form via email or Teams.

To analyze and visualize the data you collect, use ChartExpo for Excel.

Why ChartExpo?

ChartExpo helps you visualize data in a more concise and compelling way. The best part is that you don’t need coding skills to create insightful charts with ChartExpo.