Ora

How do I send out a survey?

Published in Survey Distribution 5 mins read

Sending out a survey involves selecting the most effective distribution channels, crafting an engaging invitation, and adhering to best practices to encourage participation. The key is to make it as easy as possible for your audience to respond.

Choosing the Right Survey Distribution Method

The method you choose for distributing your survey largely depends on your target audience, the nature of your questions, and your overall objectives. Matching the method to your audience's habits is crucial for a higher response rate.

Email Campaigns

Email remains one of the most popular and effective methods for sending out surveys, especially for reaching a specific, known audience.

  • Embed the Survey: If feasible, embed the initial questions or the entire survey directly within the body of the email. This eliminates an extra click for recipients, streamlining the process and potentially increasing the survey completion rate.
  • Clearly State the Purpose: In your email, clearly explain the survey's purpose upfront. Let recipients know why their feedback is important and how their responses will be used.
  • Keep it Concise: While the survey itself should be brief, the email invitation should also be short and direct. Get straight to the point and provide a clear call to action.
  • Compelling Subject Line: Craft an engaging and informative subject line that encourages opens. Use personalization where possible.
  • Clear Call to Action (CTA): Provide a prominent link or button for recipients to click if the survey isn't embedded.
  • Personalization: Address recipients by name and reference any prior interactions to build rapport.

For more tips on effective email communication, consider resources like Campaign Monitor's guide on email marketing.

Website or App Integration

If your target audience frequently interacts with your website or mobile application, integrating the survey directly into these platforms can be highly effective.

  • Pop-up Surveys: Timed or exit-intent pop-ups can capture feedback from visitors at critical moments.
  • Embedded Forms: Place a survey directly on a relevant page (e.g., product page, support section) for continuous feedback.
  • Feedback Widgets: Small, unobtrusive buttons or tabs that expand into a survey when clicked.
  • In-App Prompts: For mobile apps, integrated prompts can ask users for feedback after specific actions or durations of use.

Social Media Channels

Social media platforms are excellent for reaching a broad audience quickly, especially for general opinion surveys or when targeting specific demographics through paid promotions.

  • Direct Posts: Share survey links directly on platforms like Facebook, X (formerly Twitter), LinkedIn, or Instagram.
  • Targeted Ads: Utilize social media advertising tools to target specific demographics, interests, or behaviors to ensure your survey reaches the most relevant audience.
  • Engagement: Encourage sharing and discussion around your survey to amplify its reach.

QR Codes and In-Person Distribution

For physical locations, events, or products, QR codes and direct in-person requests can be powerful tools.

  • QR Codes: Generate QR codes that link directly to your online survey. Place these on product packaging, receipts, event signage, business cards, or posters.
  • Tablets/Kiosks: Use tablets or dedicated kiosks at events, retail stores, or waiting areas for immediate feedback.
  • Direct Interviews: For qualitative insights, conducting short, in-person interviews can be valuable, often using a digital survey tool to record responses.

Best Practices for Maximizing Survey Response Rates

Regardless of your distribution method, several universal best practices can significantly boost your survey's success.

  • Keep it Short and Focused: Remember to keep the survey short and direct. Avoid sending lengthy surveys that can lead to survey fatigue and abandonment. Focus on essential questions.
  • Clearly State the Purpose: Always explain the purpose of the survey at the beginning. People are more likely to participate if they understand how their feedback will be used and the impact it will have.
  • Offer Incentives: Consider offering a small incentive, such as a discount, a chance to win a prize, or a gift card, to encourage participation.
  • Optimize for Mobile: Ensure your survey is fully responsive and easy to complete on smartphones and tablets, as many respondents will access it on mobile devices.
  • Timing is Key: Send your survey at optimal times. For emails, mid-week mornings often yield higher open rates. Avoid sending surveys during holidays or busy periods for your audience.
  • Pilot Test Your Survey: Before a full launch, send your survey to a small group to check for clarity, technical glitches, and estimated completion time.

Comparing Survey Distribution Methods

Method Best For Pros Cons
Email Targeted audiences, existing customer base High response rates, direct, personalized Can be seen as spam, relies on up-to-date email lists
Website/App Capturing real-time feedback, user experience Non-intrusive (e.g., feedback widgets), contextual Requires website traffic, potential for self-selection bias
Social Media Broad reach, general public opinion, specific demographics Viral potential, cost-effective targeting (paid ads) Lower completion rates, potential for irrelevant responses
QR Codes/In-Person Physical locations, events, product feedback Convenient for immediate feedback, captures specific moments Limited reach, requires physical presence, potential for bias in selection

Recommended Survey Tools

Utilizing a reliable survey platform simplifies the creation, distribution, and analysis of your surveys.

  • SurveyMonkey: A popular choice for its ease of use and comprehensive features.
  • Google Forms: A free and simple option for basic surveys.
  • Typeform: Known for its conversational and engaging survey design.
  • Qualtrics: A robust platform ideal for complex research and enterprise solutions.