Create a marketing survey using a SharePoint site

As a marketing specialist, you know that surveys are a valuable tool for gathering market information. By using your Microsoft Windows® SharePoint® Services site, you can easily create surveys and collect the data that you want.

Before you create the survey, you need to consider your plans for the information that you will gather. How you use the information determines what types of questions that you should ask. For example, you can easily compare the responses to multiple-choice, numerical-rating, and yes-or-no questions. Responses to open-ended questions that the participant answers in a text box are difficult to compare, but open-ended questions might be valuable for collecting information that you might not collect by using the other types of questions.

Creating a new survey

To create a new survey by using a SharePoint site:

  1. On your SharePoint site, click Create on the top link bar.
  2. On the Create page, under Surveys, click Survey.
  3. On the New Survey page, in the Name and Description section, type the name and a brief description of your survey.
  4. In the Navigation and Survey Options sections, select the options that you want, and then click Next.
  5. On the <Survey name>: Add Question page, in the Question and Type section, type the question that you want to ask, and then select the type of answer that you want, such as multiple choice, text entry, or rating scale.
  6. In the Optional settings for your question section, define the other options that you want for the answer. The options that are available depend on the type of answer that you selected in the Question and Type section.
  7. To complete your new survey, do one of the following:
    • To add another question to the survey, click Next Question.
    • To finish adding questions and save the survey, click Finish.

Viewing your survey results

When visitors to your site fill out the survey and save their survey responses, your SharePoint site stores this information where you can view it. You can view individual survey responses or view a graphical summary showing the relationship of all responses.

View an individual survey

  1. On your SharePoint site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey whose responses you want to view.
  3. Click Show all responses.
  4. From the list of responses, click the response that you want to view.

View a graphical summary of all survey responses

  1. On your SharePoint site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey whose responses you want to view.
  3. Click Show a graphical summary of responses. Your SharePoint site displays graphical summaries of the responses to show you how many of each response have been received.

Revising your survey

After you have created your survey, you can revise it by adding questions, deleting questions, rewording questions, changing the order in which the questions appear, or changing the general settings for the survey.

You must be careful not to change questions after you have already published the survey and received some results. Changing a survey question might cause you to lose data that you have already collected.

Add new questions to a survey

  1. On your SharePoint site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey that you want to revise.
  3. Click Modify survey and questions.
  4. Under Questions, click Add a question.
  5. On the <Survey name>: Add Question page, in the Question and Type section, type the question that you want to ask, and then select the type of answer that you want, such as multiple choice, text entry, or rating scale.
  6. In the Optional settings for your question section, define the other options that you want for the answer. The options that are available depend on the type of answer that you selected in the Question and Type section.
  7. To finish revising your survey, do one of the following:
    • To add another question to the survey, click Next Question.
    • To finish adding questions, click Finish.

Delete questions from a survey

  1. On your SharePoint site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey that you want to revise.
  3. Click Modify survey and questions.
  4. Under Questions, click the question that you want to delete.
  5. On the <Survey name>: Add Question page, click Delete. Then click OK.

Change the order of questions in a survey

  1. On your SharePoint site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey that you want to revise.
  3. Click Modify survey and questions.
  4. Under Questions, click Change the order of the questions.
  5. On the <Survey name>: Change Question Order page, under Position from top, select a new position for the question. Your SharePoint site adjusts the position of the other questions in the survey as needed.

Change the order of questions in a survey

  1. Click OK.

Change general settings for a survey

  1. On your SharePoint Web site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey whose settings you want to change.
  3. Click Modify survey and questions.
  4. Under General Settings, click Change general settings.
  5. On the Survey Settings: <Survey Name> page, make the changes that you want.
  6. Click OK.

Exporting survey responses to a spreadsheet

If you want the survey responses in a form that you can easily evaluate or reformat, you can export the results to a spreadsheet. To export results to a spreadsheet, you must have a spreadsheet program, such as Microsoft Office Excel 2003, that is compatible with SharePoint Services.

Export results to a spreadsheet

  1. On your SharePoint site, click Documents and Lists on the top link bar.
  2. Under Surveys, click the survey whose responses you want to export.
  3. Click Export results to a spreadsheet.
  4. Save your survey results in a SharePoint Services–compatible spreadsheet, such as Excel. In the spreadsheet, you can analyze and sort the data as you want.

You now know how to create a marketing survey by using a SharePoint site. Surveys are a valuable source of information for you, and you can use them to improve your services and tailor them to meet your customers' needs.

 
 
Applies to:
Excel 2003