Create Survey in Outlook: Step-by-Step Guide

Ever found yourself needing to gather feedback or opinions from your colleagues, clients, or team members, but struggled with the process? Creating a survey can be a daunting task, especially when you're not sure where to start. But what if I told you that you can create a survey right within your Outlook email client? Yes, you read that right. Let's dive into the world of creating surveys in Outlook.

How to Use Microsoft Forms to Create Professional Surveys
How to Use Microsoft Forms to Create Professional Surveys

Outlook, a popular email client used by millions worldwide, offers a range of features that go beyond just sending and receiving emails. One such feature is the ability to create and send surveys directly from your Outlook inbox. This can be a game-changer when you need quick feedback or want to understand your audience better. So, let's get started and explore how you can create a survey in Outlook.

How to Create a Survey in Outlook | Techwalla
How to Create a Survey in Outlook | Techwalla

Creating a Survey in Outlook

Before we dive into the nitty-gritty of creating a survey, let's ensure you have the right version of Outlook. The survey feature is available in Outlook on the web (formerly known as Outlook.com) and the desktop version of Outlook 2013 and later. If you're using an older version, you might want to consider upgrading to enjoy this feature.

How to Create a Survey Using Microsoft Forms
How to Create a Survey Using Microsoft Forms

Now that we've established the prerequisites, let's create our first survey. Remember, creating a survey involves several steps, from planning your questions to sending the survey and analyzing the results. Let's break down the process into manageable chunks.

Planning Your Survey

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7 things you didn’t know you could do in Outlook!

Before you start creating your survey, it's crucial to plan what you want to achieve. What information are you trying to gather? Who is your audience? How will you use the data collected? Answering these questions will help you create a focused and effective survey.

Once you've planned your survey, it's time to start creating it. In the next section, we'll guide you through the process of creating your survey in Outlook step by step.

Creating the Survey

How to Close the Survey in Microsoft Forms
How to Close the Survey in Microsoft Forms

Now that you've planned your survey, it's time to bring your ideas to life. Here's how you can create a survey in Outlook:

1. Click on 'New Survey' in your Outlook inbox. This will open the survey creation interface.

2. Start by adding a title for your survey. This should be clear and concise, giving your respondents an idea of what to expect.

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Office 365: Use Excel Survey to Gather Information - Teacher Tech with Alice Keeler

3. Next, add your questions. You can choose from various question types, including multiple-choice, rating scale, and open-ended questions. Each question type serves a different purpose, so choose wisely based on the information you're trying to gather.

4. Once you've added your questions, you can customize the survey's theme, add a logo, or even include a brief introduction. This helps make your survey more engaging and professional.

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5. Finally, preview your survey to ensure everything looks good. You can also test the survey to see how it works from a respondent's perspective.

Sending and Analyzing Your Survey

With your survey created, it's time to send it out to your respondents. Here's how you can do that:

1. Click on 'Send' to open the 'Send Survey' panel.

2. Add the email addresses of your respondents, or you can also share the survey link on social media or other platforms.

3. Customize the email message that your respondents will receive. This could include a brief explanation of the survey's purpose or a friendly reminder to complete it.

4. Click 'Send' to dispatch your survey. Once your respondents start filling out the survey, you can start analyzing the results.

Analyzing Survey Results

Outlook makes it easy to analyze your survey results. Here's how you can do it:

1. Click on the 'Results' tab in the survey creation interface.

2. Here, you'll find a summary of the responses, including the number of responses received, the response rate, and the average score for rating scale questions.

3. You can also view detailed results for each question, including the number of responses, the percentage of responses for each answer, and the average score for rating scale questions.

4. If you've included open-ended questions, you can view the responses as a list or export them to Excel for further analysis.

Creating and analyzing surveys in Outlook can be a powerful tool for gathering feedback and understanding your audience better. Whether you're a business owner looking to understand your customers' needs or a manager trying to improve employee engagement, surveys can provide valuable insights. So, the next time you need to create a survey, give Outlook's survey feature a try. Happy surveying!