Microsoft Forms is a versatile tool that allows you to create surveys, quizzes, and polls to gather valuable insights and feedback. One of its key features is the Survey tool, which enables you to create and distribute surveys to collect data and make informed decisions. Here's a comprehensive guide on how to use Microsoft Survey to help you get started.
Before we dive into the details, ensure you have a Microsoft account and are signed in to access Microsoft Forms. If you're new to Microsoft Forms, you'll find it integrated with other Microsoft 365 services like Outlook, Teams, and SharePoint, making it easy to create and share surveys.
Creating a New Survey
To begin, let's explore how to create a new survey using Microsoft Forms.
1. **Accessing Microsoft Forms**: Sign in to your Microsoft account and navigate to the Microsoft Forms homepage. Alternatively, you can access it directly from the Microsoft 365 launcher or through the Forms app in Teams.
Title and Description
Once you're in Microsoft Forms, you'll see an option to create a new form. Click on it to get started.
2. **Adding a Title and Description**: Give your survey a title that clearly communicates its purpose. You can also add a brief description to provide more context to your respondents.
Creating Survey Questions
3. **Adding Questions**: Now it's time to add questions to your survey. Microsoft Forms offers various question types to cater to different needs.
4. **Choosing Question Types**: You can choose from multiple-choice, choice (dropdown), text, rating (scale of 1-5), date, or yes/no question types. Each question type serves a unique purpose, so select the one that best fits your needs.
Customizing Survey Settings
After creating your survey questions, let's explore some customization options to make your survey more engaging and effective.
1. **Changing Theme and Background**: Microsoft Forms offers a variety of themes to choose from. You can also customize the background color and image to make your survey visually appealing.
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Setting Access and Response Options
2. **Controlling Access**: You can choose to make your survey public or require a response code for access. This setting helps you control who can respond to your survey.
3. **Setting Response Options**: You can limit the number of responses per person or set an expiration date for your survey. Additionally, you can enable or disable the option to let respondents see results after submission.
Analyzing Survey Results
4. **Viewing Responses**: Once you've collected responses, you can view them in real-time. Microsoft Forms provides a summary of responses for each question, making it easy to analyze the data.
5. **Exporting Results**: If you need to analyze the data further, you can export the results to Excel for more advanced analysis. Simply click on the '...' icon next to the 'Responses' tab and select 'Export results'.
Distributing Your Survey
Now that you've created and customized your survey, it's time to distribute it to gather responses.
1. **Sharing via Link**: You can share the survey link directly via email, social media, or any other platform. Microsoft Forms also integrates with Outlook, allowing you to send the survey link directly from an email.
Embedding Survey in Websites or Teams
2. **Embedding in Websites**: If you have a website, you can embed the survey directly into a webpage using an iframe. This makes it convenient for respondents to access the survey without leaving the site.
3. **Embedding in Teams**: Microsoft Forms integrates seamlessly with Teams. You can embed the survey in a channel or send it as a message, making it easy to gather feedback from your team members.
Microsoft Survey offers a powerful and user-friendly platform for creating and distributing surveys. By following this guide, you'll be well on your way to collecting valuable insights and making data-driven decisions. Happy surveying!