如何在Excel，Word，Google，Facebook和SurveyMonKey中创建调查

多年来，我收到了不错的调查。这些往往比好的更容易识别 - 实际上，您可能自己进行了一些不良的调查。

The questions are often poorly-worded and tend to drag on forever. As a result, you might find yourself unable to complete them due to boredom, frustration, or the time investment required.

Good surveys, on the other hand, are seldom forgettable. The best experience you can aim for as the creator of a survey is for the respondent to a) finish and submit the survey, and b) think, "Well, that was tolerable."

您准备好学习如何进行良好的调查，您的客户实际上会填写以为您提供有价值的反馈吗？以下是一些技巧，可以帮助您开发有趣且有效的调查以及可以使用的特定工具来创建它们。

1.选择合适的调查平台。

Creating a proper survey starts with choosing the right platform. For example, if you're trying to survey your Facebook fans, your survey should probably liveon Facebook。另一方面，如果您想通过电子邮件将调查发送给客户，则需要使用Google表格。

此外，考虑一下您要如何使用数据。例如，如果您要收集大量要泄露和分析的数据，则应使用微软表格因此，您可以将结果作为电子表格下载。

2.使调查尽可能短。

专注于真正重要的事情。您需要哪些数据来提出论点，启动广告系列或更改产品？无关紧要的，“很高兴知道”的问题陷入了调查，并使他们的注意力变得昏暗。请记住，您的调查受访者并不真正在乎您或您的公司有趣的事情 - 他们关心他们能够完成调查的速度。bob全站app

重要的是要注意，通过更长的调查，下车发生更多。那么，您的老板会更喜欢什么：一项仅有15个完整的答复，或更紧密，更严格的调查，并进行200张响应？可能是后者。

如果您的调查较长，请指导受访者通过各节。让他们知道您要问他们什么。几乎完成后给他们提示，类似（“在最后一部分，我们要问你……”）。如果您的调查工具允许它（Google表格），向他们展示一个进度标准，以了解剩下多少调查。并始终感谢他们抽出宝贵的时间给予反馈。

3.避免“是”或“否”问题。

由于心理偏见，当被问及“是”或“否”问题时，受访者倾向于回答“是”（除非您问他们是否做错了什么）。

而不是直接询问，请尝试以更回旋的方式获取答案。例如，给他们一个选项列表，并询问他们是否使用或知道列出的任何项目。只有受访者碰巧选择您感兴趣的项目，才能继续前进。然后，您可以确定回答您的问题的人更有可能对他们的回答诚实。

不要这样做：

Do this:

4. Randomize your answer options.

There's also a first-choice bias in surveys, where people automatically click the first answer listed. It's prevalent in "select all that apply" type questions. Randomizing your options helps combat a survey taker's tendency to check the first option they're given.

Most survey tools will allow you to anchor options such as "Don't know" or "None of the above" at the bottom of the list and exclude them from randomization.

不太好：

Great:

5. Keep your tone neutral.

Asking leading questions can influence your respondents to answer a certain way. If you publish your results where the question is visible, your readers may question the validity of your data.

这是一个极端的例子，可以向您展示我的意思：

“您不认为产品X在以下方式上很棒吗？是的，由于X，它很棒。由于Y，这真是太神奇了。由于Z，这真是太神奇了。”

相反，请问：

“您将如何以1到5的比例对产品进行评分？”

而且，如果您想知道他们喜欢什么，您可以跟进那些回答4或5的人，以了解他们为什么喜欢它。当然，您也可以与回答较低评级的人一起做到这一点。这为您提供了有关人们对您的产品和您需要做什么的东西的更可行的数据。

这是一个主要问题的示例：

这是两个中立问题，可以产生无偏见的反馈：

6.明智地使用矩阵问题。

Your survey should not have more than a few matrices. These are for asking complicated questions — so only use them for important questions

此外，每个矩阵应具有不超过七行或标头选项，以防止调查接收者在视觉上不知所措。

An example of a manageable questionnaire is shown below:

另一方面，这是令人生畏的：

7.对每种类型的受访者的问题和答案对齐。

You may live and breathe your product or industry, but you should not assume your survey respondent knows what you're talking about.

It never hurts to give examples and explain concepts or jargon to educate respondents who are less knowledgeable than you. Likewise, make sure you provide answer options that give your respondent an out if they don't know an answer.

一个例子是询问某人的团队是变大还是更小。虽然表面上看起来似乎是无害的，但实际上您排除了一些可能的答案。例如，也许受访者的团队保持不变，或者受访者是新员工，不知道该小组在一年前有多大。因此，请确保您可以选择这些选择。

This question limits respondents to just two options:

This question includes more options that respondents can choose from:

8.包括一个“红鲱鱼”问题，以清除专心的受访者。

As a quality check, you can ask a simple demographic question at the beginning and end of each survey. This is especially important when you're designing longer surveys — because you may be surprised (and dismayed) to see how many respondents forget what country they're from or how many employees their company has.

You shouldn't always toss out respondents based on just the red herring mismatch, but you can use it in conjunction with other checks to validate the quality of a respondent's answers. For example, only remove a response if the survey taker failed the red herring and answered "Don't know" for 5 out of 10 questions in your survey.

现在您知道了什么是一项很好的调查，是时候学习如何开始创建一个。因此，请继续阅读以了解如何在Microsoft Excel，Microsoft Word，Google表单，Facebook或SurveyMonKey中创建调查。

步骤1：登录您的Microsoft Office 365帐户。

You can set this up on一个驱动器, or create one for free.

Step 2: Select "Forms" from the starting menu in the upper left-hand corner of OneDrive.

选择表格调查to get started creating a new survey.

步骤3：命名您的表格并添加描述。

然后，单击Add question。

Step 4: Select the types of answers that recipients can choose from.

选项include multiple-choice, text, a rating system, etc.

步骤5：填写问题。

Make sure you toggle theMultiple answers或者必需的按钮，如果适用。

步骤6：使用“发送”按钮将调查发送给收件人。

您可以通过电子邮件发送调查，直接链接到它，或将其嵌入到网页中。

步骤1：从模板画廊中的空白文档或搜索“形式”。

Choose the template that best meets your needs, and click创造。

Step 2: Find the developer tab.

Find the developer tab on a PC by clicking文件>选项>自定义功能区>Main Tabs>Developer>好的。

Show the developer tab on a Mac by clicking单词>Preferences>创作和校对工具>看法>显示开发人员选项卡。

Step 3: Add content to your survey then choose the type of control for the survey field.

For example, if you want respondents to type in an answer, choose文本框，或者如果您想从一组答案中选择受访者，请选择组合框。（该控件将以文字形式显示为灰色框。）

步骤4：输入教学文本或下拉菜单选项。

这将使受访者可以在一组答案选项之间进行选择。

Step 5: Click the "Review" tab, then "Protect," and select "Protect Document."

That will protect recipients from editing the questions while allowing them to fill in their answers.

6. Share your form with recipients.

Recipients can fill it out on a computer and print it, or print it then fill it out by hand.

步骤1：打开您的Gmail帐户菜单，然后选择“表单”。

您可能必须点击更多的查看此选项。

步骤2：选择空白表格，或使用图库中的模板。

选项include event feedback forms, time off request forms, and more.

步骤3：命名调查并添加描述。

确保您的调查名称清晰且拼写正确，因为这将是表格上最突出的措辞。

步骤4：通过选择问题类型来创建您的表单问题。

然后，您可以开始输入选项，供收件人选择或写入答案。（确保切换必需的button for mandatory answers.)

步骤5：使用侧栏菜单添加多媒体元素，部分或唯一的格式化选项。

您可以使用它来重新排列或分解不同的调查问题的顺序。

步骤6：调整表单设置。

You can include options to make the form include a quiz, a confirmation message, and collect recipients’ email addresses.

步骤7：将调查发送给收件人。

Add collaborators to your survey by clicking the发送button in the upper right-hand corner.

Facebook提供了两个创建调查的选项：简单的民意调查或调查应用程序。The poll option only allows you to ask one question, whereas the Survey app allows you to customize and expand your survey to multiple different types of questions. Read below for instructions for creating both:

步骤1：输入”民意调查“在您的Facebook搜索栏中。

在下面所有结果，选择称为的第一个选项民意调查。This should bring you to the app's Facebook page.

步骤2：在Facebook页面上选择“使用应用程序”按钮。

There should be an option at the top on the app’s Facebook page where you canUse App。

步骤3：允许调查使用您的个人资料信息。

You'll need to grant the app access to your Facebook profile before you can start using it. Don't worry, it won't post anything on your behalf unless you instruct it to.

Step 4: Name your survey.

现在是时候命名您的调查了。您也可以在设置过程中进行稍后编辑。

步骤5：自定义您的调查问答选项。

下一步是开始填写您的调查。Facebook的调查使您可以使用所有类型的调查问题，并且可以使用Rich Text字段进行多项选择选项。

步骤6：预览您的调查。

填写问题后，您可以在发布前预览调查。

步骤7：将您的调查发布在您的个人资料或业务页面上。

The final step is to publish your survey and make it live on your page. Again, you have a few options here. You can either create a unique post for your survey, share it via URL, or invite individual followers to complete it.

步骤1：输入”轮询" in your Facebook search bar

在下面theAllresults, select the first option called轮询。这应该将您带入应用程序的Facebook页面。

Step 2: Select the "Use App" button on the Facebook page.

There should be an option at the top on the app’s Facebook page where you canUse App。

步骤3：授予民意调查的权限以使用您的个人资料信息。

You’ll need to grant Poll access to your Facebook profile before you can start using it. As with Surveys, it won’t post anything on your behalf unless you instruct it to.

步骤4：命名您的民意调查。

Next, name your poll.

Step 5: Customize your poll question and answer options.

The next thing is to begin filling out the poll. The Poll app allows you to use different types of questions.

步骤6：预览您的民意调查。

填写问题后，您可以在发布之前预览民意调查。

Step 7: Publish your poll on your page.

Finally, publish your poll and make it live on your page. There are several options open to you. For example, you can create a unique post for the poll, share it via a link, or invite individuals to participate.

步骤1：选择要创建的调查类型。

您可以注册调查猴子有了免费或付费帐户，并在填写了有关您打算如何使用它的一些详细信息之后，您可以开始浏览其调查创建指南。

步骤2：命名您的调查。

选择要部署的调查类型后，命名并将其分配给类别。

步骤3：添加或选择调查问题。

You can start typing in your survey questions, or you can choose from the questions SurveyMonkey recommends for the type of survey you've selected.

步骤4：将您的调查发送给受访者。

调查猴子offers various options for deploying your survey, including the ability to buy responses from a broader pool.

创建人们想要接受的调查

If your respondents are taking the time to complete your survey, give them one that is interesting, neutral, and respectful of their time. Now that you have the best practices for how to create a survey, try making one today and see what insights you uncover about your audience.

编者注：该帖子最初于2020年8月发表，并已更新以进行全面性。