How to Create a SharePoint Survey? A Complete Guide

What are SharePoint survey forms? How to create a SharePoint survey? What types of surveys are available? How can you view survey responses? If you are also struggling with these questions, don’t worry. We will address all your queries about SharePoint surveys in the upcoming sections of this guide.

SharePoint enables the creation and management of survey forms, you can take a survey on a SharePoint site. Surveys are crucial for gathering valuable insights from your team members and managing responses to make wiser decisions. Let’s have a look at an actual user query.

User Query:  Is there any proper steps for survey creation in SharePoint Online.

After getting so many queries like this, we have brought this write up for you. In this write-up,  we will walk you through how to make a survey in SharePoint Online and manage it. Additionally, we are providing tips for preparing questionnaires and granting access permissions. So, let’s get started!

How to Create a SharePoint Survey Efficiently?

We have divided the process of Survey creation into 5 stages. This stage can lead to an effective and efficient survey form. Follow these stages to create a SharePoint survey:

#Stage 1. Select Survey Type According to Your Requirements

Before you begin the Survey creation process it is crucial to choose the survey type that meets your needs. Here are the types of the most used survey forms that you may consider.

• Traditional Survey – This type of survey is Ideal for collecting detailed feedback. However, it is mostly used for creating MCQs and other type of questions. 
• Quick Poll – This includes quick polls that can be used for gathering feedback or opinions on a specific topic. However, it usually consists of a single question or a few questions. 
• Quiz or Test – This type of survey is generally used for quizzes or tests to assess knowledge or skills which can include graded questions. 
• Custom Survey – It allows you to create unique questions and advanced features to meet your requirements.

#Stage 2. Design Effective Survey Questions [Useful Tips]

The effectiveness of your survey depends on how well you design your questions. Here are some tips to keep in mind:

• Formulate questions that are straightforward and easily understood by respondents. 
• Select the most relevant question types for your survey objectives. 
• Arrange questions in a logical sequence that flows naturally. 
• Aim to keep the survey concise and Short. 

#Stage 3. Steps to Create a Survey in SharePoint Online

Creating a survey in SharePoint Online involves procedural steps. Here’s a detailed process for your query on how to create a SharePoint survey:

Step 1. Firstly, navigate to the SharePoint site where you want to create the survey.

Step 2. Click on the settings situated at the top right corner and select “Add an App”. 

Step 3. On the “Your Apps” page click on the Classic Experience link.

Step 4. In the Classic page search for “Survey” in the search field. Click on the “Survey” app.

Step 4. Enter a name for your survey in the provided field and click the “Create” button to set up the survey.

Step 5. From the Site Contents page, locate and open your newly created survey.

Step 6. Optionally, complete the description field to give respondents an overview of the survey’s purpose or content.

Step 7. Choose whether to display respondent names and if multiple responses are allowed.

Step 8. Go to Settings and select “Add Questions.” Enter your questions and choose the answer types.

Step 9. If certain questions are mandatory, mark them as required. You can also set character limits for text responses if needed.

Step 10. Review all details and finalize your survey.

Woohoo! You have successfully learned how to create a SharePoint survey. 

#Stage 4. Implementing Branching Logic in Surveys

Branching allows you to direct respondents to different questions based on their previous answers. Here’s how to set it up:

• Open the survey that you have just created.
• Navigate to “Survey Settings”.
• Select the question where you want to apply branching. You can also define logic.
• Click “OK” to apply the changes.

#Stage 5. Managing Permissions for Surveys

Knowing how to create a SharePoint survey is not enough, it is also required to set the permissions for that survey. By default, a SharePoint survey inherits permissions from its parent site. To customize SharePoint Online Permissions for who can access and respond to your survey you can follow this step.

1. Go to Site Contents and open your survey.
2. Click on Settings and select “Survey Settings.”
3. Click “Permissions for this survey” and then “Grant Permissions.”

Invite users by entering their email addresses and setting the appropriate permissions for them. Now, you have created the survey successfully. It’s time to go through the responses to the survey.

You must read: How to Create a Blog in SharePoint Online?

How to Analyze Survey Responses?

To review and analyze survey responses:

1. Go to your survey in SharePoint.
2. Click on “Show a graphical summary of responses” for a visual overview.
3. Alternatively, select “Show all responses” to see detailed individual answers.
4. For further analysis, export responses by choosing “Export to spreadsheet” and clicking “OK” in the dialog box.

Best Practices for SharePoint Online Surveys

To ensure your surveys are effective and provide reliable data:

• Test Your Survey – Conduct a small-group test to find mistakes and make improvements.
• Appreciate participation – You can provide incentives to promote more responses.
• Thank the respondents – Send thank-you notes to participants to acknowledge their participation.
• Maintain Confidentiality – Respect respondents’ privacy and keep data confidential.

Let’s Conclude!

To conclude, we have shown steps for how to create a SharePoint survey. However, we have discussed the stages-wise procedure to make an efficient Survey form. Additionally, we have mentioned best practices and steps to manage permissions. Hence the query is resolved.

Frequently Asked Questions

Q1. Can I create multiple surveys in SharePoint Online?

A – Yes, you can create multiple surveys as per your requirements in SharePoint Online. However, it is advised to collect and analyze the response of one survey before sharing multiple surveys.

Q2. What are the types of SharePoint Online survey support?

A – In SharePoint, you can create multiple surveys such as

1. Traditional Survey
2. Quick Poll
3. Quiz or Test
4. Custom Survey

Q3. How can I modify the permissions of the SharePoint surveys?

A – You can manipulate the SharePoint permissions by the below steps.

1. Open the Survey.
2. Go to Settings > Survey Settings.
3. Hit on Permissions and then modify them as per requirement.

Q4. What is the best way to share the survey form with all of the users?

A – You can add the survey form to the home page of SharePoint. Through the home page, everyone can easily find the survey link without hassle.