how to make a survey paper in word

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How to create a basic survey in microsoft word.

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Microsoft survey templates for word, third-party survey templates for word, create your own survey in word.

While you can create a questionnaire in Microsoft Forms , Word might be your application of choice. If you want to make a basic survey, Microsoft Word has the tools you need. Plus, you can use a template if you prefer.

We'll show you a few templates you can download for a jumpstart on your survey as well as how to create your questionnaire from scratch. You can then print, send, or share your survey , like any other Word document.

Because a survey is a fillable form and Microsoft offers its own Forms application, you won't currently find many survey templates for Word direct from Microsoft. However, there is one you can check out in case it meets your needs.

This restaurant survey is ideal if you own an eatery, but you can also tailor it to your own business by simply changing the text. It offers check box, rating, and open text questions and answers.

You can create this survey by opening Word, going to the Home section, and clicking "More Templates." Type Survey into the search box and you should see this option.

Select the template for more details and click "Create" to use it.

Alternatively, you can download the template from Microsoft or open it in Word for the web and use it there.

A good option for a Word survey is a third-party template. You can easily perform a web search, but here are a couple of options you might find useful for your situation.

This Social Media Survey template from Hloom offers many question-and-answer types. You'll find short answer, long answer, yes or no, and checkmark questions. Once you download the survey, select "Duplicate" to make a copy. You can then edit the survey to fit your needs.

This Exit Interview Survey template from Examples.com offers simple check box answers as ratings from strongly disagree to strongly agree. There are several sections that you can use for your own business or service. Remove the checkmarks you see as examples, and you have a blank survey to customize.

Both Hloom and Examples.com provide over 20 free survey templates in many categories and industries. Choose from templates for employees, customer service, new products, client feedback, online shopping, product development, product satisfaction, health, training, and more.

If you don't find a template that you like or simply want to create a survey yourself, let's walk through setting up a basic survey in Word.

Open Word and create a blank document. Then, add your survey title and a logo or other image if you like.

Add your questions and then use the Controls on the Developer tab to insert your answer types. Here are a few examples using our Product Survey.

Related: How to Add the Developer Tab to the Microsoft Office Ribbon

Add a Drop-Down List

We add the first question asking which product they purchased. We then select the Drop-Down List Content Control to allow the respondent to pick their product from a list .

Select the control and choose "Properties" in the Controls section.

Then, click "Add," enter a list item, and select "OK." Do this for each item in the list and select "OK" in the Properties window when you finish.

You can then click your drop-down box to see the list items.

Add a Written List

If you plan to print your survey instead, you can simply list your items for the respondent to circle. Type each item, select them all, and use the Bullets or Numbering option in the Paragraph section of the Home tab.

Add Check Boxes

Another common answer type for surveys is a check box. You can insert two or more check boxes for things like yes or no answers, multiple selections, or single answers.

After your question, select the Check Box Content Control in the Controls section of the ribbon on the Developer tab.

You can then select the check box, click "Properties," and choose the checked and unchecked symbols you want to use.

Add a Rating Scale

One question and answer type you see often in a survey is a rating scale, or Likert scale. You can create this easily using a table in Word .

Related: How to Draw a Custom Table in Microsoft Word

Add the table by going to the Insert tab and using the Table drop-down box to choose the number of columns and rows.

In the first row, enter the answer options and in the first column, enter the questions.

You can then add check boxes, numbers, circles, or whatever you like for the respondent to choose their answers. Check boxes work well whether you distribute the survey digitally or physically, so that's what we've inserted here.

Finally, you can format your table for a nicer appearance by centering the text and check boxes, adjusting the font size, or removing the table border .

Additional Survey Elements

You can use the other form Controls available in Word for additional question types if you like. You'll see a Combo Box for a list of items with the option to enter another, the Date Picker for a date selection, and Rich Text and Plain Text controls for entering a name or comment.

Once you finish editing a template or creating your survey from scratch, you can print, send, or share the questionnaire with your respondents easily.

For more, learn how to make Word documents fillable but not editable , how to protect parts of your document from editing , and tips on crafting professional-level documents .

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How to Create a Survey

Creating a survey in Microsoft Word

We’re often drawn to the latest and greatest technology, but sometimes the basics can get the job done, like when you need to create a simple survey to print and distribute at an event or hand to clinic patients after visits. In cases like these, Microsoft Word might be just what you need.

While the exact steps may differ depending on your version of Word, here’s a basic rundown of how to create a survey in Word:

How to create a survey in any Word version

Open Microsoft Word.
Start with either a blank document or search for “form” in the search box.
If you choose to search, find a template that has the general format you’re looking for to save time.
Go to the Developer tab.
Click where you want to add questions or other content
Select your desired form control (e.g., text, checkbox, picture, etc.) on the tab to add it to your survey.
Enter any instructional text or questions.
Repeat the previous step until you’ve completed your survey.
Navigate to the Review tab
Select Restrict Editing to protect the document from changes using the setting most appropriate for you.
Print and distribute your form to survey participants.

Need a survey tool with more to offer?

Using Word to create a survey may be suitable for simple print-and-distribute use cases, but if you hope to reach a wider audience, you need a digital solution. While there are many options available, these three provide unique features you’ll find useful:

Google Forms

Part of the Google Suite, Google Forms lets you create online surveys and send them to an unlimited number of participants. Unlike printed forms created in Word, you don’t have to worry about multiple pages overwhelming survey participants (or annoying you when you distribute and collect them).

Creating a survey in Microsoft Word Image-1

Like other Google products, the interface is intuitive and easy to use. Plus, you can keep track of survey responses directly on the platform in its sister solution Google Sheets, or you can have them sent directly to your email. Similar to Word, you can include branding elements, but you’re limited to adding a company logo and changing the background color. Here’s how to use Google Forms to create your surveys .

Facebook’s survey feature comes in the form of a poll. It’s limited to two questions, but sometimes that’s all you need. The poll is simple, like Word, but with the bonus of better reach and greater likelihood of responses since it’s so short. This option works really well when you have a social following and want to tap into that audience for their opinions or feedback.

Check out this post on how one business owner uses these surveys to make informed decisions about his products and services, along with the steps on how you can create a Facebook survey yourself.

The surveys you create with Jotform can be as simple as the ones you create in Word or more extensive — without the limitations associated with Google Forms or Facebook.

You can add as many questions as you want. You can also brand and visually distinguish surveys as much as you like, which is perfect if you’re looking to appear professional and impress your survey respondents (especially if they’re customers).

Embed the surveys on your website, email them, download them as PDFs, or publish them to third-party platforms such as Tumblr, Blogger, and Facebook.

With Jotform, you can

Customize surveys to your liking. Ask a ton of questions or just a few. Give respondents a few choices or a bunch. Mix up the question format to include multiple-choice questions, checkboxes, and text fields.
Integrate with important business services. Want to integrate your survey with Google Sheets or Airtable? Jotform lets you integrate with these and more than 100 other software across industries and categories — from email marketing tools to cloud-storage platforms.
Accept payments. Jotform is one of the few survey creation tools that gives you the ability to accept payments from respondents (for checkout forms, for example). Jotform provides secure payment integration — whether you choose to integrate with Square, PayPal, Stripe, or another of Jotform’s numerous payment gateway partners.
Make surveys visually impressive. You can create visually stunning surveys to keep your survey participants engaged. No need for basic blocks of text on equally basic white backgrounds. You want your participants to be in awe, not ready to fall asleep!

You can get up and running with Jotform quickly. Check out these easy-to-use survey templates for inspiration or start your own from scratch and customize from the ground up.

Thank you for helping improve the Jotform Blog. 🎉

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How to Create a Survey in Excel, Word, Google, Facebook, & SurveyMonkey

Published: February 17, 2022

Over the years, I've received my fair share of bad surveys. These tend to be easier to identify than good ones — in fact, you've probably taken some bad surveys yourself.

Customer Care team creating a survey on a computer for customer feedback

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."

Are you ready to learn how to create good surveys that your customers will actually fill out to provide you with valuable feedback? Below are a few tips that will help you develop interesting and valid surveys along with specific tools you can use to create them.

How to Create a Survey

Choose the right platform.
Make the survey as short as possible.
Don't ask 'yes' or 'no' questions.
Randomize your answer options.
Keep your question text neutral.
Use matrix questions judiciously.
Align questions and answers to each type of respondent.
Include a 'red herring' question to weed out inattentive respondents.

In a few straightforward steps, you can create a survey that gets your team the information you need while keeping your respondents engaged throughout the entire survey.

Step 1: Choose the right platform for the survey.

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 live on Facebook . On the other hand, if you want to email your customers a survey, you'll want to make one using Google Forms .

Additionally, think about how you want to use the data. For example, if you're collecting a ton of data that you want to break out and analyze, you should create your survey using Microsoft Forms so you can download the results as a spreadsheet.

Step 2: Make the survey as short as possible.

Focus on what's really important. What data do you need to make your argument, launch your campaign, or change a product? Extraneous, "good to know" questions bog down surveys and dim their focus. Remember that your survey respondents don't really care about what is interesting to you or your company — they care about how quickly they can finish the survey.

It's important to note that drop-offs happen more with longer surveys. So what would your boss prefer: A nice and thorough survey with only 15 completed responses, or a shorter, tighter survey with 200 responses? Probably the latter.

If your survey is on the longer side, guide your respondents through the sections. Let them know what you're going to ask them. Give them cues when they're almost done, something like ("In this last section, we're going to ask you …"). If your survey tool allows it ( Google Forms does), show them a progress bar to know how much of the survey is left. And always thank them for taking the time to give feedback.

Step 3: Avoid "Yes" or "No" questions.

Because of psychological bias, respondents tend to answer yes when asked a "yes" or "no" question (unless you ask if they've done something wrong).

Instead of asking directly, try to get at the answer in a more roundabout way. For example, give them a list of options and ask if they use or know any of the items listed. Only let respondents move on if they happen to select the item(s) you are interested in. Then, you can be sure the people who answer your question are more likely to be honest with their responses.

Don't do this:

Step 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.

Not so great:

Bad example of random answer options to a survey questions

Step 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.

Here's an extreme example to show you what I mean:

"Don't you think product X is amazing in the following ways? Yes, it is amazing because of x. It's amazing because of y. It's amazing because of z."

Instead, ask:

"How would you rate product X on a scale of 1 to 5?"

And if you want to know what specifically they like, you can follow up with people who answer 4 or 5 on why they love it. Of course, you can do that with the people who answer the lower ratings, too. This gives you way more actionable data on what people love about your product and what you need to work on.

Here's an example of a leading question:

Here are two neutral questions that will yield unbiased feedback:

Example of a neutral survey question for honest feedback

Step 6: Use matrix questions judiciously.

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

Additionally, each matrix should have no more than seven row or header options to prevent survey recipients from being visually overwhelmed.

An example of a manageable questionnaire is shown below:

Step 7: Align questions and answers to each type of respondent.

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.

An example of this is asking whether someone's team got bigger or smaller. While it may seem innocuous on the surface, you're actually excluding some possible answers. For example, maybe the respondent's team stayed the same, or the respondent is a new hire and does not know how big the group was a year ago. So make sure you have options those people can select.

This question limits respondents to just two options:

A question and answer response that doesn't align with the respondent's reality

This question includes more options that respondents can choose from:

A question and answer response that aligns with the respondent's reality

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.

Now that you know what makes a good survey, it's time to learn how to start creating one. So keep reading to learn how to create surveys in Microsoft Excel, Microsoft Word, Google Forms, Facebook, or SurveyMonkey.

How to Make a Survey in Microsoft Forms

Log into your Microsoft Office 365.
Select 'Forms' from the starting menu in the upper left-hand corner of OneDrive.
Give your form a title and a description that recipients will read.
Select the type of answer that recipients will submit.
Fill in the questions and repeat this process until your form is complete.
Send it to recipients using the 'Share' button in the upper right-hand corner.

Creating a survey in Microsoft Forms is simple. Simply log in to your Microsoft Office 365 account, create a new form, and add your questions. Here's a step-by-step guide on how to do it.

Step 1: Log into your Microsoft Office 365 account.

You can set this up on OneDrive , or create one for free.

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

Select Forms survey to get started creating a new survey.

How to make a survey in microsoft forms: select the forms survey option

Step 3: Name your form and add a description.

Then, click Add question.

How to create a survey in Microsoft forms: name the form

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

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

how to create a survey in microsoft forms, step 4: select the type of answer recipients will submit

Step 6: Send the survey to recipients using the "Send" button.

You can send the survey via email, link directly to it, or embed it on a web page.

How to make a survey in Microsoft forms: step 6 send it to recipients

Choose the template that best meets your needs, and click Create.

how to create a survey in microsoft word, step 1: choose a template or start on a blank document

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.

how to create a survey in microsoft word, step 6: click the review tab click on protect and click on restrict editing

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How to Make a Google Survey

Open your Gmail account menu and select 'Forms.'
Select a blank form, or use a template from the gallery.
Name your survey and add a description.
Create your form questions by selecting a question type.
Add multimedia elements, sections, or unique formatting options using the sidebar menu.
Adjust the form settings.
Send the survey to your recipients.

You can use Google Forms to not only make your survey but also share it with respondents. Rather than including a link to the survey, you can simply include their email addresses and click send. This saves you a few extra steps, making the entire process quick and easy.

Step 1: Open your Gmail account menu and select "Forms."

You may have to click More to see this option.

how to create a survey in google forms step 1: open your Gmail account menu and click on forms

Step 7: Send the survey to your recipients.

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

how to create a survey in google forms step 1: send to recipients

Under All results, select the first option called Survey. This should bring you to the app's Facebook page.

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 can Use App.

How to Create a survey on Facebook: enter "survey" into the search bar

Step 3: Give the survey permission to use your profile information.

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.

Now it's time to name your survey. You can also edit this later in the setup process.

How to create a survey on Facebook step 4: Name the survey

Step 7: Publish your survey on your profile or business page.

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.

How to create a survey on Facebook step 7: publish survey

Select the Use App option.

how to create a poll on facebook step 2: select "use app"

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.

How to create a facebook poll: publish your poll

How to Create a Survey on SurveyMonkey

Select the type of survey you want to create.
Add or choose survey questions.
Send your survey to respondents.

For longer surveys with more functionality and data analytics, try Survey Monkey. You can choose from a variety of question and response options making this survey platform applicable for virtually any type of research.

Step 1: Select the type of survey you want to create.

You can sign up for SurveyMonkey with a free or paid account. Then select how you'd like to begin building your survey. For this tutorial, we'll be buid our survey from scratch.

Step 2: Name your survey.

Once you've chosen which type of survey you want to deploy, name it and assign it to a category.

Step 3: Add or choose survey questions.

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.

Once you've selected your option, you're ready to send your survey and start collecting feedback.

Create A Survey People Will Want to Take

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.

Editor's note: This post was originally published in August 2020 and has been updated for comprehensiveness.

Don't forget to share this post!

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How to Create a Questionnaire in Word (for Windows and Mac)

Last Updated: May 30, 2023

This article was co-authored by wikiHow staff writer, Darlene Antonelli, MA . Darlene Antonelli is a Technology Writer and Editor for wikiHow. Darlene has experience teaching college courses, writing technology-related articles, and working hands-on in the technology field. She earned an MA in Writing from Rowan University in 2012 and wrote her thesis on online communities and the personalities curated in such communities. This article has been viewed 55,634 times. Learn more...

This wikiHow will teach you how to create a questionnaire in Word on Windows and Mac computers. You cannot create forms that others can fill out using the web version, but you can create check boxes, text controls, date pickers, and drop-down lists from a computer.

Using Windows

Image titled Create a Questionnaire in Word Step 1

If you don't see the developer tab, go to File > Options > Customize Ribbon > Developer (under Main Tabs) .

Image titled Create a Questionnaire in Word Step 2

You can add almost any sort of question and answer form from the Developer tab. Experiment with the types of questions and answers you can add to the questionnaire, then change or set their properties from Developer > Properties . [1] X Trustworthy Source Microsoft Support Technical support and product information from Microsoft. Go to source

Image titled Create a Questionnaire in Word Step 6

If you don't see the developer tab, go to Preferences > Ribbon and Toolbar > Customize the Ribbon > Main Tabs > Developer . [2] X Trustworthy Source Microsoft Support Technical support and product information from Microsoft. Go to source

Image titled Create a Questionnaire in Word Step 7

Expert Q&A

About This Article

1. Open Word and make sure the developer tab is visible. 2. Create a new document or choose a template. 3. Insert a text control. 4. Add a date picker. 5. Insert a checkbox. Did this summary help you? Yes No

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Creating a survey from a Word document

To create a survey, log in to your account.
On the Surveys page, click on the New Survey button.
Enter a name for your survey and click on Create Survey

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How to Create a Questionnaire in Word

Margarete Cotty

2023-08-25 09:34:26 • Filed to: Features of MS Word • Proven solutions

There are times when you may need to create a questionnaire in word to meet a certain need. However, the good thing is that Microsoft word provides such capabilities that can enable you create these kinds of questionnaire. It offers the functions that would enable you create interactive documents with some of these features. You can easily make a questionnaire template word 2010 if you follow the right steps. Fortunately, this article will show you how to create a questionnaire in word plus other valuable information if you are creating it on other document format.

What are the steps required if you want to create a questionnaire in word along with spaces for different input? The following steps are required:

step 1 : Make "Developer tools" available. Go to File tab, choose Options and the switch to the "Customize Ribbon" option,then check in the right side of the window and find the main tabs list. Then choose Checkbox in front of the Developer tab and click OK.

Step 2: Switch to Developer tab on the main ribbon.Enter name of the element. In this case, you can enter name and the surname and hit "tab" on your keyboard. Then go to Developer tab then Controls section and choose "Plain Text Content Control".

Step 3: Enter the date of birth on the next line and then hit the tab key on your keyboard. Then go to the "Developer" tab and select the "Picture Content Control" in the Controls section.

Step 4: Drop down menu is the last demonstration element. For instance, enter "Gender" and hit the tab key on your keyboard. Then go to the "Developer" tab, select the Drop down list content control that is located on the Controls section and then set the values for the drop down menu. Select drop down menu and click "Properties" option, enter the drop down title, in this case "Gender". In the "drop down list properties", choose "Choose an Item" option and click "Remove" button.

Click on "Add" button and put the "display name" of the item. In this case, you can put male as an example. You can change the value or leave it as default by clicking on OK.

Step 5: Save the document and you are done. You can simply click on the interactive element, insert data into the questionnaire and test it

Advantages of PDF Format

The steps above shows how to create a questionnaire in word but how do you create it in PDF? This will be answered at the end of this article. However, it is important to note that PDFs are alternatives to word document and even better in most cases. It offers a lot more that word documents and this has seen it become the most popular document format used by a lot of people from businesses to government agencies among others.

The reason for the acceptance of PDF as a document format of choice is not far-fetched. One of them is that the visual elements are preserved. In PDF, even if you are converting from other document format like word to it, the visual elements will be preserved. The implication of this is that you are not going to lose any of your images, text and graphics even though they may have been created in word. These elements will be easily converted and retained in the new PDF format. This makes it very interesting because all other document formats will likely lose the initial elements.

PDF can only be edited using a special platform known as PDF editor. One of the best PDF editors that is available today is Wondershare PDFelement - PDF Editor . It is regarded as the best in the sense that it provides the best value for money as it is less expensive but packed with top notch features like Adobe. PDFelement edits PDF documents so easy like when you are editing a word document and besides, it is very easy to use, this means that as long as you can use a mouse, you will be able to use the PDFelement platform.

Some of its interesting features include create PDF, convert PDFs, Split and Merge PDFs, annotate PDFs, Digitally sign PDFs, Redaction, Print PDF among many features.

How to Create a Questionnaire in PDF Documents

Step 1. create a pdf.

You can make a PDF form from template to save time and import it to PDFelement. Or you can simple go to "File"> "New" and create a blank document

how to insert questionnaire in word 2016

Step 2. Create a Fillable Form

Go to "Form" and add a form field to create a fillable form. You can click on the form field tool and move your mouse around the page to create an interactive field. Double click on the box and set the properties like color, appearance, and check box.

how to create a questionnaire in word 2016

Step 3. Insert Text

Click the "Edit" >"Add Text" button to insert the text for the questionnaire.

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how to make a survey paper in word

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How to Create a Survey in Excel, Word, Google, Facebook, & SurveyMonkey

How to Create a Survey

Step 1: Choose the right platform for the survey.

Step 2: Make the survey as short as possible.

Step 3: Avoid "Yes" or "No" questions.

Step 4: Randomize your answer options.

Step 5: Keep your tone neutral.

Step 6: Use matrix questions judiciously.

Step 7: Align questions and answers to each type of respondent.

How to Make a Survey in Microsoft Forms

Step 1: Log into your Microsoft Office 365 account.

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

Step 3: Name your form and add a description.

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

Step 6: Send the survey to recipients using the "Send" button.

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

How to Make a Google Survey

Step 1: Open your Gmail account menu and select "Forms."

Step 7: Send the survey to your recipients.

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

Step 3: Give the survey permission to use your profile information.

Step 4: Name your survey.

Step 7: Publish your survey on your profile or business page.

Step 7: Publish your poll on your page.

How to Create a Survey on SurveyMonkey

Step 1: Select the type of survey you want to create.

Step 2: Name your survey.

Step 3: Add or choose survey questions.

Create A Survey People Will Want to Take

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