A Clear View: The Clearpoint Agency Blog

10 Tips For Creating Effective Surveys

Posted on March 26, 2013

As PR professionals, we care a lot about our clients’ image and reputation. An easy way to find out how a brand is perceived is sending out surveys and asking for feedback. You may get responses you’ve already anticipated, but you are very likely to uncover some interesting findings. So we asked a friend of Clearpoint Agency’s, Alex Genov, PhD, and lead user researcher at a software company in San Diego for some tips on creating highly effective surveys. He applies his psychology background and vast experience in research, design, and innovation and offers some valuable advice.

Surveys or questionnaires are one way of getting people to tell us about their internal states like motivations, feelings, attitudes, aspirations, and so on. If you think that it is easy to put together a good survey, think again. There are many aspects to rigorous survey design that require a solid background in research methodology and years of experience.  Among those aspects are:

  • Purpose of survey
  • Type of questions (open-ended, rating scales, etc.)
  • Number of scale points
  • Labeling of scale points
  • Length of survey
  • Branching logic
  • DIY survey tools

Number tenAside from these factors, there are many key DO’s and DONT’s when it comes to creating a general-purpose survey. Here are 10 tips to consider when you create your next survey.

1. Always start the survey-creation process with a clear purpose in mind
What are the actions you hope to result from the survey?  The goal can be to find what segments exist among your customers so you can create relevant messaging.  Or it can be to find out how satisfied your customers are with your products and services so you can improve their level of satisfaction.

2. At any cost avoid leading questions which get you answers you are looking for 
For example, “This product is easy to use, isn’t it?” or “Don’t you love these product features?”  Surveys are best used to find out new information or to confirm a hypothesis in an objective and dispassionate way.

3. Minimize the number of open-ended text questions
Although these are good for uncovering interesting qualitative insights, they will provide you with large amounts of unstructured data.  That is, after the survey is done someone has to go through all the verbatim and do manual coding to quantify the data and detect patterns.  More often than not, such data remains completely unused.

4. Use structured questions when you know all possible answer choices
For example, if you want to find out how often people do certain physical activities use self-report questions like: “About how often do you participate in the following activities?”, present a list of physical activities, and let people pick one of the following options: (1) About once a year; (2) 4-6 times a year; (3) About once a month; (4) 2-3 times a month; (5) About once a week; (6) 3-4 times a week; (7) About once a day.

5. In some cases include an “Other” answer choice as a last option
Use this answer choice in conjunction with an open text field to collect information on answers you never thought of.  In this case, you will be faced with the unstructured data challenge outlined in #3 above.

6. Use a 7-point Likert scale to measure attitudes, motivations, preferences, etc.
It is best practice to use the following questions phrasing and answers format: “Indicate to what extent you agree or disagree with the following …” Then provide the attitude statement, for example “I like ice cream” and the answer choices in the format of a scale: (1) Strongly Disagree (2) Disagree (3) Somewhat Disagree; (4) Neither Agree nor Disagree; (5) Somewhat Agree; (6) Agree; (7) Strongly Agree.

7. A few pointers about formatting Likert-type scales
Always have the middle point be neutral. The more points you have, the higher fidelity analyses you can do – 3 is too little, 11 is too many, 7 is a good balance. Make sure that during the analysis stage all negative end-points are coded as 1 (for example all “strongly disagree”, “not at all likely”, etc. should correspond to 1; you do not have to label all points on the scale – it is ok to have a scale like (1) Strongly Disagree (2) … (3) … (4) Neither Agree nor Disagree (5) … (6) … (7) Strongly Agree.

8. Make sure that your survey is not too long
A survey that takes participants more than 20 minutes to complete is too long and will result in a dismal completion rate.  The standard “cold email” survey response rate is about 2%.  Providing material incentives for completing the survey will naturally improve the response rate.

9. More complex surveys involve branching logic
This means that some questions or sections of the survey are visible only to some of the participants depending on their prior answer choices.

10. Some good and reasonably priced DIY online survey tools
SurveyMonkey; Zoomerang; FluidSurveys; QuestionPro and other.

Alex HeadshotThis post was contributed by Alex Genov, PhD. Alex is an experienced customer researcher who applies his psychology background and his passion for research, design, and innovation to the software industry. If you’d like to learn more about persuasive design, customer experience and research, visit his blog at http://persuasivedesign.wordpress.com/.

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Clearpoint Account Executive to Present at International PR Conference

Posted on March 06, 2013

Account Executive Rachel Hutman will present at the International Public Relations Research Conference (IPRRC) in Miami on March 8th at 8:30 a.m. Hutman will co-present with Dr. David Dozier, Ph.D. Hutman’s paper, “Explicating the Concept of Interactivity in the Context of Public Relations Theory,” examines how social media has changed the public relations (PR) landscape and how organizations must change how they communicate and interact with desired publics.

The research discusses the new demands interactivity has placed on PR professionals, including the need for frequent content development and greater public access to organizations via mediated platforms. It concludes that PR practitioners are working longer hours to provide immediate, personalized service to a more active, participatory audience, and that social media provides publics the vehicle to communicate with organizations, resulting in greater accessibility and level of sociability.

“We are extremely proud of Rachel’s research and know the audience will find her and Dr. Dozier’s theories about the interaction between social media and PR insightful and instructional,” said Bonnie Shaw, Clearpoint president.

Hutman obtained her master’s degree in communication and media studies from San Diego State University and leads social media strategy for a number of Clearpoint Agency’s clients.

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