SurveyMonkey: Getting Started

Name: SurveyMonkey: Getting Started
Author: Katie Layman

Learn how to set up a SurveyMonkey survey, create survey questions, add branching logic, get feedback, and preview your survey

Preview the first lesson free — get full access to all 5 lessons.

Request a demo Sign in

Course: On-Demand

Hello, my name is Katie Lehman, and in these lessons you'll learn how to set up and design a survey, common practices for creating new survey questions, creating, editing, and reordering questions, adding pages and branching logic, as well as feedback and previews. In this lesson, I will show you how to set up and design a survey. In the plans and pricing section, you can see the individual plans, and team plans, and enterprise plans that are available for your business. There's also a free plan available if you scroll down to see all plan features. You can see that there is a basic free plan that is available along with the paid versions. The main differences are the number of questions per survey, 10 questions are available in the free plan, and the number of responses per survey, 10 for the free plan and different amounts for the paid plans. If you scroll down, you will see that also the page Skip Logic is not included in the free plan. However, it's in the paid plans. And one more difference is in the printed reports and download reports, different results that are available to print and download, those features are not available in the basic free version, but they're available in the other versions. Let's get started on the surveys. Click the dashboard, and you can see the number of open, draft form, total responses, completion rate, and typical time spent for surveys. You can also buy targeted responses which you pay a specific amount per response, and you can target based on geographic location, gender, and a lot of other variables to find that exact target audience that you're looking for. If you scroll down to create you can see how to create a survey. To create a new survey, you can copy a past survey to use that as like a duplicate form. You can also start from scratch, have it built for you, or start from a template. The easiest way is to start from a template, and it's great to know your objective before you get started so you know which direction you're going with the survey. For instance, if you're a human resources manager you can take a look at the templates that are available for the Human Resources Manager. If you're conducting interviews and would like an entry interview template, let's click on that and see how to modify it. So the nice thing with Survey Monkey is it includes a background, as well as a message at the top, and various questions already formatted for you. You can see that there are 13 questions, and they're broken out on different pages so you don't have to do a long scroll to go through all of the 13 questions. Click on use this template, and in this area you are able to edit each of the questions, so you can change the text for each question. And as you scroll down, you can go all the way through all of the questions for that survey. Click next when you're finished, and you have designed a survey that has already been designed, it's ready to be previewed and scored, the responses collected, analyze the results, and present the results. Let's return to the dashboard, and I will show you how to design a survey from scratch. Click on create, and start from scratch. Enter survey name. (keyboard clacking) Let's say we introduced a new product to the market and we'd like some feedback. So this would be customer feedback. If you have your questions ready to copy and paste you click on this box, and the classic version shows all of the questions on a page at once, or you can break out one question at a time per page, or have it in a chat conversation format. I'm going to use my own contacts and click on create survey. In here you can type your own question if you have something on the top of your mind, and decide which of the categories you would like to include, multiple choice, check boxes, different formats for these questions. If you're unsure of where to go with this question, go to recommended questions. The Question Bank has recommended questions based on the category that you selected for your survey. So, "How likely is it that you would recommend," and I will substitute that for, "this product to a friend or colleague." So click on that and then add the question. So now you can see it's a scale from 0 to 10 of how likely they would recommend that. I want to edit the text. And instead of saying, "This company," put, "This product." And anytime you'd like to add a new question click on the new question button. And using this question bank you can find previously used questions, recommended questions, all kinds of categories, and it helps you to determine which questions to put into your survey when you're building it from scratch. Click next when you're finished and you have completed a survey from scratch. Thanks for watching. Stay tuned for the next lesson where I will show you common practices for creating survey questions.

Beginner Provider : Katie Layman 5 Lessons · 35m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

The SurveyMonkey platform is ideal for designing and sending professional surveys, collecting responses, reviewing data and trends, and sharing results with others. By understanding how to successfully create good questions for surveys, add branching logic, create multiple pages, and other essential features, you will be able to use SurveyMonkey to understand your target audience better. This course will give you the tools you need to effectively communicate questions about an event, product, or corporate brand, as well as explain how you can gain knowledge about your e-commerce website with SurveyMonkey surveys.

In this course, you will learn how to efficiently set up a new survey, find and edit questions from the SurveyMonkey question bank, learn how to write good survey questions, discover when to use different survey question types, use branching logic, and preview the survey prior to sending it out. By the end of this course, you will be able to use SurveyMonkey to create effective and useful surveys.

What You'll Learn

Set up a new survey and navigate the SurveyMonkey dashboard
Find and edit questions from the SurveyMonkey question bank
Write effective survey questions and choose appropriate question types
Create, edit, and reorder questions across multiple pages
Apply branching logic to direct survey flow
Preview a survey before sending it out

Key Takeaways

SurveyMonkey lets you design and send professional surveys, collect responses, review data and trends, and share results with others.
Understanding the target audience and survey objective is part of creating an effective survey.
Branching logic and multiple pages are essential features for structuring surveys.
Previewing a survey before sending helps ensure it is effective and useful.
Surveys built with SurveyMonkey can gather feedback about an event, product, corporate brand, or e-commerce website.

Frequently Asked Questions

Who is this course for?

It is for anyone who wants to use SurveyMonkey to design and send professional surveys, collect responses, review data and trends, and share results to better understand their target audience.

What will I be able to do after completing this course?

By the end of the course you will be able to use SurveyMonkey to create effective and useful surveys, including setting up surveys, writing good questions, choosing question types, applying branching logic, and previewing before sending.

What topics does the course cover?

It covers survey design setup and the dashboard overview, common practices for creating survey questions, creating, editing, and reordering questions, adding pages and branching logic, and feedback and previews.

What skills does this course build?

It builds skills in questionnaire design, survey data collection, survey development, survey platforms, survey methodologies, and using SurveyMonkey.