<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=714210352038039&amp;ev=PageView&amp;noscript=1">
Linkarati

How To Create A Free Survey with Google Docs – Tutorial Tuesday

Cory Collins | May 12, 2015

Hello and welcome to our weekly series, Tutorial Tuesday, where each and every week we walk you through the use of an online tool, strategy, or tactic.

This week I’ll be showing you how to create a free survey using nothing more than Google Docs.

Why Google Docs?

Because it's:

  • Free
  • Easy
  • Flexible
  • Instantaneous
  • Easy to share.

What more reason could you need?

Let’s do it.


A survey might tell you what your clients want, but will it get them through the door? Learn tactics to increase your online visibility in our free link building ebook:

free-link-building-e-book


 

Step One: Navigate to your Google Drive

In order to create a Google Doc you’ll need to access your Google Drive. The only requisite to having a Google Drive is having a Google account.

Your Google account will allow you to use:

  • Google Drive
  • Gmail
  • YouTube
  • Google Maps
  • Google Play
  • Google+

Odds are you already have an account. If you do not, now’s the time.

Simply head to Google Drive and login (or create a new account):

Google Account login

Once you sign in you’ll have access to your Google Docs, including those shared with you.

Google Drive sign in

We’ll need to create a new Google Form in order to build our survey.

Step Two: Create a Google Form

Click on the top left red button that reads “NEW” – this will allow you create a new Doc, Sheet, Slide, Folder, etc.

Hover down to “More” and select “Google Form”.

Creating a Google Form

This will take create a new Google Form and take you into the form editor.

Google Form

Step Three: Examining the Customization Options

Now, the fun part: making our survey.

Let’s take a moment and look at our customization options. Within the Form you can change the:

  • Title
  • Design
  • Description
  • Questions
  • Question format

Furthermore there are more advanced options, which will allow you to customize how the respondents interact with the survey. You can alter the:

  • Order of the questions
  • Number of responses per person
  • Whether a question is required
  • The ability of respondents to edit their answer

Let’s take it a step at a time.

Step Four: Changing the title

First, let’s title the Form for organizational purposes. Click the name “Untitled form” in the top left corner.

Form title

This will pop up a box to rename the form:

Rename box

Name it appropriately. For our purposes here, we’ll name it “Example Survey”.

Step Five: Changing the Design

Click the “Change theme” box under the top menu. This will allow you to see the current design of your form, and pick from others in the right hand side:

Changing Google Form Theme

Simply choose the one you like the most. For this example let’s do “Birthday Cats” since this is after all the internet.

Once you’ve selected your theme simply click the “Edit questions” button to be taken back into the editor:

Edit questions button

Step Six: Adding a Description

We want our survey respondents to be able to understand the survey simply by interacting with the survey. Therefore, we need a comprehensive and easy to understand description explaining the purpose of our survey.

Since we’re doing an example with the birthday cat theme, we’ll make a suitable description.

Click underneath the title in the gray text “Form Description” in order to alter the description:

Alter form description

Then simply type in the description of your survey.

Example survey description

Step Seven: Editing Questions

Now we’ve got a title, description, and design we like. Let’s build the actual survey.

The first step is to decide what type of questions we want. There are nine different options:

  1. Text
  2. Paragraph text
  3. Multiple choice
  4. Checkboxes
  5. Choose from a list
  6. Scale
  7. Grid
  8. Date
  9. Time

All types should be fairly self-explanatory, and I recommend if you’re confused you click around and try out different formats.

By default the first question in your survey will be multiple choice. Let’s switch that up and do a grid style question.

First, click the “Multiple choice” box and choose instead “Grid

multiple choice box

Fill out the relevant information:

grid question filled out

Rows will be the question, columns the level of agreement (typically). Now let’s preview what the survey will look like to a respondent.

Click “View live form” in the menu:

View live form

And you’ll see what your survey will look like to anyone participating in the survey:

Example survey live

Step Eight: Adding More Questions

Now let’s add another question.

Click the “Add item” box underneath your last question:

Add item - add question

This will add another question, once again defaulting to “Multiple choice”.

Question 2

Let’s toss in and fill out a few more questions in to make this a complete survey.

Complete survey

And let’s preview it again to be sure we’re happy with the format, design, and layout:

Example survey full live

Looking good, looking good.

Let’s take a peek at advanced options.

Step Nine: Advanced Options

Advanced options are contained at the top and bottom of your survey Form page.

Survey form advanced options highlighted

There are two subsections: Form Settings and Confirmation Page

Form Settings includes:

  • Show progress bar at the bottom of form pages – will display a progress bar at the bottom for respondents. Great for survey fatigue.
  • Only allow one response per person (requires login) – again, self-explanatory. Requires the person to sign in with their Google account in order to begin the survey and will only allow a single submission.
  • Shuffle question order – simply shuffles the order in which the respondent sees the questions.

For the confirmation page, there are four more additional advanced options:

  • Text bar – shows the text the respondent will see upon completing the survey.
  • Show link to submit another response – Allows the respondent to click the link to immediately fill out the survey again. Can’t be used with “only allow one response per person”.
  • Allow responders to edit responses after submitting – respondents who are signed in have the opportunity to go back and edit their responses.

Step Ten: Sharing Out the Survey

Alright, we’ve built a survey, for free, using Google Docs. We’re happy with the questions we’ve created, we love our birthday cats theme, and the only thing left to do now is share it out to our survey group.

First, make sure the survey is live and accepting responses.

Click “Responses” under the top menu:

Survey accepting responses

You’ll want to be sure the option reads “Accepting responses”.

Otherwise, it will read “Not accepting responses” and there will be a red highlighted box at the top of your form to indicate the survey is no longer live:

The form has been turned off

Once you’re sure your survey is live and ready to be shared, you have two options to share the survey with your group.

  1. Simply share the link of the live survey to your group.
  2. Click File > Send Form > and enter emails

Let’s walk through both options.

To share the link, you’ll first have to go get the link from the live form. Once again click the “View live form” button in the top menu:

View live form

This will take you to the URL of your survey page:

Live survey page URL

For our example survey, the URL is: https://docs.google.com/forms/d/1ZMbmLS-YacjkDglN4jaRcI1Gkk5OxoyW4sjfyYHhb8E/viewform

Simply save this URL and share it out with whomever you’d like to complete your survey. Anyone with that URL can navigate to the page and fill out your survey.

Alternatively, you can somewhat automate this process by click File > Send Form:

File - Send Form

This will pop up the “Send form” box:

Google docs send form box

Simply add names to the gray “Send form via email” box and you’ll instantly email everyone a link to the survey. Your Gmail contacts will also be accessible through this, making it easy and simple to send the survey to anyone within your contact list.

And that’s a wrap!

That’s all there is to it – we’ve built a simple, free, shareable survey which will instantly dump responses into a Google Sheet for us to view. Hope you enjoy and let me know if there are any questions!

Strategy

About The Author

Cory Collins

Cory Collins is the Managing Editor of Linkarati and the Content Marketing Manager for Page One Power. Cory is a writer, runner, link builder, SEO strategist, and beer enthusiast. Cory lives with his dogs and wife in Pullman, WA.

4 Comments

New Call-to-action