How-To

How to Create a Survey in Microsoft Forms

Create a survey in Microsoft Forms using a template. You can get feedback on products, services, or events by easily tailoring the survey.

Surveys are fantastic tools for getting feedback, whether a product, service, event or general feedback. While you can start from scratch, it can speed things up to create a survey in Microsoft Forms with a template. You simply edit the template’s questions and answers to fit your situation.

Here, we’ll look at the Microsoft Forms survey templates available and show you how to tailor one to your needs.

Microsoft Forms Survey Templates

When you log into Microsoft Forms, you’ll see a handful of templates at the top. Click More Templates to review them all.

Click More Templates on Microsoft Forms

You can then choose from one of the following to get started.

  • Customer expectations survey
  • New product survey
  • Student remote learning sentiment survey
  • Entertainment event feedback survey
  • Customer feedback survey
  • Course evaluation survey
  • Employee satisfaction survey
  • Event feedback survey
  • Nomination survey
  • Parent satisfaction survey

As you can see, Microsoft Forms covers the 10 most common survey types with their template collection.

Select any template and then edit the questions and answers as needed. You can also add and remove questions if you like.

Edit a Microsoft Forms Survey Template

For this tutorial, we’ll use a basic customer feedback survey. The template has nine questions with choice, text, and rating question types. We’ll begin by editing a question.

Click on a question to open it in editing mode. You can then edit the question and the answers by simply clicking the text and changing it.

Edit the question and answer text

Choice Question

For the Choice question type, you can reorder the answers, add more options, or remove choices. Hover your cursor over an answer, and you’ll see the following:

  • The arrangement handle on the left allowing you to drag the question up or down.
  • The trash can on the right allows you to delete the question.

Click Add Option at the bottom to insert another choice.

Rearrange, delete, add an answer

If you want to reduce the visual length of the survey, you can also turn the Choice question type into a drop-down box. Click More settings for question (three dots) on the bottom right and select Drop-down.

Change to a drop-down

Rating Question

A Rating type question is also pervasive for surveys. In Microsoft Forms, you can use stars or numbers for your rating, select the number of levels up to 10, and apply labels to the lowest and highest rating.

We decided to reduce the number of levels from 10 to five and use numbers instead of stars.

Change a rating question

Text Question

Your survey might also include a Text question type like in this customer feedback template. This allows respondents to type in additional feedback. You can enable the toggle for Long answer if you want them to have room for more feedback or disable it to keep it short and sweet.

Long answer Text question

Add or Remove Questions

Add a question, click Add New and then choose a question type or click the lightning bolt for some suggestions.

Add a question in Microsoft Forms

To remove a question from the template, simply click the question and then click the trash can icon at the top.

Delete a question in Microsoft Forms

Add Branching to a Survey

One other helpful feature in Microsoft Forms that can be useful with surveys is branching. By setting this up, you can direct your respondents to another question or place in the survey based on the answer they give to a question.

For this example, we’ll use a Choice question. Depending on which option the respondent picks, we’ll direct them to another question.

Set up your question, click More settings for question on the bottom right, and select Add branching.

Add branching to a survey in Microsoft Forms

On the branching creation screen, you can choose a direction for each answer option. Here, we’ll direct the T-shirt buyers to a specific question about the T-shirt.

Direct answer to another question

Now when a respondent selects T-shirt for this Choice question, the additional question will automatically appear. But respondents who choose a different answer won’t see that extra question.

Questions based on answers

With branching, you can also direct respondents to another section or the end of the survey, which gives you flexibility and options.

When you finish with the branching area, click the arrow on the top left to return to the survey editing screen.

Create Your Next Survey in Microsoft Forms

If you’re completely new to Microsoft Forms, be sure to check out our how-to for creating a basic form. That tutorial can help you with other question details and share your survey and work with your responses.

And if you want another option, take a look at how to create a survey using Google Forms.

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