How to Make a Survey With Google Docs Forms

There’s so many ways to create online forms, it can be overwhelming to pick the perfect one for your needs. Arguably the most powerful is one you already have access to for free—it's available inside of Google Drive. 

Drive is an integral part of every Google account, and is best known as a cloud storage service and for its Google office suite. One of its lesser known features is Google Forms, a form building tool that is as simple or as complex as you need it to be. Whether you’re collecting email addresses, running snap polls on your website, or are building in-depth customer service surveys or questionnaires, Forms is the ideal tool to use.

In this tutorial, I'll show you how to get started with Google Forms. We'll cover the example of how to make a Google Form survey. I'll explain the different types of questions you can create with it, how you can make the questions vary depending on the responses the user provides, and finally how you can access and analyse the data you receive. I'll also provide a short screencast on how to use a survey template. Let’s get started.

How to Make a Survey Quickly With Google Forms (Video)

Study this screencast to learn how to customize a Google Forms survey template quickly, so you can start making and sending out your own surveys with Google Docs:

Or, explore the detailed step-by-step process below for how to make a new survey from scratch using Google Doc Forms.

1. Getting Started With Google Forms

Let's start with making our Google Doc survey. First, in your web browser, go to drive.google.com and login to your Google account if you haven't already done so. In the top left corner of the screen click New > More > Google Forms.

Step 1. How to Create Your First Google Forms Survey

Click the arrow to the right of the Google Forms option to choose between opening a blank form or creating a form from a template.

Click Blank form to create a survey from a blank form. Or, click From a template to create a survey from a template. If you find a template you like, then click on it to open the template.

However, the default theme is suitably neutral if you're planning to embed your survey into your website. To access it, either select the Blank option from the Template gallery or select the Blank form option from the drop-down menu.

Step 2. How to Define Google Forms Settings

You're now at the main Forms page. You'll see two tabs at the top of the form. One tab is titled Questions, the other is titled Responses.

You'll set up formatting independently for Questions and Responses by clicking on each tab.

Once you've selected a tab, access
formatting options by clicking the More
icon (it looks like three vertical dots) in the upper right corner of the
screen. From the drop-down menu, select the Settings icon.

The Settings dialog box appears.

The Settings window has three tabs:

1. General


2. Presentation


3. Quizzes

For the purposes of this example, I'll show you
how to change response settings. Click the center tab, Presentation, to display the options there.

If your form is going to be two or more pages long, then tick the box labelled Show progress bar... to show the respondent how long it will take them to fill out the survey.

You can define other survey settings
according to your needs by using the Settings
screen for either the Questions or Responses tab.

To continue with this example, let's
return to the Questions tab.

Step 3. How to Name the Google Forms Survey

The Google Forms survey is split into sections, but obviously to begin you'll only have one section. The title of the form and its description are at the top—click on either to type your own text over them.

Your text replaces the default text. Now you are ready to add your first question.

Step 4. How to Add Your First Google Survey Question

Click
Untitled Question to add your question. Click the More icon (it looks like three vertical dots) in the lower right
corner and add a Description if the question needs explaining.

The down arrow on the right of the
question brings up the Question Type
drop-down menu.

A multiple-choice question is set up
by default, but there are nine different kinds of input you can request by
clicking the down arrow next to the default and bringing up a drop-down menu.

We'll
look at seven of those question types in this tutorial.

2. Types of Question

In this section, we examine seven types of Google Forms survey questions
you can define. The Question Type drop-down
menu appears below.

Type 1. Short Answer

This question type requests very short text input from the user, such as their name or email address.

To ensure they enter a valid email address click the More icon (it looks like three vertical
dots) in the lower right corner of the question. Tick Data validation. Choose Text from the drop-down menu for the first blank and Email address in the second. In the Custom error text blank type "Please enter a valid email address".

Make a question a required question by
sliding the toggle button to the right next to the word "Required" in the lower right
corner. A red asterisk appears next to the question in the survey to show that it is
required. 

Type 2. Paragraph

This type of question requests a longer response, such as for general comments or feedback. Here is an example of a paragraph question.

After you select the question type
from the drop-down menu on the right, type the question on the left.

Type 3. Multiple Choice

The Google Forms multiple choice type of question provides a list of answers, and the user can select only one. Add your first answer over the label Option 1, then click over the text for the next option to add the second answer and so on. You can also click Add “Other” to add a blank at the end of the list. The user can add their own choice of answer there.

To remove a multiple-choice option
from the question, click on the X to the right of the option.

Type 4. Checkboxes

This is another multiple-choice list, only this time the user can select more than one answer. As with the Multiple Choice question, type in your list of answers and use the  Other option as well if you need to.

You can specify the minimum, maximum or exact number of answers by using the Data Validation option found
on the drop-down menu of the More icon
in the lower right corner of the question.

Type 5. Dropdown

This is a multiple-choice style question presented in the form of a drop-down list. The user can only choose one answer, and cannot add their own choice. It's good for absolutes, such as age ranges, rather than opinion-based questions.

You
can add an Add All option, although
this will not make sense for either/or type questions. For privacy's sake, you
can also add a Prefer not to say
option, allowing the survey taker to opt out of the question.

Type 6. Linear Scale

Linear Scale asks the respondent to rank things on a scale of, by default, one to five. You
can expand the scale up to ten and you can elect to start the scale at zero
instead of one. You should provide labels for the lowest and highest scores on the scale for guidance. An example question might be “How satisfied were you with the service you received?”. The label for a score of 1 would be “Very unsatisfied” and 5 would be “Very satisfied”.

The Linear Scale option lends itself to multiple questions, but you can only add one at a time. Create multiple questions quickly by clicking the Duplicate button at
the bottom of the question (it looks like two sheets of paper), then rewrite the Question Title in the copy.

Type 7. Multiple Choice Grid

A multiple-choice grid allows the user to select pre-defined
options for more than one choice. This can be good if you want the user to
evaluate a list of items using the same choices.

Notice that the Required slider text changes from Required to Require a response in each row.

Use the More
drop-down menu at the bottom of the question to limit the user to one choice for each column.

3. Adding More Questions

When you have finished writing each question click the
Add question icon (+) in the lower
left corner to add it. Then start another question, choosing the question type from the list.

The
Add section icon (=) in the lower
right corner enables you to add a new section (Section Header). This helps you organize a longer survey. At the very least it's a good idea to have personal information questions grouped into their own “About you” section.

4. Creating Dynamic Forms

Section breaks are also useful for building more dynamic surveys that will show different questions based on the user's replies.

Here's an example: you're creating a technology survey asking people about their usage of smartphones and tablets. You can make this as relevant as possible by splitting the questions over three sections.

Section 1 contains the multiple-choice question “Do you own a smartphone?”. Option 1 is Yes; Option 2 is No.

From
the More drop-down menu at the lower
right of the question, select the Go to section based on answer option. For option 1, select continue to next
section. For option 2, select Go to
section 3 (About You).

Section 2 contains your questions about smartphones. Section
3 contains About You demographics
questions.

In this example, if someone answers Yes to the question on section 1 it
will take them to the smartphone questions on section 2, which will in turn
lead on to section 3.

If they answer No on section 1, it
will skip the smartphone questions and go straight About You questions on section 3.

This method ensures your survey
remains relevant to the participant, and helps maintain the integrity of the
data you receive in the process.

5. Finishing
Up

Re-order your questions and sections
by hovering your mouse over them and dragging them into place. Click Preview
on More drop-down menu at the top of the screen to test the form at
any time.

When
you're happy that it all works, edit the Confirmation message that the user will
see when they complete the survey. You can access the Confirmation message from the More
menu at the top of the screen. Thank the user for taking part and click Save.

Once your survey is complete, you're now ready to share it. Click the Send
icon in the upper right corner of the screen (it looks like a paper airplane).
The Send form displays.

Here are the options you can use to
deliver the survey:

1. To send the survey through email,
   click the Email icon. Fill out the
   fields and click Send when you are
   done.


2. To deliver the survey via a
   shareable link, click the Link icon.
   Click Copy to make a copy of the URL.


3. To put the form on your website,
   click the Embed HTML icon. Change the Width and Height so
   that the form will fit your web page (the width is the most important). Click Copy to copy the code and paste it onto
   your website.


4. To share the survey through social
   media, click one of the social media icons on the right.

Here is an example of the Embed HTML dialog box:

Finally,
you want to define how you will store your responses. Click the Responses tab and click the three
vertical dots at the  top of the screen. The Responses tab displays:

Click Select response destination.
The survey data is saved to a spreadsheet, so enter a relevant title then click Create. Google Forms
creates a Google Sheets spreadsheet and links it to your survey.

Check also that the Responses tab says Accepting
responses—if it does your survey is live.

6. Getting Responses

You can check the results at any
time. If you chose to export data to a Google Sheets spreadsheet, open the associated spreadsheet from your Google Drive account.

You may need to tweak the appearance
of the survey data in your Google Sheets spreadsheet.

Google Sheets can also be set up to
send you real-time notifications when a new survey response comes in. Click Tools > Notification Rules. The Set notification rules dialog box
displays:

Click the toggle button next to A user submits a form and click Save. You'll receive a real-time email
notification each time a user submits a new survey form.

You can also view your responses
from within the Google Doc survey. Click the Responses tab. Click Summary to view all the data displayed in
easy to read charts and graphs.

Alternatively, click Individual
to see each individual completed survey.  

If you've saved your survey results
to a Sheets spreadsheet, you can see the results by going to your Google Drive
and finding the spreadsheet associated with the survey.

It's best not to edit that spreadsheet directly,
but you can copy and paste the data into another spreadsheet or other document
for further analysis. Here's what your spreadsheet might look like after you
format it.

When you have received enough
responses you can close the survey down. On the Responses tab, slide the Accepting Responses toggle to the
left and it will change to Not accepting responses. You can add a brief
message indicating that the survey is now closed, and you can, of course, turn
the form back on at any time.

Conclusion

The Google Forms feature in Google
Drive is an extremely powerful tool capable of creating the most complex
surveys. It's also intuitive enough that if you want to run a quick poll or
competition you can throw one together in just five minutes. 

What lifts it
above other survey creation tools is the way it fully integrates with Google
Docs and the rest of your Google services. This means you can collaborate with
others on creating your surveys, or share the finished product with select
people, and then use the power of a spreadsheet to analyze your responses.

Best of all, it is suitable for use
in any scenario, just as helpful with powering a vital customer feedback form for
your business as it is for sending out your wedding invitations. Give it a try, and
let us know in the comments below if you have any trouble with it.

Editorial Note: This post was
originally published in 2014. It has been comprehensively revised to make
current, accurate, and up to date by our staff—with special assistance from Laura Spencer.