How to Create a Questionnaire: A Guide +Templates

Being able to quickly create a questionnaire is an essential skill. Be it an event or product feedback questionnaire or an employee engagement survey, a questionnaire in the right format will surely give you the much needed insights.

In this post, we will take you through the process of building an engaging questionnaire with involve.me, the AI quiz funnel builder with built-in email automation.

Step 1: Define Your Objectives + Choose a Tool

Before you start creating your questionnaire, it's crucial to define your objectives. What do you want to achieve with this questionnaire? Are you looking to gather customer feedback on a new product, or are you assessing employee satisfaction?

Clear objectives will guide the design of your questionnaire and ensure you ask the right questions. Your team can then generate questionnaires using AI or create a survey from scratch with the help of involve.me. 

involve.me is the AI quiz funnel builder with built-in email automation. Use it to create interactive questionnaires and then follow up with respondents automatically.

Test its AI generator for free:

Paste your company’s URL, choose “Survey,” and write a short prompt. You will then receive a few questionnaires with your company’s branding. To edit and use these generated questionnaires in your email campaigns or on your website, create a free account at involve.me.

Key features of involve.me include:

- Drag-and-drop editor: Easily design your questionnaire with no coding skills required.

- Templates: Choose from a variety of pre-designed templates to save time.

- Customization: Tailor your questionnaire to fit your brand’s look and feel.

- Analytics: Get detailed insights and reports on responses. Use AI Insights to automatically get questionnaire summary.

Now, let's dive into the steps for creating an effective questionnaire using involve.me.

Step 2: Choose the Right Template

involve.me offers a variety of templates tailored for different purposes. Selecting the right template can save you time and provide a solid foundation for your questionnaire.

Discover some of our most popular templates and see how they will appear when embedded into your website:

1) Customer Satisfaction Survey

Gather feedback on your products or services to understand customer satisfaction and identify areas for improvement.

It's a customizable template. Get it here.

2) Event Feedback Survey

Collect opinions and suggestions from event attendees to enhance future events and ensure a better experience.

It's a customizable template. Get it here.

3) Employee Satisfaction Survey

It's a customizable template. Get it here.

To choose a template, log in to your involve.me account, go to the "Templates" section, and select the one that fits your needs. Take a look at other questionnaire templates here:

Step 3: Customize Your Questionnaire

You know your business best, so personalizing your survey will help respondents feel like they’re interacting with your brand. involve.me offers an easy to use drag-and-drop editor for customization.

Customization tips:

• Branding: Include your company logo, use branded colours and choose fonts that fit with your brand’s image.

• Question types: Use a variety of question types (e.g. multiple choice, open ended, rating scales) to avoid monotony.

• Interactive features: Add features such as conditional logic or AI text generator. 

Step 4: Ask Questions

Ask clear, concise questions and you’ll receive more accurate and, therefore, more actionable results.

Here are some best practices for questions:

• Keep them specific: Never ask a vague question. Instead of, “What do you think of our product?” ask, “How would you rate the quality of our product on a scale of 1 to 10?”

• Don’t be long: A long question may confuse the respondent and he might not answer it fully or appropriately. So, keep it short, specific and to the point.

• Don’t lead the respondent to an answer: Never lead the respondent or influence his answer in any way. Keep the question neutral and to the point.

Read this article to learn how to avoid bias when designing survey questions.

Step 5: Test Your Questionnaire

Test your questionnaire before sending it out:

• Test all questions and interactive features to ensure they perform correctly.

• Confirm all questions are easily understandable. Have a few colleagues complete the questionnaire and note any comments. Incorporate your colleagues’ feedback and make any edits necessary.

• Ensure the logic of the questionnaire takes the respondent seamlessly from question to question. Use conditional logic in your survey. 

• Connect your survey tool to your database, such as a CRM, Google Docs, or Airtable, to ensure smooth data transfer.

• Use involve.me's built-in email automation to send a confirmation and then a follow-up sequence automatically after someone completes the questionnaire. To sync the data, connect involve.me to your CRM, Google Sheets, or Airtable through 50+ native integrations.

Step 6: Share Your Survey

After you’re happy with your survey, it’s time to share it. involve.me gives you multiple ways to share your survey, including via email, social media and even through your website.

To share your questionnaire with the target audience, publish your project first.

Then, navigate to Share&Embed. 

Some tips on sharing your survey:

• Always ensure that you’re sharing your survey to the relevant audience. For instance, if you’re looking for customer feedback, send the survey to customers who have recently purchased.

• Share your survey at the best possible time. For instance, if you’re conducting an employee survey, don’t send it during a busy period where employees might not have a chance to respond.

Step 7: Interpret Results

The involve.me survey platform can automatically process survey results and provide a personalized report that is full of important insights and is in PDF format. Your team will save a ton of time and be better able to make decisions with the aid of this essential reporting feature.

The report gives analysis of consumer sentiment, which is important when sorting through hundreds of open-ended comments, in addition to views per month and responses per survey.

Regardless of the quantity of survey responses obtained, this is an example of a report you can create in about two minutes:

Best Practices to Follow for Effective Questionnaires

In conclusion, here’s a quick rundown of best practices to follow to ensure that you create effective questionnaires:

1. Understand your objectives behind creating the questionnaire.

2. Use templates that are created according to your requirements and save time.

3. Create visually appealing questionnaires that are brand aligned. Use involve.me’s AI generator to create a branded survey. 

4. Keep questions short and easily comprehensible. 

5. Run pilot tests and eliminate any flaws before sending out the final questionnaire.

Following these steps you can create powerful questionnaires that will provide actionable feedback for your team. 

involve.me, the AI quiz funnel builder with built-in email automation, makes it easy to design, customize, distribute, and analyze surveys, then automatically follow up with every respondent.
Create your questionnaire today.

Start by choosing one of the templates below: