SURVEYS

Maite Dalila RodriguezUX Designer

GENERAL ASSEMBLY

Twitter @maitedalila

Every person that completes your survey is equivalent to UX gold

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BEFORE YOU START

What issues and topics do you need to explore?

Will a survey help me for this problem?

How will the survey help answer the problem?

How will I reach the target users?

Who are the right participants?

How should you conduct the interview? In person? By phone? Online?

How will you capture the data?

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EXPLORATORY RESEARCH

How are users currently attempting to solve the problem? (How are

users approaching the problem and what other tools are they using)

What frustrates them about their current process?

What other activities go hand-in-hand with this problem?

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WHAT YOU NEED TO FIND OUT

Ask behaviors, not feelings.

Find out what they know about the subject.

What they think about it?

What do they need to do before and after performing each task?

What information and feedback do they need to perform the task?

What do they find easy / difficult?

Where do they tend to make errors?

What other people do they need to interact with to accomplish the task?

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TOPICS

Person’s Background

Occupation

Their use of technology

Their goals

Their pain points

Their motivation

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CHECKLIST

1. Are all the questions relevant to the specific problem?

2. Do you keep the language simple and direct? (Spell check!)

3. Are you asking only one question at a time?

4. Did you cover all possible answer choices?

5. Is there an “other” or “prefer not to answer option”

6. Is there any unnecessary questions? (Keep it short!)

7. Are there any biased/leading questions?

8. Are the rating scales specific and thought out?

9. Avoid short responses

Your survey is very low on a user’s priority list. Let’s be honest, its probably not even on the list

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CONVINCE THEM TO TAKE THE SURVEY

Participant thoughts:

“What is this?”

“Mmm.. Why would I take this survey?”

“Ugh… How long is this going to take?” 

“So, what do I get out of it?”

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CONVINCE THEM TO TAKE THE SURVEY

Make it conversational.

Keep it short.

Let them know how long it will take.

Expiration date.

Give them the bigger picture.

Make it look pretty.

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KEEP IT CONVERSATIONAL

Humanize things a little bit.

Respond with an affirmative word after they answer. EX. Great, Thanks , Brilliant etc…

*** You are asking human beings not just collecting random data from an unknown source.

1

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EXAMPLE

Nice to meet you! What sex are you?

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EXAMPLE

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LET THEM KNOW HOW LONG IT WILL TAKE

Be honest and open.

Build Trust.

***Gently guide them through an enjoyable experience instead of throwing them in the deep end and robbing them blind (of their time).

2

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KEEP IT SHORT

Rule of thumb, no more than 15 questions.

3

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EXPIRATION DATE

Let people know when you created it so they do not feel its outdated.

Create a deadline so it gives a sense of urgency when it needs to be completed by

4

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BIGGER PICTURE

Give them information why you are conducting this survey.

Keep it short and sweet.

*** Small step for man, big step for humanity.

5

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MAKE IT LOOK PRETTY6

Font matters.

Color matters.

Images matter.

Many studies show that font, color and imagery have a direct affect to your mood.

This way they are more willing to give you a rich response.

Let them know they have the chance to be brutally honest. Who doesn’t like to speak their mind?

if all else fails….

No one does anything for free.

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WITTY COPY EXAMPLE

If you can spare a few minutes (no longer we promise) to fill in our survey, we’d love you even more than we already do. Which is quite a lot really.

Whether you were overcome with joy or blinded by rage with your order, we want to hear all about it.

For metaphorically rubbing our back, we’ll tenderly massage yours by entering you into our monthly prize draw to win a 50 GBP Firebox gift voucher for sharing your thoughts with us here:

http://www.firebox.com/admin/purchasesurvey?id=9b2c9a89-cc96-46a9-bfcd-bb6fce327326

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EXAMPLE

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SOURCING PARTICIPANTS

Online recruitment service

Placing a banner on your website.

Sending email invitation to subscribers / users.

Social media channels (Twitter, Linkedin, Facebook)

Forums / Blogs

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EXAMPLE

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EXAMPLE

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EXAMPLE

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EXAMPLE

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EXAMPLE

end on a happy note

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EXAMPLE COPY

Thank you. How simple was that. You completed

the challenge with flying colors and

there is only one way to show you

how grateful we are.

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INCENTIVE EXAMPLE - NO MONEY

https://www.youtube.com/watch?v=d6wRkzCW5qI

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EXERCISEList 3- 5 the issues and topics do you

need to explore.

Write a question for each one with all

the possible answers.

Write a catchy sentence (no more

than 140 characters) to get people to

click on your survey

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SUGGESTED READING

5 Tips for Creating a Great Survey

https://www.surveymonkey.com/blog/en/blog/2011/07/13/create-a-great-survey/

How to Ask About User Satisfaction in a Survey

http://www.uxmatters.com/mt/archives/2012/11/how-to-ask-about-user-satisfaction-in-a-

survey.php

7 Customer Survey Examples [With Critiques] http:// http://blog.clientheartbeat.com/customer-

survey-examples/

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SUGGESTED READINGHow To Write Fun and Engaging Survey Questions

http://thewordchef.com/2013/01/how-to-write-fun-and-engaging-survey-questions/

15 useful user feedback questions for online surveys

http://www.uxforthemasses.com/online-survey-questions/

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SUGGESTED READING

Getting real survey answers out of smart, busy people

https://medium.com/@mia/getting-real-survey-answers-out-of-smart-busy-

people-778f5a98e4c6

Are You Asking the Right Survey Questions?

http://www.uxforthemasses.com/online-survey-questions/