How To Make A Survey In Sharepoint?

Are you looking for a way to conduct surveys quickly, easily and accurately? If so, you should consider making a survey in SharePoint. SharePoint is a powerful tool that can help you create surveys and polls that can be used to gather valuable data from your customers or employees. In this article, we will look at the steps you need to take to create a survey in SharePoint and how to use the data you collect.

How to Make a Survey in Sharepoint

Sharepoint is an enterprise-level content management system used by organizations for managing and storing data. It is an excellent tool for creating surveys and collecting feedback from customers and employees. Here we will show you how to create a survey in Sharepoint in just a few simple steps.

Step 1: Set Up Your Environment

The first step in creating a survey in Sharepoint is to set up your environment. You will need to create a new Sharepoint site, select a template, and add a survey list.

To create a new Sharepoint site, go to your Sharepoint homepage and click on the “Create” button. This will open a page where you can select the type of site you want to create. Select “Survey” and click “Create”.

Once you’ve created your site, you need to select a survey template. Go to the “Site Contents” page and select the “Surveys” option. Here you can choose from a variety of survey templates, such as “Customer Satisfaction Survey” or “Employee Opinion Survey”. Select a template and click “Create”.

Next, you will need to add a survey list to your site. Go to the “Lists” page and select “Add an App”. In the dropdown menu, select “Survey”. This will create a new survey list for you.

Step 2: Create Your Survey Questions

Now that your environment is set up, it’s time to create your survey questions. Go to the “Survey List” page and click on the “New Item” button. This will open a page where you can enter the question text, select the type of question (i.e. multiple choice, rating scale, etc.), and add any additional options. Once you’ve entered your question, click “Save”.

Repeat this process for all of your survey questions. When you’re finished, click “Publish” to make your survey live.

Step 3: Invite Participants

Once your survey is live, you can start inviting participants. Go to the “Survey List” page and click on the “Invite Participants” button. Enter the email addresses of the people you want to invite and click “Send Invites”.

You can also add additional features to your survey, such as custom email invitations or an option to invite people via social media. To access these features, go to the “Survey Settings” page.

Step 4: Analyze the Results

Once the survey is completed, you can analyze the results. Go to the “Survey List” page and click on the “Analyze Results” button. This will open a page where you can view the survey results in a variety of formats, such as charts, tables, and graphs.

You can also export the results as an Excel file, which can be useful for further analysis. To export the results, go to the “Survey List” page and click on the “Export Results” button. Select the format you want to export the results in and click “Export”.

Step 5: Share the Results

Once you’ve analyzed the survey results, you can share them with others. Go to the “Survey List” page and click on the “Share Results” button. This will open a page where you can enter the email addresses of the people you want to share the results with, as well as a link to the survey results page. Click “Send” to share the results.

Step 6: Make Changes to the Survey

If you need to make changes to your survey, you can do so at any time. Go to the “Survey List” page and click on the “Edit” button. This will open a page where you can make changes to the survey questions, add additional questions, or delete existing questions.

When you’re finished making changes, click “Save” to save your changes. You can then republish the survey and invite new participants.

Step 7: Create Reports

Sharepoint also allows you to create reports based on your survey results. To do this, go to the “Survey List” page and click on the “Create Report” button. This will open a page where you can select the type of report you want to create, such as a chart, table, or graph. You can also customize the report by adding filters and sorting the data. When you’re finished, click “Create Report”.

Step 8: Monitor the Survey

Sharepoint also allows you to monitor the survey in real time. To do this, go to the “Survey List” page and click on the “Monitor” button. This will open a page where you can view the responses to the survey in real time. You can also view the results of individual questions and see how each participant answered.

Step 9: Share the Survey

You can also share the survey with others. Go to the “Survey List” page and click on the “Share” button. This will open a page where you can enter the email address of the person you want to share the survey with, as well as a link to the survey. Click “Send” to share the survey.

Step 10: Archive the Survey

When you’re finished with the survey, you can archive it. To do this, go to the “Survey List” page and click on the “Archive” button. This will move the survey to the “Archived Surveys” page, where it will be stored for future reference.

Related Faq

What is SharePoint?

SharePoint is a cloud-based Microsoft platform that enables businesses to collaborate and manage content, applications, and websites. It is a powerful tool that can be used to create a wide variety of solutions, from simple document management to complex workflow and automation. With SharePoint, organizations can create and manage surveys, forms, and other data-driven activities.

SharePoint provides an intuitive user interface and powerful tools to create, manage, and publish surveys. It allows users to quickly create surveys and collect data from users. Organizations can use SharePoint to create surveys and forms, collect data, and track results.

How do I create a survey in SharePoint?

Creating a survey in SharePoint is a simple process. First, you will need to create a survey list. This list can be created from the Site Contents page of the SharePoint site. Once the list is created, you can add questions and other options to the survey. You can customize the look and feel of the survey as well as configure settings such as allowing users to edit their responses or providing users with the ability to view reports.

After customizing the survey, you can then share the survey with users. This can be done by inviting users to the survey or by sharing the survey link. Once users have access to the survey, they can fill out the survey and view the results. The results can be viewed through the SharePoint interface or exported to a variety of formats.

What are the benefits of using SharePoint for surveys?

Using SharePoint for surveys has many advantages. First, it is a powerful and flexible platform that allows users to create complex surveys with ease. Additionally, SharePoint provides users with the ability to quickly publish surveys and gather data. Finally, users can view the results of their surveys in real-time and export the data to different formats.

The platform also has built-in security features that ensure the survey data is secure. Furthermore, SharePoint allows users to customize their surveys with various options such as allowing users to edit their responses and view reports. With these features, SharePoint is an ideal platform for creating surveys.

What are the limitations of using SharePoint for surveys?

Although SharePoint is a powerful platform for creating surveys, it does have some limitations. First, surveys created in SharePoint can be difficult to modify or customize. Additionally, survey results are not always easy to interpret and understand. Finally, SharePoint does not provide users with the ability to track survey responses over time, which can be an issue for organizations that need to track trends in survey responses.

Despite these limitations, SharePoint is still a valuable tool for creating surveys. The platform provides users with the ability to quickly create surveys and gather data from users. Additionally, users can customize the look and feel of their surveys and view the results in real-time.

How do I share a survey created in SharePoint?

Once a survey has been created in SharePoint, it can be easily shared with users. To share the survey, users can either invite users to the survey or share the survey link. Inviting users to the survey allows users to be added to the survey list, while sharing the survey link will provide users with access to the survey without being added to the list.

Additionally, users can choose to share the survey with specific users or groups of users. This can be beneficial for organizations that need to restrict access to certain surveys. Once the survey has been shared, users can fill out the survey and view the results.

How do I view the results of a survey created in SharePoint?

Once users have filled out a survey created in SharePoint, the results can be viewed in the SharePoint interface. The results can be viewed in the survey list or in the survey settings page. Additionally, users can export the survey results to a variety of formats, such as CSV, Excel, or PDF.

The survey results can also be presented in charts, graphs, and other visualizations. This can be beneficial for organizations that need to quickly understand the results of their surveys. Finally, SharePoint provides users with the ability to track survey responses over time, allowing organizations to monitor trends in survey responses.

In conclusion, creating a survey in SharePoint is a relatively straightforward process. With the right tools and resources, it can be a great way to quickly and easily gather data from a large number of people. With the help of this article, you now know how to create a survey in SharePoint and how to make the most of it. So, go ahead, give it a try and see what insights you can gather from your audience.