<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=79872&amp;fmt=gif">

Create Surveys, Quizzes, and Polls Using Microsoft Forms

Posted by David Thibault  /  July 11, 2017  /  Office 365, Team Leaders, End Users   —   No Comments ↓

AdobeStock_survey_checkmark_small.jpgMicrosoft Forms is a simple, lightweight app designed to help you easily create surveys, quizzes, and polls. In a business environment, the tool can be used to collect customer feedback, develop strategies, and educate staff.

The app was originally made available to Office 365 Education license subscribers, but Microsoft recently expanded its availability to Office 365 Commercial subscribers (as a preview initially). Forms are replacing the Online Survey feature previously offered in Excel Online, which I've written about before.

Microsoft Forms also has you covered after people respond, via real time data collection. After collecting the data, you can analyze the results using Excel’s built-in filters or create a separate PivotTable report.

How to Create a Form

I will walk you step-by-step through the process of creating and sending a Form and give you a look at how the results come in. You can watch the video, and/or read on for written directions.

If you like to keep up on the latest Microsoft Office features, consider an online training service like KnowledgeWave. We published this video within a week of the release of Microsoft Forms to commercial users.

 

Step-by-step

1. The first step is to login to your Microsoft Office 365 account.

2. Click on the Forms app.

Forms1.png

3. Click on the New Form or New Quiz button to get started. I will be creating a New Form to get feedback regarding customers' experience while visiting one of our locations.

4. Enter in a title name for your form (can contain up to 90 characters).

5. Enter in a subtitle (this is optional, and can contain up to 1000 characters).

Forms2.png

6. Click the Insert Image button to add a picture to your form (this is optional).

Now it is time to add your questions.

7. Click on the + Add question button to add your first question.
Forms3.png

8. Choose from one of the following question types (choice, text, rating, and date).
Forms4.png

The first question will ask about the date you visited

9. To enter in a date field, click on the Date icon (you can require the question to be answered, add a subtitle, add an image, delete the question, or move the question up or down).
Forms5.png

The next question will ask about the location visited

10. To enter in a drop-down list, click on the + Add question button and choose the Choice button (There will be two default options which can be deleted or changed. Additional options can also be added, answers can be shuffled, and you can allow users to check multiple answers).
Forms6.png
Forms7.png

The third question will ask you to rate satisfaction with customer service

11. To enter in a Ratings field, click on the + Add question button and choose Rating (you can choose from different levels and symbols).

12. Enter in your question and subtitle (the subtitle provides users with what the numbers or star symbols represent).
Forms9.png

The fourth and final question will ask for any comments

13. To create a comments field, click on the + Add question button and choose Text (look for the symbol to set restrictions).
Forms10.png

It’s preview time

Using Microsoft Forms, you have two different previews options: computer and mobile.

14. Click on the eye icon to preview your form. (You can also select from one of the stock themes or you can upload your own image to add a splash of color to your form.)
Forms11.png

Computer preview
Forms12.png

Mobile preview
Forms13.png

15. Click on the arrow to return to the form.

Adjust your form settings before sharing

Before sharing your form, you will want to view the settings options to decide on who can respond, start and end dates, and whether to display the person’s name or make the form anonymous. By default, only people within your organization can respond.

16. Make the necessary setting changes then click the Share button.
Forms15.png

Send and collect responses

There are many options on how to share the form with others. You can copy/paste the link, send a QR-code, embed the form into a blog or webpage, or send the link in an email.
Forms16.png 

Send a form by email

17. Click on the email icon located under the Share button.
Forms17.png

Shorten the link address

18. Right click on the link and choose Edit link (this is an optional step).

19. Change the Text to display, then click Apply.
Forms18.png

 20. Add the recipients to the email message form and click send.

Here is a sample of the email message
Forms19.png

Respond to a form request

21. Click on the sent link (depending on how the form was setup will determine whether people will need to log into their Office 365 account).

22. Fill out the form and click Submit (responses are sent back immediately to review).

Want to see what's it's like to fill in this form? Click here.


View form results

23. Login to your Office 365 account, click on Microsoft Forms, and click on your stored form.

24. Click on the Responses tab.
Forms20.png

Here you will be able to view rich, real-time analytics providing you will individual results as well as summary information. You can even open your results into Microsoft Excel for additional data analysis. Printing and deleting options are located under the ellipses (…).
Forms21.png

View and analyze your data in Microsoft Excel

25. Click on the Open in Excel icon.

26. Your data is now exported into an Excel table (use the filters to only view specific records).
Forms22.png

27. Save the Excel file before closing.

Start a Free Trial - 30 days, free, no risk

That is all there is to it. Give it a try and let us know how you did.

You might also like...

Focus on Features Learn Excel online Virtual training
Focus on the Office 365 Features That Matter Most to Your Company Learn Excel Online and Step up to New Responsibilities Software Training Online: 90-Minute Classes

 

Topics: Office 365, Team Leaders, End Users