How to Create a Basic Survey in Microsoft Word
Although you can create a quiz in Microsoft Forms, Word may be your application of choice. If you want to do a basic survey, Microsoft Word has the tools you need. Additionally, you can use a template if you prefer.
We’ll show you some templates you can download to start your survey as well as how to create your questionnaire from scratch. You can then print, send or share your survey, just like any other Word document.
Microsoft Survey Templates for Word
Since a survey is a form to fill out, and Microsoft offers its own Forms app, you currently won’t find many survey templates for Word directly from Microsoft. However, there is one you can check out if it meets your needs.
RELATED: How to Create a Fillable Form with Microsoft Word
This restaurant survey is ideal if you own a restaurant, but you can also adapt it to your own business by simply editing the text. It offers checkboxes, notes, and open-text questions and answers.
You can create this survey by opening Word, going to the Home section and clicking “More Templates”. Type Survey in the search field and you should see this option.
Select the template for details and click “Create” to use it.
You can also download the template from Microsoft or open it in Word for the web and use it there.
Third-Party Survey Templates for Word
A good option for a Word survey is a third-party template. You can easily search the web, but here are some options that might be helpful in your situation.
This social media survey template from Hloom has many types of questions and answers. You will find a short answer, a long answer, yes or no, and checked questions. Once the survey has been downloaded, select “Duplicate” to make a copy. You can then modify the survey to suit your needs.
This exit interview survey template from Examples.com offers simple check-off answers, as the ratings range from strongly disagree to strongly agree. There are several sections that you can use for your own business or service. Remove the checkmarks you see as examples and you have a blank survey to customize.
Both Hloom and Example.com offer over 20 free survey templates across many categories and industries. Choose from templates for employees, customer service, new products, customer feedback, online shopping, product development, product satisfaction, health, training, and more.
Create your own survey in Word
If you can’t find a template you like or just want to create a survey yourself, let’s review how to set up a basic survey in Word.
Open Word and create a blank document. Then add your survey title and a logo or other image if desired.
Add your questions, then use the commands on the Developer tab to insert your answer types. Here are some examples using our product survey.
RELATED: How to Add Developer Tab to Microsoft Office Ribbon
Add a drop-down list
We add the first question asking what product they purchased. We then select the drop-down content control to allow the respondent to choose their product from a list.
Select the control and choose “Properties” in the Controls section.
Then click “Add”, enter a list item and select “OK”. Do this for each item in the list and select “OK” in the Properties window when finished.
You can then click on your drop-down list to see the items in the list.
Add a written list
If you plan to print your survey instead, you can simply list your items for the respondent to circle. Type each item, select them all, and use the Bullets or Numbering option in the Paragraph section of the Home tab.
Another common response type for surveys is a checkbox. You can insert two or more checkboxes for things like yes or no answers, multiple selections, or single answers.
After your question, select the checkbox content control in the Ribbon Controls section of the Developer tab.
You can then check the box, click “Properties” and choose the checked and unchecked symbols you want to use.
Add a grading scale
One type of question and answer you often see in a survey is a rating scale, or Likert scale. You can create it easily using a table in Word.
RELATED: How to Draw a Custom Table in Microsoft Word
Add the table by going to the Insert tab and using the Table drop-down list to choose the number of columns and rows.
In the first row, enter the answer options and in the first column, enter the questions.
You can then add checkboxes, numbers, circles or whatever you want for the respondent to choose their answers. The checkboxes work well whether you’re distributing the survey digitally or physically, so that’s what we’ve inserted here.
Finally, you can format your table for a more pleasing appearance by centering text and checkboxes, adjusting font size, or removing the table border.
Additional Lines of Investigation
You can use the other form controls available in Word for additional question types if you wish. You’ll see a combo box for a list of items with the option to enter another, the date picker for a date selection, and rich text and plain text controls for entering a name or comment.
Once you’re done editing a template or building your survey from scratch, you can easily print, send, or share the questionnaire with your respondents.
To learn more, find out how to make Word documents fillable but not editable or how to protect parts of your document from editing.