Unless you took a political science degree or watched every episode of The West Wing, you probably don’t know the difference between surveys, polls and questionnaires.
That’s okay. The chances are up until this point in your life it hasn’t mattered much. It’s not something that comes up all that often in general conversation. Most people use the terms interchangeably too, which doesn’t help.
But this isn’t just about using the right definitions (though it is a little bit).
Knowing what separates surveys, polls and questionnaires, and which format is best to use in certain situations, is important for any market research you might undertake.
Let’s get straight into what makes each tool different and help you decide which one you should be using to gather that sweet, sweet data.
As touched on above, the terms survey, questionnaire and poll are often used as if they are synonyms of the same thing. They’re not.
It’s like saying Coca-Cola and Pepsi and Sprite are the same drinks. Once you take a closer look at these tools you’ll see that each is very different.
A survey is a data collection method made up of a list of questions designed to gather information about a group of people.
It's the main source of data and insights for companies of all shapes and sizes - from government agencies and universities to media and private organizations.
Millions of surveys are carried out each year. Why? Because they let you understand pretty much anything about your audience, customers or employees.
Choices. Preferences. Wants. Needs. Experiences. Feelings. Their favourite colors and movies and how they like their eggs cooked. All is revealed through the magic of surveys.
Surveys are as flexible as a Russian gymnast. You can add long or short responses and multiple choice fields, as well as open or closed-ended questions, and just about any other question type you feel is suitable.
But surveys aren’t just a set of questions that you ask and forget about. It’s about putting the survey data you collect under the microscope and using it to get better.
You need to use all that beautiful data to help find trends, understand the behaviours of your target audience, create forecasts and look at the bigger picture.
A questionnaire is a set of questions that aims to collect information from a respondent. That sounds kind of like a survey, right? Yes. It does. Hence the confusion. But here’s the difference:
While ‘survey’ refers to the set of questions as well as the whole process of collecting and analyzing the statistical data, a questionnaire is any set of written questions.
To put it another way: ‘questionnaire’ is the content. ‘Survey’ refers to the content, method of delivery and analysis of responses.
So questionnaires might or might not be part of a survey, but a survey, no matter what, will always contain a questionnaire. Capeesh?
Think of questionnaires as bananas and surveys as banana bread. You can have bananas on their own or use them to make banana bread, but you can’t have banana bread without bananas. That’s just plain ol’ bread.
Standalone questionnaires are limited in their scope because they simply collect data, and aren’t concerned with analyzing it or looking for trends or any of that fun stuff.
Polls are a kind of survey conducted to collect opinions on a single question. Usually it’s a multiple choice question or something simple, like ‘were you satisfied with your visit today?’ or ‘do you think pineapple pizza is an abomination?’
The chances are you’ve heard about polls in the news - they tend to pop up around election time. That’s because they are a fast way to collect and analyze data from large audiences.
But election polls are just one type of poll. Anyone can make one. They are a fantastic survey research tool to help understand people’s choices and measure the success of an initiative.
And because there’s only one question, it doesn’t take Jonah Hill’s character in Moneyball to do the statistical analysis. (It’s very, very easy).
If you need a simple way to gather data about one single thing you’ll want to run a poll. You can do it on social media, create your own online form using a tool like Paperform, or even go old school and call folks on their landline.
You mightn’t get heaps of data or deep insights, but you’ll get a great response rate for the simple fact they’re easy to answer.
We’ve been through the individual differences, but sometimes it’s easier to see things side by side.
Just like you don’t bring a knife to a gunfight, you don’t use a survey when the situation is screaming for a poll.
Which tool you need depends on what you’re trying to achieve. Let's go over when (and why) you should use each tool.
A survey is the best option if you want in-depth feedback from respondents. They allow you to collect data from multiple sources and analyze it with the goal of improving your business, product or service.
With surveys you can use closed or open-ended questions, collect meaningful quantitative data (a fancy term for numerical data like ‘how many?’ and ‘how often’), or qualitative data (a fancy term for non-numerical data like ‘the hair color of your employees’ or ‘what types of t-shirts people tend to buy).
Basically you can design specific questions for whatever your goal may be.
There are types of surveys for everything. You can use a semantic differential or Likert Scale survey for customer feedback, gauge employee satisfaction, or use them purely for market research purposes.
Want to gather complex data about your customers or employees? Use a survey.
Opportunities to use questionnaires are more limited. If surveys are your run of the mill sedan you use everyday, then questionnaires are the old Firebird you keep in your garage and only drive on weekends.
Not that questionnaires are that fancy. They’re used for simple cases like building an email list, collecting personal information for lead generation, or accepting payments and donations.
The most obvious (and common) use of a questionnaire is when you visit a doctor. That form you fill out at the hospital about all your injuries and ailments? That's a classic questionnaire full of close-ended questions.
It’s not concerned with gleaning useful insights to improve the practice - its sole purpose is to get an idea of your medical history. Use questionnaires for things like that.
So, as a general rule, use questionnaires when you need to collect simple information that doesn’t require analysis.
First of all you should use a poll if you want to be President of the United States of America.
Outside of that you should use polling when you want to quickly ask a single question to get a snapshot of public opinion on a certain topic. Ask a question - get an answer - see what people said. Simple.
Polls give you instant results and are a great way to check the pulse of your audience. You’ll see plenty of them used on social media sites like Twitter or LinkedIn to gauge opinions on pretty much anything.
Use a poll when you want a less time-consuming alternative to a survey. They are perfect for when you need an idea of people’s opinion on something specific and don’t have a need for complex data insights.
Also use them if you just want to have fun and find out what your friends think about silly things like horror movies, or what flavour potato chips they like.
Now you know what each term means and when you should use each tool, let's take a look at each one in action.
The goal of any business is to keep customers happy. You want them to buy your products, use your services and recommend you to their friends.
Surveys are one of the best ways to learn about your customer experience. Use them to see what people think of your business and define areas you may need to fix.
Take a look at one of our customer satisfaction survey templates below:
You can use the template or add questions specific to your business. Maybe you want to learn more about the face-to-face experience in your store? Maybe you want to see what people think of your checkout service?
Whatever your goal, make sure your survey works for your needs. Not anyone else's.
As we established, a questionnaire just refers to a set of questions without data analysis. It’s kind of like baseball cards - it’s about the process of collecting itself.
In recent years they’ve also become a popular way for freelancers and contractors to get an idea of their clients needs before meeting them. And their use-rate has skyrocketed in 2021 thanks to the effects of COVID-19.
Check out our COVID-19 medical questionnaire below.
Notice how the questions are straight to the point? There’s no bells or whistles or delving too deep. Questionnaires are all about getting to the facts as soon as possible.
Polls are the easiest and fastest way to get feedback and gauge opinions. They let you get a snapshot of how your customers or employees are feeling in real-time.
But unlike other surveys and questionnaires, you don’t have a number of questions. You’ve got one. That means you have to make it count.
A good poll question needs to do two things: encourage people to respond and provide you useful information.
A lot of the time you’ll see online polls used to engage with audiences in a fun way on social media. The best polls of this sort generate debate and healthy conversation and can be a great way to interact with your community.
Something like this opinion poll template below.
Whether you want to see if your political candidate is popular with millennials or what type of lunch you should order for everyone in the office, opinion polls are the best (and fastest) way to get a group's opinion.
Hopefully after around 2,000 words you have an idea of what tool you need to use. Whatever your needs, you can use Paperform’s online form builder for any design, whether it’s a survey, questionnaire or poll.
Let’s take a look at things to keep in mind when creating each form type.
A great survey gives you clear, actionable insight from the responses you collect. The better quality data you receive, the more thoughtful changes you can make to your business.
The first thing you want to do when creating a survey is define your goal. What do you want to achieve with this survey? Spend some time thinking about it. It’ll help you find the kind of questions you want to ask.
When it comes to building the survey itself keep things short and focused. It’s tempting to try and catch every piece of information in one go. Don’t make that mistake. Think of your survey as a fishing rod, not a commercial fishing net.
Also make sure questions are simple and jargon-free. Don’t use abbreviations or acronyms that aren’t common knowledge. It helps to imagine your grandma completing the survey - would she understand the questions?
As a general rule you should use closed-ended questions whenever possible. These are questions types like yes/no, multiple choice or using a rating scale. Giving respondents a specific choice makes the job of analyzing results easier in the future.
Use open-ended questions as a supplement. They should provide further insights and allow respondents to go further by elaborating on previous answers or the entire survey.
For example, you might ask “Did you have a good checkout experience?” with a Yes/No option below. If the respondent selects ‘No’, using an online form builder like Paperform you could have another question pop up asking them ‘Why?’.
That kind of flow should run throughout the survey. Begin with a brief introduction, then move onto broad questions before transitioning to specific details - and wait until the very end to collect sensitive information like contact details.
Once you’ve got your questions out of the way use a form builder like Paperform to build your form and share it with your respondents. You can even customize it to add your logo and brand colors, and look after your data with Paperform Analytics.
We've put together a short guide to help you create an effective survey. Check it out below - feel free to save or print it for quick reference.
If you follow the tips presented above for surveys, questionnaire design will be a breeze. It’s just a list of questions, so the same principles apply between the two.
Make sure to identify your target audience and what kind of information you want to know. For example, if you’re creating a medical questionnaire you don’t need to know the favorite color of your recipients.
Defining your audience lets you ask the right questions in the right way. Keep things simple and stick with closed-ended questions as a general rule - they’re straightforward and easier for people to complete.
With a tool like Paperform you can use conditional logic to create branching paths. This lets respondents hide irrelevant sections based on previous answers, because no one wants to fill out sections of a form that don’t apply to them.
Again, think about the flow of your questionnaire. Like a maths textbook, start with the basics stuff before progressing to more detailed questions.
For certain questionnaire types you might want to include personal questions, like name and contact information, at the beginning of the form.
You know how in The Lord of the Rings the magical ring is called ‘the one ring to rule them all?’ Well there's one rule to rule them all when it comes to polls: make it engaging.
Like a survey or questionnaire, you have to tailor polls to your target market. Think about who is going to answer your poll and personalize your question and answers to suit them.
Also consider how you’ll deliver it. Because polls are so easy to do, there’s a variety of options. You can use social media, an online landing page, or run polls through direct SMS messages straight to your audience’s cell phones.
More than any of the other tools on this list, you need to keep things basic. Anyone should be able to understand what you’re asking and how to respond. Leave complex stuff to surveys or questionnaires.
You should also limit the options that you offer. If there’s too many choices, people will just skim over it and not bother answering. You want your respondents to be able to make a quick decision and move on with their day.
Last but not least, avoid misleading or biased questions. The goal with a good poll is to get the honest opinion of your respondents, so it’s a waste of time if you try to influence responses to get a certain outcome.
There are plenty of differences between surveys, questionnaires and polls. Each one has its own unique features and benefits, kind of like how each Teenage Mutant Ninja Turtle has their own special skills.
Surveys are best for gathering information to gain actionable insights into your customers or employees. Questionnaires help collect information, and polls are the best way to get a snapshot of opinion on a certain topic.
Now you know exactly what the main differences are and what question types work best, you can use Paperform, one of the best online form builders, to make the right form for your needs.
With Paperform you can create surveys, questionnaires and polls as easy as a doc, customize them to fit your brand, and share them seamlessly with your audience.
But don’t take our word for it. Try it yourself with our 14-day free trial, no credit card required.
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