8 Tips for Choosing the Right Online Survey Tool

Choosing the Right Online Survey Tool

There are many online survey tools currently available. But how do you know which one is right for your research group or company? As with any major purchase, the first step is to understand your organization’s requirements. We thought we’d help by sharing some key questions:

  • What type of questionnaires do you need to program? Almost every web survey tool on the market offers the same basic question types. But if you want to create a more engaging experience for respondents and have the flexibility to ask any type of question, you’ll likely want an online survey tool with more advanced questionnaire design features. And don’t forget to check how the tool renders surveys across devices.
  • What is your invitation strategy? How do you want to invite participants to take the survey: send out email invitations, provide social media links or via a pop up survey? Do you want to handle distribution by yourself or would you like the vendor to handle the invitations? Do you want respondents to be able to take the survey online, offline, or both?
  • How many surveys do you expect to do each year? It’s important to get a firm grip on the number of surveys you expect to run. If your company is already conducting surveys, check how many surveys you have completed in each year historically. That will give you an indication of your likely minimum survey volume. Not all tools handle large volume well.
  • How many users will need to access the survey tool on a regular basis? Is it just you or the entire department? Do certain users, like managers, simply need access to the data reports? Some vendors offer integrated reporting portals at a reduced rate.
  • What other data collection modes are used by your organization? In today’s multi-channel world, many organizations are seeking to augment web surveying by also doing telephone interviewing, face-to-face interviews, in-app etc. Knowing which data collection methods you need to support will help you narrow down the list of possible providers.
  • Do you want to keep the software on premise or would you prefer to have it hosted by the provider? Some survey software providers host the software on their servers. This eliminates the need for you to maintain and incur costs for your own servers. Others enable you to host the solution on your own premises for full control over the data environment.
  • Do you have enough in-house resources to program surveys? Most web surveying tools today are extremely user friendly, with little or no training needed to do your own survey programming. But everyone can use a little, or a lot, of help from time to time. Check if a potential provider offers qualified professional services to give you a hand designing and programming surveys.
  • Is the vendor experienced and reliable? You do want a tried-and-true product. You don’t want to be helping a new company iron out bugs through your surveys!

Do you have any additional tips that might help in picking the right product? Please share your thoughts and ideas in the comments.

Good luck, and happy surveying!

Jason McGrath,


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