Surveys

Illustration that represents a light bulb

1. Understand

On the first we stay in the problem space, challenging our understanding of the problem.This is some text inside of a div block.

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2. Ideate

On the second day we gather inspiration, ideate and sketch solutions together.

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3. Prototype

On the third day we turn the most voted sketches into a prototype and prepare to meet the users.

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4. Test

On the fourth and final day we test the prototype with users and round off the sprint together.

How it works

While we always recommend meeting and talking to users, sometimes surveys can be a great tool to get a bigger amount of user feedback and a good tool for unmoderated usability tests.

Understand

1 – 4 hours

Product Owner, Business Analyst, UX Designer, Developer, Quality assurer

Before

1. Define the goal. Settle on what you want to know and why you need to know it. This is important, as surveys with a clear purpose make for better research results.

2. Write a clear survey intro. The intro should clearly state the purpose of the survey, how long it takes to complete the survey, how the data will be used and for how long you intend to keep the data.

3. Decide how the survey will be sent out, e.g. via email to a list of users, via a popup targeting some or all end-users in your product or via social media.

4. Plan the analysis before sending out the survey. This will keep your survey focused.

5. Do a dry run. Invite team members to see how long it takes to answer the survey and watch out for confusion. You will not be there when the users answer it, so try to make it understandable.

During

6. Send it out! Send the instructions and the survey to your intended target group and await the results.

After

7. Analyse the data. Gather your team and look at the data together. Work to identify patterns and list 5 key takeaways each. Group them and align on prioritisation together, e.g. by doing a thematic analysis.

8. Present and share the results with the rest of the team and internal stakeholders.

9. Put the data to good use! A good next step could be to create user stories and make sure that any need for updates or changes in the product gets prioritised and becomes part of the roadmap.

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Tips

Only ask the questions you need to ask. A survey should take no longer than 3-5 minutes to complete. The time estimate should be clearly stated in the intro.
Ask internal stakeholders, support, sales etc. if they have any questions they would like to ask. This can help you see things from different perspectives.

Learn more

Open-ended vs. Closed-ended questions in user research - Nielsen Norman Group (article)
Open-ended vs. Closed-ended questions in user research - Nielsen Norman Group (video)
28 tips for creating great qualitative surveys - Nielsen Norman Group (article)
How to create effective user surveys - UX Planet (article)

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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Before

1. Define the goal. Settle on what you want to know and why you need to know it. This is important, as surveys with a clear purpose make for better research results.

2. Write a clear survey intro. The intro should clearly state the purpose of the survey, how long it takes to complete the survey, how the data will be used and for how long you intend to keep the data.

3. Decide how the survey will be sent out, e.g. via email to a list of users, via a popup targeting some or all end-users in your product or via social media.

4. Plan the analysis before sending out the survey. This will keep your survey focused.

5. Do a dry run. Invite team members to see how long it takes to answer the survey and watch out for confusion. You will not be there when the users answer it, so try to make it understandable.

During

6. Send it out! Send the instructions and the survey to your intended target group and await the results.

After

7. Analyse the data. Gather your team and look at the data together. Work to identify patterns and list 5 key takeaways each. Group them and align on prioritisation together, e.g. by doing a thematic analysis.

8. Present and share the results with the rest of the team and internal stakeholders.

9. Put the data to good use! A good next step could be to create user stories and make sure that any need for updates or changes in the product gets prioritised and becomes part of the roadmap.

‍

Tips

Only ask the questions you need to ask. A survey should take no longer than 3-5 minutes to complete. The time estimate should be clearly stated in the intro.
Ask internal stakeholders, support, sales etc. if they have any questions they would like to ask. This can help you see things from different perspectives.

Learn more

Open-ended vs. Closed-ended questions in user research - Nielsen Norman Group (article)
Open-ended vs. Closed-ended questions in user research - Nielsen Norman Group (video)
28 tips for creating great qualitative surveys - Nielsen Norman Group (article)
How to create effective user surveys - UX Planet (article)

Templates

Ultimately, the choice of design tool depends on the specific needs of the designer and the project at hand. Each tool has its strengths and weaknesses, and designers must consider factors such as cost, ease of use, and collaboration features when selecting the best tool for their needs.

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Tool recommendations

Below you will find some tool recommendations, but please note that you are free to choose whatever tool you prefer. For some tools we have group wide licenses, in which case access can be requested via licenses@visma.com. Remember that you always need cost approval from your immediate manager.