How to use Survey Monkey

1
Karen Nunez- a.VA Awesome Virtual Assistant

WHAT IS SURVEY
MONKEY?
Karen Nunez- a.VA Awesome Virtual Assistant 2

SURVEY MONKEY IS
AN ONLINE SURVEY
PLATFORM

TO CREATE SIMPLE
POLL

OR IN-DEPTH
MARKET RESEARCH

IT CREATES SURVEYS,
SEND THEM

AND ANALYZE
RESULTS

LET’S BEGIN WITH
OUR TUTORIAL

OPEN YOUR
BROWSER

TYPE SURVEY
MONKEY.COM

CLICK SIGN UP FREE

FOR A TRIAL OF
SUVEY MONKEY
(BASIC FEATURES
ONLY)

YOU HAVE TWO
OPTIONS TO SIGN
UP

FIRST, IS BY
ENTERING YOUR
USERNAME

OR SIGN UP WITH
YOUR FACEBOOK
OR GOOGLE
ACCOUNT

FOR THIS TUTORIAL
WE WILL SIGN UP
USING A USERNAME

ENTER YOUR
USERNAME

THEN TYPE IN YOUR
PASSWORD

RE-TYPE YOUR
PASSWORD

TYPE YOUR
CONTACT E-MAIL

FINALLY CLICK SIGN
UP

NOW WE ARE
READY TO MAKE A
SURVEY

THIS IS YOUR
DASHBOARD

CLICK CREATE
SURVEY

WE HAVE TWO
WAYS TO DO IT

FIRST IS BUILD A
NEW SURVEY FROM
SCRATCH

OR START FROM AN
EXPERT TEMPLATE

WE WILL CHOOSE
THE LATTER ONE FOR
THIS LESSON

SO CLICK START
FROM AN EXPERT
TEMPLATE

CHOOSE FROM ANY
CATEGORIES FOUND
ON THE LEFT SIDE

I CHOSE MOST
POPULAR

THEN, SUB
CATEGORIES ARE
FOUND ON THE RIGHT
SIDE

SCROLL DOWN FOR
MORE SELECTIONS

TO PREVIEW YOUR
CHOSEN TEMPLATE,
CLICK PREVIEW

REVIEW THE SET OF
QUESTIONNAIRES IF
IT SUITS YOUR NEEDS

IF YOU’RE HAPPY
WITH IT, CLICK USE
THIS TEMPLATE

LET’S NOW DESIGN
OUR SURVEY

TO ALTER THE TYPE
OF QUESTIONS ,

JUST CLICK ANY
FROM THE CHOICES
ON THE LEFT

TO ADD QUESTIONS
TO YOUR SURVEY

CLICK QUESTION
BANK

THEN SEARCH FOR
KEYWORDS OR
CATEGORY TO
BROWSE

TO CONTROL
BEHAVIOUR OF
YOUR SURVEY

AND ENHANCE
QUALITY OF YOUR
DATA

CLICK LOGIC

AND CHOOSE FROM
THE VARIETY OF
OPTIONS

TO FINE TUNE THE
APPEARANCE OF
YOUR SURVEY

CLICK OPTIONS

AND CHOOSE FROM
THE SELECTION

AND TO CHANGE
THE COLOR/THEME
OF YOUR SURVEY

CLICK THEMES

SCROLL TO BROWSE
OPTIONS

CLICK THE OPTION
YOU DESIRE (PRO
FEATURE)

THEN TO EDIT THE
LAY OUT OF THE
QUESTION

HOVER THE CURSOR
OPPOSITE THE
QUESTION

UNTIL YOU SEE TABS
FOR EDITING THE
SURVEY QUESTIONS

TO EDIT THE
QUESTION, CLICK
THE EDIT TAB

THEN CLICK THE
FORM

AND CHOOSE FROM
THE THREE OPTIONS

THEN CLICK SAVE

IF YOU REQUIRE
RESPONDENTS TO
ANSWER THE
QUESTION

CLICK THE OPTION
TAB

AND TICK THE
CORRESPONDING
BOX

FOR CHANGING THE
QUESTION LAY OUT,
CLICK OPTIONS

AND TICK THE
CORRESPONDING
BOX

THEN CLICK SAVE

TO MOVE THE
POSITION OF
CURRENT QUESTION

CLICK MOVE TAB

CLICK FORM TO
CHANGE POSITION
OF THE QUESTION

THEN CLICK
QUESTION FORM TO
ALTER ITS ORDER

THEN CLICK MOVE
QUESTION

TO COPY THE
CURRENT QUESTION,
CLICK THE COPY TAB

AND DO THE SAME
PROCEDURES
SHOWN IN “MOVE”
(SLIDE 107-111)

TO DELETE ANY
QUESTION, JUST
CLICK DELETE TAB

THEN,CLICK NEXT TO
PROCEED WITH THE
NEXT STEP

A WEBLINK IS NOW
CREATED FOR YOUR
SURVEY

TO SEND THE SUVEY
TO YOUR RECIPIENTS

COPY THE WEBLINK
BY CLICKING IT

THEN CHOOSE YOUR
DESIRED ROUTE ON
HOW TO SEND THE
SURVEY

CLICK YOUR DESIRED
OPTION

IF YOU CHOSE E-
MAIL, TYPE IN THE
RECIPIENT’S EMAIL
ADDDRESS

THEN CLICK NEXT

FILL OUT THE DETAILS
ABOUT THE
ORGANIZATION OR
COMPANY

THEN HIT DONE

TO EDIT RESPONSE,
CLICK RESPONSE
EDITING AND
CHOOSE YOUR
PREFERENCE

IF YOU WANT
ANONYMOUS
RESPONSES OR NOT

CLICK ANONYMOUS
RESPONSE AND TICK
THE OPTION YOU
LIKE

REVIEW THE
SUMMARY OF THE
SURVEY BEFORE
SENDING IT

FINALLY, CHOOSE
TO SEND THE
SURVEY NOW OR
LATER

CLICK SEND NOW, IF
YOU CHOSE TO
SEND IT RIGHT AWAY

OVERVIEW OF THE
INVITATION,
RECIPIENTS AND
OPTIONS

CAN BE VIEWED
HERE

TO CHECK ANALYSIS
OF THE SURVEY

CLICK THE ANALYZE
RESULTS TAB

THE ANALYZED
SURVEY RESULTS ARE
READY TO BE
VIEWED

SCROLL DOWN TO
VIEW THE REST OF
THE RESULTS

THE END

How to use Survey Monkey

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How to use Survey Monkey