{"id":4928,"date":"2025-06-17T11:30:00","date_gmt":"2025-06-17T11:30:00","guid":{"rendered":"http:\/\/nurseagence.com\/?p=4928"},"modified":"2025-06-17T13:32:15","modified_gmt":"2025-06-17T13:32:15","slug":"how-to-create-a-survey-in-excel-word-google-facebook-surveymonkey","status":"publish","type":"post","link":"http:\/\/nurseagence.com\/index.php\/2025\/06\/17\/how-to-create-a-survey-in-excel-word-google-facebook-surveymonkey\/","title":{"rendered":"How to create a survey in Excel, Word, Google, Facebook, & SurveyMonkey"},"content":{"rendered":"
If you want to learn how to build a survey, the most important thing to know is that an excellent survey<\/a> respects your time. It should be succinct, ask the right questions, and provide valuable insights. As a respondent, I\u2019m quick to bail if a survey is too long, confusing, and repetitive.<\/p>\n If you want people to complete your survey and give you meaningful feedback, it needs to be purpose built, easy to understand, and quick to finish.<\/p>\n In this post, I\u2019ll walk you through how to create a survey in a few easy steps, plus I\u2019ll show you how to create surveys using popular platforms like Google, Facebook, SurveyMonkey, and more.<\/p>\n Table of Contents<\/strong><\/p>\n <\/a> <\/p>\n In a few straightforward steps, you can create a survey that provides your team with the information it needs while keeping your respondents engaged throughout the entire survey.<\/p>\n What do you want to learn from your survey?<\/p>\n Surveys can serve a range of goals, including gauging customer satisfaction, gathering feedback on a new product or feature, discovering customer pain points, and much more. Be specific when crafting the objective of your survey so you can create the most relevant questions.<\/p>\n I play bass in a touring band,<\/a> and I want to survey our fans (customers) to learn what songs they want to hear live, what kind of merch they are into, and what cities we should hit on our next tour.<\/p>\n My objectives are to:<\/p>\n Knowing your survey audience helps you ask better questions and get more helpful answers.<\/p>\n Before you write your first question, learn more about your audience \u2014 including demographics<\/a> like age, gender, education level, and geographic location. The most important traits for your survey will depend on your brand and goals, but knowing them helps you connect with your audience and get better answers.<\/p>\n Based on Spotify data, our fans are pretty evenly split between males and females, with 53% of listeners falling between the ages 25-34, followed by 24% between 18-24. The overwhelming majority of listeners are based in the US, with our top cities being New York, Chicago, and Los Angeles.<\/p>\n With this information in mind, I\u2019ll write the survey using a casual, Millennial\/Gen-Z friendly tone, keeping the questions short and ensuring everything is mobile optimized. Since most of our fans live in major cities, I\u2019ll prioritize these locations in questions about tour stops while providing an open response field for fans to suggest smaller markets.<\/p>\n Now that you know your audience, you\u2019ve got to figure out how to reach them.<\/p>\n Where do they spend time? Do they frequent social media, or are they more likely to respond to a survey via email? Luckily, your demographic information will inform many of these questions. The proper distribution method can make or break your survey, so meeting your audience where they are is critical.<\/p>\n My first instinct is to distribute my survey through social media. Most of our fans are Millennials and Gen Z, so it\u2019s a safe bet to assume they are social natives. Instagram is our most active channel, so starting there is natural.<\/p>\n We also maintain an email list of fans who have bought merch and signed up for updates, so I\u2019ll send the survey straight to their inboxes. To reach people at shows, I\u2019ll display a physical QR at our merch table that links directly to the survey.<\/p>\n Since 60% of surveys today are submitted on mobile devices<\/a>, I’ll make sure mine is easy to read, scroll, and submit on a phone.<\/p>\n A good survey isn\u2019t one you just cook up out of nowhere. It should be planned and launched with intention. Planning a clear timeline with a start and end date helps you stay organized and gives your respondents a sense of urgency, which is especially relevant if you offer a juicy incentive.<\/p>\n Survey responses tend to peak mid-week<\/a>, so a Wednesday or Thursday launch date is a solid move.<\/p>\n I plan to launch my band\u2019s survey midweek ahead of our upcoming tour. On launch day, I\u2019ll send an email and post to social media, and I’ll keep survey responses open for the duration of our tour (usually about one month). That gives fans plenty of time to give feedback online or at a show.<\/p>\n Before you craft the first question, you\u2019ve got to figure out where your survey will live. These days, there are plenty of survey platforms to choose from, and the right choice depends on your goals.<\/p>\n If you need detailed customer feedback data with powerful reporting and analysis, something like HubSpot\u2019s Customer Feedback Software<\/a> is a sound choice. However, you can create lighter-weight surveys using Microsoft Forms or Google Forms.<\/p>\n Pro tip<\/strong>: Google Forms and Microsoft Forms can export results to CSV if you\u2019d like to analyze survey data in Excel. You can also let Google\u2019s Gemini AI create a form<\/a> based on a quick prompt.<\/p>\n I don\u2019t need to analyze customer feedback or do any serious reporting on my fan survey results, so I\u2019ll plan to use Google Forms to build a quick survey from scratch and share the link via email and social media.<\/p>\n Keep your survey short and sweet<\/a>. The risk of survey drop-off increases as you add more questions, so think about what information you actually<\/em> need to make decisions and hit your survey goals.<\/p>\n Source<\/em><\/a><\/p>\n Pro tip<\/strong>: Aim for no more than 10-12 questions. These days, 11 questions<\/a> is the sweet spot. If your survey is longer, be upfront about it. Here\u2019s a familiar example:<\/p>\n I got this email from Venmo the other day, and I\u2019ll be honest: Ten minutes is a significant ask for my time and attention online. However, I appreciate that Venmo gave me a heads-up about the time investment. And the gamble of a free $500? Feels like a fair trade for 10 minutes I\u2019ll never get back.<\/p>\n Yes\/No questions don\u2019t give you much to work with. People tend to click \u201cyes\u201d out of habit, and these kinds of questions usually lack the context necessary for drawing valuable insights.<\/p>\n Let\u2019s say you are a candy maker trying to understand how people feel about jelly beans. The following question won\u2019t<\/em> give you very useful feedback:<\/p>\n Instead, pose the question as a multiple choice or checkbox. That way, you\u2019ll get a clearer contextual understanding of how jelly beans stack up against your other offerings:<\/p>\n Survey logic<\/a>, also known as skip logic or conditional branching, lets you adapt your survey based on a respondent\u2019s answers. Taking advantage of survey logic allows you to deliver more personalized and engaging questions and cuts down on fluff that isn\u2019t relevant to a particular respondent.<\/p>\n I\u2019d use skip logic in my band’s survey to hide questions about our live shows if a fan says they haven\u2019t been to one yet. Instead, they would jump to the next section about merchandise items or streaming habits.<\/p>\n Just like with yes\/no questions, survey respondents are likely to pick the first option of a multiple-choice question without thinking. This is called the first-choice bias or primacy bias,<\/a> and it can skew your data.<\/p>\n Randomizing your answer options helps combat this phenomenon. Most survey options let you randomize multi-choice answers while anchoring \u201cAll of the above\u201d or \u201cOther\u201d at the bottom.<\/p>\n If I ask fans which song they want to hear us play as an encore, I\u2019ll randomize the order so the same track doesn\u2019t get picked too often just because it\u2019s listed first.<\/p>\n Pro tip<\/strong>: There are certain times when you shouldn\u2019t randomize answers. For example, ordinal scale questions (Very Dissatisfied \u2192 Very Satisfied) or questions where respondents expect answers in a particular order (numerical or alphabetical).<\/p>\n Asking for people\u2019s time and attention can be a hard sell. Personally, I almost never fill out a voluntary survey unless there\u2019s something in it for me.<\/p>\n Offer your respondents an incentive to fill out your survey.<\/p>\n It doesn\u2019t have to be anything crazy. A small discount, early access to product drops, or a giveaway entry will do. What\u2019s important is that the incentive is relevant to your audience and proportional to the time and effort necessary to complete the survey.<\/p>\n Pro tip<\/strong>: Lead with your incentive. Highlight it in emails, on landing pages, and in social posts to boost visibility and drive responses. Here\u2019s an example:<\/p>\n The $500 incentive in the subject line hooked me. I investigated, and I took the survey. Proof that leading with your offer works.<\/p>\n The way you phrase your questions significantly impacts responses. The goal of your survey should be to gather honest, unbiased feedback, and using leading questions or a biased tone compromises this.<\/p>\n Use a neutral tone and ask unbiased questions that don\u2019t assume a particular opinion or experience from your respondents.<\/p>\n Example<\/strong>:<\/p>\n If I\u2019m asking fans for their opinion on my band’s latest single, here\u2019s a leading vs. neutral question:<\/p>\n Leading<\/strong>: \u201cWouldn\u2019t you agree that our new single is our best song yet?\u201d<\/em><\/p>\n Neutral<\/strong>: <\/strong>\u201cOn a scale of 1-10, how would you rate our newest single?\u201d<\/em><\/p>\n The leading question is biased and makes fans feel pressured to agree with me and answer the question accordingly. The second option encourages people to answer honestly, and that feedback is much more valuable.<\/p>\n Pro tip<\/strong>: Ask someone outside of your team to read your survey after you\u2019ve written it. It\u2019s hard to spot your own bias when you\u2019re deep in the process. Sometimes, watching someone read it over their shoulder is enough to make those mistakes light up like a neon sign.<\/p>\n Matrix response questions can be great for gathering a large amount of detailed feedback in one question. However, you should resist the urge to overuse them. Matrix questions require a little more attention than other question types, and you don\u2019t want to risk overwhelming respondents and causing them to abandon your survey.<\/p>\n In addition, you should limit the number of rows and columns in your matrix questions to avoid scaring people away with a visually daunting table.<\/p>\n Here\u2019s an example of a manageable matrix response question:<\/p>\n This one, on the other hand, is intimidating:<\/p>\n Pro tip<\/strong>: If your matrix question is beginning to look too dense, consider breaking it into two or three simpler questions.<\/p>\n There\u2019s no need to start from scratch. I like using a survey template<\/a> to get an idea of where to start. It makes the whole process less daunting and reminds me how a well-structured survey should flow.<\/p>\n Whether you\u2019re measuring customer satisfaction or gathering feedback on a new product, templates provide a solid framework that you can tweak to fit your needs.<\/p>\n Check out HubSpot\u2019s 21 Best Survey Templates<\/a> to help you get started.<\/p>\n Pro tip<\/strong>: Customizing your survey template is key to success. It should be a starting point you customize to match your brand voice, audience expectations, and survey goals.<\/p>\n Sometimes, people don\u2019t pay attention when filling out a survey. Perhaps they are zoned out or breezing through the survey to score that juicy incentive you laid out (guilty as charged). Either way, it\u2019s a recipe for junk data.<\/p>\n A red herring is a question you can use to weed out those low-effort responses. Here\u2019s how it works:<\/p>\n Ask a simple demographic question at the start of your survey and the same question again at the very end. If a person’s responses to these identical questions are inconsistent, that warrants investigation.<\/p>\n In my band survey, I could ask a simple question like:<\/p>\n \u201cWhat country do you live in?\u201d<\/em><\/p>\n Then, I\u2019d repeat the same question later but with the drop-down list items in alphabetical order instead of putting the U.S. at the top.<\/p>\n If someone answers a different country the second time, they\u2019re either a dual citizen or not paying attention. I think the latter is more likely.<\/p>\n Pro tip<\/strong>: Don\u2019t automatically toss a response over one red herring slip-up. People make honest mistakes. Use it as a flag, not a verdict. If they contradict themselves and<\/em> give a bunch of low-effort answers, then it might be time to toss it.<\/p>\n Before sending your survey to your entire audience, test it with a small group of people. You\u2019d be surprised how easy it is to miss little mistakes when building a survey yourself. Sharing it with others will ensure you spot unclear questions, logical inconsistencies, or technical issues.<\/p>\n Do your best to share it with some friends or family members who approximate your target audience and ask them for feedback. Did any questions not make sense? Did the survey feel too long? Did you want to abandon the survey at any point?<\/p>\n Before launching my band survey, I\u2019d have my bandmates review it for inconsistencies. Then, I\u2019d share it with friends and a few superfans who are always down to help. If possible, I\u2019d try to sit with someone as they take it to get a feel for any areas that seem clunky or unclear.<\/p>\n Pro tip<\/strong>: Test out your survey on your phone. Over half of survey completions occur on mobile<\/a>, so it needs to look clean and scroll smoothly on the little screen.<\/p>\n <\/a> <\/p>\n Microsoft Forms is the dark horse of free survey platforms. My first instinct is to reach for Google Forms when I need to generate a quick survey. However, I was impressed with how easy Microsoft Forms was to use. I found it simple to create new questions and choose from various question types, and I was impressed by their selection of attractive, usable templates.<\/p>\n The first step is logging in.<\/p>\n I already have a Microsoft Office 365<\/a> account (now called Microsoft 365 Copilot) for additional storage on OneDrive<\/a>, so logging in and getting started was a breeze. All you have to do is select the Forms app, and you\u2019re in.<\/p>\n Source<\/em><\/a><\/p>\n You can also navigate directly to forms.office.com<\/a> to skip the extra clicks.<\/p>\n Click the \u201cNew Form\u201d Button in the upper left-hand corner, and you\u2019re off to the races. You can also start from a template (more on that later).<\/p>\n Right away, I was greeted with the opportunity to name my form, add a short description, and insert my first question. Microsoft Forms lets you \u201cquick start\u201d with a question type of your choice, and I was satisfied with all the available types, including more detailed ones like NPS and Likert scale questions.<\/p>\n Pro tip<\/strong>: If you\u2019re unsure where to start, click the lightning bolt icon (in the upper right) to open up Microsoft\u2019s AI-powered question suggestions. I thought it was convenient that it immediately suggested fields for basic information like Name and Email. It\u2019s a small detail, but it saves time.<\/p>\n Before I started filling out the rest of my survey questions, I took a moment to explore the style and layout options. Click the \u201cStyle\u201d icon in the top toolbar to select from multiple attractive layout and style options. You can even add background music that plays as your respondents fill out the form (not sure if I recommend it, though).<\/p>\n This is also a great time to check out Microsoft\u2019s pre-made templates by clicking the button on the left-hand side:<\/p>\n Microsoft Forms offers a variety of pre-built templates that are great for common survey goals like measuring customer satisfaction or performing market research. Each template is stylized and comes packed with relevant questions, all of which are customizable.<\/p>\n Here comes the fun part: fleshing out your survey. If you\u2019ve done your homework before starting your survey<\/a>, filling out your questions should be quick and easy. Adding and editing questions is as simple as clicking the \u201cAdd new question\u201d button or selecting and tweaking them from the AI-recommended smart list.<\/p>\n Once I finished filling in all my questions, I clicked the \u201cPreview\u201d button above to see how my survey looked from the respondents’ POV. I liked that I could toggle between desktop and mobile view and fill in my responses.<\/p>\n Once you\u2019ve completed your survey, you can share far and wide using the \u201cCollect responses\u201d button on the top toolbar.<\/p>\n I liked that Microsoft Forms provided me with an easily shareable link and other sharing options like email, a website embed code, social media, and even a QR code for scanning.<\/p>\n Once you\u2019ve collected your responses, you can easily share results with your team by clicking the \u201cPresent\u201d button. I like that Microsoft Forms provides a link and QR code so team members can join your presentation from their screens anywhere.<\/p>\n Now all that\u2019s left is turning your insights into smart business decisions. Easy!<\/p>\n <\/a> <\/p>\n Word isn\u2019t my first pick for survey building. Turning a Word document into a fillable form requires a little finagling, especially compared to dedicated form-building tools. You can only do it on the desktop version of Word, not the web-based version, which is free through Office 365.<\/p>\n That said, creating a survey in Microsoft Word can be a good idea if you are a Word power user and want to make something easily printable with visuals, detailed instructions, and customized formatting.<\/p>\n Open Microsoft Word and decide whether to start with a blank document or search for a \u201cForm\u201d template in the templates gallery. I tried both, and starting with a template was much easier for my needs. If you\u2019re looking to create a common form, such as a customer satisfaction survey, templates are the way to go.<\/p>\n Speaking of customer satisfaction surveys, if you\u2019re looking for inspiration, I\u2019ve got five free customer satisfaction survey templates<\/a> that are a great starting point.<\/p>\n The developer tab is the key to creating the features that take your survey from a text doc to an actual form with fillable text fields, drop-down lists, checkboxes, and more. I know it sounds a little intimidating, but all you are doing is adding another tab to your top toolbar ribbon alongside \u201cFile,\u201d \u201cEdit,\u201d \u201cView,\u201d etc.<\/p>\n Once you\u2019ve enabled the developer tab, you can access Content Controls, which allow you to add text fields and checkboxes.<\/p>\n Here\u2019s a great video I found that walks you through enabling the developer tab and using content control options to build a form in Word:<\/p>\n Here\u2019s how to enable the developer tab:<\/p>\n On PC<\/strong>, click File <\/strong>> Options <\/strong>> Customize Ribbon <\/strong>> Main Tabs <\/strong>> Developer <\/strong>> OK<\/strong>.<\/p>\n On Mac<\/strong>, click Word <\/strong>> Preferences <\/strong>> Authoring and Proofing Tools <\/strong>> View <\/strong>> Show developer tab<\/strong>.<\/p>\n Once I enabled the developer tab, I could locate content control options, as seen above.<\/p>\n At this point, I typed up my survey questions and used the content control options to add the appropriate form field I needed based on each question.<\/p>\n Form fields included in the developer tab include:<\/p>\n For questions where I’ve chosen the \u201cCombo Box\u201d control, I input the list of answer options that respondents can choose from in the drop-down menu. This ensures that they select from a predefined set of answers.<\/p>\n To prevent recipients from accidentally editing the survey questions while still allowing them to fill in their answers, I click on the \u201cReview\u201d tab, then \u201cProtect,\u201d and select \u201cProtect Document.\u201d This locks the survey content while keeping the answer fields accessible.<\/p>\n Source<\/em><\/a><\/p>\n Now that my Word-based survey<\/a> is ready to go, the final step is to share it. I can share it as an email attachment, print it out, or drop it in Slack. Or, if you\u2019re so deep in the Microsoft ecosystem that you\u2019re using Word to create surveys, you can share it on Teams.<\/p>\n Pro tip<\/strong>: Word surveys are best for small groups, like internal teams. If you are sending out to a big audience featuring customers and prospects, I recommend using Google Forms or Microsoft Forms for ease of use and clean analytics.<\/p>\n <\/a> <\/p>\n Google Forms has been my go-to survey creation tool since the beginning. It\u2019s easy to use, free, and connects seamlessly with the rest of the Google ecosystem. Since it\u2019s linked with my Gmail, I can add survey recipients with a simple click and start sharing within minutes.<\/p>\n [Video: How to Create a Survey Using Google Forms<\/a>]<\/p>\n There are multiple ways to locate Google Forms. Sometimes, I\u2019ll just Google \u201cGoogle Forms,\u201d but I usually open up my Gmail, click the Apps button in the top right next to my profile image, and click on Forms.<\/p>\n The next step is to start a new form from scratch or use one of Google\u2019s many templates. I like to get started using a template so I can hit the ground running, and I can always customize it later.<\/p>\n The first thing you\u2019ll be prompted to do upon creating a new survey is give it a name and a brief description.<\/p>\n At this point, I like to add a little flair to my survey. Click the style icon in the top toolbar to customize fonts and colors and add a header image.<\/p>\n Now it\u2019s time for me to start adding questions. It\u2019s easy; just click the \u2018Add question\u2019 button shown below:<\/p>\n You can change the question type by selecting from the drop-down box seen above. I found the available question types to be extensive and valuable.<\/p>\n Pro tip<\/strong>: If you\u2019re feeling stuck, you can use Google\u2019s AI-powered survey helper to create a survey for you based on a prompt. I like to use this feature to get the ball rolling, and then I\u2019ll customize the survey further.<\/p>\n Check it out.<\/p>\n Click the \u201cHelp me build a survey\u201d button and input a prompt. Here\u2019s the prompt I gave it:<\/p>\n And here\u2019s what I got in return:<\/p>\n There are more questions that aren\u2019t visible in my screenshot, but I was pleasantly surprised that Google\u2019s AI-generated survey featured all the questions I was planning to include and then some. It\u2019s a great starting point, I like to think of as a template customized to my needs.<\/p>\n Use the sidebar menu to add multimedia elements like images, customize text, or even insert videos. I like adding dividers to separate my forms into sections to make them more digestible.<\/p>\n Within form settings, I can manage a few key aspects of the survey, like collecting email addresses, showing a progress bar, and turning the survey into a quiz.<\/p>\n Sending out your survey is simple. Click the \u201cPublish\u201d button in the upper right-hand corner to make your survey live and send it out via link, or click the \u201cManage\u201d button to add email addresses directly.<\/p>\n Source<\/em><\/a><\/p>\n <\/a> <\/p>\n<\/p>\n
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1. Define your survey objectives.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
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2. Research your target audience.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
3. Determine the best distribution method.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
4. Plan your survey timeline.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
5. Choose the right platform.<\/strong><\/h3>\n
Example<\/strong>:<\/h4>\n
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6. Keep it short.<\/strong><\/h3>\n
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7. Avoid \u201cYes\u201d or \u201cNo\u201d questions.<\/strong><\/h3>\n
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8. Use survey logic to create personalized paths.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
9. Randomize your answer options.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
10. Offer an incentive for completing the survey.<\/strong><\/h3>\n
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11. Keep your tone neutral.<\/strong><\/h3>\n
12. Use matrix questions judiciously.<\/strong><\/h3>\n
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13. Try out a template.<\/strong><\/h3>\n
14. Include a \u201cred herring\u201d question to weed out inattentive respondents.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
15. Test your survey before launching.<\/strong><\/h3>\n
Example:<\/strong><\/h4>\n
1. Log in to your <\/strong>Microsoft Office 365<\/a><\/strong> account.<\/strong><\/h3>\n
<\/p>\n
2. Start a new form.<\/strong><\/h3>\n
<\/p>\n
3. Name your form and add your first question.<\/strong><\/h3>\n
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4. Style your form.<\/strong><\/h3>\n
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5. Add questions and preview your form.<\/strong><\/h3>\n
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6. Share your survey and present the results.<\/strong><\/h3>\n
<\/p>\n
<\/p>\n
<\/p>\n
1. Start with a blank document or search for \u201cForm\u201d in the templates gallery.<\/strong><\/h3>\n
<\/p>\n
2. Enable the developer tab.<\/strong><\/h3>\n
<\/p>\n
3. Fill out your survey and add form fields.<\/strong><\/h3>\n
<\/p>\n
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4. Input instructional text or drop-down menu options.<\/strong><\/h3>\n
<\/p>\n
5. Click the \u201cReview\u201d tab, then \u201cProtect,\u201d and select \u201cProtect Document.\u201d<\/strong><\/h3>\n
<\/p>\n
6. Share your form with recipients.<\/strong><\/h3>\n
1. Locate Google Forms.<\/strong><\/h3>\n
<\/p>\n
2. Select a blank form or use a template from the gallery.<\/strong><\/h3>\n
<\/p>\n
3. Name your survey and add a description.<\/strong><\/h3>\n
<\/p>\n
<\/p>\n
4. Add questions.<\/strong><\/h3>\n
<\/p>\n
<\/p>\n
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5. Use the sidebar menu to add multimedia elements, sections, or unique formatting options.<\/strong><\/h3>\n
<\/p>\n
6. Adjust the form settings.<\/strong><\/h3>\n
<\/p>\n
7. Send the survey to your recipients.<\/strong><\/h3>\n
<\/p>\n