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Survey Tips

Best practices for a survey introduction

Best practices for a survey introduction

Creating a survey introduction is the first step of our 7-step checklist for creating effective surveys. It’s a good idea to start your survey with an introduction that explains the purpose of your survey. Without an introduction, respondents might not know what the survey is for, who is sending it, and what will happen with their responses. Many participants like some kind of assurance about what will happen to the data they share. Providing this information before the survey starts can help ease concerns and speed respondents along.

The following are some popular use cases of when to include an introduction:

  • If your respondents do not know who you are.
  • For customer satisfaction surveys about your products or services.
  • When you want to address privacy concerns at the start of the survey.
  • When you need to include a consent form before collecting a response.

What to Include in the Introduction:

  1. Name of the organization conducting the survey.
  2. Contact information for the survey creator (e.g. email address or phone number).
  3. Confidentiality information and how the data collected will be used.
  4. An estimate of how long the survey might take.
  5. Information in regards to any kind of incentive or prize for taking the survey.
  6. Instructions on how to move through the survey.

Have tips for a great survey introduction or an example you’d like to share? Please post in the comments below.