Why You Should Surveys For Marketing And Product Proccess And How To Build A Winning Survey

Dvir Abargil
7 min readSep 13, 2021
In digital marketing (and I would say in the product and business world in general), there are a lot of times when you have some questions I want to figure out, like what’re the most important things you should prioritize, how to build some feature, what campaign messaging will be the most effective for achieving some specific goal and more….

We face a lot of questions because we don’t have data that will help us answer the questions and make decisions (or we don’t know how to use the data we have, but it’s a different problem). As a result, we make decisions based on what we think will work and a lot of times we do it without adopting user/audience mindset. It’s a problem because you create something that doesn’t work for most of the times or at least doesn’t work as good as it can working and it leads to a waste of time.

Working and optimizing what you think is important without adopting your user mindset and using data can lead you to put your effort into the wrong things and not on the things important to your users and audience.

It includes things like optimizing areas and elements in your website you think are important, but they are much less critical for your visitors. Or deliver ineffective messaging in your marketing campaigns and more and more……I think you got me.

Answer important questions and make decisions in your marketing campaigns only based on your gut feeling; without data and adopting a user mindset approach is not recommended.

Using surveys, is a great way to collect data and understand your users/audience better and what’s important to them and understand where you should make changes and focus your efforts.

With surveys, you can understand the most important factors your audience considers before deciding if to purchase your product or service, so you can understand how to create better marketing campaigns and release better content your audience will engage with.

I don’t think it’s hard to build a very effective survey. However, I believe it’s effortless to make it not as effective as it can be.

If you know how to build an effective survey, you can get valuable insights from it that will help you achieve your goals, figure out the questions you want to be answered and understand your audience better and what’s important to them.

For example, what the most important three factors for our users when they consider making a purchase, understanding if our creative\website passes the message we want to be sure with our audience, pain points, etc.…..

I will sure here a few tips I learned from the CXL Growth Marketing mini-degree about how to write an effective survey. Let’s begin.

How to build a winning survey

1. You should have a clear idea what the goal of this survey

Doing a survey when you don’t have a clear idea about what you want to get from it wastes time. Like, you try to survey to collect data and figure out something, right? Otherwise, why would you think about surveying in the first place?

You should have a clear idea about what is something specific. You want to achieve, once you know it, you will be able to think about what are the questions you want to be answered that will help you achieve it.

A survey with a clear idea of your goals will help you think about effective questions that the answers For them will give you valuable insights.

2. Keep it as short as possible

The point here is that you want to keep your survey as simple and easiest to answer as possible. You want to remove as many possible objections as possible your users or audience might have that can prevent them from completing the tasks you want them to achieve for you.

The more time and effort the task you ask people to do for you requires, the fewer chances they will complete it.

3. If there is more than one question, put the easiest one to answer first

You want them to start with the easy and simplest question; the less they should think, the better. You don’t want people to face a question that requires some kind of thinking and effort and the first questions because it raises the chances that they wouldn’t complete the survey.

When you ask the most straightforward question first and go from the most simple to the most complex question that requires more thinking, you raise your chances.

Let’s say the first questions are so easy to answer and don’t require effort from most people; if a person faces question 4 out of 5, something that needs him to stop and think, the most chances are that he wouldn’t just throw up the time he invested in answering the past three questions.

4. Focus on a single subject

You don’t want to confuse your users too much (and yourself); when you focus on a single subject, you make sure the survey is built to figure out a particular point and to achieve a particular goal. Also, as I said before, when You focus on more than one subject and your user answer the survey and focuses on one issue moving to a new subject requires your user to stop and think, and you want to avoid it. You want it to be as much I would say kind of flow as possible.

5. Focus on your audience

I can only guess that too many people make these mistakes and focus on what they want and what they think and not think about what’s going on in. their audience’s head.

You must adopt a user mindset if you want it to be as successful as possible. What do your users want to achieve? What are the tasks they want to complete? What are the jobs they enjoy doing? What are the kind of questions they would love to answer?

You should get into the head of your users and figure out what you think will make them complete the survey. Adopting a user mindset will also help you get more creative ideas.

6. Ask close questions

I don’t have too much to explain, again, the principle of “keep it simple” is true also here. Closed questions require less time, effort, and thinking from people, and it is also good if you want to collect complex data (like what is the percentage of people that answered answer two and so on…). It also gives you control over the answer.

If you want you. I can do a slope. Question with one option that will be under “other” and the user will write his answer there.

7. Don’t ask them to fill out the survey the moment they enter your website

If you want To convince people to do something for you, I think that the most important thing it’s that they should know you. It’s. Possible to make people do something for us when they can’t tell us, but it’s much more difficult. It’s true for business and marketing, for friendship, for your career, and also here.

People should have familiarity with you before they survey if you ask. They to fill out a survey when they don’t know you will be much less likely to do so.

That’s why having a pup up asking someone for their details or to fill out a survey the moment they enter your website is not a good idea.

It’s much better to ask them to do something for you after they spend some time on your website or before they leave the website and know who you are and what you are. Product/service is about or after you already have a relationship with them (for example, they subscribed to your newsletter).

8. Explain why you’re asking

By sharing with. People, why you’re asking them what. You’re asking you make them part of your proccess and what you’re doing. It. It Will make people understand why you’re asking them what you ask, and it will make them much more likely to answer when they know why they’re doing what they’re doing and what it is for.

9. Don’t ask for personal information

I don’t think I should add much here, people don’t like to give personal information, it’s pulling them off and making them much more suspicious. You and about your means.

I don’t know what about you but the first question that goes through my head when someone asks me for epicene of personal information like ID number, phone number, or even my email it’s, “Why does he need it? What is it for? What is he gonna do, is it?”

It makes people suspicious and pulls their offspring. So just avoid it unless you have to ask for it.

10. Offer them something in return

Offering people something in return will make them more likely to complete the. The task you ask them to complete. You want them to do something for you so you should give them something in return if you want them to complete the task.

This is an opportunity to win a prize, offer them some free trial for your product or service, gift cards, coupons, etc..….

In the end, after all those words, if you would ask me what the most important things you should keep in mind when writing a survey, it’s to know what you are trying to achieve; keep it simple, keep it as short as possible, and adopt user mindset approach. If you remember those principles while building your survey, you already did a good job.

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Dvir Abargil

26 years old guy curious about people, entrepreneurship, startups, backpacking, mental health, and zen.