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1               using online surveys in your marketing




         The ultimate guide to

         using online
         surveys in
         your marketing




                    P
                                                    How to Improve
                                                    Your Marketing with
                                                    Online Surveys




                                                         A publication of

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2                             using online surveys in your marketing




    IS THIS BOOK RIGHT FOR ME?
    Not quite sure if this ebook is right for you? See the below description to determine if
    your level matches the content you are about to read.



                             INTRODUCTORY                                   This ebook!
                             Introductory content is for marketers who are new to the subject.
                             This content typically includes step-by-step instructions on how
                             to get started with this aspect of inbound marketing and learn its
                             fundamentals. After reading it, you will be able to execute basic
                             marketing tactics related to the topic.



                             INTERMEDIATE
                             Intermediate content is for marketers who are familiar with the
                             subject but have only basic experience in executing strategies and
                             tactics on the topic. This content typically covers the fundamentals
                             and moves on to reveal more complex functions and examples.
                             After reading it, you will feel comfortable leading projects with this
                             aspect of inbound marketing.

                             ADVANCED
                             Advanced content is for marketers who are, or want to be, experts
                             on the subject. In it, we walk you through advanced features of
                             this aspect of inbound marketing and help you develop complete
                             mastery of the subject. After reading it, you will feel ready not only

Share This Ebook!            to execute strategies and tactics, but also to teach others how to
                             be successful.

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3                              using online surveys in your marketing




HubSpot’s All-in-One
Marketing Software
                                                            U q
                                                              Lead
                                                           Generation
                                                                                 blogging &
                                                                                social media

... brings your whole marketing world to-



                                                           M s
gether in one, powerful, integrated system.


   Get Found: Help prospects find you online                 Email &              Search
   Convert: Nurture your leads and drive conversions
   Analyze: Measure and improve your marketing
                                                           Automation           optimization
   Plus more apps and integrations



  Request A Demo              Video Overview
                                                            g Y
                                                             Lead
                                                          management
                                                                                Marketing
                                                                                analytics




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                                                      HubSpot all-in-one marketing software
                                                      helps more than 7,500 companies in 46
                                                      countries attract leads and convert them
                                                      into customers. A pioneer in inbound mar-
                                                      keting, HubSpot aims to help its customers
                                                      make marketing that people actually love.




         SurveyMonkey is the world’s most
         popular online survey tool. It offers an
         easy way to send free surveys, polls,
         questionnaires, customer feedback
         and market research. Check it out to
         get access to survey questions and
         professional templates.




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COntents

problems online surveys can help you solve	                  /8



the 5-step methodology to launching marketing surveys                   /22



how to build your survey questions	              /29



what tools you need to launch an online survey	                   /37



conclusion & additional resources	             /41




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 “        By building more feedback
          mechanisms and inviting ideas
          from their target audiences,
          businesses can improve their

                                                              ”
          marketing messages.



   When the Web first became available to users, it was primarily about retrieving
   information. As it evolved in the 2000s, it became known as Web 2.0 - a platform
   associated not only with consumption of information, but also with collaboration and
   participation.

   This new reality became characterized by a dialogue formation within the community.
   The idea of marketing as a two-way channel as opposed to a broadcasting tool is
   revolutionary. It represents the potential of building lasting relationships with prospective
   and current customers and keeping retention numbers high. By building more feedback
   mechanisms and inviting ideas from their target audiences, businesses can improve their
   marketing messages and create new opportunities for business growth.

   Surveys have become strong feedback mechanisms that help marketers draw insights
   from their communities and more effective at achieving better results.
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   “Survey results help us attract a more diverse community, improve our education
   outreach program impact, create a more robust board governance structure, inspire staff
   development efforts, and target potential donors,” noted Sue Dahling Sullivan, the Chief
   Strategic Officer at the Citi Performing Arts Center in Boston, Massachusetts.

   Of course, you can survey your community in different ways: in person, via the phone, in
   group settings like focus groups, etc. In this ebook, we will focus on online surveys.




                                                              P
   Online survey solutions like SurveyMonkey
   enable marketers to quickly develop
   questionnaires for online users to fill out. They
   offer templates to make the process easy and
   targeted. Online surveys work for a range of
   companies that sell online, and are especially
   powerful for businesses with a good-sized opt-
   in email list and a large social medial following.

   That being said, don’t draw insights about your user base just by looking at surveys.
   People often say one thing and do just the opposite. Back up your data with behavior-
   based analytics. For instance, run A/B tests that look at how people actually react when
   provided with a given choice. Do they really click on that link in an email? Do they really
   scroll down to see your call-to-action? Find if what they say they do represents what they
   actually do.



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    CHAPTER 1



    problems
    online
    surveys can
    help you
    solve

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“        Before you start using online surveys,
         you should know the different

                                                                                         ”
         problems they can help you solve.



   Marketing professionals love using online surveys to gauge sentiments or prove a point.
   Yet, before jumping in and adopting this marketing tool, you should be aware of the
   different problems that surveys can help you solve. In this chapter we will discuss a few
   of the marketing goals pertaining to online surveys:




    1             Market Research

    2             Optimization of Marketing

    3             Thought Leadership

    4             Internal Communication


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                                           1
                              Market Research

   One of the most popular uses of online surveys




                                                          Y
   is for market research. As a company, you can
   sponsor a market research that brings you
   valuable information about the relationship
   between your target audience and your service
   or product.

   A market research survey can serve different
   goals, including the opportunity to measure
   awareness, make discoveries about your
   branding and positioning and understand your
   company’s role in the competitive landscape

   As SurveyMonkey noted, “Surveying your customers to test branding and naming
   concepts will help you understand the attitudes motivations, and preferences of your
   customers, especially in relation to your competitors.”




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                  Building Buyer Personas

   Buyer personas are a crucial component of




                                                                   U
   successful inbound marketing, particularly
   for the sales and marketing departments.
   After all, the marketing team needs to
   know to whom they are marketing, and the
   sales team needs to know to whom they
   are selling.

   You need to ask some key questions in order to build an effective buyer persona, and you
   can do that with a mix of approaches, including interviews, existing research and surveys.
   (Also, former customers are one of the best places to start. If you’re using closed-loop
   analytics, you can also reach out to those customers who exhibit the behaviors you are
   looking for.)

   For instance, some of the questions you can pose in your survey can include
   demographic information, what the respondents’ key challenges and goals are, and
   what solutions will make a true difference to them. If you need help with the process,
   reference HubSpot’s Buyer Persona Template.




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                                                2
                                     Optimization of
                                       Marketing

   Online surveys can help you optimize your existing marketing efforts, especially when it
   comes to email marketing, content creation and events. For instance, surveys can play
   a key role in identifying good segmentation and targeting opportunities because they
   reveal if your audience likes the format of your content, its distribution, etc. Survey your
   audience to identify their preferences, needs and goals. Let’s look at some examples!

              Email marketing




                                                             M
   Email marketing is most powerful when
   it is relevant to recipients. Relevancy is
   becoming even more central to today’s
   marketing strategy, and buyers have
   come to expect personalization in their
   communications.

   According to a study by MarketingSherpa, four out of ten subscribers reported that
   they’ve marked emails as spam simply because they were irrelevant. On the flip side,
   MarketingSherpa also reports that emails that have been tailored to specific audiences
   through segmentation get 50% more clicks than their counterparts.


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                                                                  4 out of 10
    U U U U U                                                     subscribers
    U U U U U
   due to
   irrelevancy          ?                      mark email
                                               as spam                     M
   The best segmentation tactics are based on true data about your audience. Of course,
   you can get some of that data by simply asking your audience!

   In 2012, HubSpot launched a one-click email survey whose goal was to help HubSpot’s
   community in the areas that concern them the most. So the only question in the survey
   asked respondents about the topics that interested them the most. The email had higher-
   than-average clickthrough rate (CTR), which meant that HubSpot’s recipients appreciated
   the content and engaged with it.




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   Here is the one-click survey email sent to a segment of HubSpot’s email database:




   As you can see, this is not an overly complicated email, but simply includes ten links
   (calls-to-action) that represent the different categories of HubSpot’s content. This survey
   was created, sent and tracked using the HubSpot Email tool.

   What is truly powerful about using the HubSpot integrated marketing software for this
   one-click survey is that the insights emerging from it can flow into the lead intelligence of
   the select group of recipients.



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   Now the marketers at HubSpot can launch automated follow-up email campaigns based
   on these insights and ensure that the HubSpot community is getting the content they are
   most interested in. This segmented content distribution can be achieved not only through
   email communication, but also through dynamic content like Smart Calls-to-Action.




              Content Creation




                                                             W
   Of course, you don’t have to stop at one-click
   surveys. You can craft an online survey with
   multiple questions that help you get a sense of
   whether you are creating the right marketing
   campaigns and launching them in a way that
   your audience values.




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   For instance, HubSpot used SurveyMonkey to launch a content survey that evaluated
   HubSpot’s content strategy: what pieces of marketing content (ebooks, webinars, blog
   posts, etc.) the community wanted more or less of.




   When creating a similar type of survey, ensure it has a clear goal and provides you with
   actionable next steps. For instance, some of the insights HubSpot took away from the
   survey above included mentions of marketing publications to partner with, an increasing
   interest in information consumption on mobile devices as well as an ongoing attachment
   to receiving print-friendly resources.



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              Events

   Lastly, don’t forget about the huge role surveys
   play in event marketing. It’s great to identify
   optimization opportunities for your next big
   event and make your attendees happy.

   You can launch a survey before the actual event: in this
   way you can identify preferences for speakers, catering,
   programs, music and themes. After the even, you can
                                                                
   use a survey to follow up with attendees: this will be a
   great opportunity to find out what you need to focus on
   make your next event an even bigger success.




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                                             3
                             Thought Leadership

   Besides the insightful information about your audience and the marketing optimization
   opportunities this data provides, online surveys also empower you to become an industry
   thought leader and generate more inbound leads.

   HubSpot frequently uses data-driven reports for
   lead generation and blogging. HubSpot’s State
   of Inbound Marketing, for instance, is research
   getting published every year and is downloaded
   by thousands of people. The report covers how
   marketers understand and use inbound marketing.



   Another example of HubSpot’s data-driven
   content is the 2012 report Uncovering Marketing
   Benchmarks from 7,000 Businesses. This report
   discusses how you can increase both traffic
   and leads by improving a variety of different
   marketing assets, including web pages, blogging,
   landing pages and social media publishing.



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 “        Thanks to such
          thought leadership
          marketers
          can drive lead
          generation
          opportunities,
          more PR exposure
          and stand out from
                                                             S
                                               ”
          the competition.
   In 2010, Suitcase.com launched a survey asking customers about baggage purchase
   influencers, travel habits and other luggage-related questions. “People responded very
   quickly to us and told us what they are looking for,” John Ebb, the company’s CEO said in
   an interview with HubSpot. The survey was administered through an email newsletter and
   enjoyed participation from 235 recipients. Having discovered that increased baggage
   fees and tighter security regulations impact consumer behavior, Suitcase.com developed
   a Consumer Luggage Report and blogged about it. “It was picked up by Reader’s Digest
   right away,” said John.

   John placed the report on a separate web page, from which visitors could download the
   complete file. Needless to say, this page targets keyword phrases highly relevant for the
   luggage industry. Since its launch, it has enjoyed a +20% conversion rate (20% of the
   people who arrived at that page downloaded the report).

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                                              4
                          Internal Communication

   Online surveys can also help you with marketing within your sales organization by
   improving your internal communication. Marketers should think about the sales team as
   another customer base, and try to ‘market’ to that internal audience.

   For instance, you should develop a quarterly survey that asks your sales representatives
   about how satisfied they are with the quality and quantity of the leads they are getting,
   which marketing campaigns stood out for them, and if they have ideas for optimization of
   the funnel.




                                                           w
   Often times, these questions can lead to
   curious discoveries or help you understand
   the real concerns of the sales organization.
   In any case, online surveys would
   strengthen the communication between
   sales and marketing and help you become
   more closely aligned as a team.




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   Surveys as Company-Wide Tools
   Of course, surveys can help not only with your marketing activities, but also with
   company-wide issues. They are a powerful organizational tool.

   Surveys are especially helpful in improving the




                                                        x
   customer experience as they offer a speedy
   way to understand what your customers want
   and make actionable changes.
   You can use surveys for projects
   and activities like:

               Customer/support feedback


               Net Promoter Score (NPS)


               Planning company meetings


               Early product feedback




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22             using online surveys in your marketing




    CHAPTER 2



    the 5-step
    methodology
    to launching
    marketing
    surveys

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          “         Adopting the right
                    methodology in creating
                    online surveys will ensure

                                                                             ”
                    your time is well spent.

   Now that you know what problems you can solve with online surveys, you should also be
   aware of the methodology you need to adopt in order to execute the survey right. That
   will make your investment worth it and yield solid results. In this section we will walk you
   through our recommended methodology for setting up a successful online survey:


    1             Define Goal

    2             Identify Segment

    3             Define Timing

    4             Pick the Right Distribution

    5             Collect Results & Analyze


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                                                 1
                                        Define Goal

   The most important step in setting up a survey is figuring out what you actually want to
   know and making your objectives clear and simple. Once you’ve set your objectives, you
   can determine the data you need to gather to make the right decision.

   As with everything in marketing (and life!), fuzzy goals lead to fuzzy results. You need to
   be as precise as you can be in order to see reliable results that bring you real benefits.
   Good surveys are characterized by clear objectives that are easily understood.




                                                         ?
   Spend time up front to identify:

   What is the goal of this survey?
   Why are you creating this survey?
   What do you hope to accomplish with this survey?
   How will you use the data you are collecting?
   What decisions do you hope to impact with the
   results of this survey?

   Sounds obvious, but we have seen plenty of surveys where a few minutes of planning
   could have made the difference between receiving quality responses or un–interpretable
   data.




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                                               2
                                    Identify Segment

   Next step in the methodology is finding the right audience for your survey. Survey
   respondents should be a ‘sample’ of a ‘population.’ A population is the entire set of
   people who you want to ask. Your sample is the portion of that bigger population that
   actually ends up taking your survey.

   The great thing about this step is that your




                                                              g
   goal (so step number one) will drive your
   decision about what audience you need to
   reach out to.

   For instance, a survey that is trying to
   find more opportunities to reengage old
   contacts will be different (and promoted to
   a different audience) than a survey trying
   to find whether your messaging resonates
   with your ideal buyer persona.




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                                              3
                                  Define Timing

   Step number three is figuring out when to conduct the survey. This becomes really
   important if you are a seasonal business or if the topic of your survey is related to world
   events, such as the Olympics or a release of a new popular product.

   The folks at SurveyMonkey tested the effect that response day had on answers to
   survey questions. They sent out the same exact survey each day of the week, asking
   about a wide range of topics, such as food, cars, movies, and vacation and found that
   responses changed based on what day the survey was sent out and what day the person
   responded. For example, people who answered the survey on a Monday reported taking
   fewer airplane flights than people who answered it on Wednesday.

   The experts at SurveyMonkey




                                                  t
   recommend that you let your
   survey run for at least five
   days. “Patience in surveying
   gives you the peace of mind
   knowing that you didn’t just
   get answers — you got the
   right answers,” they noted.



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                                              4
                          Pick the Right Distribution
   Step number four is finding the right channel to use in the distribution of your survey.


   Once you build your questions and create a link for your survey (whether you use survey
   software like SurveyMonkey) or create your own form (could be a landing page or just
   a simple Google Docs form), you should think about how this link would spread. For
   instance, you can distribute it via email, through paid ads, in social media or show it
   during a live event.

   The distribution will also be dictated by the




                                                               `
   goal and audience of your survey. If you
   want to ask your existing audience a set
   of question, you can send an email to your
   contact database. If you want to reach out to
   a completely new audience, you can launch
   a paid ad and specify the people who should
   view it.




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                                                5
                         Collect & Analyze Results
   Once you have sent enough traffic to your survey and let it run for at least five days, you
   can collect all responses and analyze the data.

   Here you also have two options: if you are




                                                               Z
   using survey software like SurveyMonkey, you
   can do some analysis within the tool itself and
   export the charts that interest you the most.
   If you are using a different tool to create the
   survey (or if you want to slice the data in non-
   standard ways), you can export it in Excel and
   build charts and pivot tables that help you
   draw valuable insights.

   Just don’t forget to tie the insights you get to actionable next steps and make all the work
   around the survey worth your time and effort!




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    CHAPTER 3



    how to build
    your survey
    questions


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     “        The questions you ask in a
              survey impact its completion

                                                                        ”
              rate, so get them right.


   There are different kinds of question designs and factors to consider when launching
   online surveys. Their design and wording can hugely impact the response rate to your
   surveys, so getting them right is really important from a business perspective.

   In this section we will cover some general best practices and recommendations when it
   comes to posing survey questions.

              build up a flow

   Make sure your survey flows in a logical order. Begin with a brief introduction that
   motivates survey respondents to complete the survey. Start with questions that are broad
   and continue with those narrower in scope.

   Collect demographic data and ask any sensitive questions at the end of your survey,
   unless you are using that information to filter survey participants. Also, if you are asking
   for contact information, place that information last.


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                                                                (
              Keep it simple

   Keep your questions simple,
   straightforward, and concise. That
   will help your survey respondents
   understand you better and will make
   it easy for you to analyze your data.

   The folks at SurveyMonkey proved that the more questions a survey has, the lower the
   completion rate. For each extra 35 questions, the completion rate goes down by a whole
   percentage point. So, don’t ask too many questions.

              avoid double-barrelled questions

   Did you enjoy our ebook about surveys that you found on our website? is a double-
   barrelled question. It has two parts imbedded in it--did you enjoy our ebook and did you
   find the ebook on our site--and one can answer positively to one part and negatively to
   the other. These double-barrelled questions don’t belong to surveys.

   Instead, go with closed-ended survey questions that give respondents specific choices
   (e.g., yes or no). These types of questions are great for collating and analysis purposes.

   Open-ended questions are effective at providing you with qualitative information and
   insights. You can use them when you want to see how survey takers will describe
   something in their own words.


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               RANDOMIZE THE ORDER OF QUESTIONS

   The order questions appear in your survey can directly impact the responses you gather.
   Priming is the reason behind this dynamic: respondents are primed to think about one
   issue while answering the subsequent question.

   Another reason question order matters




                                                              0
   is that survey takers may want to appear
   consistent in their responses. For instance,
   if you ask a person to put together a
   controversial event announcement, then
   ask how much they enjoy event marketing,
   they may be inclined to rate their interest
   lower if they struggled to write it.

   Response options from previous questions can also impact people’s reaction to later
   answers. For instance, if you ask respondents which of the following marketing channels
   (email, blog and social media) they find most effective and then ask them to rank the
   success rate of all their marketing channels, you may focus their attention on just the
   suggested options from question one.

   How can you address question order effects in your own surveys? One option is to
   randomize your questions so that respondents are not all answering questions in the
   same order.


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                BE SPECIFIC

   A question such as: “How happy were you with the quality of information on our blog?”
   seems pretty standard. But what does happy mean? Or quality? In this context, it might
   be more helpful to break up the question and be as specific as possible:

   For instance:


   2       “How helpful are our blog posts?”

   2       “How compelling is the information we share on our blog?”

   In this revision, “helpful” and “compelling” are two distinct ideas that help you focus on
   actionable next steps.

                add scale points to specific questions




                                                                    <
   Once you have identified a specific idea of
   interest, you can add scale points. Let’s say
   we asked you to rate how helpful this blog
   post is. It can be the most helpful or the least
   helpful blog post you’ve ever read. We can
   safely assume there is something in between—
   extremely helpful, very helpful, somewhat
   helpful, slightly helpful, not at all helpful.




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   If you decide to use rating scales (e.g., from one to five), keep the numbering consistent
   throughout the survey. Use the same number of points on the scale and make sure
   meanings of high and low stay consistent throughout.

   Fully labeled scales are an added measure of stability that will help your respondents
   focus and thus help you make better decisions from the feedback provided. Also, here
   is the moment to mention that if you decide to use numbers as your scale points (e.g.,
   rank this blog post on a scale from one to five, you need to be clear and descriptive about
   what one and five represent).




u n                             vl x

              not                                                            very
            helpful                                                         helpful


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               consider offering rewards

   A large number of survey researchers try to boost response rates by offering some sort
   of reward for completing a survey. Academic research suggests that offering some sort of
   reward can initially increase completion rates.

   Yet, once you reward people for a task, they
   often won’t do the same task in the future




                                                        %
   without a reward. In other words, rewards can
   help the first time you ask, but may hurt during
   later attempts to interview the same people.

   Use rewards when you need a one-time survey
   fielded quickly and avoid rewards when you
   expect to interview the same people with any
   sort of regularity.

   Lastly, some psychology literature shows that incentives, particularly cash, can reduce
   people’s intrinsic motivation to do things, leading to more careless responding and that
   can mean potentially poorer quality data.




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              Test your survey




                                                           !
   Once you have gone through the creation of
   your questions and planning of your survey,
   ensure that everything is working as designed.
   Make sure you pretest your survey with a few
   members of your target audience and/or
   co–workers to find glitches and unexpected
   question interpretations.




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37             using online surveys in your marketing




    CHAPTER 4



    what tools
    you need to
    launch an
    online survey

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    “         Take a look at the different
              components you will need

                                                                               ”
              to execute an online survey.


   There are different tools you can use to launch successful online surveys. Rather
   than exploring the software solutions you can choose from, let’s take a look at the
   components you will need for the execution of a survey.

              Form




                                                              l
   After you put together a list of questions, you
   will need a system that enables you to build a
   form with these questions. At the end of that
   process, you will need to get a clean link (URL)
   that points people to the questions you want
   them to answer.




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   To create that form, you can use survey software like SurveyMonkey, QuestionsPro or
   Murvey. They make the process of creating the form easy by giving you templates to
   choose from. Another option for creating the form is to simply use a web form on one of
   your landing pages. For instance, you can do that with HubSpot, Wufoo or a Google doc.

   So how do you make the right decision on what tool to use for the creation of your
   form? Consider what integrations matter to you the most. For instance, if you launch
   (or plan to launch) a series of surveys, it makes sense to use an online survey software
   for the management of all your results. If you would rather see the survey answers
   get incorporated into the lead intelligence you already have collected about your
   respondents, go with a marketing software platform like HubSpot.

              Promotional tools




                                                            "
   Now that you have created the form with all
   the questions you would like to see answered,
   you should start thinking about how you will
   spread the word about your survey. Going back
   to the methodology of creating your survey, you
   will first need to decide what sample you are
   trying to reach. Then, consider all the different
   distribution assets you have access to: email,
   social media, calls-to-action across your
   website, paid ads, etc.

Share This Ebook!



www.Hubspot.com
40                            using online surveys in your marketing




               analysis tools

   Lastly, once you get the form out and start
   collecting responses from it, you can start




                                                              Y
   thinking about the way you want to analyze
   that data. As mentioned earlier in the ebook,
   most online survey programs offer automated
   analytics tools that create charts and graphs
   based on the information your survey
   gathered. So with just a few clicks you can get
   a pretty good picture of the attitudes emerging
   from the survey.

   And of course, there is also always Excel to help you dig deeper into the data and make
   curious comparisons. Once you export the survey responses from your form, you should
   be able to open them in Excel and slice the data in any way you want to, building pivot
   tables and even customizing the look and feel of your charts to match your company’s
   branding.




Share This Ebook!



www.Hubspot.com
41             using online surveys in your marketing




    conclusion
    & additional
    resources


Share This Ebook!



www.Hubspot.com
42                            using online surveys in your marketing




          “         Now go identify a problem
                    you want to solve and use
                    a survey to tackle it in a

                                                                            ”
                    smart, data-driven way.


   Online surveys serve as powerful marketing tools: they can help you build up your buyer
   persona, optimize your marketing assets and channels, grow into a more influential
   industry thought leader and even become better at lead generation. Not to mention
   how beneficial they are as company-wide feedback mechanisms: they can help you find
   customer pain points, evaluate if your product and service is moving in the right direction
   and even organize employees across different departments.

   Yet, before you jump into online surveys, you need to make sure that you are using the
   right methodology: know your goal, target sample and timing. Most importantly, always
   look for actionable next steps that emerge from your survey.

   We hope this ebook helped you understand the fundamentals of using online surveys for
   marketing. Now go identify a problem you want to solve and use a survey to tackle it in a
   smart, data-driven way.



Share This Ebook!



www.Hubspot.com
43                   using online surveys in your marketing




make your marketing
surveys ACTIONable
Incorporate the insights you
get from online surveys into
your marketing database. Use
it for better segmentation. Find
out how HubSpot can help you
make your surveys actionable:
get a free demo today.




                          http://bitly.com/HubSpot-Demo



Share This Ebook!



www.Hubspot.com

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How to improve_your_marketing_with_online_surveys-01

  • 1. 1 using online surveys in your marketing The ultimate guide to using online surveys in your marketing P How to Improve Your Marketing with Online Surveys A publication of Share This Ebook! www.Hubspot.com
  • 2. 2 using online surveys in your marketing IS THIS BOOK RIGHT FOR ME? Not quite sure if this ebook is right for you? See the below description to determine if your level matches the content you are about to read. INTRODUCTORY This ebook! Introductory content is for marketers who are new to the subject. This content typically includes step-by-step instructions on how to get started with this aspect of inbound marketing and learn its fundamentals. After reading it, you will be able to execute basic marketing tactics related to the topic. INTERMEDIATE Intermediate content is for marketers who are familiar with the subject but have only basic experience in executing strategies and tactics on the topic. This content typically covers the fundamentals and moves on to reveal more complex functions and examples. After reading it, you will feel comfortable leading projects with this aspect of inbound marketing. ADVANCED Advanced content is for marketers who are, or want to be, experts on the subject. In it, we walk you through advanced features of this aspect of inbound marketing and help you develop complete mastery of the subject. After reading it, you will feel ready not only Share This Ebook! to execute strategies and tactics, but also to teach others how to be successful. www.Hubspot.com
  • 3. 3 using online surveys in your marketing HubSpot’s All-in-One Marketing Software U q Lead Generation blogging & social media ... brings your whole marketing world to- M s gether in one, powerful, integrated system. Get Found: Help prospects find you online Email & Search Convert: Nurture your leads and drive conversions Analyze: Measure and improve your marketing Automation optimization Plus more apps and integrations Request A Demo Video Overview g Y Lead management Marketing analytics Share This Ebook! www.Hubspot.com
  • 4. 4 using online surveys in your marketing HubSpot all-in-one marketing software helps more than 7,500 companies in 46 countries attract leads and convert them into customers. A pioneer in inbound mar- keting, HubSpot aims to help its customers make marketing that people actually love. SurveyMonkey is the world’s most popular online survey tool. It offers an easy way to send free surveys, polls, questionnaires, customer feedback and market research. Check it out to get access to survey questions and professional templates. Share This Ebook! www.Hubspot.com
  • 5. 5 using online surveys in your marketing COntents problems online surveys can help you solve /8 the 5-step methodology to launching marketing surveys /22 how to build your survey questions /29 what tools you need to launch an online survey /37 conclusion & additional resources /41 Share This Ebook! www.Hubspot.com
  • 6. 6 using online surveys in your marketing “ By building more feedback mechanisms and inviting ideas from their target audiences, businesses can improve their ” marketing messages. When the Web first became available to users, it was primarily about retrieving information. As it evolved in the 2000s, it became known as Web 2.0 - a platform associated not only with consumption of information, but also with collaboration and participation. This new reality became characterized by a dialogue formation within the community. The idea of marketing as a two-way channel as opposed to a broadcasting tool is revolutionary. It represents the potential of building lasting relationships with prospective and current customers and keeping retention numbers high. By building more feedback mechanisms and inviting ideas from their target audiences, businesses can improve their marketing messages and create new opportunities for business growth. Surveys have become strong feedback mechanisms that help marketers draw insights from their communities and more effective at achieving better results. Share This Ebook! www.Hubspot.com
  • 7. 7 using online surveys in your marketing “Survey results help us attract a more diverse community, improve our education outreach program impact, create a more robust board governance structure, inspire staff development efforts, and target potential donors,” noted Sue Dahling Sullivan, the Chief Strategic Officer at the Citi Performing Arts Center in Boston, Massachusetts. Of course, you can survey your community in different ways: in person, via the phone, in group settings like focus groups, etc. In this ebook, we will focus on online surveys. P Online survey solutions like SurveyMonkey enable marketers to quickly develop questionnaires for online users to fill out. They offer templates to make the process easy and targeted. Online surveys work for a range of companies that sell online, and are especially powerful for businesses with a good-sized opt- in email list and a large social medial following. That being said, don’t draw insights about your user base just by looking at surveys. People often say one thing and do just the opposite. Back up your data with behavior- based analytics. For instance, run A/B tests that look at how people actually react when provided with a given choice. Do they really click on that link in an email? Do they really scroll down to see your call-to-action? Find if what they say they do represents what they actually do. Share This Ebook! www.Hubspot.com
  • 8. 8 using online surveys in your marketing CHAPTER 1 problems online surveys can help you solve Share This Ebook! www.Hubspot.com
  • 9. 9 using online surveys in your marketing “ Before you start using online surveys, you should know the different ” problems they can help you solve. Marketing professionals love using online surveys to gauge sentiments or prove a point. Yet, before jumping in and adopting this marketing tool, you should be aware of the different problems that surveys can help you solve. In this chapter we will discuss a few of the marketing goals pertaining to online surveys: 1 Market Research 2 Optimization of Marketing 3 Thought Leadership 4 Internal Communication Share This Ebook! www.Hubspot.com
  • 10. 10 using online surveys in your marketing 1 Market Research One of the most popular uses of online surveys Y is for market research. As a company, you can sponsor a market research that brings you valuable information about the relationship between your target audience and your service or product. A market research survey can serve different goals, including the opportunity to measure awareness, make discoveries about your branding and positioning and understand your company’s role in the competitive landscape As SurveyMonkey noted, “Surveying your customers to test branding and naming concepts will help you understand the attitudes motivations, and preferences of your customers, especially in relation to your competitors.” Share This Ebook! www.Hubspot.com
  • 11. 11 using online surveys in your marketing Building Buyer Personas Buyer personas are a crucial component of U successful inbound marketing, particularly for the sales and marketing departments. After all, the marketing team needs to know to whom they are marketing, and the sales team needs to know to whom they are selling. You need to ask some key questions in order to build an effective buyer persona, and you can do that with a mix of approaches, including interviews, existing research and surveys. (Also, former customers are one of the best places to start. If you’re using closed-loop analytics, you can also reach out to those customers who exhibit the behaviors you are looking for.) For instance, some of the questions you can pose in your survey can include demographic information, what the respondents’ key challenges and goals are, and what solutions will make a true difference to them. If you need help with the process, reference HubSpot’s Buyer Persona Template. Share This Ebook! www.Hubspot.com
  • 12. 12 using online surveys in your marketing 2 Optimization of Marketing Online surveys can help you optimize your existing marketing efforts, especially when it comes to email marketing, content creation and events. For instance, surveys can play a key role in identifying good segmentation and targeting opportunities because they reveal if your audience likes the format of your content, its distribution, etc. Survey your audience to identify their preferences, needs and goals. Let’s look at some examples! Email marketing M Email marketing is most powerful when it is relevant to recipients. Relevancy is becoming even more central to today’s marketing strategy, and buyers have come to expect personalization in their communications. According to a study by MarketingSherpa, four out of ten subscribers reported that they’ve marked emails as spam simply because they were irrelevant. On the flip side, MarketingSherpa also reports that emails that have been tailored to specific audiences through segmentation get 50% more clicks than their counterparts. Share This Ebook! www.Hubspot.com
  • 13. 13 using online surveys in your marketing 4 out of 10 U U U U U subscribers U U U U U due to irrelevancy ? mark email as spam M The best segmentation tactics are based on true data about your audience. Of course, you can get some of that data by simply asking your audience! In 2012, HubSpot launched a one-click email survey whose goal was to help HubSpot’s community in the areas that concern them the most. So the only question in the survey asked respondents about the topics that interested them the most. The email had higher- than-average clickthrough rate (CTR), which meant that HubSpot’s recipients appreciated the content and engaged with it. Share This Ebook! www.Hubspot.com
  • 14. 14 using online surveys in your marketing Here is the one-click survey email sent to a segment of HubSpot’s email database: As you can see, this is not an overly complicated email, but simply includes ten links (calls-to-action) that represent the different categories of HubSpot’s content. This survey was created, sent and tracked using the HubSpot Email tool. What is truly powerful about using the HubSpot integrated marketing software for this one-click survey is that the insights emerging from it can flow into the lead intelligence of the select group of recipients. Share This Ebook! www.Hubspot.com
  • 15. 15 using online surveys in your marketing Now the marketers at HubSpot can launch automated follow-up email campaigns based on these insights and ensure that the HubSpot community is getting the content they are most interested in. This segmented content distribution can be achieved not only through email communication, but also through dynamic content like Smart Calls-to-Action. Content Creation W Of course, you don’t have to stop at one-click surveys. You can craft an online survey with multiple questions that help you get a sense of whether you are creating the right marketing campaigns and launching them in a way that your audience values. Share This Ebook! www.Hubspot.com
  • 16. 16 using online surveys in your marketing For instance, HubSpot used SurveyMonkey to launch a content survey that evaluated HubSpot’s content strategy: what pieces of marketing content (ebooks, webinars, blog posts, etc.) the community wanted more or less of. When creating a similar type of survey, ensure it has a clear goal and provides you with actionable next steps. For instance, some of the insights HubSpot took away from the survey above included mentions of marketing publications to partner with, an increasing interest in information consumption on mobile devices as well as an ongoing attachment to receiving print-friendly resources. Share This Ebook! www.Hubspot.com
  • 17. 17 using online surveys in your marketing Events Lastly, don’t forget about the huge role surveys play in event marketing. It’s great to identify optimization opportunities for your next big event and make your attendees happy. You can launch a survey before the actual event: in this way you can identify preferences for speakers, catering, programs, music and themes. After the even, you can use a survey to follow up with attendees: this will be a great opportunity to find out what you need to focus on make your next event an even bigger success. Share This Ebook! www.Hubspot.com
  • 18. 18 using online surveys in your marketing 3 Thought Leadership Besides the insightful information about your audience and the marketing optimization opportunities this data provides, online surveys also empower you to become an industry thought leader and generate more inbound leads. HubSpot frequently uses data-driven reports for lead generation and blogging. HubSpot’s State of Inbound Marketing, for instance, is research getting published every year and is downloaded by thousands of people. The report covers how marketers understand and use inbound marketing. Another example of HubSpot’s data-driven content is the 2012 report Uncovering Marketing Benchmarks from 7,000 Businesses. This report discusses how you can increase both traffic and leads by improving a variety of different marketing assets, including web pages, blogging, landing pages and social media publishing. Share This Ebook! www.Hubspot.com
  • 19. 19 using online surveys in your marketing “ Thanks to such thought leadership marketers can drive lead generation opportunities, more PR exposure and stand out from S ” the competition. In 2010, Suitcase.com launched a survey asking customers about baggage purchase influencers, travel habits and other luggage-related questions. “People responded very quickly to us and told us what they are looking for,” John Ebb, the company’s CEO said in an interview with HubSpot. The survey was administered through an email newsletter and enjoyed participation from 235 recipients. Having discovered that increased baggage fees and tighter security regulations impact consumer behavior, Suitcase.com developed a Consumer Luggage Report and blogged about it. “It was picked up by Reader’s Digest right away,” said John. John placed the report on a separate web page, from which visitors could download the complete file. Needless to say, this page targets keyword phrases highly relevant for the luggage industry. Since its launch, it has enjoyed a +20% conversion rate (20% of the people who arrived at that page downloaded the report). Share This Ebook! www.Hubspot.com
  • 20. 20 using online surveys in your marketing 4 Internal Communication Online surveys can also help you with marketing within your sales organization by improving your internal communication. Marketers should think about the sales team as another customer base, and try to ‘market’ to that internal audience. For instance, you should develop a quarterly survey that asks your sales representatives about how satisfied they are with the quality and quantity of the leads they are getting, which marketing campaigns stood out for them, and if they have ideas for optimization of the funnel. w Often times, these questions can lead to curious discoveries or help you understand the real concerns of the sales organization. In any case, online surveys would strengthen the communication between sales and marketing and help you become more closely aligned as a team. Share This Ebook! www.Hubspot.com
  • 21. 21 using online surveys in your marketing Surveys as Company-Wide Tools Of course, surveys can help not only with your marketing activities, but also with company-wide issues. They are a powerful organizational tool. Surveys are especially helpful in improving the x customer experience as they offer a speedy way to understand what your customers want and make actionable changes. You can use surveys for projects and activities like: Customer/support feedback Net Promoter Score (NPS) Planning company meetings Early product feedback Share This Ebook! www.Hubspot.com
  • 22. 22 using online surveys in your marketing CHAPTER 2 the 5-step methodology to launching marketing surveys Share This Ebook! www.Hubspot.com
  • 23. 23 using online surveys in your marketing “ Adopting the right methodology in creating online surveys will ensure ” your time is well spent. Now that you know what problems you can solve with online surveys, you should also be aware of the methodology you need to adopt in order to execute the survey right. That will make your investment worth it and yield solid results. In this section we will walk you through our recommended methodology for setting up a successful online survey: 1 Define Goal 2 Identify Segment 3 Define Timing 4 Pick the Right Distribution 5 Collect Results & Analyze Share This Ebook! www.Hubspot.com
  • 24. 24 using online surveys in your marketing 1 Define Goal The most important step in setting up a survey is figuring out what you actually want to know and making your objectives clear and simple. Once you’ve set your objectives, you can determine the data you need to gather to make the right decision. As with everything in marketing (and life!), fuzzy goals lead to fuzzy results. You need to be as precise as you can be in order to see reliable results that bring you real benefits. Good surveys are characterized by clear objectives that are easily understood. ? Spend time up front to identify: What is the goal of this survey? Why are you creating this survey? What do you hope to accomplish with this survey? How will you use the data you are collecting? What decisions do you hope to impact with the results of this survey? Sounds obvious, but we have seen plenty of surveys where a few minutes of planning could have made the difference between receiving quality responses or un–interpretable data. Share This Ebook! www.Hubspot.com
  • 25. 25 using online surveys in your marketing 2 Identify Segment Next step in the methodology is finding the right audience for your survey. Survey respondents should be a ‘sample’ of a ‘population.’ A population is the entire set of people who you want to ask. Your sample is the portion of that bigger population that actually ends up taking your survey. The great thing about this step is that your g goal (so step number one) will drive your decision about what audience you need to reach out to. For instance, a survey that is trying to find more opportunities to reengage old contacts will be different (and promoted to a different audience) than a survey trying to find whether your messaging resonates with your ideal buyer persona. Share This Ebook! www.Hubspot.com
  • 26. 26 using online surveys in your marketing 3 Define Timing Step number three is figuring out when to conduct the survey. This becomes really important if you are a seasonal business or if the topic of your survey is related to world events, such as the Olympics or a release of a new popular product. The folks at SurveyMonkey tested the effect that response day had on answers to survey questions. They sent out the same exact survey each day of the week, asking about a wide range of topics, such as food, cars, movies, and vacation and found that responses changed based on what day the survey was sent out and what day the person responded. For example, people who answered the survey on a Monday reported taking fewer airplane flights than people who answered it on Wednesday. The experts at SurveyMonkey t recommend that you let your survey run for at least five days. “Patience in surveying gives you the peace of mind knowing that you didn’t just get answers — you got the right answers,” they noted. Share This Ebook! www.Hubspot.com
  • 27. 27 using online surveys in your marketing 4 Pick the Right Distribution Step number four is finding the right channel to use in the distribution of your survey. Once you build your questions and create a link for your survey (whether you use survey software like SurveyMonkey) or create your own form (could be a landing page or just a simple Google Docs form), you should think about how this link would spread. For instance, you can distribute it via email, through paid ads, in social media or show it during a live event. The distribution will also be dictated by the ` goal and audience of your survey. If you want to ask your existing audience a set of question, you can send an email to your contact database. If you want to reach out to a completely new audience, you can launch a paid ad and specify the people who should view it. Share This Ebook! www.Hubspot.com
  • 28. 28 using online surveys in your marketing 5 Collect & Analyze Results Once you have sent enough traffic to your survey and let it run for at least five days, you can collect all responses and analyze the data. Here you also have two options: if you are Z using survey software like SurveyMonkey, you can do some analysis within the tool itself and export the charts that interest you the most. If you are using a different tool to create the survey (or if you want to slice the data in non- standard ways), you can export it in Excel and build charts and pivot tables that help you draw valuable insights. Just don’t forget to tie the insights you get to actionable next steps and make all the work around the survey worth your time and effort! Share This Ebook! www.Hubspot.com
  • 29. 29 using online surveys in your marketing CHAPTER 3 how to build your survey questions Share This Ebook! www.Hubspot.com
  • 30. 30 using online surveys in your marketing “ The questions you ask in a survey impact its completion ” rate, so get them right. There are different kinds of question designs and factors to consider when launching online surveys. Their design and wording can hugely impact the response rate to your surveys, so getting them right is really important from a business perspective. In this section we will cover some general best practices and recommendations when it comes to posing survey questions. build up a flow Make sure your survey flows in a logical order. Begin with a brief introduction that motivates survey respondents to complete the survey. Start with questions that are broad and continue with those narrower in scope. Collect demographic data and ask any sensitive questions at the end of your survey, unless you are using that information to filter survey participants. Also, if you are asking for contact information, place that information last. Share This Ebook! www.Hubspot.com
  • 31. 31 using online surveys in your marketing ( Keep it simple Keep your questions simple, straightforward, and concise. That will help your survey respondents understand you better and will make it easy for you to analyze your data. The folks at SurveyMonkey proved that the more questions a survey has, the lower the completion rate. For each extra 35 questions, the completion rate goes down by a whole percentage point. So, don’t ask too many questions. avoid double-barrelled questions Did you enjoy our ebook about surveys that you found on our website? is a double- barrelled question. It has two parts imbedded in it--did you enjoy our ebook and did you find the ebook on our site--and one can answer positively to one part and negatively to the other. These double-barrelled questions don’t belong to surveys. Instead, go with closed-ended survey questions that give respondents specific choices (e.g., yes or no). These types of questions are great for collating and analysis purposes. Open-ended questions are effective at providing you with qualitative information and insights. You can use them when you want to see how survey takers will describe something in their own words. Share This Ebook! www.Hubspot.com
  • 32. 32 using online surveys in your marketing RANDOMIZE THE ORDER OF QUESTIONS The order questions appear in your survey can directly impact the responses you gather. Priming is the reason behind this dynamic: respondents are primed to think about one issue while answering the subsequent question. Another reason question order matters 0 is that survey takers may want to appear consistent in their responses. For instance, if you ask a person to put together a controversial event announcement, then ask how much they enjoy event marketing, they may be inclined to rate their interest lower if they struggled to write it. Response options from previous questions can also impact people’s reaction to later answers. For instance, if you ask respondents which of the following marketing channels (email, blog and social media) they find most effective and then ask them to rank the success rate of all their marketing channels, you may focus their attention on just the suggested options from question one. How can you address question order effects in your own surveys? One option is to randomize your questions so that respondents are not all answering questions in the same order. Share This Ebook! www.Hubspot.com
  • 33. 33 using online surveys in your marketing BE SPECIFIC A question such as: “How happy were you with the quality of information on our blog?” seems pretty standard. But what does happy mean? Or quality? In this context, it might be more helpful to break up the question and be as specific as possible: For instance: 2 “How helpful are our blog posts?” 2 “How compelling is the information we share on our blog?” In this revision, “helpful” and “compelling” are two distinct ideas that help you focus on actionable next steps. add scale points to specific questions < Once you have identified a specific idea of interest, you can add scale points. Let’s say we asked you to rate how helpful this blog post is. It can be the most helpful or the least helpful blog post you’ve ever read. We can safely assume there is something in between— extremely helpful, very helpful, somewhat helpful, slightly helpful, not at all helpful. Share This Ebook! www.Hubspot.com
  • 34. 34 using online surveys in your marketing If you decide to use rating scales (e.g., from one to five), keep the numbering consistent throughout the survey. Use the same number of points on the scale and make sure meanings of high and low stay consistent throughout. Fully labeled scales are an added measure of stability that will help your respondents focus and thus help you make better decisions from the feedback provided. Also, here is the moment to mention that if you decide to use numbers as your scale points (e.g., rank this blog post on a scale from one to five, you need to be clear and descriptive about what one and five represent). u n vl x not very helpful helpful Share This Ebook! www.Hubspot.com
  • 35. 35 using online surveys in your marketing consider offering rewards A large number of survey researchers try to boost response rates by offering some sort of reward for completing a survey. Academic research suggests that offering some sort of reward can initially increase completion rates. Yet, once you reward people for a task, they often won’t do the same task in the future % without a reward. In other words, rewards can help the first time you ask, but may hurt during later attempts to interview the same people. Use rewards when you need a one-time survey fielded quickly and avoid rewards when you expect to interview the same people with any sort of regularity. Lastly, some psychology literature shows that incentives, particularly cash, can reduce people’s intrinsic motivation to do things, leading to more careless responding and that can mean potentially poorer quality data. Share This Ebook! www.Hubspot.com
  • 36. 36 using online surveys in your marketing Test your survey ! Once you have gone through the creation of your questions and planning of your survey, ensure that everything is working as designed. Make sure you pretest your survey with a few members of your target audience and/or co–workers to find glitches and unexpected question interpretations. Share This Ebook! www.Hubspot.com
  • 37. 37 using online surveys in your marketing CHAPTER 4 what tools you need to launch an online survey Share This Ebook! www.Hubspot.com
  • 38. 38 using online surveys in your marketing “ Take a look at the different components you will need ” to execute an online survey. There are different tools you can use to launch successful online surveys. Rather than exploring the software solutions you can choose from, let’s take a look at the components you will need for the execution of a survey. Form l After you put together a list of questions, you will need a system that enables you to build a form with these questions. At the end of that process, you will need to get a clean link (URL) that points people to the questions you want them to answer. Share This Ebook! www.Hubspot.com
  • 39. 39 using online surveys in your marketing To create that form, you can use survey software like SurveyMonkey, QuestionsPro or Murvey. They make the process of creating the form easy by giving you templates to choose from. Another option for creating the form is to simply use a web form on one of your landing pages. For instance, you can do that with HubSpot, Wufoo or a Google doc. So how do you make the right decision on what tool to use for the creation of your form? Consider what integrations matter to you the most. For instance, if you launch (or plan to launch) a series of surveys, it makes sense to use an online survey software for the management of all your results. If you would rather see the survey answers get incorporated into the lead intelligence you already have collected about your respondents, go with a marketing software platform like HubSpot. Promotional tools " Now that you have created the form with all the questions you would like to see answered, you should start thinking about how you will spread the word about your survey. Going back to the methodology of creating your survey, you will first need to decide what sample you are trying to reach. Then, consider all the different distribution assets you have access to: email, social media, calls-to-action across your website, paid ads, etc. Share This Ebook! www.Hubspot.com
  • 40. 40 using online surveys in your marketing analysis tools Lastly, once you get the form out and start collecting responses from it, you can start Y thinking about the way you want to analyze that data. As mentioned earlier in the ebook, most online survey programs offer automated analytics tools that create charts and graphs based on the information your survey gathered. So with just a few clicks you can get a pretty good picture of the attitudes emerging from the survey. And of course, there is also always Excel to help you dig deeper into the data and make curious comparisons. Once you export the survey responses from your form, you should be able to open them in Excel and slice the data in any way you want to, building pivot tables and even customizing the look and feel of your charts to match your company’s branding. Share This Ebook! www.Hubspot.com
  • 41. 41 using online surveys in your marketing conclusion & additional resources Share This Ebook! www.Hubspot.com
  • 42. 42 using online surveys in your marketing “ Now go identify a problem you want to solve and use a survey to tackle it in a ” smart, data-driven way. Online surveys serve as powerful marketing tools: they can help you build up your buyer persona, optimize your marketing assets and channels, grow into a more influential industry thought leader and even become better at lead generation. Not to mention how beneficial they are as company-wide feedback mechanisms: they can help you find customer pain points, evaluate if your product and service is moving in the right direction and even organize employees across different departments. Yet, before you jump into online surveys, you need to make sure that you are using the right methodology: know your goal, target sample and timing. Most importantly, always look for actionable next steps that emerge from your survey. We hope this ebook helped you understand the fundamentals of using online surveys for marketing. Now go identify a problem you want to solve and use a survey to tackle it in a smart, data-driven way. Share This Ebook! www.Hubspot.com
  • 43. 43 using online surveys in your marketing make your marketing surveys ACTIONable Incorporate the insights you get from online surveys into your marketing database. Use it for better segmentation. Find out how HubSpot can help you make your surveys actionable: get a free demo today. http://bitly.com/HubSpot-Demo Share This Ebook! www.Hubspot.com